Kyle Daley is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Reynolds American Inc and PerdoCEO Education Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios developed with proprietary fundamental research and quantitative analysis.

Justin Grose is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 14 years of experience with the firm. He has worked at Merrill since 2012. 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.

George Dunn is a financial advisor at Merrill with Series 63 and Series 65 credentials and 51 years of industry experience. He has been with Merrill since 2011 and also works with Bank of America since 2012. Outside of his advisory role, he serves on the advisory board for The House DC Inc., a faith-based organization focused on assisting inner-city youth, and is a board member of the Boys and Girls Club of Northeast Florida where he helps co-chair their annual golf tournament. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions. The firm utilizes strategic and tactical asset allocation and offers tax-aware strategies, with implementation supported by Bank of America’s custody and trading infrastructure.

Shilpa Dunn is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2019. Her prior experience includes roles at Voya Financial Partners and involvement with the Hindu Society of North East Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and is noted for its use of model portfolios and AI-driven research.

Irene Fong is an Investment Solutions Representative III at Fidelity Investments. In her role, she works with clients to understand their financial goals and assist in building personalized financial plans. Irene has progressed through several roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2023, advancing to Investment Solutions Representative I in 2024, Investment Solutions Representative II in 2025, and assuming her current position in 2026. She holds insurance licenses in Arkansas and California. Outside of her professional responsibilities, Irene has interests in the beach, cooking and baking, tennis, and traveling.

Jaimie Fountain is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006 and Bank of America since 2009. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mary Mc Lauchlin is a financial advisor with Charles Schwab, holding a Series 66 designation and based in Jacksonville, FL. She joined Charles Schwab in 2026 and has prior experience working in education and with organizations such as YMCA Camp Greenville and Opus Coffee. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios, supported by centralized custody and compliance infrastructure.

Tara Showalter is a CFP® professional with 22 years of industry experience, currently serving at Ameriprise Financial Services, LLC since 2020. Her prior experience includes roles at Equity Services, Inc. and National Financial Services Group. Outside of her advisory work, she provides consulting and coaching to franchisees on recruiting experienced advisors through her own consulting activity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Anthony Harp is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. He has worked at Merrill since 2003 and has been with Bank of America, N.A. since 2011. Outside of his advisory role, he holds a power of attorney position in a non-investment-related business activity. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary strategies developed by internal CIO teams and third-party managers.

James Harkey is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at Merrill since 2005 and Bank of America, N.A. since 2011. 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 for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aaron Kaiser is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is involved in landscaping through Hearty Oak Landscaping and has employment with A Harold and Associates, both unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers financial planning, various advisory programs, and brokerage services supported by in-house and third-party research, employing both discretionary and non-discretionary management strategies.

Hana Elliston is a financial advisor at Fidelity with the Series 66 designation and four years of industry experience. She previously worked at Zieg Hospitality, operating Hotel Indigo Jacksonville for eight years before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Nicole Lowbridge is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 23 years of industry experience. She has worked at Merrill for a total of 22 years, including a recent tenure since 2019, and was previously with Lincoln Financial Distributors from 2016 to 2019. Outside of advisory work, she maintains an active real estate license for personal property purchases. 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 accounts.

David Howard is a Series 66 licensed financial advisor with J.P. Morgan Securities in Ponte Vedra Beach, FL. He has worked at JPMorgan Chase Bank, N.A. and Comerica Bank, with additional experience in management science and innovation. David also has a background in the hospitality industry, having worked at Ruth's Chris Steakhouse. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework in its recommendations and operates within the larger J.P. Morgan broker-dealer and banking organization.

Joel Newman 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 2014. Outside of his advisory role, he is a financial partner and part owner of BackNine Golf, a business based in Jacksonville. 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.

Devon Mertz is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise in 2021, he worked at Community First Credit Union of Florida and Cuso Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, incorporating tax-aware withdrawal strategies and Social Security options.

Rollin Kimball is a financial advisor with Merrill holding the Series 66 designation and having seven years of industry experience. His prior roles include positions at Rockefeller Financial LLC and Bank of America. He serves as a successor trustee for a family trust. 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 accounts.

Dina Pryor is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Merrill since 2012 and previously at Bofa Securities, Inc. Since 2022, she has also owned Florida Roots LLC, a business focused on selling her personal artwork and photography. 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 institutions.

Christopher Acebal is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a co-trustee for his son. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions, leveraging research and analytics from Wells Fargo Investment Institute and third-party sources.

Brandy Boone is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its predecessor firms since 2005. Outside of advising, she is involved in a real estate business and holds a builder’s license in Florida. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research-driven modeling and tax-efficient strategies. The firm integrates algorithmic tools with advisor input to provide tailored income recommendations and delivers a broad range of advisory, brokerage, and insurance solutions.