Kristal Hosier is a Financial Consultant at Fidelity Investments, where she works with clients to plan for their future and implement strategies to help them work towards their financial goals. She has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Management Consultant before assuming her current position in 2025. Her experience spans various aspects of financial consulting and investment management. Kristal holds insurance licenses in Arkansas and California, which support her work in providing comprehensive financial services to her clients.

Chance Owen is a financial advisor with Edward Jones in Jacksonville, FL, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Central Florida. Outside of his advisory role, Owen works as a bartender for DLS Events Services. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Colton Weaver is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2015 and Bank of America since 2016. 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.

Stanley Soud is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior employment includes roles at Bank of America N.A., Select Portfolio Servicing, and Digital Risk. Outside of financial advising, he works as a 1099 contractor for Uber, providing ridesharing services. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing both model-based and discretionary investment strategies for a range of individual and institutional investors.

Joseph Roccia is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2006 and at Bank of America, N.A. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Trucks is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include work at Helium-3 Ventures and a position with the United States Senate. He works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Sean Mcdow is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2018. His prior roles include positions at State Farm, Big Cat Capital LLC, and Mark Smith CPA. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios tailored for intermediary platforms.

Anthony Branch is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been associated with Wells Fargo in various capacities since 2009. Outside of his work at Wells Fargo, he has ownership interests in two private investment advisory businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.

Anthony D'Allegro is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at Fidelity Brokerage Service, LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Evan Alvarado is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked in various roles outside the financial sector, including positions at TEKsystems and Yelp Inc. 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, and institutions.

Barry Krugliak is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2014 and 2015, respectively. 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 other organizations.

Amanda Henry is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and Premature Driveaway, Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

John Sellers is a financial advisor with Raymond James Financial in Jacksonville, FL, holding the ChFC® and Series 66 credentials and bringing 26 years of industry experience. He has been with Raymond James Financial Services Advisers Inc. since 2010 and has also worked at John Stockton Elementary School since 2011. Outside of his advisory role, he is a co-owner of a family home that has been held across generations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to align with client goals and supports a broad network of advisors and affiliated firms.

Abraham Gutierrez is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase. Gutierrez is based in Jacksonville, FL. 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, and institutions.

James Jones is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC. Prior to his financial services career, his background includes roles outside the industry and time spent at Valdosta State University. Merrill 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 to individuals, high-net-worth clients, pension plans, and corporate fiduciaries.

Jason Sorensen is a financial advisor with Equitable Advisors in Jacksonville, FL. He holds a Series 66 designation and has been with the firm since 2026. Prior to joining Equitable Advisors, his background includes roles in engineering and various positions unrelated to the financial industry. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Jacob Materia is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Cantor Fitzgerald and Gallagher, as well as positions outside finance in hospitality and education. 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.

Marc Mckinnerney is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 and Series 63 designations. Prior to his current role, he worked in the restaurant industry for several years. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm integrates fundamental research with quantitative and algorithmic portfolio construction, managing multi-manager and fund-of-funds structures and employing systematic methodologies across mutual funds, ETFs, and ETPs.

Steven Pasternak is a financial advisor with Fidelity, holding a Series 66 designation and bringing three years of industry experience. Prior to joining Fidelity, he spent 22 years at T-Mobile Wireless. Fidelity’s Strategic Advisers LLC, where he works, offers 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, delivering model portfolios through systematic methodologies.

James Mcpartland is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity, he worked at Citi and held positions outside finance in the restaurant industry. 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 across mutual funds, ETFs, and ETPs.