Frank Meininger is a financial advisor at Edward Jones in Jacksonville, FL, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is involved as an owner and landlord of a commercial office property in Jacksonville. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ronald Keller is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. His career includes roles at Bank of America, Empower Retirement LLC, Gwfs Equities, Inc., and multiple tenures at Merrill. 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 institutional investors.

Raymond Welch is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He collaborates closely with clients across the United States, assisting them in developing and executing financial strategies tailored to their individual needs, whether they are beginning their financial planning journey or preparing for retirement. Prior to his current role, he held several positions at Fidelity Investments, including Investment Solutions Representative III, Investment Consultant, and Workplace Planning Consultant, gaining experience in various aspects of financial advisory and planning. Raymond holds insurance licenses in Arkansas and California, supporting his ability to provide a range of financial services to clients. Originally from western New York, he now resides in northern Florida. Outside of his professional work, Raymond engages in family activities, fishing, fitness, football, caring for pets, and traveling.

Cierra Knill is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Her background includes roles at Fidelity Investments and diverse work history spanning education, food service, and military service in the United States Army. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves as a formal adviser to multiple registered investment companies and fund-of-funds.

Joseph Marek is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. He has held positions at Merrill, Bank of America, Pennymac, and Ditech Financial. Marek receives residual income from a past commission-based role in credit card processing with Total Merchant Services. 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 individual and institutional clients.

Alexander Valverde is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His previous work experience includes roles at Magellan Transport Logistics and Troon. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Lucas Freund is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments since 2021, a year at Cannon Financial Strategists, Inc., and eight years of service with the Army National Guard. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including multi-manager funds and model portfolios built from mutual funds, ETFs, and ETPs.

Luke Elmore is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Bank of America, and JPMorgan Chase Bank, N.A. Outside of finance, he has been involved with nonprofit organizations including World of Fellowship Inc and Gospel Volunteers Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Stephen Whitley is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services LLC. Outside of finance, he was briefly involved with Bob's Backflow Company in 2018. 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, and institutional investors.

Chris Prince is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Workplace Planning Consultant with the same company from 2023 to 2026. In his current position, Chris works closely with clients to develop financial plans that align with their goals, priorities, and family needs. His approach involves understanding what matters most to each client and providing ongoing guidance through various life stages. He helps clients adjust their financial plans as their needs, goals, and circumstances change over time. Outside of his professional work, Chris enjoys cooking and baking, outdoor adventures, soccer, surfing, and traveling.

Kevin Salkey is a Financial Consultant currently working at Fidelity Investments since 2022. He has over a decade of experience in the financial services industry, having held roles including Financial Solutions Advisor and Vice President at Merrill from 2016 to 2022, Private Client Advisor at J.P. Morgan from 2015 to 2016, and Financial Solutions Advisor at Merrill from 2011 to 2015. As a Certified Financial Planner, Kevin focuses on understanding each client's unique goals and crafting personalized financial strategies. He emphasizes empathy, transparency, and creating a welcoming environment to support clients in making confident financial decisions. He is committed to continuous learning to provide insightful guidance. No information regarding his education, credentials beyond CFP, personal interests, or community involvement was provided.

George Redmond is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1992. 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 managed by internal teams and third-party managers for individuals, high-net-worth clients, and institutional investors.

Greyson Iszler is a Planning Consultant at Fidelity Investments. He provides financial planning and investment guidance to clients. Prior to his current role, Greyson worked at Fidelity Investments as a Workplace Planning Consultant from 2022 to 2026 and as a Customer Relationship Advocate from 2021 to 2022. He holds insurance licenses in Arkansas (AR) and California (CA). Outside of his professional work, Greyson enjoys baseball, football, golf, snowboarding, and traveling.

Billy Tomlinson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Fidelity Investments and various positions outside finance, including in the food and service industries. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a mix of non-discretionary and discretionary investment services combined with centralized custody and integrated operational support.

Jordan Barker is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner and Smith Incorporated 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brian Stevens is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at MoneySolver and has experience in content creation through a YouTube channel and Twitch livestreaming. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and systematic portfolio construction. The firm serves a diverse client base and is noted for its use of algorithmic methods and AI in its investment process.

Derek Elftmann is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Outside of his advisory role, he serves as President of the Christ the King Athletic Association and is an athletic coach at Fletcher High School. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

James Hughes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at LPL Financial and Vystar Credit Union since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jeremy Brink is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Kyle Austin is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 designation and with two years of industry experience. His prior roles include positions at TEKSYSTEMS Inc, Enterprise Holdings, and Milam Howard Nicandri Gillam & Renner. Outside of his advisory work, he engages in wood burning art, creating designs by burning patterns into wood. Strategic Advisers LLC, a Fidelity Investments company, 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 serves a broad client base including charitable funds and registered investment companies, and utilizes systematic methodologies and oversight controls in its model portfolios.