Chris Timothy is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked with Fidelity Investments since 2020. Prior to his financial career, he spent eight years at Jones Technical Institute and two years at Capella University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services and managing multi-manager and fund-of-funds structures.

Kaitlyn Gurtner is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Before joining Fidelity Brokerage Services, she worked in various roles including digital design and grocery delivery. Outside of her advisory role, she engages in freelance digital design work for local businesses in Jacksonville, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios constructed from mutual funds, ETFs, and ETPs.

Craig McPherson is a CFP® and holds a Series 66 license with 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Grew is a financial advisor at Morgan Stanley in Jacksonville, FL, holding a Series 66 designation. He joined Morgan Stanley in 2026 after five years at The Home Depot and previous roles at the University of Florida and CHEP. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Christopher Plasencia is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at ADT Solar, Momentum Solar, and a long tenure at Publix Supermarkets. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, employing algorithmic methods and AI in its investment process.

Ulrike Lyon is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as Treasurer for the Jewish Messianic Congregation of Jacksonville. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Diana Fanning is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services from 2012 to 2022. Outside of her advisory role, she serves on the board of directors for Uptown Civitan Jacksonville, a local charity focused on volunteer activities and fundraising. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by various analytical tools.

Joshua Keyes is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at VyStar Credit Union, CUNA Brokerage Services, and Fidelity Brokerage Services. He serves on the boards of nonprofit organizations focused on veterans and is a member of the US Army Reserves. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Nicholas Mcnamara is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity, he held various roles in service and entrepreneurial ventures, including operating a resale business and a lawn care service in Jacksonville, Florida. He is also an investor member of an investment holding company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including multi-manager and fund-of-funds structures and engages in advisory roles for registered investment companies.

Jason Langieri is a Series 66–licensed financial advisor with Merrill in Jacksonville, FL, and has 13 years of industry experience. He has been associated with Bank of America and Merrill since 2012. Merrill, along 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ahmad Saafir is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill during his career. 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.

Sean Ricci is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Fidelity Brokerage Services LLC since 2015. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Anthony De Bellis is a financial advisor with LPL Enterprise who holds a Series 63 designation and has 27 years of industry experience. His career includes roles at Prudential Insurance Company of America and Cambridge Investment Research Advisors. He serves on the board of the University of North Florida, assisting with strategy for the university’s planned giving programs. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform combining adviser programs and financial product sales.

Teresa Shea is a CFP® with 23 years of experience in the financial services industry. She is currently with Cambridge Investment Research Advisors and previously worked for Lincoln Financial Securities Corporation for 13 years. Outside of her advisory role, she is involved in insurance through ownership and management positions with independent insurance agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management approaches and custody platforms.

Dennis Marcelino is a financial advisor with Merrill based in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Merrill since 2015 and at Bank of America, N.A. since 2017. 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, pension plans, corporations, and charitable organizations.

John Le Mire is a financial advisor at Merrill with 22 years of industry experience. He has held his current position at Merrill since 2004 and holds a Series 66 designation. 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 both model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Marla Dozier is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 registrations and nine years of industry experience. She has worked at Merrill since 2016 and concurrently serves at Bank of America, N.A. since 2019. Outside of her advisory role, she is the owner and president of MKD Design, LLC, a decorated apparel business. 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 and serves a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jamie Johnson is a Series 66-licensed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, Johnson held various roles including positions at Florida State College of Jacksonville and Clay County Supervisors. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers advisory services to multiple registered investment companies.

Aileen De Los Santos is a financial advisor at Merrill with 4 years of industry experience and a Series 66 designation. She has been with Merrill since 2004. 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 diverse client base including individuals, high-net-worth clients, and institutions.

Vahid Tahmasebi Rad is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his current role, he works closely with clients to understand their financial priorities and develop strategies tailored to their short-, mid-, and long-term goals. His advisory services encompass general investing, retirement planning, and preparedness for unexpected financial needs. He also facilitates client access to Bank of America specialists for services including banking, credit, home financing, and small business solutions. Vahid holds the Personal Investment Advisor (PIA) designation and has completed an Accredited Certificate Program from Kaplan Financial Education. His approach focuses on uncovering what matters most to clients and their families to formulate personalized strategies aimed at achieving their financial objectives.