Jason Sorensen is a financial advisor with Equitable Advisors in Jacksonville, FL. He holds a Series 66 designation and has been with the firm since 2026. Prior to joining Equitable Advisors, his background includes roles in engineering and various positions unrelated to the financial industry. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Jacob Materia is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Cantor Fitzgerald and Gallagher, as well as positions outside finance in hospitality and education. 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.

Marc Mckinnerney is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 and Series 63 designations. Prior to his current role, he worked in the restaurant industry for several years. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm integrates fundamental research with quantitative and algorithmic portfolio construction, managing multi-manager and fund-of-funds structures and employing systematic methodologies across mutual funds, ETFs, and ETPs.

Steven Pasternak is a financial advisor with Fidelity, holding a Series 66 designation and bringing three years of industry experience. Prior to joining Fidelity, he spent 22 years at T-Mobile Wireless. Fidelity’s Strategic Advisers LLC, where he works, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies.

James Mcpartland is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity, he worked at Citi and held positions outside finance in the restaurant industry. Fidelity’s Strategic Advisers LLC provides 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.

Chad Sambito is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with families to understand their unique goals and helps them determine appropriate courses of action. Chad approaches financial planning with a principle of treating clients with the same care and attention as family members, aiming to simplify investing and support clients in pursuing financial freedom. Chad has been with Fidelity Investments since 2008, progressing through various positions including Financial Representative, Premium Relationship Associate, Investment Solutions Representative, Retirement Relationship Manager, Financial Consultant, Wealth Planner, and currently Vice President Private Wealth Management Advisor. His extensive experience encompasses private wealth management, financial consulting, retirement solutions, and investment services. He holds insurance licenses in Arkansas and California.

Jacqueline Siegmann is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith since 2022 and previously spent six years at VyStar Credit Union. 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 supported by internal and third-party teams for individuals, high-net-worth clients, and institutional investors.

Andrew Keller is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2011, as well as at Bank of America, N.A. since 2017. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Cordes is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. His background includes positions at Wells Fargo Advisors and Bank of America. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Aidan Pagana is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Tolomato CDD for six years and Westminster Woods on Julington Creek for two years. Fidelity’s 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a broad investable universe of mutual funds, ETFs, and ETPs.

Anthony Spears Jr. is a financial advisor at Fidelity with 18 years of industry experience. He holds a Series 66 designation and has worked with various Fidelity entities since 2010. Outside of his advisory role, he is involved in music ministry at Dayspring Baptist Church in Jacksonville, Florida, where he oversees choir rehearsals and music education. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Krystal Meadows is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked at Wells Fargo Clearing Services since 2017 and has been with Wells Fargo Bank NA since 2012. Outside of her advisory role, she is also a commissioned notary public. 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.

Jennifer Pasterczyk is a CFP®-designated financial advisor with 17 years of industry experience. She is currently with Edward Jones and has previously worked at firms including Fidelity Investments and VyStar Credit Union/LPL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products, supported by a nationwide network of more than 23,000 financial advisors.

Christopher Mitchell is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Fidelity Investments since 2022 and previously held a role at TopGolf from 2015 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Frank Makarauskas is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including investment companies and charitable funds. The firm combines proprietary research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Jeff Braley Jr. is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2012 and Bank of America since 2018. Outside of his advisory work, he performs as a singer in a band called Don't Call Me Shirley. 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 supported by internal and third-party managers for individual, high-net-worth, corporate, and institutional clients.

James Young is a financial advisor at Merrill based in Jacksonville, FL. He holds a Series 66 designation and has three years of industry experience. His prior work experience includes roles at Bank of America, UBS, Nexa Mortgage, PennyMac, and Groutworks of North Florida. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Allen Robinson is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. In this role, he helps clients build comprehensive plans aimed at driving financial wellness, emphasizing compassion and advocacy to ensure clients feel understood, valued, and supported. He has been with Fidelity Investments since 2010 and has held various roles including Financial Consultant, Retirement Relationship Manager, Retirement Solutions Representative, Investments Solutions Representative, Premium Service Representative, and Financial Representative. His experience spans wealth planning, retirement management, and investment solutions. Allen holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys fishing and football.

Brian Marshall is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, and has six years of industry experience. Prior to joining Merrill in 2017, he held roles at Acosta Sales and Marketing Company, SAMs Club, and Apex Marketing Events. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Stephanie Krig is a financial advisor with Merrill in Jacksonville, FL, holding Series 66 and Series 63 licenses and 12 years of industry experience. She has been with Merrill 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.