Kenny Rosales Sanchez is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and Bank of America. Outside of finance, he is the owner of UTOPIA SHOP LLC, a business established for his daughters while they attend university. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Lisa Preston is a financial advisor with Primerica Advisors based in Jacksonville, FL. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Her career includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of advisory work, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies created by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices and offers a range of investment models including strategic, tactical, tax-managed, and income-distribution approaches.

Scott Flanigan is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2013. Based in Jacksonville, FL, his career includes over a decade of service at this firm. 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.

Alexandria Siegner is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Her prior roles include positions at Bank of America, VyStar Credit Union, and the University of North Florida. 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, pension plans, corporations, and charitable organizations.

Derek Zieziula is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. He has held roles at several firms, including Equitable Advisors, LLC, Ameriprise Financial Services, LLC, and Current Capital Realty. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, managing portfolios with a focus on long-term asset allocation and utilizing systematic methodologies.

David Smith II is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Bank of America, Merrill, and Atlantic Transport. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm also serves multiple registered investment companies and utilizes systematic methodologies and oversight to manage conflicts of interest.

A'boni Harrison is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2022 and has prior experience in education roles at several institutions, including Florida State College at Jacksonville. 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.

Elizabeth Wolgemuth is a Planning Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she worked as a Relationship Manager at Fidelity Investments from 2012 to 2025. In her current role, Elizabeth partners with clients throughout the planning process to assist them in working toward their financial goals and lifelong dreams. Elizabeth focuses on helping clients build financial futures that align with their priorities. She brings over a decade of experience in client relationship management and financial planning to her work. Outside of her professional responsibilities, Elizabeth engages in family activities, fitness, hiking, outdoor adventures, parenthood, and traveling.

Lydreyah Simmons is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. She has been with Fidelity Investments since 2019 and previously worked at The Grand Opera House. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services and fund advisory roles.

David Clark is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and 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 developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anca Oakley is a CFP® with 18 years of industry experience, currently serving at Fidelity. She has worked with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and provides oversight through affiliated and unaffiliated sub-advisers.

Ali Suhel is a financial advisor at Edward Jones in Ponte Vedra Beach, FL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Fountainhead Wealth Advisors and Merrill Lynch. Outside of his advisory work, he is involved in hiring childcare support services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory and investment solutions supported by a large national network of advisors and branch offices.

Troy Bankston is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on the Board of Directors and is a past president of the Georgia Bulldog Club of Jacksonville. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing tax-aware retirement income planning.

Stephanie Kluge is a financial advisor at Merrill with 20 years of industry experience. She has been with Merrill since 2005 and holds the Series 66 designation. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sam Albert is a Vice President and Wealth Planner at Fidelity Investments. In this role, Sam partners with families to develop financial roadmaps tailored to their unique values and goals, focusing on simplifying complex financial concepts and advocating for clients' needs. Sam has been with Fidelity Investments since 2009, progressing through several roles including Financial Representative, Investment Consultant, Financial Consultant, and various levels of Investment Management Consultant before becoming Vice President in 2024. Prior to joining Fidelity, Sam worked as a Financial Advisor at Morgan Stanley from 2007 to 2009. Outside of work, Sam has interests in fitness, reading, and traveling.

Edward Durham V is a financial advisor with Raymond James & Associates in Ponte Vedra Beach, FL, holding Series 63 and Series 66 designations with 27 years of industry experience. He has worked at Raymond James & Associates since 2015, with a brief tenure at Cleckner LLC from 2017 to 2020. Outside of his advisory work, he owns and operates Swinging Phoenix Golf LLC, an online golf apparel store. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning and consulting with a non-discretionary approach, supported by various portfolio management styles and affiliated research.

Anthony Moyer is a Financial Consultant currently working at Fidelity Investments since 2022. He has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 2008, including Managed Solution Consultant, Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, and Investment Services Representative. Prior to joining Fidelity, he worked as a Financial Advisor at Merrill Lynch from 2004 to 2007. Anthony focuses on empowering clients to make sound financial decisions through planning and proper investment selection. He emphasizes helping clients pursue their financial goals and dreams. His professional background spans client management, portfolio specialization, and retirement solutions. Outside of his professional role, Anthony enjoys family activities, fishing, fitness, football, social events with friends, and golf.

Seth Holt is a financial advisor at Fidelity with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Florida Financial Advisors and EY. He serves as Treasurer and a board member of The Justice Coalition of Jacksonville, where he is responsible for preparing GAAP-compliant financial statements and liaising with the media. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of model portfolios, oversight of sub-advisers, and advisory roles to multiple registered investment companies.

Patrick Brown is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked within various divisions of Fidelity since 2014. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model portfolios for intermediary platforms.

Marie Galke is Vice President and Branch Leader at Fidelity Investments. She is responsible for leading branch operations and advancing Fidelity's mission of helping people live their financial dreams. Marie has held several leadership positions at Fidelity Investments, including Vice President and Regional Planning Consultant from 2024 to 2026, and Senior Manager in Workplace Planning and Advice from 2021 to 2024. Her professional focus includes talent development, operational excellence, and delivering meaningful financial outcomes for clients and associates. She is dedicated to inspiring high-performing teams and deepening client engagement.