Jeffrey Dawkins is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill and Bank of America since 2014. Dawkins serves as a board member and business manager for the Paxon Golden Eagles Parents Association, a nonprofit organization focused on fundraising for a high school band. 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.

Vanessa Yakimchuk is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior work experience includes positions at River and Fort and various roles outside finance. She also works as an independent contractor selling direct products through Arbonne. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management alongside fund advisory services. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Dawson Hallmark is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Zachary's Riverhouse and Sea Palms, among others. 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.

Leelynn Osborn is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity, Osborn worked at Lions Bridge Talent, a talent agency where they managed marketing and performed at events. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop systematic, long-term asset allocation models.

Joshua Waller is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 securities licenses and has been with Merrill since 2016. Outside of his advisory role, he supports a Pilates and Gyro Studio operated by his spouse in St. Augustine, 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Joshua Kuhbander is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his advisory role, he is a co-owner of a family rental property in Hilton Head Island, SC. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Riley Choi is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 designations and four years of industry experience. His prior work history includes roles at Community First Credit Union, self-employment, and positions at Starbucks Coffee Co and Firehouse Subs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of AI-driven research tools.

Davis Whitenton is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he focuses on partnering with clients to navigate their short- and long-term financial goals, helping to identify and implement tools and strategies tailored to their unique needs. Prior to becoming a Planning Consultant, Davis held several roles at Fidelity Investments, including Investment Solutions Representative III from 2024 to 2025, Investment Solutions Representative II from 2023 to 2024, Investment Solutions Representative in 2023, and Customer Relationship Advocate from 2022 to 2023. His experience across these positions has contributed to his understanding of financial planning and client service. Davis holds insurance licenses in Arkansas and California.

Stephen Pell is a financial advisor at Merrill with Series 66 and Series 63 licenses and four years of industry experience. He previously worked at The Vanguard Group for four years. Outside of his advisory role, he has experience in the food service industry with Taco Mama and in automotive services with Hiley Automotive. 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 a range of individual and institutional clients.

Kevin Forrest is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with Voya Financial Partners. Outside of his advisory career, he is the founder and owner of K4S Entertainment/HFL Magazine, where he is involved in web creation, music production, and magazine publishing. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a diverse clientele, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios comprising mutual funds, ETFs, and ETPs.

Joseph Grant is a Series 65-licensed financial advisor with Primerica Advisors in Jacksonville, FL, bringing 10 years of industry experience. His work history includes roles at Primerica Financial Services since 1998, PFS Investments Inc., and Dental Fix RX. He also participates in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and selectively available separately managed accounts. The firm uses third-party asset managers vetted through independent due diligence and employs a tiered wrap-fee structure.

Brian Burke is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2021. In this role, he works closely with high net worth families to develop, implement, and monitor financial plans tailored to their unique goals and preferences. He employs an educational approach to financial planning, helping investors understand their portfolios, the broader markets, and key planning topics. Brian has been with Fidelity Investments since 1999, serving in various capacities including Financial Representative from 1999 to 2005 and Financial Consultant from 2005 to 2021. His long tenure at Fidelity reflects extensive experience in financial planning and client collaboration to address areas of focus important to his clients.

Denise Villarreal Ruiz is a Series 66 licensed financial advisor with 11 years of industry experience. She has been with Merrill since 2011 and concurrently with Bank of America, N.A. since 2019. Outside of her advisory role, she is the general partner and managing member of BullNest LLC, a small retail storefront business in Jacksonville, FL, and provides occasional administrative support to a family-run home inspection business. 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, utilizing model-based and discretionary investment strategies for a range of clients including individuals, pensions, corporations, and charitable organizations.

Lionel Alcidor is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 65 and Series 63 credentials and 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for multiple overlapping periods since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager selection, and customized performance reporting through a non-discretionary advisory approach.

Bridget Stamper is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2016. Prior to her role at Merrill, she has worked at 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Evans is a Financial Consultant at Fidelity Investments, where he has been supporting clients since 2006. Over the course of his career at Fidelity, he has held various roles including Investment Solutions Representative, Investment Management Consultant at multiple levels, and Retirement Relationship Manager. He has been serving in his current position since 2023. James's extensive experience encompasses investment management and retirement planning. He holds insurance licenses in Arkansas and California, enabling him to provide comprehensive financial services to his clients. Outside of his professional work, James enjoys cooking and baking, participating in family activities, maintaining fitness, engaging in social events with friends, pursuing outdoor adventures, and running.

Andrew Burdett is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 24 years of industry experience. He has worked within various Fidelity entities since 2011, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Bailey Cleveland is a financial advisor at Fidelity with a Series 66 license and four years of industry experience. Prior to joining Fidelity, Cleveland worked at firms including TKC Group and StoryTerrace. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves in advisory roles that include managing multiple registered investment companies and fund-of-funds.

Matthew Farrell is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Providence Technology Solutions LLC and various life insurance companies. Based in Jacksonville, FL, he has been with Fidelity since 2022. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs, with oversight controls and delegation to sub-advisers to address potential conflicts of interest.

Grace Mateer is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2017. Prior to that, she was associated with Ennis Pellum & Associates, the Florida Institute of Technology, and KIPP Impact Middle School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party teams.