Nathanial Bays is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Augustyniak Insurance Group, Fullsource, LLC, and Orangetheory Fitness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and the application of AI and algorithmic methods in its research.

Louis Walsh is a CFA® charterholder with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory work, he owns Walsh Fine Art, a business involved in painting and art show sales. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo’s research and tools, delivering tailored recommendations through client meetings and reports.

Travis Hyers is a financial advisor at Fidelity with a Series 66 credential and has been in the industry since 2025. His prior experience includes roles at JPMorgan Chase, Navy Federal Credit Union, and Publix Super Markets. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative and algorithmic portfolio construction methods. The firm serves multiple registered investment companies and is noted for its use of systematic methodologies and formal advisory roles uncommon among large institutional peers.

Lauren Greenberg is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she held roles at the Orthodox Christian Mission Center and Laurel River Group LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and advisory role to multiple registered investment companies.

Ankita Pandey is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bank of America since 2020 and Merrill Lynch since 2018. She is a co-owner of a family rental property business in Jacksonville, 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Porrazzo is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Before joining Fidelity, he held various roles including positions at Concentrix and InSource Performance Solutions. 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 develop model portfolios. The firm serves a diverse client base and acts as a registered commodity pool operator, offering advisory roles to multiple registered investment companies.

Stephanie Brice is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm uses research and analytics to evaluate managers and options, offering both brokerage and advisory solutions across a large platform.

Sterling Leja is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held positions at Northwestern Mutual and worked in various service industry roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Sharon Porter is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 20 years of industry experience. Her prior roles include positions at Morgan Stanley, Bank of America, and Merrill Lynch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Nicholas Heeg is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 credential and has worked at Merrill, Bank of America, and JPMorgan Chase Bank, N.A. Prior to his financial services career, he was employed at Landry's Inc and in the food service industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Colton Green is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors, and experience working in both the financial and service sectors. Outside of finance, he has worked in the restaurant and golf course industries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning to support diversified investment strategies.

Tara Harris Josephs is a financial advisor at Merrill with 40 years of industry experience. She has been with Merrill since 1982. Outside of her advisory work, she has a home design business she plans to develop as a hobby after retirement. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Shawn Gregory is a Financial Consultant at Fidelity Investments, a role he has held since 2020. In this position, he partners with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. Prior to this, he served as an Investment Solutions Consultant at Fidelity Investments Life Insurance Company from 2013 to 2020. His earlier experience includes roles as a Retirement Outcome Specialist at Merrill Lynch from 2007 to 2013, a Financial Specialist at Wachovia Bank from 2006 to 2007, and a Home Loan Processor at Wachovia Mortgage from 2004 to 2006. Shawn holds insurance licenses in both Arkansas and California. Outside of his professional career, he has interests in cars, family activities, football, social events with friends, golf, and music.

Andrea Smithers is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding a Series 66 designation and 16 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank for 15 and 10 years, respectively. Andrea serves on the investment committee of the Jacksonville Jewish Center, participating in bi-annual investment reviews. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Charles Grant is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Synovus Bank, Synovus Securities, Pruco Securities LLC, and The Prudential Insurance Company of America. Grant has involvement with affiliated wealth management and insurance advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Deidre Knott is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. Her prior roles include positions at BBVA Securities Inc., BBVA Compass Insurance Agency, COMPASS Bank, PNC Bank, and CUSO Financial Services. She is involved with Community First Credit Union of Florida alongside her work at LPL Financial. 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, including model portfolios, retirement plan consulting, and brokerage services.

Chelsea Kleweno is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. Her work history includes roles at Fidelity Investments since 2021, as well as prior experience at Nemours Children's Health System and The Church of Eleven 22. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, also engaging in advisory roles for registered investment companies and utilizing algorithmic methods in its investment process.

David Ashwell is a CFP® professional with 19 years of industry experience. He is currently with Fidelity Investments and has been associated with Fidelity Personal and Workplace Advisors since 2018. His prior experience includes long-term roles at Strategic Advisors Inc. and Fidelity Brokerage Services LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a wide range of clients including retail and institutional investors. The firm is known for combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Miguel DeAnda is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2024. He has progressed through various roles within Fidelity Investments, including Investment Solutions Representative II and I, Retirement Representative, and Customer Relationship Advocate, gaining extensive experience in investment and retirement solutions over several years. Miguel holds insurance licenses in Arkansas and California. He partners with clients to understand their goals and design comprehensive plans tailored to their unique needs, aiming to provide reliable guidance that empowers confident financial decision-making. Outside of his professional work, Miguel enjoys activities such as camping, fitness, music, snowboarding, swimming, and traveling.

Anthony Cino is a Planning Consultant at Fidelity Investments, a role he has held since 2025. His professional journey within Fidelity Investments includes previous positions such as Workplace Planning Consultant II from 2024 to 2025, Workplace Planning Consultant I from 2023 to 2024, and High Net Worth Associate from 2022 to 2023. Prior to joining Fidelity, he worked as an Account Executive at Spartan Capital Securities from 2019 to 2020. Anthony holds insurance licenses in Arkansas and California. He focuses on helping individuals and families navigate financial uncertainty through personalized planning that aligns with their priorities, enabling confident decision-making for long-term financial well-being. Outside of his professional career, Anthony's personal interests include baseball, cars, family activities, fitness, golf, and traveling.