Mark Lumpa is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 credential and 11 years of industry experience. He has been with Merrill and Bank of America since 2014. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Makenzie Hochman is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at Pickard Poser Wealth Management Group, BJ's Restaurants, Inc., and involvement with The Gator Student Investment Fund and Olami JBIZ. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory programs supported by centralized due diligence and ESG eligibility processes.

Rachel Phan is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2021 and Bank of America N.A. since 2023. Prior to her financial services career, she was employed at Walgreens and the University of Central Florida. 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 and profit-sharing plans, corporations, and charitable organizations.

Heather Wright is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2018 and previously worked as a stylist for Stella & Dot, an online accessory sales business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Lawanda Thomas is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 10 years of industry experience. She has worked at both Bank of America, NA and Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Austin Williams is a financial advisor at Fidelity with a Series 66 designation and approximately three years of experience in the financial services industry. His prior roles include work with Mutual of Omaha Mortgage, 21st Mortgage, and self-employment in advisory-related activities. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and offers both discretionary and non-discretionary advisory services.

Alexis Graham is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity Investments in 2023, she worked at FedEx Office and held positions at Moon Dove Vintage and Anthropologie. Fidelity’s 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with oversight of affiliated and unaffiliated sub-advisers.

Thomas Kavanaugh is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He previously worked at UBS Financial Services from 2005 to 2017 and Wells Fargo Clearing from 2017 to 2023. He holds the Series 66 designation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm combines advisory services with other financial products and referral channels, providing clients with comprehensive financial solutions.

Meaghan Vencito is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Christopher Grego is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Planning Consultant and Workplace Planning Consultant at Fidelity Investments from 2021 to 2024. He began his financial services career as a Financial Representative at Northwestern Mutual from 2020 to 2021. Christopher holds insurance licenses in Arkansas and California. His professional approach focuses on providing personalized wealth management strategies that align with his clients' priorities, empowering them to make informed financial decisions. Outside of his professional work, Christopher's personal interests include activities such as going to the beach, fitness, running, and traveling.

Alex Chisholm is a Financial Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Alex served as a Planning Consultant from 2023 to 2024 and as a Client Management Representative from 2022 to 2023 at Fidelity Investments. In these roles, Alex has focused on partnering with clients to design and implement dynamic financial plans tailored to their goals. Alex holds insurance licenses in Arkansas and California, supporting expertise in client financial and insurance needs. Outside of work, Alex enjoys cooking and baking, participating in family activities, and pursuing music as an instrumentalist.

Thomas Zaucha is a financial advisor with Ameriprise in Ponte Vedra, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entity since 2016. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to create personalized, non-discretionary recommendations, with a focus on assets managed within Ameriprise.

Joseph Walker is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Cafe Alfresco and Olive Garden, as well as experience at the University of Central Florida. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm employs proprietary research combined with quantitative and algorithmic portfolio construction methods, managing a range of investment vehicles such as mutual funds, ETFs, and fund-of-funds.

Arman Mazumdar is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Bank of America, Merrill, and multiple divisions within Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery with oversight controls and the use of AI and systematic methodologies.

Farhat Farhat Jr. serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works with business owners, professionals, and families to develop strategies encompassing wealth accumulation, retirement income, business planning, estate considerations, and transitions across various life stages. He focuses on long-term relationships and coordinates with other professionals such as accountants, estate planning attorneys, and lending specialists to align client financial decisions. Farhat's expertise includes family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and tax minimization. He has experience assisting clients in coordinating wills and trusts alongside estate attorneys and collaborates with Bank of America specialists to support personal and commercial banking and lending needs. He holds the Personal Investment Advisor (PIA) designation and attended Florida State College of Jacksonville. He earned his High School Diploma from Trinity Christian Academy. A Jacksonville native, Farhat is active in his community as a member of the South Jacksonville Rotary Club and Business Network International. Outside of work, he enjoys spending time with his family, golfing, working out, and traveling. He is married to Maryann and values fostering relationships with clients to create tailored financial strategies.

Kyle Daley is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Reynolds American Inc and PerdoCEO Education Corporation. 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 developed with proprietary fundamental research and quantitative analysis.

Justin Grose is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 14 years of experience with the firm. He has worked at 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

George Dunn is a financial advisor at Merrill with Series 63 and Series 65 credentials and 51 years of industry experience. He has been with Merrill since 2011 and also works with Bank of America since 2012. Outside of his advisory role, he serves on the advisory board for The House DC Inc., a faith-based organization focused on assisting inner-city youth, and is a board member of the Boys and Girls Club of Northeast Florida where he helps co-chair their annual golf tournament. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions. The firm utilizes strategic and tactical asset allocation and offers tax-aware strategies, with implementation supported by Bank of America’s custody and trading infrastructure.

Shilpa Dunn is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2019. Her prior experience includes roles at Voya Financial Partners and involvement with the Hindu Society of North East Florida. Fidelity’s Strategic Advisers LLC 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 serves a diverse client base, including registered investment companies and charitable funds, and is noted for its use of model portfolios and AI-driven research.

Irene Fong is an Investment Solutions Representative III at Fidelity Investments. In her role, she works with clients to understand their financial goals and assist in building personalized financial plans. Irene has progressed through several roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2023, advancing to Investment Solutions Representative I in 2024, Investment Solutions Representative II in 2025, and assuming her current position in 2026. She holds insurance licenses in Arkansas and California. Outside of her professional responsibilities, Irene has interests in the beach, cooking and baking, tennis, and traveling.