Frederick Tomaszycki is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2015 and concurrently serves as a Lieutenant in the United States Navy Reserve. 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.

Gabriel Sokolowski is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He previously worked at TIAA-CREF for 15 years before joining Fidelity Brokerage Services LLC and subsequently Fidelity Investments. 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. The firm offers discretionary and non-discretionary advisory services, fund advisory, and manages model portfolios constructed from mutual funds, ETFs, and ETPs using systematic methodologies.

Bradley Perry is a financial advisor with Merrill, holding a Series 66 designation and over 21 years of industry experience. He has worked at Merrill and Bank of America for significant portions of his career, with additional experience at Fidelity Brokerage Services. Perry is based in Jacksonville, 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, and institutions, utilizing internal and third-party managers.

Darcie Fugatt is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Morgan Stanley and Fidelity Brokerage Services, LLC, as well as a recent role at Hampr, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jackson Schulz is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has held various positions prior to joining Fidelity, including roles at TreyLor Park and the University of North Florida. Outside of his advisory work, Schulz is a partner and manager at Ponte Vedra Basketball Club, where he helps train elementary and middle school children in basketball. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including mutual funds, ETFs, and fund-of-funds, and serves as an adviser to multiple registered investment companies.

Michael King is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He partners with clients to develop plans centered around trust, collaboration, and prioritizing financial goals. Prior to this role, Michael has held multiple positions within Fidelity Investments, including Investment Management Consultant from 2021 to 2024, Workplace Planning Consultant III from 2018 to 2021, Retirement Solutions Representative in 2014 and 2015, Investments Solutions Representative in 2014, and Premium Relationship Associate from 2013 to 2014. Michael holds insurance licenses for Arkansas and California, supporting his work in financial consulting. Outside of his professional duties, he has interests in art, fitness, hiking, movies, reading, and table tennis.

Anthony Doherty is a Series 66 licensed financial advisor with Merrill in Jacksonville, FL, bringing four years of industry experience. Prior to joining Merrill in 2022, he held roles at the Suffolk District Attorney’s Office and Edwards Corp., among others. Outside of his advisory work, he holds a power of attorney position with an entity based in Naples, 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 serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies.

Allen Metcalf is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Carla Robinson is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with three years of industry experience. She previously worked for Duval County Public Schools for 15 years before joining Merrill and Bank of America. Robinson is also involved in life and health insurance outside of her advisory role. 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, and charitable organizations.

Kristjan Preka is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, with prior roles at Wells Fargo Clearing, Wells Fargo Bank, and St. Vincents Hospital Southside. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that uses quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Jacob Weintraub is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Deutsche Bank Securities, Banco Safra, and Saga Capital. 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 combination of advisory and brokerage capabilities.

Allison Crick is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Merrill since 2007. Outside of her advisory role, she serves as president of the HAE Parent Ambassadors Association, a local parent-organized group coordinating end-of-year trips and fundraising for elementary school families. 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, and various institutional clients.

Joseph Maloy is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. He previously worked at Fidelity Investments and has business experience in real estate sales and custom shirt design. Outside of advising, he owns a custom shirt design and printing business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies, serving individuals, high-net-worth clients, and institutional investors.

Keith Paris is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Merrill since 1997. 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, and institutional investors.

Scott Hellman is a financial advisor with LPL Financial in Orange Park, FL, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He previously worked at Merrill for 14 years before joining LPL Financial in 2021. Outside of his advisory role, Hellman is employed as a stagehand for IATSE Local 115, working approximately 80 hours per month. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios and research.

Elisa Rastelli serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, she focuses on family wealth management strategies, personal retirement planning, and portfolio management services. Elisa brings a commitment to continuous learning and professional development in financial planning. She holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Elisa earned a Bachelor's Degree from Villanova University. Outside of her advisory work, Elisa is involved in her community through participation on a Homeowners Association Board of Directors. She also enjoys golfing, ice hockey, and spending time with her family.

James Docster is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior work includes roles at LPL Financial and a long tenure at Waddell & Reed, INC. He serves as a board member of a local networking group, JAXBP.org. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple portfolio management options and proprietary model strategies, combining discretionary and non-discretionary approaches tailored to client objectives.

Jasper Hendrick is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Merrill since 2014 and also works with Bank of America, N.A. since 2015. 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.

Todd Akins is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Merrill since 2001. Outside of his advisory role, he works part-time as a food delivery employee for DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amanda Brannon is a financial advisor with Fidelity in Jacksonville, FL, holding the Series 66 designation and four years of industry experience. She has worked at Fidelity Investments since 2021 and previously worked at Whole Foods Market from 2015 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios that include mutual funds, ETFs, and ETPs. The firm also serves in advisory and management roles for registered investment companies and uses systematic methodologies and oversight controls in its investment process.