Corey Harris is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill and Bank of America before joining Fidelity. Outside of his advisory role, he creates content for a YouTube channel called React University. Fidelity’s Strategic Advisers LLC offers 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.

Jennifer Ferguson is a financial advisor at Wells Fargo Advisors with nine years of industry experience. She holds a Series 66 designation and has worked in various roles within Wells Fargo entities since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with an integrated approach that includes banking, lending, and trustee services.

Lauren Randle is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, she held positions at Northwestern Mutual and worked in educational roles at the University of Florida and Florida Atlantic University. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Joseph Magurne is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Jacksonville, FL. 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 for individuals, high-net-worth clients, and various institutional investors, utilizing internal Chief Investment Office teams and third-party managers.

Kirk Olson is a financial advisor with Osaic Wealth, Inc. in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Osaic since 2018 and was previously with Signator Investors, Inc. and Retirement Resources, where he also serves as Vice President. His professional activities include insurance brokerage, focusing on life insurance, annuities, and long-term care products. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm employs advanced asset-allocation tools and offers a wide range of portfolio management options, including access to third-party managers and unified managed accounts.

Michael Degennaro is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Merrill. 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 uses a disciplined approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Nicole Di Massa is a financial advisor at Stifel with nine years of industry experience. She holds a Series 66 designation and has previously worked at Cohen & Steers Securities, Cohen & Steers Capital Management, Lord Abbett Distributor LLC, and Merrill. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Paul Sinofsky is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 66 designations and offering 41 years of industry experience. He has worked with Primerica Advisors since 1985 and with Primerica Financial Services since 1984. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated entities. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that employs model-driven strategies and operates at scale with thousands of advisors and billions in assets under management.

Dennis Hoyos is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles including at Ttec and GuideWell. He is also listed as the president of Performance Machine Corp, a retail auto parts store, though he currently has no active duties there. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Rick Benitez is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been working at both Merrill and Bank of America since 2015. 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.

Agnes Scott is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since 1989, she has provided financial guidance to a diverse clientele including C-suite executives, entrepreneurs, physicians, and professional athletes. Agnes focuses on understanding how each client views their wealth and the opportunities associated with it. She employs an ongoing, planning-based approach to identify goals and gaps in clients’ financial lives, covering areas such as complex exit planning, tax minimization, and estate planning. Agnes collaborates with trust professionals, CPAs, and attorneys and utilizes resources from Bank of America to support clients’ residential, securities-based, commercial, and structured lending needs. Agnes holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), SE-AWMA™ from The College for Financial Planning Institutes Corp., and the Retirement Benefits Consultant designation. She is also recognized as a Portfolio Manager within the firm. Agnes earned her Bachelor's degree from the University of Phoenix and her Master's degree from the College for Financial Planning. Fluent in English and Hungarian, she is a native of Hungary and moved to the United States as a child. Outside of her professional role, Agnes maintains an active lifestyle with interests that include boating, skiing, hiking, biking, and swimming. She also enjoys visiting family in Hungary. Her personal philosophy emphasizes delivering the same dedication and passion to clients that they bring to their careers, aiming to simplify financial decisions and improve clients’ financial outlooks.

Kyle Simmons is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2025. He has progressed through various positions within Fidelity, including Investment Solutions Representative II (2024-2025), Investment Solutions Representative I (2023-2024), Retirement Representative (2022-2023), and Customer Relationship Advocate (2021-2022). In his current role, Kyle partners with clients to co-create financial plans aimed at providing confidence and trust regarding their family's financial futures. Kyle holds insurance licenses for the states of Arkansas and California. Outside of his professional career, he has personal interests in activities such as beach outings, camping, fishing, football, golf, and kayaking.

Charles Thomas is a financial advisor at Merrill with six years of industry experience and holds the Series 66 designation. He has been with Merrill since 2014 and previously worked at Publix in 2019. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Brian Wilson is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2004 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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.

Gray Camp is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in wealth management planning, investment advice and guidance, as well as personal and private banking services through Bank of America and Bank of America Private Bank. Gray and his team focus on gaining a thorough understanding of their clients' objectives and concerns, and developing customized plans and strategies to assist clients in reaching their financial goals. They emphasize delivering consistent, attentive communication and outstanding service. Gray joined Merrill in 2001 after serving as a U.S. Navy Officer with a focus on surface ship logistics. He holds a Bachelor of Arts degree in History from Vanderbilt University and an MBA from London Business School. He holds the Personal Investment Advisor (PIA) designation. Gray and his wife, Elle, live with their children in Jacksonville, Florida. His personal interests include boating, reading, and running. He is involved with the City Rescue Mission in his community.

John Peterson is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill Lynch since 2010. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment approach includes multiple program strategy types and manager-constructed strategies, supported by its integration with Bank of America affiliates and a focus on tax-efficient implementation.

Caroline Wilson is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Raymond James, she worked at Fidelity Investments and Fidelity Brokerage Services for a total of five years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and public entities, offering financial planning and consulting services with a range of portfolio management strategies and municipal advisory capabilities.

Bradley Swanson is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2015. His current tenure at Fidelity Investments began in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

James Rogers is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2008 and Bank of America, N.A. since 2017. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm is noted for its integration with Bank of America affiliates and its focus on managed account and manager-selection capabilities.

Alex Simpson is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and involvement with RR AND F Logistics DBA Suntecktts, as well as experience at the University of North Florida and Baja Buggyz. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves a key role in managing model portfolios and acting as a commodity pool operator.