Jason Crownover is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Advisors is a national securities firm that offers 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, utilizing research from Wells Fargo Investment Institute and third-party databases.

Jeremiah Andryusky is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked previously at PNC Bank, TIAA Bank, LifeSouth Community Blood Centers, and Lyons HR. Outside of his advisory role, he works part-time as an independent contractor for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Taylor Bennett is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has previously worked at Community First Credit Union and Bank of America. Bennett is based in Jacksonville, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Matthew Barker is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Fidelity in various capacities since 1999, including roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory work for registered investment companies, and incorporation of AI in research processes.

Austin Shanahan is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2017. He is also the owner of ACT Imports, a limited liability company based in Ponte Vedra Beach, 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, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

Christian Douglas is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in several entrepreneurial ventures focused on motorsports, automotive publishing, and intellectual property management. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and research.

Silas Gassett is a financial advisor at Raymond James & Associates with 46 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 10 years before joining his current firm in 2022. He holds Series 63 and Series 65 licenses and is president of Silas William Gassett, Inc., a general business enterprise. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by proprietary research and multiple portfolio management strategies.

Connor Jakelis is an Investment Solutions Representative III at Fidelity Investments, where he partners with clients to develop financial plans aimed at helping them reach their financial goals. He has been with Fidelity Investments since 2022 and has progressed through several roles within the company, starting as a Customer Relationship Advocate before advancing to his current position. Connor's experience at Fidelity includes roles as Investment Solutions Representative I and II, reflecting his continued development and expertise in investment solutions over the years. His professional journey demonstrates a consistent focus on client partnership and financial planning. Outside of his professional role, Connor enjoys a range of personal interests including beach activities, fitness, hiking, movies, and soccer.

Michael Collett is a financial advisor with Raymond James Financial, holding the CFP® and ChFC® designations and over 21 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith and Bank of America, N.A. for 11 years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm employs non-discretionary planning and risk profiling tools tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Emilyanne Schmitt is a financial advisor with Wells Fargo Clearing in Jacksonville, FL. She holds Series 63 and Series 66 designations and has 19 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Advisors is a national securities firm providing 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 offers both brokerage and advisory solutions, supported by Wells Fargo Investment Institute research and third-party analytics.

Bailey Aldridge is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, Bailey worked at Equitable Advisors and has a background that includes roles at educational institutions and healthcare companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and is noted for its use of systematic methodologies and formal advisory roles with multiple registered investment companies.

Sandy Sambito is a Financial Consultant at Fidelity Investments, a role she has held since 2019. With over 25 years of experience in the financial services industry, Sandy has developed a comprehensive understanding of financial planning tailored to individual needs. Her career includes previous positions as a Financial Advisor at Wells Fargo Investments, Suntrust Investment Services, Union Banc of California, and Morgan Stanley. Her approach centers on carefully understanding each client's unique economic situation and life experience to help create personalized financial strategies. Sandy holds a California Insurance License, enabling her to provide a broad range of financial services. Outside of her professional work, Sandy enjoys activities such as comedy, exploring culinary experiences, outdoor adventures, traveling, and spending time with her pets.

Christian Ramos is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Fidelity Investments, Wells Fargo, and Mount Sinai Health System. 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.

Kristi Mato is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior work experience includes roles at Best Buy, DoorDash, and Johnson and Johnson Vision. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Karen Haid is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Raymond James & Associates since 2006 and has been involved with the Boomerang Awards since 2019. 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 including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mark Jones is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 licenses and with 31 years in the industry. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he is a majority owner of Absolute Massage Therapy Management, a business that places and manages massage therapists in corporate settings. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute alongside third-party sources to guide investment decisions.

Nicholas Aliff is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. Prior to joining Fidelity Investments in 2023, he worked for the Department of Human Services in the Commonwealth of Pennsylvania from 2015 to 2023. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs, and it is also registered with the CFTC as a commodity pool operator.

Michael Ray is a financial advisor at Fidelity with a Series 66 designation. He has held positions at Fidelity Investments since 2023 and previously worked in education and retail sectors. Strategic Advisers LLC, a Fidelity Investments company, 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 manage diversified model portfolios.

Allyson Fine is a financial advisor with Charles Schwab in Jacksonville, FL, holding a Series 66 designation and one year of industry experience. She previously worked at River Capital Advisors and Fidelity Investments, among other roles outside the financial industry. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management with multi-asset model portfolios and a centralized operational structure.

Jeffrey Dupuis is a Planning Consultant at Fidelity Investments, where he partners with individuals and families to help them identify their financial goals and develop strategies to achieve them. He joined Fidelity Investments as a Central Relationship Manager in 2019, later serving as a Relationship Manager before assuming his current role in 2024. Throughout his career at Fidelity Investments, Jeffrey has focused on building effective financial plans and providing guidance that supports clients' confidence and clarity in their financial decisions. He holds insurance licenses in Arkansas and California. Outside of his professional role, Jeffrey enjoys attending concerts, cooking and baking, participating in family activities, fitness, visiting museums, and traveling.