Mitchell Wright is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Wright serves on the Community Advisory Board for Haven Hospice in Orange Park, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Nicholas Aliff is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. Prior to joining Fidelity Investments in 2023, he worked for the Department of Human Services in the Commonwealth of Pennsylvania from 2015 to 2023. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs, and it is also registered with the CFTC as a commodity pool operator.

Michael Ray is a financial advisor at Fidelity with a Series 66 designation. He has held positions at Fidelity Investments since 2023 and previously worked in education and retail sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Allyson Fine is a financial advisor with Charles Schwab in Jacksonville, FL, holding a Series 66 designation and one year of industry experience. She previously worked at River Capital Advisors and Fidelity Investments, among other roles outside the financial industry. Charles Schwab & Co., Inc. serves a large client base of 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 offers both non-discretionary and discretionary investment management with multi-asset model portfolios and a centralized operational structure.

Jeffrey Dupuis is a Planning Consultant at Fidelity Investments, where he partners with individuals and families to help them identify their financial goals and develop strategies to achieve them. He joined Fidelity Investments as a Central Relationship Manager in 2019, later serving as a Relationship Manager before assuming his current role in 2024. Throughout his career at Fidelity Investments, Jeffrey has focused on building effective financial plans and providing guidance that supports clients' confidence and clarity in their financial decisions. He holds insurance licenses in Arkansas and California. Outside of his professional role, Jeffrey enjoys attending concerts, cooking and baking, participating in family activities, fitness, visiting museums, and traveling.

Jarvis Williams Jr. is a financial advisor at Fidelity with one year of industry experience. He previously worked at Magmutual Insurance Company and The Doctors Company. He holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Thomas Maxey is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with nine years of industry experience. He has been with Merrill since 2016. 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.

Christopher Degnan is a financial advisor at Merrill with 23 years of industry experience. He has held his current role at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007. Outside of his advisory work, he volunteers as a surf coach and organizes an annual surf contest for Task Force Hydro 1, a nonprofit supporting veterans and first responders through ocean water sports. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Jay Braxton Jr. is a financial advisor with Cetera, holding Series 66 and Series 63 credentials and 11 years of industry experience. His prior work includes positions at Wells Fargo and CrossCountry Mortgage LLC. He is based in Jacksonville, FL. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Dylan Stringer is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and Fidelity Brokerage Services before joining Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolio delivery, with a focus on oversight, compliance, and the use of advanced technologies such as AI in its investment process.

Henry Sanders is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank since 2016. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Paula Crow is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 certifications and eight years of industry experience. She has worked at Fidelity Brokerage Services since 2017 and previously held roles at Amelia Underwriters and in the restaurant industry. Outside of her advisory work, she is involved as a shareholder in a pizza restaurant business. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and model strategies.

Christina Stovall is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2005. Outside of her advisory role, she is a general partner in Chic-ish, an online clothing boutique based in Jacksonville, Florida. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Zachary Smith is a financial advisor at Merrill in Jacksonville, FL, with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill Lynch Pierce Fenner & Smith since 2014. 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 designed by internal Chief Investment Office teams and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, with portfolio implementation that varies by strategy and includes tax-aware options for higher tax-sensitivity investors.

Carlos Asencio Valentin is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at Bank of America, Investment Planners Inc., Advisers Alliance, and held roles outside finance including positions at Intramericana University and Oakley Sunglasses. In addition to advising, he is active as an insurance agent focused on traditional insurance sales. 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.

Timothy Woehle is a financial advisor with Merrill in Jacksonville, FL, holding Series 66 and Series 63 licenses and 12 years of industry experience. He has worked at Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers.

Daniel Stephenson is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America N.A. 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. The firm offers model-based and discretionary strategies designed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tamara Spigner is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America, N.A. She is also an independent travel agent and sales representative for a home-based travel business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a range of individual and institutional clients.

Derek Vail is a financial advisor with LPL Enterprise in Jacksonville, FL, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He was also involved with the Gatorball Baseball Academy for five years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm combines advisory and brokerage services, offering financial planning, access to model portfolios, and third-party asset management through an integrated platform.

Lawrence Dollings is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2007, also serving at Bank of America, N.A. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.