Ashley Liz is a Financial Consultant at Fidelity Investments, where she works closely with clients and their families to understand their investment objectives and financial needs. She focuses on developing strategies that support her clients' financial goals and provide peace of mind regarding their portfolios and overall financial plans. Ashley has been with Fidelity Investments since 2013, holding several roles including Investment Consultant, Relationship Manager, Investment Solutions Representative, Premium Relationship Associate, and Financial Representative. Prior to joining Fidelity, she worked as a Retirement Distribution Representative at Merrill Lynch in 2012. Outside of her professional career, Ashley enjoys cooking and baking, fitness, football, social events with friends, outdoor adventures, and traveling.

Mason Davis is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked for Baptist Medical Center and Whataburger. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including mutual funds, ETFs, and fund-of-funds.

Thomas Huntley Jr. is a Series 63-registered financial advisor with Ameriprise in Jacksonville Beach, FL, bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages BLVT LLC, an advisory business. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement recommendations, supported by a centralized consulting team.

Jordan Bailey is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. He 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Feinstein is a financial advisor with Charles Schwab holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2017, following two years at Ameriprise Financial Services, Inc. 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 provides a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and access to alternative investments, leveraging its scale and integrated operational structure.

Maria Flores is a financial advisor with Merrill in Jacksonville, FL. She holds Series 66 and Series 63 credentials and has seven years of industry experience. Her prior roles include positions at UPR University, Johnson & Johnson, and Puerto Rico's controllers office. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Samuel Muller III is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill since 2010 and Bank of America since 2014. 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.

Justin Mazzetti is a financial advisor at Merrill with 22 years of industry experience. He has been with Merrill since 2010 and holds a Series 66 designation. 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.

Andrew Maiman is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 and Series 63 registrations and has worked at Merrill and Bank of America, N.A. since 2013 and 2015, respectively. 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, and various institutional investors.

Camren Duncan is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2019. Outside of his advisory role, he streams video games on Twitch under a gamer tag, where he occasionally receives donations from viewers. 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 institutional investors.

Kristin Allen is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding a Series 63 designation and 26 years of industry experience. She has been with Raymond James & Associates since 2007. Outside of her advisory role, she has a personal investment in MOJO BBQ & BLUES, LLC, a private company based in Jacksonville. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad network of advisers and affiliated research.

Anne Rossi is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Laura Martin is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior work includes roles in education and retail, such as positions at East Tennessee State University and Bath and Body Works. 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 with model-based and discretionary investment strategies.

Jessica Biery is a financial advisor with LPL Financial holding ChFC® and Series 66 designations and six years of industry experience. She has worked at several firms including VALIC Financial Advisors and Agia. Outside of her advisory work, she is a co-owner of a real estate rental business in Jacksonville, FL. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Carrie Jones is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2002 in Jacksonville, FL. 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.

John Cunningham is a financial advisor with Raymond James Financial in Ponte Vedra Beach, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been the president and CEO of J Cunningham Inc. since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients, using tailored, non-discretionary strategies supported by analytical tools and risk profiling. The firm is notable for its municipal advisor affiliation and specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Adrian Aleksandrowicz is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Walmart and in academic roles at Fresno Pacific University and Emmanuel University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, and employs a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Andrew Boehmer is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has been with Bank of America and Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Thomas is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Bass Pro Shop, FHIA Remodeling, and managing his own professional partnership group. Fidelity’s Strategic Advisers LLC, where he works, offers investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative and algorithmic portfolio construction to manage a range of funds and model portfolios.

Jason Hiebenthal is a financial advisor with UBS Financial Services in Ponte Vedra Beach, FL. He holds a Series 66 designation and has six years of industry experience. Prior to joining UBS in 2026, he was with Bank of America and Merrill from 2019 to 2026, and CACI from 2015 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.