Jeffrey Jones is a financial advisor with Mass Mutual Investors Services in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He is also the owner of multiple CPA practices, including Jones & Company, LLC and Gray, Callison & Jones, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, employing a structured, collaborative planning process that utilizes firm-approved analytical tools.

Zachary Burnett is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2012. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Chris Hoomany is a Benefits & Planning Consultant in the Executive Services division at Fidelity Investments. In this role, he partners with executives to help them maximize their employer-sponsored benefits and navigate complex financial decisions. He focuses on designing personalized financial plans that provide clients with confidence and a clear path toward achieving long-term goals. Chris has been with Fidelity Investments since 2020, progressing through several roles including Customer Relationship Advocate, High Net Worth Service Associate, and multiple levels of Investment Solutions Representative before assuming his current position in 2025. His experience spans client service and investment solutions within the company. He holds an Arkansas Insurance License.

Kyle Van Zanden is a financial advisor with Charles Schwab in Jacksonville, FL. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. and Charles Schwab Bank SSB since 2025. Prior to his current role, his background includes positions in full-time education and work at NEP Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory with access to discretionary separately managed accounts, supported by centralized custody and operational structures.

Christopher Knoernschild is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at CenterState Bank and Mandarin Home Services, among other roles. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Nishat Hossain is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Hossain worked at Cornerstone Financial Network and held various roles in financial services and related fields since 2016. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages model portfolios and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Frederick Harris is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. He has worked at Bank of America and Merrill since 2011. Outside of his advisory role, he is the general partner and managing member of Harris Automotive Enterprises LLC, an online business specializing in collectible automobile models, toys, and used auto parts. Merrill 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.

Teresa Haley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously spent three years with LPL Financial. Outside of her advisory role, she serves as a Sunday school teacher at Port Orange Presbyterian Church and is a commissioned notary public. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Damon Harris is a Series 66 licensed advisor with Merrill, based in Jacksonville, FL, and has 21 years of industry experience. He has been with Merrill since 2007. 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.

Ashley Zimlich is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2012. 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 strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carolina Kandel is a financial advisor at Fidelity with a Series 66 license and just over one year of industry experience. Her prior work includes roles at Wells Fargo Bank and VyStar Credit Union. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary management, fund advisory, and model portfolio services.

Paul Minogue is a CFP® professional with 18 years of experience in the financial industry. He has worked at Bank of America, N.A. and Merrill for the past 12 years. Located in Jacksonville, FL, he holds Series 63 and Series 66 licenses as well. Merrill, together with 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.

Fabrizio Argueta is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Fidelity Investments since 2014. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, offering discretionary portfolio management, advisory services, and fund consulting. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive roles in commodity pool operations and advisory services to multiple registered investment companies.

Meghan Streeter is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Bank of America and Merrill since 2015. 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 various institutional investors.

James Hayden is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. His background includes service in the United States Navy and a tenure at the University of New Haven prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund advisory services.

Humberto Cruz Ortiz is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 designations and having 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has a background with Wells Fargo Bank dating back to 2013. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, combining research from Wells Fargo Investment Institute and third-party sources to support diversified investment strategies.

Bryan Forrest is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and has 27 years of industry experience. He has been with Merrill since 1998. 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.

Bridget Monahan is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. She has been with Merrill and Bank of America since 2026. Outside of her advisory role, she has been involved with several yacht clubs, including the Florida Yacht Club and the Carolina Yacht Club. 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.

Hunter Little is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has been with LPL Financial since 2018 and also operates Jax Wealth Advisors. He has worked previously at Northwestern Mutual and has a background that includes experience outside finance, such as working at Outback Steakhouse. Additionally, he has been affiliated with the University of North Florida for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

Amber Lagore is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked in education with Jefferson County Public Schools and held roles at the USPS and North Carolina Farm Bureau. She also has experience in improv entertainment. Fidelity’s Strategic Advisers LLC, where Amber works, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and oversees multiple registered investment entities.