Jonathan Barry is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2014 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Moses is a CFP® professional with 12 years of industry experience, currently advising at Raymond James Financial Services Advisors, Inc. His prior experience includes roles at Brust Nutter Wealth Advisors, TD Ameritrade, Charles Schwab, and Fidelity. He also works as an associate financial planner with Brust Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using detailed risk profiling and analytical tools, and supports its clients through a broad advisory network with specialized municipal and public finance capabilities.

Nicholas Shad is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior work includes roles at Fidelity Investments and Harden. He serves as a board member of the Rotary Club of South Jacksonville. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through structured discovery processes and firm-approved planning tools.

Adam Owens is a Financial Consultant at Fidelity Investments, where he has been employed since 2026. Prior to this role, he held positions at Fidelity Investments including Planning Consultant from 2023 to 2026, Retirement Planner from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. His professional experience encompasses various aspects of financial advising and planning. He holds insurance licenses in Arkansas and California. Adam emphasizes a collaborative approach in his work, aiming to provide insights tailored to his clients' unique needs to support informed financial decisions. His commitment is centered on building long-term relationships based on trust, integrity, and transparency. Outside of his professional career, Adam's personal interests include biking, fitness, parenthood, and volunteering.

Catherine Fitorre is a financial advisor at Morgan Stanley with Series 66 and Series 63 credentials and one year of industry experience. Her prior roles include positions at Houlihan Lokey Capital, Inc., Triago Americas, Inc., Instinet Incorporated, and Etsy, Inc. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market analyses.

Izzac Wells is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and having 10 years of industry experience. He has worked at Merrill since 2015 and has also been affiliated with Bank of America, N.A. since 2020. 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, retirement plans, corporations, and charitable organizations.

Zachary Mccarthy is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked in various roles within the food and beverage sector, including positions at Trilogy Coffee Roasting Co. and Copperline Cafe. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and use of systematic methodologies in managing model portfolios.

Antonio Castaneda is the Vice President, Wealth Planner at Fidelity Investments. He focuses on helping clients organize their wealth, protect important assets, and develop financial plans that support their goals across generations. He utilizes Fidelity's tools and resources to assist clients in making decisions aligned with their values. Antonio has been with Fidelity Investments since 2013, serving as a Portfolio Specialist from 2013 to 2018 and as a Financial Consultant from 2018 to 2025. He holds insurance licenses in Arkansas and California. Outside of his professional work, Antonio enjoys activities such as comedy, concerts, hiking, kayaking, skiing, and traveling.

Ryan Lee is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions, managing roughly $671 billion in assets with over 14,000 financial advisors.

Harvey Clowers is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 66 and Series 63 credentials and 10 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, Directed Services LLC, and Voya Financial. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Edward Lombard is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining Raymond James in 2021, he worked for Ameriprise Financial Services for eight years. He is also actively involved as a financial advisor with Agility Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs through a large network of advisors.

Carter Day is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes a variety of roles outside the financial sector, such as driving for Amazon Flex and DoorDash, as well as a position at Davies Houser & Secrest CPA, P.A. 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 model portfolios across mutual funds, ETFs, and ETPs.

Brian Miller is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill and Bank of America since 2014. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Rapson is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he worked at Equitable Advisors and Florida International University. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations delivered through a centralized consulting team.

Justin Ludwig is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill since 2015 and Bank of America since 2018. Outside of his advisory role, Ludwig works part-time as a freight associate at The Home Depot. 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 plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Timothy Corgan is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Merrill since 2006. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chad Gullett is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various Fidelity divisions since 2006. 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 employs a blend of fundamental research and quantitative analysis to construct model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Ernest Burnett III is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held various positions including roles at the University of North Florida and Thundercloud Gun Club. His background includes experience outside the financial industry, such as working at a university gym and a gun club. 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.

Zaige Matthews is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Matthews held roles at Shaner and J. Kish and has a background working in both financial services and education. Fidelity’s Strategic Advisers LLC serves a broad client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Andrew Granese is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity in 2024, he held various roles at Starbucks Coffee Company and Walgreens. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. Its investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, supporting discretionary and non-discretionary advisory solutions.