James Fiallo is a financial advisor at Merrill in Jacksonville, FL, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2015, previously working at Bank of America, N.A. since 2021. 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 plans, corporations, and charitable organizations.

Charles Hofmann is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC prior to his current role. He is based in Jacksonville, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and 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 and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

David Mehler is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Merrill since 1999 and also works with Bank of America, N.A. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Deming is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Bank of America, The Vanguard Group, and Amerisource Bergen. He has also been involved with Missionary Companion Ministries. 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 diverse client base including individuals, pension plans, corporations, and charitable organizations.

Austin White is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he spent ten years working in the landscaping industry. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains regulatory registrations and governance procedures uncommon among large institutional peers.

Mandel Dauphine is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America N.A. since 2014. 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 plans, corporations, and charitable organizations.

Stephen Kuhn is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously worked at Sagepoint Financial and the University of North Florida. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports. The firm serves a large client base and integrates advisory, brokerage, and insurance solutions through its affiliated companies.

Angela Brown is a Vice President and Financial Consultant at Fidelity Investments. In her current role since 2022, she partners with clients at various stages of life to work toward financial balance utilizing Fidelity's unique planning process. She has experience in stock plan services, retirement and income planning, as well as investment and wealth planning. Angela has worked in the financial services industry since 2010, holding positions as a Financial Advisor at First Command Financial Services, The Principal Financial Group, North Florida Financial Corporation and The Guardian, before joining Fidelity Investments in 2018. Angela holds a California Insurance License. Outside of her professional work, she has interests in cooking and baking, football, gardening, outdoor adventures, theater, and traveling.

Kristofer Maher is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. He has worked at Fidelity Investments since 2021 and previously held various roles across different industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Iris Bonet is a financial advisor with UBS Financial Services in Ponte Vedra Beach, FL, holding Series 63 and Series 66 credentials and having eight years of industry experience. She previously worked at Fidelity Brokerage Services, Advocacy Wealth Management, and Merrill. Outside of finance, she owns and operates a photography business and is active in music production and performance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Jamie Ellison is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and 12 years of industry experience. She has been with Merrill since 2013. 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 a range of model-based and discretionary investment strategies.

Lynn Polley Hoffman is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch. Outside of her advisory role, she is involved in several business ventures as a managing member and serves as president of Need More Pink, Inc., a nonprofit networking group focused on promoting professional women. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and nonprofit organizations. The firm offers financial planning and investment consulting services with a range of portfolio management styles, and provides specialized municipal advisory services alongside its broad affiliate network.

Steve Nadeau is a financial advisor at Merrill in Jacksonville, FL, with 26 years of industry experience. He has held his current role at Merrill Lynch since 2009. He holds Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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.

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.

Kevin Hurst is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A./Merrill Lynch for 13 years before joining J.P. Morgan in 2025. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

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.

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.