Emily Bach is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. She has held roles at Fidelity Investments since 2021 and previously worked at VyStar Credit Union, Phantom Fireworks, and Panera Bread. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Aleksey Erman is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2020. Before joining the financial industry, he was employed in the hospitality sector at Verde Restaurant, Elior North America, Constellation Culinary, and Proof Miami. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio construction. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves a variety of clients including registered investment companies and an IRS-qualified Charitable Gift Fund.

Korey Johnson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His career includes multiple roles at Fidelity Investments since 2020 and prior work at Southern Kitchen and Bar, as well as positions at the University of North Florida, the YMCA, and Ponte Vedra High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Dakota Colonese is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining LPL Financial, Colonese worked at Trinity Wealth Securities and Florida Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios, research, and various technology-driven investment solutions.

Patrick Hairiston is a financial advisor with Fidelity Investments based in Jacksonville, FL. He holds Series 63 and Series 66 designations and has 11 years of industry experience. His work history includes roles across Fidelity Brokerage LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments since 2014. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a systematic investment approach combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

David Luthra is a Planning Consultant at Fidelity Investments, where he works alongside individuals and families to implement plans and strategies aimed at accomplishing their financial and lifestyle goals. He focuses on building relationships that instill trust and confidence. David has held several roles at Fidelity Investments since 2020, including Investment Management Consultant, Investment Solutions Representative, and Customer Relationship Advocate. His experience spans multiple areas within financial planning and investment management. He holds insurance licenses for Arkansas and California.

Val Janschutz is a financial advisor at LPL Financial with 14 years of industry experience. He has held positions at several firms, including Fifth Third Bank, Synovus, and SunTrust, prior to joining LPL Financial and South State Bank in 2024. Janschutz holds Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services, offering both discretionary and non-discretionary management supported by extensive research and model portfolios.

Keith Woltman is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2008. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that utilize mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies.

Shawanna Culver is a financial advisor at Merrill with 9 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2000. Culver serves on the board of the First Coast YMCA, attending meetings and volunteering in the community. 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 institutional investors.

John Lunney Jr. is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at several firms, including Community First Credit Union of Florida and BBVA Wealth Solutions. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services supported by a range of model portfolios, research, and technology solutions.

Melissa Howard is a financial advisor at Merrill with Series 63 and Series 66 credentials and nine years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she works part-time waiting tables at a restaurant in Jacksonville, Florida. 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, pension plans, corporations, and charitable organizations.

Jeffrey Heard is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Merrill and Bank of America since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Anderson is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2012, alongside a current role at Bank of America, N.A. since 2022. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering a range of managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes integrated investment management solutions supported by its affiliation with Bank of America and a focus on tax-efficient strategies.

Jennifer Scott is a financial advisor at Raymond James & Associates in Jacksonville, FL, with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Claire Doyle is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds the Series 66 designation and has a background that includes roles in education at IDEA Public Schools, Flagler County Public School, The Bolles School, and the University of Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, delivered through tailored recommendations supported by Wells Fargo’s research and planning tools.

Christopher Leeper is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Raymond James & Associates since 2005. Outside of his advisory role, he is a partner at Meinrod & Leeper LLC, a non-investment-related business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser network and a wide range of portfolio management styles and affiliated research.

David Colicci is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity divisions since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage multi-manager and fund-of-funds structures.

Scott Reisinger is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Merrill since 2008 and at Bank of America since 2011. Outside of his advisory role, he has a minority interest in a family-owned golf and RV park business but is not involved in its operations. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies to a range of individual and institutional clients.

Shalani Schulz is a Wealth Management Advisor specializing in serving active and retired athletes, entertainers, physicians, attorneys, executives, business owners, and multiple generations of families. She focuses on delivering thoughtful financial perspectives that help clients make decisions not driven by emotion or external pressures. Her approach includes helping clients manage unique compensation arrangements, develop consistent saving and investment habits, and build successful financial infrastructures by working closely with clients' representatives and families. Shalani holds professional credentials including the CERTIFIED FINANCIAL PLANNER® (CFP) designation, Certified Investment Management Analyst® (CIMA®), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She earned her Bachelor's degree from Eastern Washington University. Her expertise spans managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and tax minimization. Committed to community involvement, Shalani follows a tradition of volunteering with local organizations. In her personal time, she enjoys skiing, tennis, and yoga.

Gavin Scott is an Investment Solutions Representative III at Fidelity Investments, where he currently works to create tailored financial strategies for clients and their families. He focuses on investing for the future, retirement preparation, and wealth management, aiming to simplify the process and provide clear guidance. Gavin's experience includes progressive roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2023 and advancing through three levels of Investment Solutions Representative roles from 2024 to the present. Prior to this, he was a Financial Representative at Florida Financial Advisors from 2022 to 2023. He holds an AR Insurance License. Outside of his professional work, Gavin has interests in football, golf, kayaking, and pets.