Marie Galke is Vice President and Branch Leader at Fidelity Investments. She is responsible for leading branch operations and advancing Fidelity's mission of helping people live their financial dreams. Marie has held several leadership positions at Fidelity Investments, including Vice President and Regional Planning Consultant from 2024 to 2026, and Senior Manager in Workplace Planning and Advice from 2021 to 2024. Her professional focus includes talent development, operational excellence, and delivering meaningful financial outcomes for clients and associates. She is dedicated to inspiring high-performing teams and deepening client engagement.

Paul Orfield is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Accelerate Learning, Step Up for Students, Southpoint Community Church, and Duval County Public Schools. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Leigh Paul is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2019. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as a long tenure at Danberry Company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and research.

Ariel Montes is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America N.A. since 2010 and 2012, 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. The firm offers model-based and discretionary strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Katharine Collins is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. Her prior work includes roles at Merrill, Bank of America, Advised Assets Group, and GWFS Equities. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, including management of registered investment companies and fund-of-funds.

Derek Martel is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Brokerage Services LLC and WAM Health Technologies, as well as teaching positions at Pellissippi State Community College and St Johns River State College. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios, including fund-of-funds and model portfolios delivered to intermediary platforms.

Charles Braziel is a financial advisor with Wells Fargo Advisors, holding Series 66 and Series 63 credentials and 11 years of industry experience. He previously worked at Merrill for 12 years before joining Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as cash flow, retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Michael De Bellis is a ChFC® credentialed financial advisor with 26 years of industry experience. He has been with Edward Jones since 2019 and previously worked at Madison Avenue Securities, Anders & Anders Financial Group, and TIAA-CREF. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a substantial national presence with over 23,000 financial advisors.

Michael Young is a financial advisor with LPL Financial and holds the Series 66 designation. He has 13 years of industry experience, including prior roles at Fidelity Brokerage Services, CUSO Financial Services, and Community First Credit Union of Florida. He is also involved with Community First Investment Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by research and a variety of portfolio management options.

Will Sackman is a Planning Consultant at Fidelity Investments, where he collaborates with a team to help clients develop clear and comprehensive financial plans. He focuses on understanding clients' goals, family situations, and investments to create tailored plans using Fidelity's resources and expertise. Will has held several positions at Fidelity Investments, including Relationship Manager and Financial Representative, demonstrating experience in client relationship management and financial representation. Prior to joining Fidelity, he completed a Wealth Management internship at Raymond James. He holds insurance licenses in Arkansas and California. Outside of his professional role, Will's personal interests include beach activities, boating, fitness, and golf.

Casey Carlson is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at both Merrill and Bank of America, N.A. since 2015 and 2017, 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, combining internal and third-party management approaches.

Christopher Bach is a Series 66 certified financial advisor with eight years of industry experience, currently affiliated with Merrill in Jacksonville, FL. His work history includes roles at Bank of America and Merrill, as well as positions at AAA Parking/The Four Seasons and the University of Central Florida. 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, utilizing both internal and third-party management teams.

Bradley Caldwell is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 10 years of industry experience. Prior to joining Merrill in 2019, he worked for Bridgeline Transportation from 2015 to 2019. Outside of his advisory role, Caldwell works as a transcription freelancer for Daily Transcription. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Ryan is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at AssetMark Brokerage, Fidelity Investments, and Next Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Halley Mc Kenzie is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2006. Outside of her advisory role, she is a wellness advocate for doTERRA International, LLC, where she conducts classes and product sampling, and she occasionally assists with estate sales at a local jewelry 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 a range of clients including individuals, high-net-worth clients, and institutions.

Zachary Steinberg is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. He has been with Bank of America and Merrill since 2015. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chase Michael is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 66 and Series 63 credentials and has worked at major firms including Fidelity Brokerage Services LLC and Wells Fargo prior to joining Charles Schwab in 2018. He has also been involved with Florida State College at Jacksonville for six years. Charles Schwab & Co., Inc. serves a large client base consisting primarily of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a primarily non-discretionary client relationship model supplemented by access to discretionary separately managed accounts, delivering investment guidance via multi-asset model portfolios and centralized custody and order-routing arrangements.

Shaun Jacobs is an Investment Consultant who focuses on helping clients develop plans to reach their financial goals. He has experience working at Fidelity Investments, where he served as a Workplace Planning Consultant from 2023 to 2025 and as a Workplace Planning Associate from 2022 to 2023. His professional background involves workplace planning and investment consulting. Outside of work, Shaun enjoys baseball, attending concerts, spending time with pets, and reading.

Christopher Lucero is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and six years of industry experience. He has been with Merrill since 2013, including through its affiliation with Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, integrating internal and third-party management teams.

Nirmal Patel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2023, and previously worked at Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to develop customized recommendations.