David Leavitt is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones in Ponte Vedra Beach, FL. His work history includes prior roles at Citigroup, Deutsche Bank, and Janney Montgomery Scott. Leavitt has spent a total of eight years across two separate periods at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Lu Wei Huang is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Huang held positions at Paysafe, Athena Security, PAX Technology Inc., and Lennar, among others. 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.

Scott Mahler is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and joined Fidelity Investments in 2025. Prior to his financial services career, he was employed by Safety-Kleen Systems Inc. from 2010 to 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with distinctive roles in commodity pool operations, fund advisory, and systematic investment approaches.

Thomas Schmid is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes a leadership role at Downtowner Car Wash LLC and attending Florida State University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Glenn Meloni is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2005 and has also been with Bank of America, N.A. since 2011. 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.

Michael Bohannon is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with 19 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yuewen Zhao is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining Fidelity, Zhao worked at Shanghai Pudong Development Bank Co., Ltd. from 2021 to 2024 and has academic experience from Birmingham University and Bangor University. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, utilizing model portfolios built from mutual funds, ETFs, and ETPs.

Carter Melvin is a financial advisor at Fidelity with 21 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Dw Inc. for one year before joining Fidelity, where he has been employed since 2006. Outside of his advisory role, he owns a woodworking crafts business in Jacksonville, Florida. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund advisory services.

Jeffrey Catlin is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Tanner Schonberger is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Spothopper, Sheer Logistics, Fastenal, and DJ Rock LLC, as well as running Tanner's Lawn Care for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Maher Warrayat is a financial advisor at Merrill based in Jacksonville, FL, holding a Series 66 designation with four years of industry experience. His work history includes positions at Bank of America, Wells Fargo Bank, Arco, and Safelite. 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 and profit-sharing plans, corporations, and charitable organizations.

Elijah Bray is a financial advisor at Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work includes roles at Fidelity Investments, the Department of Defense Finance and Accounting Service, and four years of service in the United States Navy. 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.

Rosa Mickelson is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Citi Group and Aqua Finance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory roles with multiple registered investment companies.

Danielle Duncan is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at PFS Investments Inc. since 2022 and Primerica Financial Services since 2019. Outside of financial advising, she is a self-employed piano teacher and works part-time as a videographer for Dance Production House, primarily recording dance performances. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients with model-based investment strategies primarily delivered through its financial advisors. The firm oversees approximately $15.5 billion in assets under management and offers a range of discretionary portfolio management solutions supported by third-party asset managers and custodians.

Jonathan Rogers currently serves as a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works alongside financial consultants to support clients with retirement planning, investment strategies, and other financial goals. Prior to his current role, Jonathan was a Workplace Planning Consultant at Fidelity Investments from 2024 to 2026 and began his career at Fidelity as a Customer Relationship Advocate from 2023 to 2024. Before joining Fidelity, he worked as an Account Manager at Legacy Capital from 2020 to 2023. Jonathan's experience spans various aspects of financial planning and client relationship management. He focuses on connecting with clients individually to understand their needs and to help them achieve their financial objectives through tailored support and strategies. Outside of his professional work, Jonathan has interests in board games, boating, camping, fishing, and fitness.

Tony White is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and provides financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust and insurance services.

Richard Gianzero is an Investment Management Consultant II at Fidelity Investments. He has been with Fidelity since 2014 and has held various roles including Financial Consultant, Investment Consultant, Fixed Income Specialist, and Retirement Solutions Representative. Throughout his tenure at Fidelity, Richard has developed experience in investment management, client management, and financial consulting. He is licensed to hold insurance licenses in Arkansas and California. Richard is committed to partnering with clients to understand their personal and financial goals and to help them build personalized financial plans using Fidelity's tools and technology.

Dylen D'aurora is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 designations and bringing two years of industry experience. Prior to joining LPL Financial, Dylen was affiliated with Trinity Wealth Securities, LLC and Florida Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

William Uhlemeyer is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at various Fidelity entities since 2016, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Prior to that, he spent three years with Organized Financial Solutions LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm advises multiple registered investment companies and offers model portfolios using systematic methodologies.

Krystal Mcglamery is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services since 2015. Strategic Advisers LLC, a Fidelity Investments company where she works, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of mutual funds, ETFs, and model portfolios.