Anthony De Bellis is a financial advisor with LPL Enterprise who holds a Series 63 designation and has 27 years of industry experience. His career includes roles at Prudential Insurance Company of America and Cambridge Investment Research Advisors. He serves on the board of the University of North Florida, assisting with strategy for the university’s planned giving programs. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform combining adviser programs and financial product sales.

Teresa Shea is a CFP® with 23 years of experience in the financial services industry. She is currently with Cambridge Investment Research Advisors and previously worked for Lincoln Financial Securities Corporation for 13 years. Outside of her advisory role, she is involved in insurance through ownership and management positions with independent insurance agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management approaches and custody platforms.

Dennis Marcelino is a financial advisor with Merrill based in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Merrill since 2015 and at Bank of America, N.A. since 2017. 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 plans, corporations, and charitable organizations.

John Le Mire is a financial advisor at Merrill with 22 years of industry experience. He has held his current position at Merrill since 2004 and holds a Series 66 designation. 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 both model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Marla Dozier is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 registrations and nine years of industry experience. She has worked at Merrill since 2016 and concurrently serves at Bank of America, N.A. since 2019. Outside of her advisory role, she is the owner and president of MKD Design, LLC, a decorated apparel business. 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 and serves a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jamie Johnson is a Series 66-licensed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, Johnson held various roles including positions at Florida State College of Jacksonville and Clay County Supervisors. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers advisory services to multiple registered investment companies.

Aileen De Los Santos is a financial advisor at Merrill with 4 years of industry experience and a Series 66 designation. She has been with Merrill since 2004. 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 a diverse client base including individuals, high-net-worth clients, and institutions.

Vahid Tahmasebi Rad is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his current role, he works closely with clients to understand their financial priorities and develop strategies tailored to their short-, mid-, and long-term goals. His advisory services encompass general investing, retirement planning, and preparedness for unexpected financial needs. He also facilitates client access to Bank of America specialists for services including banking, credit, home financing, and small business solutions. Vahid holds the Personal Investment Advisor (PIA) designation and has completed an Accredited Certificate Program from Kaplan Financial Education. His approach focuses on uncovering what matters most to clients and their families to formulate personalized strategies aimed at achieving their financial objectives.

Stefanie Starling is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Fidelity Brokerage Services. Outside of her advisory role, she is involved in a family business, JS Mobile Truck Services, LLC, where she handles bookkeeping. LPL Financial serves a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from both in-house and third-party sources.

Thomas Wood is a financial advisor at Fidelity with Series 63 and 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked at Vacasa and Meyer Vacation Rentals. 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 uses proprietary fundamental research combined with quantitative analysis and systematic portfolio construction, and it serves as an adviser to multiple registered investment companies and fund‑of‑funds.

Kevin Maher is a financial advisor with Raymond James Financial Services Advisors, Inc. in Jacksonville, FL, holding CFP®, Series 65, and Series 66 credentials. He has 24 years of industry experience, including ten years at Ameriprise Financial Services, Inc. and currently operates Kevin D Maher LLC alongside his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique affiliations such as a municipal advisor and specialized SIMPLE IRA consulting services.

Dylan Herndon is a financial advisor at Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has been with Merrill 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Blake Ives is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2011, previously serving as a Retirement Relationship Manager from 2011 to 2013 and as a Brokerage Consultant from 2013 to 2020. In his role as a financial consultant, Blake focuses on forming strong relationships with clients and their families by understanding their needs and goals to develop customized financial plans tailored to their unique situations and timelines. Blake holds insurance licenses in Arkansas and California, enabling him to offer comprehensive financial services to clients in these states. His extensive experience at Fidelity Investments spans various aspects of financial consulting and retirement planning.

Shannon Largin is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2010. Largin is currently based in Jacksonville, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Katherine Rash is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 66 designation and has worked previously at Citigroup and Bank of America/Merrill Lynch. Based in Jacksonville, FL, she has been with Merrill since 2024. 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, and institutional investors.

Joshua Rantz is a financial advisor at Fidelity with Series 65 and Series 66 licenses and eight years of industry experience. His career includes roles at Fidelity Investments, Equitable Distributors, LLC, Jackson National Life Distributors LLC, Edward Jones, and Verizon Wireless. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it serves distinctive roles such as commodity pool operator registration and advisory services for multiple registered investment companies.

John Rohal is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His work history includes multiple roles at Fidelity and Fidelity Brokerage Services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to fund-of-funds, and incorporation of AI and machine learning in its investment process.

Everett Massey is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 65 and Series 63 designations and has worked for firms including Waddell & Reed, Securian Financial Services, and various insurance carriers. He also operated a separate non-variable insurance business and maintains a DBA related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Evy Jamison is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Ally Financial. Outside of her advisory role, she is active as a social media influencer focused on dog advocacy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund management solutions.

Sierra Perron is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Fidelity Brokerage Services LLC since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including model portfolios and fund-of-funds structures.