Jacob Moore is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in the restaurant and hospitality sector for several years, including roles at Sushi Sake and Mark's Prime Steakhouse. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Anthony Shrubsall is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2010. 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 a range of individual and institutional investors.

Aaron Graves is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC offers 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 systematic methodologies, advisory roles to registered investment companies, and incorporation of AI in research.

Taylor Weaver is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2017, alongside prior roles at Bank of America and SS&C Advent Software. 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.

Courtney Ferland is a Series 66 licensed financial advisor with Merrill in Jacksonville, FL, with 13 years of industry experience. She has been with Merrill Lynch Pierce Fenner & Smith Incorporated since 2013 and has also been affiliated with Arizona State University since 2010. 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, pension plans, corporations, and charitable organizations.

Michael Diiorio is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Prior to his current role, he was involved with Recruiter Boom and True Lacrosse LLC and attended Boston University from 2019 to 2023. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Kyle Rice is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Financial Strategies Inc and Minnesota Life Insurance Co, among others. In addition to his advisory role, Rice is an independent health and life insurance agent representing Medicare advantage plans and supplements. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform combining affiliated and third-party investment solutions.

Mark Demaine is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with LPL Financial since 2007. Outside of his advisory role, he is involved with De Maine Wealth Management, LLC, which offers health insurance as part of its services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm provides various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and diversified investment strategies.

Edward Pulido is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services since 2014. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios, utilizing systematic methodologies and long-term asset allocation benchmarks.

Jaclyn Caruso is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Prior to that, she held positions at Lowe's Home Improvement, the University of North Florida, and Sherwin Williams. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Lu Wei Huang is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Huang held positions at Paysafe, Athena Security, PAX Technology Inc., and Lennar, among others. 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.

Scott Mahler is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and joined Fidelity Investments in 2025. Prior to his financial services career, he was employed by Safety-Kleen Systems Inc. from 2010 to 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with distinctive roles in commodity pool operations, fund advisory, and systematic investment approaches.

Glenn Meloni is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2005 and has also been with Bank of America, N.A. since 2011. 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.

Michael Bohannon is a Series 66 licensed advisor with Merrill in Jacksonville, FL, where he has worked since 2007. He has 18 years of industry experience. 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.

Yuewen Zhao is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining Fidelity, Zhao worked at Shanghai Pudong Development Bank Co., Ltd. from 2021 to 2024 and has academic experience from Birmingham University and Bangor University. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, utilizing model portfolios built from mutual funds, ETFs, and ETPs.

Carter Melvin is a financial advisor at Fidelity with 21 years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments in various roles since 2006. Outside of his advisory work, Melvin owns a woodworking crafts business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Jeffrey Catlin is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Tanner Schonberger is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Spothopper, Sheer Logistics, Fastenal, and DJ Rock LLC, as well as running Tanner's Lawn Care for five years. 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 manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Elijah Bray is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Fidelity Investments, the Department of Defense Finance and Accounting Service, Mitre Corporation, BAE Systems, and service in the United States Navy. 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 and profit-sharing plans, corporations, and charitable organizations.

Dana Chavez is a CFP® professional affiliated with LPL Financial, based in Fleming Island, FL, with one year of industry experience. Prior to joining LPL Financial, Chavez worked at Strategen Wealth Advisors and Ginn & Patrou, PA. Outside of financial advising, Chavez is involved with Health Pointe Jacksonville Acupuncture & Wellness Clinic. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services supported by model portfolios, third-party research, and technology-driven solutions.