Aria Smith is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at both Bank of America, N.A. and Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexander Olsen is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at The Discovery School and Ess, as well as positions outside the financial services sector. 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 a range of individual and institutional investors.

Anna Medley is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. Her prior work includes roles at Hueman People Solutions, Leon County Public Schools, and Chick-fil-A. 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 develop model portfolios using mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and emphasizes systematic methodologies and oversight in its investment process.

Aaron Carter is a financial advisor at Merrill with 15 years of experience in the industry. He holds a Series 66 designation and has been with Merrill Lynch since 2011. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Thomas Hale is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and six years of industry experience. His background includes roles at Fidelity Brokerage Services LLC and PNC Financial Services Group, Inc. He is based in Jacksonville, FL. Fidelity’s Strategic Advisers LLC, where Mr. Hale is affiliated, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services, including model portfolios and fund advisory.

Josh Prucha is a Financial Consultant currently working with Fidelity Investments. He focuses on helping clients achieve their financial objectives and secure their long-term financial well-being by providing personalized and comprehensive financial guidance tailored to each client's unique circumstances, goals, and risk tolerance. Josh has been with Fidelity Investments since 2016, holding various roles including Financial Representative - Full Trader, Investment Solutions Representative, Client Management Representative, PAS Portfolio Specialist, and currently Financial Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Josh has interests in fitness, golf, pets, and traveling.

Arturo Granell Heras is a financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at UBS and Fidelity Investments. His background includes roles outside finance, such as with Elev8tion Fitness and the Paris Saint Germain Franchise. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis.

Hailey Landry is an advisor at Fidelity with a Series 66 credential and has been with the firm since 2025. She has a diverse work background including roles in hospitality, healthcare, and education. Fidelity’s subsidiary Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from an investable universe of mutual funds, ETFs, and ETPs.

Ashton King is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at Fidelity Investments for one year. Outside of finance, he has been involved with small business ventures including powerwashing services and the food industry. 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, pension plans, and charitable organizations.

Sara Lonix is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 credentials. Her prior roles include positions at UF Health Jacksonville, Community First Credit Union, and Goodwill Industries of North Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction to offer discretionary and non-discretionary advisory services and manages model portfolios across various platforms.

Santino Mostaccio is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. His prior work includes roles at Prime Technical Services Inc. and academic positions at Florida State University and Arizona State University. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to institutional and retail clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages a range of registered investment companies and funds.

Efrain Pantoja is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he focuses on connecting clients with tailored financial planning and investment strategies that align with their unique ambitions and priorities. His work includes assisting clients with funding education, planning for retirement and healthcare expenses, and developing personalized plans to support long-term family goals. Efrain holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his high school diploma from Andress High School. His approach emphasizes simplicity and transparency to help clients navigate the complexities of wealth planning.

Christian Ramjohn is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior roles at JPMorgan Chase Bank and a brief tenure at Amazon Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Heather Hodge is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various divisions of Fidelity since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment process combines proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Robert Williams is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role, he was involved with various organizations including Caddiemaster and First Tee North Florida. Outside of finance, he has experience with community and entrepreneurial ventures. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolios. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing investments.

Kayla Sadler is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2021, she held various roles including positions at Flagler College and Buffalo Wild Wings. Outside of her advisory work, she owns and creates products for Flicker and Fronds Candle Company LLC, a business that specializes in homemade candles and knitted items. Fidelity, through its subsidiary Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Adam Tompkins is a financial advisor with Merrill, holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. He has worked at Merrill since 2015 and is also associated with Bank of America, N.A. since 2019. 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 both model-based and discretionary investment strategies for a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Dorais is a financial advisor at Merrill with a Series 66 license and one year of industry experience. Prior to joining Merrill, he held roles at BestBet, The Winn-Dixie Company, Abercrombie & Fitch Co., Papa Murphy’s, and Orange Park High School. 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 variety of clients including individuals, high-net-worth investors, and institutional entities.

Jacqueline Woodson is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as a notary public in Jacksonville, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, supported by proprietary research and planning tools.

Griffin Lyon is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked for Duval County Public Schools for nine years before joining Merrill in 2021. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.