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.

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 Series 66 licensed advisor with Merrill in Jacksonville, FL, where he has worked since 2007. He has 18 years of industry experience. 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 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 has been with Fidelity Investments in various roles since 2006. Outside of his advisory work, Melvin owns a woodworking crafts business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

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 credential and one year of industry experience. His prior work includes roles at Spothopper, Sheer Logistics, Fastenal, DJ Rock LLC, Anchors Marina, and running Tanner's Lawn Care. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Elijah Bray is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Fidelity Investments, the Department of Defense Finance and Accounting Service, Mitre Corporation, BAE Systems, and service in the United States Navy. 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.

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 in Jacksonville, FL, holding Series 65 and Series 63 designations and bringing 40 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2014. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through an integrated platform that combines advisory and brokerage 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.