Evan Alvarado is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked in various roles outside the financial sector, including positions at TEKsystems and Yelp 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Barry Krugliak is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2014 and 2015, 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other organizations.

Amanda Henry is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and Premature Driveaway, Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily 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.

John Sellers is a financial advisor with Raymond James Financial in Jacksonville, FL, holding the ChFC® and Series 66 credentials and bringing 26 years of industry experience. He has been with Raymond James Financial Services Advisers Inc. since 2010 and has also worked at John Stockton Elementary School since 2011. Outside of his advisory role, he is a co-owner of a family home that has been held across generations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to align with client goals and supports a broad network of advisors and affiliated firms.

Abraham Gutierrez is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase. Gutierrez is based in Jacksonville, FL. 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, and institutions.

James Jones is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC. Prior to his financial services career, his background includes roles outside the industry and time spent at Valdosta State University. Merrill 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 to individuals, high-net-worth clients, pension plans, and corporate fiduciaries.

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.

Douglas Overlade is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, and it also acts as a commodity pool operator while advising multiple registered investment companies.

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.

Marsha Vaughan is a financial advisor with Morgan Stanley in Ponte Vedra Beach, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She joined Morgan Stanley in 2020 after four years at Raymond James. Vaughan is also the owner of a network marketing business, Arbonne, which she has operated since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm employs structured planning tools and models outcomes using its Global Investment Committee’s estimates, managing approximately $2.74 trillion in client assets.

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.

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.

Jennifer Kenyon is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2012. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.