Justin Skaparas is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include multiple positions at Fidelity and the University of Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of AI-driven methodologies and its formal advisory roles with multiple registered investment companies.

Joseph Storey is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and one year of industry experience. He is the founder and owner of Twinny LLC, an online apparel business. 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.

Tyler Toles is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and previously worked at firms including Merrill, Edward Jones, Hancock Whitney, and Cetera. He is based in Jacksonville, FL. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

John Beamer is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and advises multiple registered investment companies.

Barbara Kinsey is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes roles at Bank of America and TIAA-CREF. 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.

Brittain Wiseman is an Investment Solutions Representative III at Fidelity Investments, a role held since 2026. Prior to this, Brittain worked as an Investment Solutions Representative II from 2025 to 2026, and as a Customer Relationship Advocate from 2023 to 2024, all within Fidelity Investments. In this capacity, Brittain partners with individuals and families to develop comprehensive retirement strategies tailored to their unique goals and circumstances. Brittain's approach involves understanding clients' situations, challenges, and desires to provide clarity for complex financial decisions across all life stages. Brittain holds insurance licenses in Arkansas and California. Outside of work, Brittain's personal interests include the beach, fitness, golf, outdoor adventures, and spending time with pets.

Adam Mclellan is a financial advisor at Merrill with 19 years of industry experience. He has been with Merrill since 2014 and holds Series 66 and Series 63 licenses. 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 strategies managed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Doll is a Series 66-credentialed advisor with Merrill, based in Saint Johns, FL, who has four years of industry experience. He has worked with Merrill since 2017 and with Bank of America N.A. since 2023. Prior to his financial roles, he was involved with Celebration Church of Jacksonville for one year. 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, pension plans, corporations, and charitable organizations.

Mandy Marengo is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. She previously worked at JPMorgan Chase Bank, N.A. for nine years before joining Fidelity, where she has been since 2021. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Jon Noble is a financial advisor at Merrill with 28 years of industry experience. He has been with Merrill since 1998 and holds the Series 63 and Series 66 designations. 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 various institutions.

Anthony Diaz is a financial advisor at Fidelity with a Series 66 designation. He joined Fidelity in 2025 and has previous work experience in the healthcare sector, including roles at Evolus and Aclaris Therapeutics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Brian Stokes is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and models to support client planning needs.

Deborah Lennon is a financial advisor at Edward Jones in Saint Augustine, FL, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, she worked at Brooks Rehabilitation from 2012 to 2017 and operated a private practice, Deborah Lennon, OT, from 2002 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alex Brucker is Vice President and Financial Consultant at Fidelity Investments, a position held since 2025. In this role, Alex partners with individuals and their families to co-create and implement financial plans and investment strategies aimed at providing financial security and peace of mind. Alex's career at Fidelity Investments began in 2016 as a Financial Representative and has progressed through various roles including Investment Solutions Representative, Client Management Representative, Portfolio Specialist, Senior Portfolio Specialist, and Financial Consultant. This progression reflects extensive experience in financial consulting and portfolio management. Alex holds insurance licenses in Arkansas and California. Outside of work, Alex enjoys activities such as beach outings, boating, fishing, fitness, movies, and spending time with pets.

Bregg Binczak is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Derek West is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He began his career at Fidelity in 2022 and has progressed through multiple roles, including Investment Solutions Representative I, II, and III, as well as High Net Worth advisor. Prior to joining Fidelity, Derek gained experience in the banking and mortgage sectors, including roles as a Universal Banker at Bank Midwest, Loan Consultant at Land Home Financial Services, Inc, and Home Loan Specialist at Churchill Mortgage Corporation. Derek holds insurance licenses in Arkansas and California. His professional background spans financial planning, investment solutions, and loan consultancy. He collaborates closely with clients to develop tailored financial plans that align with their individual goals, utilizing both his advisory experience and the resources at Fidelity. Outside of his professional work, Derek enjoys activities such as spending time at the beach, attending concerts, watching football, socializing with friends, playing golf, and engaging in outdoor adventures.

David Eliasen is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and over 22 years of industry experience. He has been with Merrill since 2013 and concurrently with 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Abraham Blocker is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. He has served in the United States Marine Corps for over two decades and has held roles at JPMorgan Chase Bank since 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Jayant Das is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their priorities and develop personalized strategies to pursue their short-, mid-, and long-term financial goals. He serves as a resource for a range of financial needs, including investing, retirement planning, and saving for unexpected events. Additionally, he provides clients with access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jayant holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from St. Francis College. His approach emphasizes listening carefully to clients in order to help them clarify what they value most and build strategies aimed at achieving their financial objectives utilizing the global resources of Merrill and the banking capabilities of Bank of America.

Christopher Hamm is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Bank of America and Merrill Lynch for 15 years. Outside of his advisory work, he owns Pen and Page Publications, a small part-time business that publishes low and medium content books through Amazon Kindle Direct Publishing. 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.