William Maicon is a financial advisor at Thrivent Investment Management with 47 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent since 2020. His prior roles include positions at MWA Financial Services, Modern Woodmen of America, and real estate firms such as Grand Living Realty and Coldwell Banker Premier Properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across multiple planning areas. The firm uses goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option, maintaining a separation between planning and portfolio management.

Bernard Baran is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at Avantax Advisory Services and Stillwater Wealth Management prior to his current role. Outside of his advisory work, he was involved with Maple Leaf Nutrition LLC for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

Shannon Scott is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and eight years of industry experience. Prior to joining Merrill and Bank of America in 2020, Scott worked at Edward Jones and was self-employed as an independent contractor. Outside of advising, Scott is the sole owner of a rental property business in High Springs, 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jany Barros Tovar is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Prior to joining Merrill, Jany held roles at Italian Terrazzo & Tile Co. of Brevard, LLC, JCA–Jewish Community Alliance, Inc., and Editora Positivo S.A. 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 organizations.

Ryan Chesler is a financial advisor at Merrill with 12 years of experience at the firm and holds a Series 66 designation. He is based in Jacksonville, FL, and has a total of five years of industry experience. 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 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.

Rush Hanner is a financial advisor with Fidelity, holding a Series 66 designation and 24 years of industry experience. He has been with Fidelity Brokerage since 2006 and has worked across multiple Fidelity business units since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Brian Chappell is a financial advisor at Raymond James Financial Services Advisors, Inc. with 23 years of industry experience. He previously worked for UBS Financial Services for 21 years before joining Raymond James in 2023. Chappell serves on the finance and investment committees for both Hope Haven, a nonprofit organization, and the Jacksonville Police and Fire Pension Fund. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports both retail and institutional clients through a broad advisor network.

Julie Pham is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes several roles at Arizona State University and Greenway High School. 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 plans, corporations, and charitable organizations.

Matthew Heavener is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2019 and previously at Citicards and Florida State College at Jacksonville. Fidelity’s 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, overseeing affiliated and unaffiliated sub-advisers while maintaining documented governance and proxy-voting procedures.

Kathryn Amodeo is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Publix and several community and educational organizations in Jacksonville, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and is registered with the CFTC as a commodity pool operator.

Bryan Treadway is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2004 and Bank of America, N.A. since 2015. Outside of his advisory role, he serves as an officer for Treadway Rental Properties, LLC, where he monitors rental income. 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.

Robert Wall is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He is based in Jacksonville, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Christopher La Torre is a Financial Advisor at Merrill Lynch Wealth Management, specializing in serving successful individuals, entrepreneurs, business owners, and C-suite executives across Florida. He focuses on empowering first-generation immigrants and entrepreneurs by providing personalized financial strategies in areas such as family wealth management, international wealth management, legacy planning, liquidity management, retirement income, and small business strategies. Christopher aims to simplify complex financial systems, helping clients build wealth, manage investments, plan for the future, and preserve assets with a commitment to education and cultural awareness. Born and raised in Peru, Christopher earned a degree in Hospitality Management from Universidad De San Martin De Porres before relocating to Miami where he pursued a Bachelor’s Degree in Finance from Florida International University. His professional journey includes experience at Bank of America and Merrill Lynch, where he obtained his Series 7 and 66 FINRA registrations. He earned the Chartered Retirement Planning Counselor™ (CRPC™) designation in 2020 and holds a Florida 2-15 Life, Health, and Variable Annuity License. Christopher is bilingual in English and Spanish and leverages his background as a first-generation immigrant to bring a unique perspective to his financial advisory practice. Outside of his professional role, Christopher advocates a balanced lifestyle through various physical activities including running, yoga, Pilates, and high-intensity training. He has a history of competitive swimming and continues to pursue fitness as a source of balance and stress relief. His personal philosophy centers on making financial planning accessible, understandable, and impactful for every client he serves.

Matthew Murray is a financial advisor with Merrill in Jacksonville, FL. He holds a Series 66 designation and has 11 years of industry experience, including roles at Bank of America, N.A. since 2015 and Merrill since 2013. 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.

Sarah Van Vliet is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2007 and at Bank of America, N.A. since 2013. 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 institutional investors.

Dalton Butler is a CFP® and holds a Series 66 license, with 10 years of experience in the financial services industry. He is currently with Wells Fargo Clearing, where he has worked since 2022, following prior roles at Merrill and Bank of America. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Gilligan is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and bringing four years of industry experience. He has been with Merrill since 2017 and previously worked at Colonial Life Insurance for one year. 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.

Andrew Klanjac is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2017, having previously been with Fidelity Brokerage Services from 2014 to 2017. Outside of his advisory role, he is co-owner of a family business unrelated to investment activities. 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 a range of model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Jared Anderson is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America and Merrill since 2021. Outside of finance, he has experience at Regatta Bay Golf and Yacht Club. 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, institutions, and charitable organizations.

Burt Miltenberger is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He worked previously at Ameriprise Financial Services, Inc. for 10 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he serves as treasurer for Providence Church in Ormond Beach, FL, where he assists in reviewing church finances and potential projects. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.