Joshua Rosa is a financial advisor with Merrill based in Jacksonville, FL. He holds a Series 66 designation and has four years of industry experience. His work history includes roles at Bank of America, N.A., Merrill, Navy Federal Credit Union, and Florida State College at Jacksonville. 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 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 developed by internal and third-party managers.

Austin Murphy is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. His employment history includes roles at Bank of America N.A., Merrill, Northwestern Mutual, Tacorita, Sunteck Transportation Logistics Services, the University of Central Florida, and Auburn University. 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 strategies for a variety of client types including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mercedes Colon is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Fidelity since 2007, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it employs oversight and evaluation processes to manage conflicts of interest.

Destiny Bass is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Bank of America, Wells Fargo Bank, Publix Super Market, and Chipotle. Outside of her advisory role, she is employed as a sales associate at The Vitamin Shoppe in Jacksonville, Florida. 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, and institutional investors.

Michael Sexton is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Mitchelle Holland is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 63 designation and 34 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves as a trustee and personal representative for trusts in Atlantic Beach, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and approved planning tools.

Twila Church is a financial advisor at Fidelity with nine years of industry experience. She holds Series 66 and Series 63 licenses and has been with Fidelity in various roles since 2017. Prior to her financial career, she had brief roles at Lowes Home Improvement and local churches. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI-driven methodologies and its advisory role to multiple registered investment companies.

Matthew Campbell is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 34 years of industry experience. His prior roles include positions at Transamerica Financial Advisors and Prudential Advisors. Outside of advisory work, he owns and operates multiple laundromats through his business, Matthew Campbell Enterprises, LLC, and serves as a committee member for the Gator Bowl Association. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party asset management platforms to deliver personalized investment solutions.

Gabriel Sanjurjo is a financial advisor at Merrill with 11 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Ranns is a financial advisor at Fidelity with 14 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Merrill and AXA Advisors, as well as a position with Duval County Public Schools. He also co-managed Beyond Your Plate Nutrition, LLC from 2019 to 2021. Fidelity’s Strategic Advisers LLC, where Ranns works, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm’s offerings include discretionary and non-discretionary advisory services, fund consulting, and algorithm-driven portfolio construction.

Lee Quarrier is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Merrill since 2009 and 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Matthew Hulse is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Ferrellgas Partners, and in the hospitality sector. He also worked in education at the University of West Florida and Lawton Chiles High School. 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.

Shawn Evans is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at Northwestern Mutual and involvement with Florida State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Melissa Cajic is a financial advisor at Merrill with 19 years of industry experience. She has been with Merrill since 2006 and holds a Series 66 designation. Outside of her advisory role, she works as a skincare consultant for Rodan + Fields and serves as a board member for a homeowners association in Jacksonville, Florida. Merrill provides managed account services primarily through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers.

Thomas Shanahan is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2003 and 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Angelo Fernandez Spadavecchia is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2024 and has prior experience at West Florida Distributors, Inc., Champagne Stone Co., and Stone World Imports and Manufacturing. Outside of his advisory role, he is employed in delivery and driver positions with Spark Inc., Uber Technologies, Inc., and Lyft, Inc. 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, institutions, and charitable organizations.

Christine Chigounis is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2006. Outside of her advisory role, she serves as a director and board member of the Expect Miracles Foundation, a charitable organization that supports cancer research and the financial and emotional health of those affected by cancer. Merrill provides managed account services through its 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.

Matthew Schank is a financial advisor with Fidelity, holding a Series 66 designation and based in Jacksonville, FL. He began his career at Fidelity in 2025 after 11 years at Rooms to Go. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies, use of advanced algorithmic methods, and formal governance procedures.

Blake Eccleston is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Uber, J David Tax Law LLC, and the University of North Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Christian Bolander is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 and Series 63 licenses. His career includes roles at Fidelity Investments, St. John's River State College, FedEx, Publix Supermarkets, and Fleming Island High School. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm also serves multiple registered investment companies and delivers services via systematic investment processes.