Benjamin Ritter is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with four years of industry experience. He previously worked at Rinpower for two years and Domino's Pizza for three years. 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.

Michael Fiorilli Jr. is a financial advisor with J.P. Morgan Securities in Plantation, FL, holding a Series 66 designation and bringing 13 years of industry experience. His work history includes roles at Fiorilli Consulting, Inc., J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Sunglass Hut. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Victoria Deyo is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, where she has worked since 2014. She has 10 years of industry experience. Outside of her advisory role, she volunteers as a coordinator for Friends of Jacksonville Animals and is involved as a managing partner or owner in several non-investment ventures, including a restaurant review business and a strategic advisory firm focused on organizational effectiveness. 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, institutions, and charitable organizations.

William Vandiver Jr. is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at the Coventbridge Group and the Jacksonville Jewish Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolio delivery, with notable use of systematic methodologies and AI-driven research.

Jacqueline Alves is a Wealth Management Planning Consultant at Fidelity Investments, where she has worked since 2015. In her role, she provides service to clients for a variety of account needs and collaborates with a Wealth Management Advisor and a team of specialists to develop and implement customized financial plans tailored to clients' unique family goals and wishes. Jacqueline has accumulated extensive experience within Fidelity Investments, having served in multiple roles since 2008, including Branch Service Manager, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Registered Operations Associate at Dawson James Securities from 2006 to 2008. Outside of her professional work, Jacqueline engages in activities such as family activities, hiking, photography, reading, traveling, and volunteering.

Steven Mennella is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC and Wells Fargo. He has also served with the Jacksonville Sheriff's Office. 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. The firm offers discretionary and non-discretionary advisory services and manages model portfolios constructed from mutual funds, ETFs, and ETPs.

Donovan Curry is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2011, progressing through various positions including Planning Consultant, Financial Representative, Workplace Planning and Advice, Investment Solutions Representative, Premium Relationship Associate, and Customer Service Representative. With over 14 years of experience in the financial services industry, Donovan partners with individuals and families to develop customized financial plans tailored to their specific goals and preferences. His approach involves understanding each client's needs and co-creating strategies to help them achieve their financial objectives. Donovan holds a California Insurance License.

Erica Hayman is a financial advisor with Merrill, holding Series 66 and Series 63 designations and possessing 25 years of industry experience. Her prior roles include positions at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions from 2017 to 2022, and Bates & Company in 2016. She 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brittany Mancusi Asman is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked across multiple Fidelity entities since 2013. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

William Duncan IV is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 66 designation and has worked within various Fidelity Affiliates including Fidelity Brokerage Service LLC since 2006 and Fidelity Personal and Workplace Advisors since 2018. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role as a registered commodity pool operator, advisory services to multiple registered investment companies, and use of algorithmic and AI-driven methodologies.

Christopher Adair is a financial advisor with Merrill in Jacksonville, FL. He holds the Series 63 and Series 66 designations and has 10 years of industry experience. Prior to his current role at Merrill since 2015, he worked at Bank of America, N.A. and served in the United States Marine Corps Reserve from 2012 to 2019. 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.

Anthony Pollare is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation. He has begun his career in the financial industry, joining Fidelity in 2026 after roles in various sectors including healthcare and insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and systematic portfolio construction. The firm is notable for its use of algorithmic methods and AI in research, its role as a commodity pool operator registered with the CFTC, and its advisory services to multiple registered investment companies and fund-of-funds.

Jason Johnson is a financial advisor at Merrill with 23 years at the firm and 12 years of industry experience. He holds Series 63 and Series 66 licenses and is based in Jacksonville, FL. He has worked at Bank of America, N.A. since 2014 alongside his role at Merrill. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage custody services. The firm utilizes multiple investment program strategies and emphasizes integration with Bank of America affiliates to support trading, lending, and capital-markets activity.

Rene Gobeyn is a financial advisor at Fidelity with six years of industry experience. He previously worked at the Oakland County Prosecutors Office for ten years and has held roles in education at St Johns County School District and Hawaii Community College. He holds Series 63 and Series 66 licenses. 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 employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles and use of AI-driven methodologies.

Kevin Leen is a CFP® credentialed financial advisor with Fidelity, based in Jacksonville, FL, and has 19 years of industry experience. He has been with Fidelity Investments and its affiliated entities since 2006. Leen serves on the board of Junior Achievement of North Florida, a nonprofit organization focused on promoting financial literacy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registered advisory role to multiple investment companies and its use of systematic methodologies and AI in portfolio development.

Steven Wiktorek is a Financial Consultant at Fidelity Investments, where he has been assisting clients since 2015. In his role, he helps clients develop comprehensive financial plans tailored to their unique situations, utilizing the tools and resources available through Fidelity. Prior to his current position, Steven held various roles at Fidelity, including Retirement Relationship Manager from 2012 to 2015, Retirement Solutions Representative in 2012, and Investments Solutions Representative from 2011 to 2012. He also worked as a Registered Representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2010 to 2011. Steven holds insurance licenses in Arkansas and California. Outside of his professional work, he has personal interests that include cooking and baking, exploring food, football, golf, parenthood, and spending time with pets.

Mark Wierda Jr. is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2015. 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.

Whitney Hastings is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 registrations and bringing 12 years of industry experience, all of which has been with Merrill. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Haley White is a financial advisor at Merrill with Series 66 credentials and less than one year of industry experience. Prior to joining Merrill, she worked in healthcare and education roles, including positions at ProCare Therapy, Ascension, and the University 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 plans, corporations, and charitable organizations.

Anthony Mesquit is an Investment Management Consultant III at Fidelity Investments. He has been with Fidelity since 2006, holding various roles that demonstrate his progression and commitment within the financial services industry. With over 18 years of experience, Anthony has supported clients by offering comprehensive financial services and advocating for customized financial plans tailored to meet unique family needs. His career at Fidelity includes positions such as Financial Consultant, Managed Solutions Consultant, Senior Portfolio Specialist, and Private Client Group Relationship Manager, highlighting his expertise in portfolio management and client relationship management. Throughout his tenure, Anthony has focused on helping clients identify strategies to improve their financial plans while ensuring they feel confident and comfortable working toward their financial goals.