Seneca Clarke is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2022. Prior to that, he held advisory and brokerage roles at First Command and has experience as a live host on TikTok, where he discusses life topics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Jack Bowling is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 21 years of industry experience. He 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin Giaimo is a Financial Consultant at Fidelity Investments, where he has been since 2023. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2023. His professional experience also includes positions as a Consultant at Strategic Financial Solutions from 2021 to 2022 and as an Insurance Agent at TDG Financial from 2020 to 2021. Justin holds insurance licenses in Arkansas and California. He focuses on partnering with families to understand their financial goals and assist in building comprehensive financial plans. Outside of his professional work, Justin enjoys activities such as spending time at the beach, fitness, football, social events with friends, scuba diving, and snowboarding.

Jason Robinson is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2013. Outside of his advisory role, he is a co-owner of a rental property in Jacksonville, Florida. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Ashlee Brown is a financial advisor with J.P. Morgan Securities in Jacksonville, FL. She holds Series 66 and Series 63 licenses and has been in the industry since 2024, with prior experience at Alex Brown | Raymond James and B2americas Contracted On To Onbeat Socials. Outside of finance, she has been involved with Mad Dance Performing Arts and Rustic French Home. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers a range of products through its broader broker-dealer and banking organization.

Joseph Massaro III is a Series 66 credentialed financial advisor at Merrill with 23 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1994. 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 broad range of clients including individuals, high-net-worth clients, and institutional investors.

Benjamin Sabella is a Series 66 licensed financial advisor with Fidelity Investments, based in Jacksonville, FL. He joined Fidelity in 2025 and has prior experience across various automotive and retail companies, as well as roles in education from 2015 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Paul Borah is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He specializes in financial planning and developing customized investment plans tailored to his clients' needs. Paul's approach involves analyzing and recommending strategies aimed at improving clients' financial situations. Paul has been with Fidelity Investments since 2012, having served in various roles including Portfolio Specialist from 2018 to 2023, Client Management Representative from 2015 to 2018, and in High Net Worth Service from 2012 to 2015. He holds insurance licenses in Arkansas and California. Outside of his professional work, Paul has interests in baseball, football, golf, movies, and is a foodie. He also enjoys spending time with pets.

Peter Campbell is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, bringing 16 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2010. Outside of his advisory role, he is the owner and managing member of Swinglab Development Group LLC, where he oversees branding, inventory, and event coordination. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Seth Tindle is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and possessing six years of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Fidelity Brokerage Services LLC beginning in 2019. His background also includes roles in the hospitality industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is noted for its use of algorithmic methods and AI in research, as well as its oversight of registered investment companies and fund-of-funds.

Claudia Kildow is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2020. Prior to her current role, she was employed at Dillard's Clearance Center and Publix Supermarkets. 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.

Jenna Daniels is a Financial Consultant at Fidelity Investments. In her role, she partners with clients to develop comprehensive financial plans that align with their goals, utilizing resources to support long-term financial well-being through personalized planning, goal-based strategies, risk management, and ongoing financial guidance. She has held various positions within Fidelity Investments since 2014, including Financial Representative, Private Client Group Service Associate I and II, Private Client Group Relationship Manager, before assuming her current role in 2020. Jenna holds a California Insurance License. Jenna's personal interests include spending time at the beach, fishing, exploring food, engaging in outdoor adventures, spending time with pets, and traveling.

Michael Layton is a financial advisor with Merrill in Jacksonville, FL, holding Series 66 and Series 63 licenses and has two years of industry experience. His prior experience includes roles at Fidelity Investments and Bank of America, N.A. He has also worked in educational and nonprofit settings, including Peace of Heart and Christ the Redeemer Church Inc. 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 plans, corporations, and charitable organizations.

Kevin Horan is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at T-Mobile for seven years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from an investable universe of mutual funds, ETFs, and ETPs.

Luke Raynor is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity Investments in 2025, he held positions at HCA Florida Citrus Hospital and UF Online. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Salima Morris is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her professional background includes service in the United States Navy from 2015 to 2023 and positions at FSCJ, Merrill, and Bank of America, N.A. She is also listed as a property owner outside of her advisory work, though she does not manage the property directly. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Carlos Esquivia Cruz is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 65 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Deutsche Bank and Bank of America, among other firms. Outside of his advisory roles, he is the owner of CREC Coffee Holdings LLC, a coffee shop franchise venture not yet operational. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and third-party research.

Johnathan Roman is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His background includes roles at Fidelity Investments, TruGreen, Comcast, Ditech, OneCall, and Brio. He is based in Jacksonville, FL. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including advisory work for 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 manage and deliver model portfolios across various investment vehicles.

Ronald Harris III is a Series 66-licensed financial advisor with Fidelity in Jacksonville, FL, bringing three years of industry experience. Prior to joining Fidelity, he held roles at Walmart, All Florida Safety Institute, Uber, Comcast, Lakeview Health, Golden Corral, and Breakout Games. Outside of finance, he works part-time at Enza's Italian Restaurant in Jacksonville. 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 to deliver model portfolios from a broad investable universe.

Donald Williams II is a financial advisor with Thrivent Investment Management in Middleburg, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2019, and previously spent eight years at Walmart Transportation LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships that address a range of topics such as retirement, tax, estate, and business continuation planning. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing program while maintaining separate planning and portfolio management services.