Nishat Hossain is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Hossain worked at Cornerstone Financial Network and held various roles in financial services and related fields since 2016. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages model portfolios and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Frederick Harris is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. He has worked at Bank of America and Merrill since 2011. Outside of his advisory role, he is the general partner and managing member of Harris Automotive Enterprises LLC, an online business specializing in collectible automobile models, toys, and used auto parts. Merrill 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.

Damon Harris is a Series 66 licensed advisor with Merrill, based in Jacksonville, FL, and has 21 years of industry experience. He has been with Merrill since 2007. 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.

Ashley Zimlich is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 17 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. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carolina Kandel is a financial advisor at Fidelity with a Series 66 license and just over one year of industry experience. Her prior work includes roles at Wells Fargo Bank and VyStar Credit Union. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary management, fund advisory, and model portfolio services.

Paul Minogue is a CFP® professional with 18 years of experience in the financial industry. He has worked at Bank of America, N.A. and Merrill for the past 12 years. Located in Jacksonville, FL, he holds Series 63 and Series 66 licenses as well. Merrill, together with 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.

Fabrizio Argueta is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Fidelity Investments since 2014. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, offering discretionary portfolio management, advisory services, and fund consulting. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive roles in commodity pool operations and advisory services to multiple registered investment companies.

Meghan Streeter is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Bank of America and Merrill 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, and various institutional investors.

James Hayden is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. His background includes service in the United States Navy and a tenure at the University of New Haven prior to joining Fidelity. 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 to manage model portfolios and fund advisory services.

Bryan Forrest is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and has 27 years of industry experience. He has been with Merrill since 1998. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hunter Little is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has been with LPL Financial since 2018 and also operates Jax Wealth Advisors. He has worked previously at Northwestern Mutual and has a background that includes experience outside finance, such as working at Outback Steakhouse. Additionally, he has been affiliated with the University of North Florida for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

Amber Lagore is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked in education with Jefferson County Public Schools and held roles at the USPS and North Carolina Farm Bureau. She also has experience in improv entertainment. Fidelity’s Strategic Advisers LLC, where Amber works, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and oversees multiple registered investment entities.

Jackson Wynn is a financial advisor at Merrill with a Series 66 license and four years of industry experience. His prior work includes roles at Bank of America and Seacoast National Bank, as well as diverse positions outside the financial sector. 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 individual and institutional clients.

Christopher Dean is a Financial Consultant at Fidelity Investments. He brings extensive experience from his various roles within Fidelity, including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, and High Net Worth Representative, spanning from 2007 to the present. As a Certified Financial Planner, Christopher focuses on helping individuals and families address their specific financial needs. He works closely with clients to develop personalized financial plans that align with their goals and objectives, providing guidance to empower informed financial decisions. Christopher holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys activities such as baseball, boating, family activities, fishing, football, and traveling.

Jonathan Edwards is a financial advisor at Fidelity with 18 years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2019 and previously held roles at Bank of America and Merrill. Edwards holds Series 63 and Series 66 designations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Timothy Merritt is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2023, following prior roles at Fidelity Brokerage Services LLC and the University of North Florida. Outside of finance, he has been involved with Merritt Speech & Learning Inc., providing technical support for speech therapy services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm employs proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Brandon Sugg is a financial advisor at Merrill Lynch Wealth Management, where he initially joined in 2013. He started on the alternative investments team, focusing on hedge funds, private equity, and private credit, before advancing to roles as Financial Advisor and Senior Portfolio Advisor. His professional focus includes crafting investment strategies to support affluent individuals, families, and institutions in their wealth management needs. Prior to his finance career, Brandon served more than 12 years as a field artillery officer in the United States Army, including a deployment to Syria and the Middle East. His military service contributed to a disciplined and strategic approach to leadership, which informs his advisory work. He holds a Bachelor's Degree from Baker College and is designated as a Personal Investment Advisor (PIA). Brandon is engaged in community and philanthropic leadership. He serves on the Board of Directors for the Jewish Federation & Foundation of Northeast Florida and contributes to its governance and finance committees. He is also a member of the finance committee at Congregation Ahavath Chesed and participates in the National Young Leadership Cabinet with Jewish Federations of North America. Additionally, he serves on the United Way of Northeast Florida Veterans Advisory Council. Outside of work, Brandon enjoys baseball, football, golfing, and spending time with his family.

Melinda Andrew is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Prudential Investment Management Services LLC and Prudential Insurance Company of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Brian Nordin is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with Merrill since 2015. 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 plans, corporations, and charitable organizations.

Adam Callender is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at SunTrust Advisory Services and Suntrust Investment Services, Inc. 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 advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and research from LPL Research.