Denise Getsy is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 1999. 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.

Jennifer Deas is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2015. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Frank Claro is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, following prior roles at Wells Fargo Bank and SunTrust Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combined approach of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

John Beehner is a financial advisor at LPL Financial in Jacksonville, FL, with 14 years of industry experience. He holds the Series 66 designation and has worked concurrently at Vystar Credit Union and LPL Financial since 2015. Outside of his advisory role, he is involved with Fall Line Farms in Adrian, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and third-party research, alongside various institutional and participant advice services.

Zachary Pero is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 12 years of industry experience. He has held positions at Merrill and Bank of America as well as SoFi Securities and SoFi Wealth. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Grant Bigilin is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at Bank of America and has a background in education, having spent several years teaching at local high schools. Outside of his advisory role, he coaches baseball at the Episcopal School of Jacksonville and Cannons Baseball United. 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 institutional accounts.

Janessa Hawk is a financial advisor at Fidelity with 19 years of industry experience and holds Series 63 and Series 66 licenses. She has been with Fidelity Investments in various roles since 2006. 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 discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Amanda Mcewen is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she worked in the construction industry and hospitality sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management and fund advisory services. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an adviser to multiple registered investment companies.

Krystina Sanders is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. She has worked at Fidelity Investments since 2021 and previously held positions at Florida State College and PetSmart. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Charles Kalb is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Kalb serves on the Board of Governors for the San Jose Country Club in Jacksonville, FL. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with substantial investable assets. The firm delivers centrally prepared, non-discretionary recommendations combining research, modeling, and tax-efficiency analysis, with a focus on assets managed within Ameriprise accounts.

Elizabeth Gassner is a financial advisor at Fidelity with 21 years of industry experience. She has held roles at various Fidelity entities since 2006, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Gassner holds the Series 66 designation and is based in Jacksonville, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing diversified portfolios.

David Kim is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2010, starting as a Financial Advisor and progressing to his current role. Over his more than 16 years in the financial services industry, David Kim has focused on building professional relationships based on trust, integrity, and personalized service. He partners with clients to understand their priorities and assists in creating tailored financial plans that address their family's specific needs. David is licensed to provide insurance products in Arkansas and California, holding both the AR and CA Insurance Licenses.

Geoffrey Moore is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 4 years of industry experience. He has been with Wells Fargo Clearing since 2013. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Gerald Johnston is a financial advisor with Charles Schwab in Jacksonville, FL, holding Series 66 and Series 63 designations and four years of industry experience. His prior experience includes roles at Fidelity Investments and Publix Supermarkets. He has worked at Charles Schwab and Charles Schwab Bank since 2023. Charles Schwab & Co., Inc. serves a large client base, 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 and discretionary investment guidance using multi-asset model portfolios and provides centralized supervisory, custody, and order-routing arrangements.

Kyle Martinez is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America and Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Goodrich is a financial advisor at Ameriprise with Series 65 and Series 63 credentials and five years of industry experience. Before joining Ameriprise in 2021, he worked at Clemson University from 2013 to 2020. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Paul Bruns is a financial advisor with Merrill based in Jacksonville, FL, holding a Series 66 designation and 12 years of industry experience. He has worked at Bank of America, N.A., and Merrill since 2014, and has been involved with Fab Universal since 2009. 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.

Kathleen Schwalm is a financial advisor at Fidelity with three years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2023. Her prior experience includes roles at Picerne Real Estate Group and Evernest Property Management, as well as a position at the University of Alabama. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Anna Alexander is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked in hospitality and retail sectors including Morton's the Steakhouse and Miami Lakes Jeweler's/Pandora. Outside of her advisory role, she manages small-scale e-commerce sales through platforms like ThredUp and Facebook Marketplace. Strategic Advisers LLC, part of Fidelity Investments, offers investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing diversified portfolios and serves as an advisor to multiple registered investment companies.

Timothy Bouslog is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Taynessa Inc for seven years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.