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.

Amy Mc Glohorn is a financial advisor at Edward Jones in Jacksonville, FL, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she has experience as an adjunct professor at Southeastern University and has worked in education at Providence School of Jacksonville and Richland School District One. Outside of her advisory role, she serves as a dissertation chair and is a brand partner in a direct sales business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Louella Uy is a financial advisor with Wells Fargo Clearing based in Ponte Vedra, FL, holding a Series 66 designation and nine years of industry experience. She has worked at Wells Fargo Bank, N.A. and J.P. Morgan Securities, with multiple roles spanning from 2016 to the present. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kristal Hosier is a Financial Consultant at Fidelity Investments, where she works with clients to plan for their future and implement strategies to help them work towards their financial goals. She has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Management Consultant before assuming her current position in 2025. Her experience spans various aspects of financial consulting and investment management. Kristal holds insurance licenses in Arkansas and California, which support her work in providing comprehensive financial services to her clients.

Derek Deloreto is a CFP® professional with 28 years of experience in the financial industry. He is currently with Wells Fargo Advisors, where he has worked since 2024, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. He holds ownership interests in two investment-related ventures based in Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that cover various specialized areas and uses Wells Fargo research and planning tools to develop tailored client recommendations.

Colton Weaver is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2015 and Bank of America since 2016. 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.

Stanley Soud is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior employment includes roles at Bank of America N.A., Select Portfolio Servicing, and Digital Risk. Outside of financial advising, he works as a 1099 contractor for Uber, providing ridesharing services. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing both model-based and discretionary investment strategies for a range of individual and institutional investors.

Joseph Roccia is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2006 and at 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Trucks is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include work at Helium-3 Ventures and a position with the United States Senate. He works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Sean Mcdow is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2018. His prior roles include positions at State Farm, Big Cat Capital LLC, and Mark Smith CPA. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios tailored for intermediary platforms.

Anthony Branch is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been associated with Wells Fargo in various capacities since 2009. Outside of his work at Wells Fargo, he has ownership interests in two private investment advisory businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.

Sabeen Villani is a financial advisor with Merrill in Ponte Vedra Beach, FL, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2006. 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.

Heather Hayes is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Morgan Stanley in 2024, she worked at UBS Financial Services Inc. from 2011 to 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment models as part of its advisory services.

Anthony D'Allegro is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at Fidelity Brokerage Service, LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.