Angelo Mincey is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at AllState Insurance, Randstad, and Amazon, as well as entrepreneurial involvement with Foodies Care LLC and The Weekends End LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Joshua Hansen is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He has held various roles at Fidelity, including Investment Solutions Representative III, Investment Consultant, Fixed Income Specialist, and High Net Worth Service Associate, gaining experience across multiple facets of financial services. Prior to Fidelity, Joshua worked at Merrill Edge as a Senior Investment Specialist and Investment Specialist, and began his career as an agent at New York Life. Joshua holds insurance licenses in Arkansas and California. His approach to financial consulting emphasizes understanding clients' financial goals and developing plans based on relationship, trust, and mutual respect. This foundation supports his efforts to help clients achieve peace of mind and confidence in their financial futures. Outside of his professional work, Joshua has personal interests in comedy, family activities, reading, running, traveling, and writing.

Benjamin Loeb is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones in Jacksonville, FL. His prior roles include positions at Krier Wealth Management, Triad Advisors, Inc., and Sauer Group, Inc. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erik Jensen is a Series 66-registered financial advisor with Merrill in Jacksonville, FL, with nine years of industry experience. He has been with Merrill since 2014 and has also worked at Bank of America, N.A. since 2023. 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 clients.

Justin Mildrum is a financial advisor with Merrill in Jacksonville, FL, holding Series 66 and Series 63 credentials and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2015. Merrill, together 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brenden Vern is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Fisher Investments and teaching assignments at the University of South Florida, College of Central Florida, Florida International University, and George Jenkins High School. He has also been involved with Dugout Mugs in a non-financial capacity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic methodologies, and maintains oversight of sub-advisers, while employing algorithmic approaches and AI in its investment process.

Nicholas Klimchak is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 credential and eight years of industry experience. Prior to joining Merrill in 2018, he held positions in various sales and professional roles. Outside of his advisory work, he has participated as a compensated musician at a local church event. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Hayden Russell is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held roles at Freedom First Credit Union and worked in the food and beverage sector, including as a barista at Setlan Coffee Co. Hayden has also been involved with XXVI Holdings Inc., a subsidiary of Alphabet, as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Neal Mc Daniel is a CFP® professional with 18 years of industry experience, currently serving at Edward Jones since 2008. He is based in Fleming Island, FL. Outside of his advisory role, he is the owner of Seasons Holdings LLC, a commercial real estate business that leases property to Edward Jones Investments and Progressive Step Rehap. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Brittany Grippi is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes roles at the University of Brockport, Premium Mortgage, MCC, and five years of service in the US Navy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managed portfolios and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a diverse client base through a systematic investment process.

Diana Bender is a financial advisor at Merrill in Jacksonville, FL, with nine years of industry experience. She holds a Series 66 designation and has been with Merrill 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. The firm offers model-based and discretionary strategies designed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rachel Rollans is a financial advisor at Fidelity with Series 63 and Series 66 designations and 13 years of industry experience. She has been with Fidelity Investments since 2008. 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 utilizes proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprised of mutual funds, ETFs, and ETPs.

Jason York is a financial advisor at Edward Jones in Jacksonville, FL, holding a Series 66 designation and with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at The Home Depot/Interline Brands for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

John Worsowicz serves as the Senior Resident Director and Wealth Management Advisor at Merrill Lynch. With over 30 years of financial experience spanning both corporate and personal investing environments, he focuses on understanding client goals and developing strategies to assist in exceeding those goals and expectations. John began his career in public accounting as a CPA (non-practicing) and transitioned to private industry with CSX, where he held various financial management positions. He has also been a partner, CFO, and consultant for several successful companies in Northeast Florida. His relationship with Merrill Lynch began over 13 years ago as a client, and in 2013 he joined the Merriam Team to apply his skills in business to financial advisory services. John's areas of expertise include college education planning, corporate benefits, divorce transition planning, executive compensation, family wealth management strategies, and services for endowments, foundations, and non-profits. He holds a Bachelor's degree from Jacksonville University and a Master's degree from the University of North Florida. John maintains several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In his personal time, John enjoys basketball, biking, football, hiking, horseback riding, music, running, and traveling.

Vaughn Stukes is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America and Amazon. Outside of finance, he works as a rideshare driver for Uber and Lyft. 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 a range of individual and institutional clients.

Janelle Schultheis is a financial advisor with Fidelity Investments, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. She has held various roles within Fidelity since 2015, including positions at Fidelity Brokerage Services LLC and the broader Fidelity organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction with a focus on model portfolios composed of mutual funds, ETFs, and ETPs.

Tara Eulenfeld is a financial advisor at MassMutual Investors Services with 19 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at The Glenn Planning Group and Princor Financial Services Corporation. She has been involved with The Glenn Planning Group beyond her advisory role, serving as an employee focused on group insurance products and as a director overseeing compensation audits and expense control. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers financial planning through structured, collaborative engagements using firm-approved analytical tools and offers specialized planning services including divorce, estate-settlement, and employer-sponsored planning.

Denise Correll is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2016. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Joe Williams Jr. is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Bank of America and Merrill for the past seven years. His prior experience includes positions at Raymond James Financial Services and AXA Advisors. 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.

Jeremy Brown is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at Merrill since 2005 and at Bank of America, N.A. since 2011. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm utilizes multiple investment program strategies and integrates closely with Bank of America affiliates to support trading, lending, and capital-markets activities.