Barbara Kinsey is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes roles at Bank of America and TIAA-CREF. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brittain Wiseman is an Investment Solutions Representative III at Fidelity Investments, a role held since 2026. Prior to this, Brittain worked as an Investment Solutions Representative II from 2025 to 2026, and as a Customer Relationship Advocate from 2023 to 2024, all within Fidelity Investments. In this capacity, Brittain partners with individuals and families to develop comprehensive retirement strategies tailored to their unique goals and circumstances. Brittain's approach involves understanding clients' situations, challenges, and desires to provide clarity for complex financial decisions across all life stages. Brittain holds insurance licenses in Arkansas and California. Outside of work, Brittain's personal interests include the beach, fitness, golf, outdoor adventures, and spending time with pets.

Matthew Monroe is a financial advisor at Morgan Stanley in Jacksonville, FL, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Wells Fargo Advisors and Fidelity Investments, as well as involvement with the High Tide Burrito Company and the Florida State University Art Center. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by proprietary tools and modeling techniques.

Adam Mclellan is a financial advisor at Merrill with 19 years of industry experience. He has been with Merrill since 2014 and holds Series 66 and Series 63 licenses. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies managed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mandy Marengo is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. She previously worked at JPMorgan Chase Bank, N.A. for nine years before joining Fidelity, where she has been since 2021. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Jon Noble is a financial advisor at Merrill with 28 years of industry experience. He has been with Merrill since 1998 and holds the Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutions.

Anthony Diaz is a financial advisor at Fidelity with a Series 66 designation. He joined Fidelity in 2025 and has previous work experience in the healthcare sector, including roles at Evolus and Aclaris Therapeutics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Alex Brucker is Vice President and Financial Consultant at Fidelity Investments, a position held since 2025. In this role, Alex partners with individuals and their families to co-create and implement financial plans and investment strategies aimed at providing financial security and peace of mind. Alex's career at Fidelity Investments began in 2016 as a Financial Representative and has progressed through various roles including Investment Solutions Representative, Client Management Representative, Portfolio Specialist, Senior Portfolio Specialist, and Financial Consultant. This progression reflects extensive experience in financial consulting and portfolio management. Alex holds insurance licenses in Arkansas and California. Outside of work, Alex enjoys activities such as beach outings, boating, fishing, fitness, movies, and spending time with pets.

Amy Mc Glohorn is a financial advisor at Edward Jones in Jacksonville, FL, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she has experience as an adjunct professor at Southeastern University and has worked in education at Providence School of Jacksonville and Richland School District One. Outside of her advisory role, she serves as a dissertation chair and is a brand partner in a direct sales business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Poul Pedersen serves as the Regional Director of Executive Services at Fidelity Investments, a role he has held since 2023. In this capacity, he leads a team of Financial Professionals who provide clients with support in benefits and financial planning. His responsibilities include offering strategic insight and fostering collaborative leadership to enhance financial well-being for both his team and clients. Prior to his current position, Poul held leadership roles at Fidelity Investments including Team Leader for Investment Solutions from 2020 to 2023 and Team Leader for Workplace Planning and Advice from 2015 to 2020. These roles have contributed to his expertise in financial planning and client support within the investment and workplace planning sectors.

Bregg Binczak is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Derek West is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He began his career at Fidelity in 2022 and has progressed through multiple roles, including Investment Solutions Representative I, II, and III, as well as High Net Worth advisor. Prior to joining Fidelity, Derek gained experience in the banking and mortgage sectors, including roles as a Universal Banker at Bank Midwest, Loan Consultant at Land Home Financial Services, Inc, and Home Loan Specialist at Churchill Mortgage Corporation. Derek holds insurance licenses in Arkansas and California. His professional background spans financial planning, investment solutions, and loan consultancy. He collaborates closely with clients to develop tailored financial plans that align with their individual goals, utilizing both his advisory experience and the resources at Fidelity. Outside of his professional work, Derek enjoys activities such as spending time at the beach, attending concerts, watching football, socializing with friends, playing golf, and engaging in outdoor adventures.

David Eliasen is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and over 22 years of industry experience. He has been with Merrill since 2013 and concurrently with Bank of America, N.A. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Jayant Das is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their priorities and develop personalized strategies to pursue their short-, mid-, and long-term financial goals. He serves as a resource for a range of financial needs, including investing, retirement planning, and saving for unexpected events. Additionally, he provides clients with access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jayant holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from St. Francis College. His approach emphasizes listening carefully to clients in order to help them clarify what they value most and build strategies aimed at achieving their financial objectives utilizing the global resources of Merrill and the banking capabilities of Bank of America.

Christopher Hamm is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Bank of America and Merrill Lynch for 15 years. Outside of his advisory work, he owns Pen and Page Publications, a small part-time business that publishes low and medium content books through Amazon Kindle Direct Publishing. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristal Hosier is a Financial Consultant at Fidelity Investments, where she works with clients to plan for their future and implement strategies to help them work towards their financial goals. She has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Management Consultant before assuming her current position in 2025. Her experience spans various aspects of financial consulting and investment management. Kristal holds insurance licenses in Arkansas and California, which support her work in providing comprehensive financial services to her clients.

Chance Owen is a financial advisor with Edward Jones in Jacksonville, FL, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Central Florida. Outside of his advisory role, Owen works as a bartender for DLS Events Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Colton Weaver is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2015 and Bank of America since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stanley Soud is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior employment includes roles at Bank of America N.A., Select Portfolio Servicing, and Digital Risk. Outside of financial advising, he works as a 1099 contractor for Uber, providing ridesharing services. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing both model-based and discretionary investment strategies for a range of individual and institutional investors.

Joseph Roccia is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2006 and at Bank of America, N.A. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.