Daniel Crews is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the Series 66 designation and has worked at City National Bank, Bank of America, and Merrill. He is based in Jacksonville, FL. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charities. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Nicolas Del Rosal is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Apex Energy Solutions, Paramount Builders, Instacart, and Barrel Oak Winery, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematically managed model portfolios.

Amy Brand is a Series 66–licensed financial advisor with Merrill in Jacksonville, FL, with 18 years at Merrill and 12 years of industry experience overall. 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 constructed by internal and third-party managers for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kat Neff-Whitner is a Planning Consultant at Fidelity Investments, a position she has held since 2023. She began her career at Fidelity as a Workplace Planning Associate in 2022, advancing to Workplace Planning Consultant in 2023 before assuming her current role. Her professional focus centers on developing personalized financial plans that reflect the unique priorities and circumstances of each individual client. Kat holds a California Insurance License, supporting her capabilities in providing comprehensive financial advice. She emphasizes building strong relationships and trust with clients to create effective financial roadmaps tailored to their goals. Outside of her professional work, Kat enjoys fishing, fitness activities, social events with friends, snowboarding, surfing, and volunteering.

Jerry Bokota is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, also employing AI and systematic methodologies in its investment process.

Michael Mason II is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping individuals and business owners simplify complex financial decisions and build strategies that support both personal wealth and business outcomes. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Michael's expertise includes retirement planning, wealth management, portfolio design, and planning support tailored for individuals, families, and small businesses. He works closely with clients to develop personalized financial plans that integrate key areas such as retirement readiness, education funding, and estate considerations. Michael also collaborates with attorneys and tax professionals to address estate and planning needs, and supports lending requirements through his access to Bank of America. He earned a Bachelor's Degree from The Baptist College of Florida and a Master of Business Administration (MBA) from Jacksonville University. Michael lives in Jacksonville, Florida, where he enjoys playing kickball, pickleball, traveling, and spending time with his family. He is involved in his community and is a member of the Jax Chamber.

Andrew Hostetler is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked with Fidelity Brokerage LLC since 2014 and joined Fidelity Investments in 2025. 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’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services alongside model portfolios built from a broad investable universe.

David Stanton is a financial advisor at Charles Schwab with 12 years of industry experience. He holds a Series 66 designation and has worked previously at PNC Bank, BBVA, and Bank of America Corporation. Stanton is based in Jacksonville, Florida. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational functions.

Steven Dao is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Frontline Asset Strategies and Sailormen Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios, including multi-manager and fund-of-funds structures.

Santiago Martinez is a Series 66-licensed financial advisor with Merrill, based in Jacksonville, FL. He has four years of industry experience and has worked at firms including Bank of America and Gottlieb and Associates. Outside of finance, he has held positions in the hospitality and golf industries. 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.

Matthew Competiello is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 designations and has worked at Fidelity Brokerage Services LLC since 2019. Prior to that, he held roles at Brightway Insurance, Jewish Community Family Services, and Stericycle. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered funds while employing algorithmic and AI-driven methods in its investment process.

Anthony Hadd is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at TurboDebt, Zuzick Organization Globe Life American Income Division, and various mortgage and dental practices. Strategic Advisers LLC, a Fidelity Investments company, 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 manages portfolios using systematic methodologies across mutual funds, ETFs, and ETPs and acts as a registered commodity pool operator and advisor to multiple registered investment companies.

Gavin Noble is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and three years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Prior to this, his work history includes positions at Northwestern Mutual and Applebee’s. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Michael Sturm is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, where he has worked since 2007. He has 18 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

J Gatewood is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in 1998 and holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. J focuses on assisting business owners, executives, their families, and 501(c)(3) non-profit organizations in determining long-term financial goals and implementing customized wealth management strategies. He also works with clients and their advisors on estate planning matters. J earned a bachelor's degree in Math and Economics, cum laude, from Vanderbilt University. He is a third-generation financial advisor with expertise in areas including college education planning, divorce transition planning, employee benefits planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Originally from Atlanta, Georgia, J graduated from The Westminster Schools and follows the Atlanta Braves. He resides in Ponte Vedra Beach, Florida with his wife Tabitha and their four children, two of whom were adopted from Guatemala. Outside of work, his personal interests include fishing, football, golfing, scuba diving, tennis, traveling, and spending time with his family.

Argie Focco is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank since 2011. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jennifer Miranda is a financial advisor with Merrill in Ponte Vedra Beach, FL, holding Series 63 and Series 66 designations and 33 years of industry experience. She has been with Merrill since 1999. 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 managed by internal investment teams and third-party managers for a variety of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Priest is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to his current role, he worked seven years in technology and retail sales at Best Buy in Jacksonville, Florida, where he continues to work part-time. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods.

John Cullen III is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His career includes roles at Bank of America N.A., Florida Atlantic University, Triebel Family Enterprises, Inc., and Daytona State College. 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.

Charles Priest is a financial advisor at Fidelity with nine years of industry experience. He has worked at Merrill and Fidelity Investments and holds a Series 66 designation. Outside of finance, he is the sole proprietor of a music and entertainment business called Chuckles. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves a range of clients including registered investment companies and charitable funds.