Raghdan Georgis is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at CIT Bank, Citibank, and Publix. Outside of finance, he operated Rayjax Detail LLC, a car detailing service, as sole proprietor. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Aidan Adamany is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2022. His prior work includes roles outside the financial industry, such as positions at Prent Thermoforming and the Rockford Park District. Merrill 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.

Macgregor Mitchell is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2018. Prior to that, he held positions at Level Office LLC and Cowork Jax. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Volha Laurentsik is a financial advisor with LPL Enterprise holding a Series 66 designation and has been in the industry since 2026. Prior to joining LPL Enterprise, she worked at Bristol Infrastructure Inc and Century 21 LH Realty, and served in the US Navy from 2008 to 2022. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset managers through advisory and brokerage channels.

Jesse Peck is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding a Series 66 credential and 19 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is a partner in ECJ Capital, LLC, a business involved in real estate investment and property management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services with multiple portfolio management styles and affiliated research support.

David Smith is a financial advisor at Wells Fargo Clearing with five years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Merrill, TD Bank, and Coastal Wealth, among others. He has also served in the United States Navy. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Patrick Harm is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has been associated with various Fidelity entities since 2007 and is currently with Fidelity Investments. Harm’s work spans both institutional and personal advisory roles within the firm. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors as well as registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Hunter Chappell Walker is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2022 after working as a supply chain operations and finance analyst for a major U.S. retailer. Hunter is a member of the Chappell Walker Group, a team with over 250 years of collective experience dedicated to assisting affluent households and business owners with their wealth management needs. Hunter holds a Bachelor of Business Administration in Finance and a Master of Science in Business Analytics, both from The University of Georgia. He is also a Personal Investment Advisor (PIA) and is bilingual in English and Spanish. His approach focuses on understanding clients' unique financial goals to develop customized strategies that leverage Merrill's investment resources and Bank of America's banking services. In addition to his professional work, Hunter serves on the Alumni Association Board of The Bolles School, where he graduated, and participates in the Angels for Allison community initiative. He resides in the Jacksonville area with his wife Abigail and their Goldendoodle, Rosie.

Nadine Of Gatas is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 credentials and having eight years of industry experience. She has been with Wells Fargo Clearing since 2017 and has also worked at Wells Fargo Bank since 2016. 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.

Orla King is Vice President and Financial Consultant at Fidelity Investments, where she has served since 2022. She joined Fidelity in 2013, holding various roles including Financial Consultant, Relationship Manager, Investment Consultant, and Investments Solutions Representative. Prior to Fidelity, she worked as an Associate Wealth Management Advisor at Northwestern Mutual from 2010 to 2013. Her experience spans multiple aspects of financial consulting and investment solutions. She holds an Arkansas insurance license, supporting her expertise in related financial services. Orla emphasizes Fidelity's commitment to integrity, transparency, and client-centered service. She focuses on leveraging the firm's resources and expertise to assist clients in creating financial plans aimed at clarity, confidence, and long-term success.

Christopher Danford is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and possessing 30 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Danford serves as a board member for Lutheran Services of Florida, an organization providing various community services across the state. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses and planning without discretionary trading authority. Their approach integrates planning with managed-account programs under a consolidated billing option while maintaining separate services.

Malcolm Calloway is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He has been with Fidelity Investments since 2021 and previously held roles outside the financial sector. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages investments with oversight of affiliated and unaffiliated sub-advisers.

Adam Dorman is a financial advisor with LPL Enterprise LLC in Jacksonville, FL, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Eagle Strategies (NY Life), New York Life Insurance Co., Edward Jones, Fidelity Investments, Bank of America, and Merrill. Outside of his advisory work, he is the owner of Cardboard Collection Connection in Jacksonville. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance product sales through an affiliated agency.

Ainex Ruiz is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity Investments in 2021, Ruiz held roles in diverse fields including theater production and transportation services. Fidelity’s Strategic Advisers LLC offers a range of investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Austin Gunter is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes roles at UPS, the University of North Florida, and Walgreens. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including delegated management to sub-advisers, and is noted for its use of systematic methodologies and AI-driven research.

Rahim Ali is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at United Real Estate Gallery and Sports Quest International. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer strategies. The firm combines advisory services with other financial products and referral channels to deliver tailored recommendations using proprietary research and planning tools.

Nathan Risenmay is a financial advisor at Fidelity with Series 63 and Series 66 designations and 24 years of industry experience. He has worked across various Fidelity entities since 2001, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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. The firm manages a range of portfolios, including multi-manager and fund-of-funds structures, and serves as an advisor to multiple registered investment companies.

Michael Harki is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Merrill since 2017 and previously worked at Dodds Wealth Advisors from 2015 to 2017. 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 and profit-sharing plans, corporations, and charitable organizations.

Jack Anorue is an Investment Solutions Representative III at Fidelity Investments, where he has been employed since 2023. He works closely with clients to co-create and implement financial plans aimed at improving their financial wellbeing. His approach involves fully understanding clients' goals and needs to establish effective investment strategies and overall financial plans. Jack has progressed through multiple roles at Fidelity Investments, starting as a Customer Relationship Advocate before advancing to Investment Solutions Representative II and then to his current position. This experience has given him insight into client engagement and investment solutions. Outside of his professional responsibilities, Jack's interests include fitness, museums, outdoor adventures, running, swimming, and traveling.

Alec Wisely is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions with the Cleveland Indians, Blue Sky Golf Club, and Florida Prime Sports. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.