Pedro Diaz is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Bank of America and Popular Bank, as well as experience in the food service industry. He has also worked at the University of Puerto Rico and Levittown Baptist Academy. 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.

Terry Stephenson is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2016. Outside of his advisory role, he helps family members with investment consulting through his ownership of a private investment-related entity and is a commissioned notary public in Florida. 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 supported by research from Wells Fargo Investment Institute and other sources.

Christian Wallis is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at Fidelity Investments since 2007, including a recent period from 2026 to the present. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research tools, and its role as an adviser to multiple registered investment companies and fund-of-funds.

Jeffrey Wilson is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alex Verrastro is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Arthur Delgado is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Camarda Wealth Advisory Group, Gravity Financial, and the University of North Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Brandon Grinaker is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked within various Fidelity entities since 2006, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently Fidelity Investments. 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. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery, and is noted for its use of systematic methodologies and oversight in investment management.

Jacob Moore is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in the restaurant and hospitality sector for several years, including roles at Sushi Sake and Mark's Prime Steakhouse. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Ericka King is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Raymond James Financial Services, PWA Securities, and Provenance Wealth Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through advisory programs that include tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured financial planning tools supported by its Global Investment Committee’s analyses.

Scott Bostick is a Series 66 licensed advisor at Equitable Advisors with one year of industry experience. His prior work includes roles at B. Riley Wealth, CNB Management Partners, LLC, and Pina, as well as employment at the University of Florida. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing a range of third-party advisory programs and proprietary solutions.

Anthony Shrubsall is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2010. 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 a range of individual and institutional investors.

Aaron Graves is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC offers 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 is noted for its use of systematic methodologies, advisory roles to registered investment companies, and incorporation of AI in research.

Micah Carter is a financial advisor at Edward Jones with five years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, he worked at Merrill and has experience in real estate and hospitality. Outside of his advisory role, he manages several rental properties in Sylva, North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts, supported by a large network of advisors and branch offices nationwide.

John Fiore is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 12 years of industry experience. He has worked at Cetera since 2023 and previously held positions at Regions Bank, LPL Financial, and VyStar Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Taylor Weaver is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2017, alongside prior roles at Bank of America and SS&C Advent Software. 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.

Courtney Ferland is a Series 66 licensed financial advisor with Merrill in Jacksonville, FL, with 13 years of industry experience. She has been with Merrill Lynch Pierce Fenner & Smith Incorporated since 2013 and has also been affiliated with Arizona State University since 2010. 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.

Michael Diiorio is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Prior to his current role, he was involved with Recruiter Boom and True Lacrosse LLC and attended Boston University from 2019 to 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Kyle Rice is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Financial Strategies Inc and Minnesota Life Insurance Co, among others. In addition to his advisory role, Rice is an independent health and life insurance agent representing Medicare advantage plans and supplements. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform combining affiliated and third-party investment solutions.

Mark Demaine is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with LPL Financial since 2007. Outside of his advisory role, he is involved with De Maine Wealth Management, LLC, which offers health insurance as part of its services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm provides various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and diversified investment strategies.

Edward Pulido is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services since 2014. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios, utilizing systematic methodologies and long-term asset allocation benchmarks.