Adam Blevins is a Planning Consultant at Fidelity Investments, focusing on helping clients work toward their financial goals. He collaborates with clients to co-create personalized financial plans utilizing Fidelity's planning concepts. Adam has been with Fidelity Investments since 2022, progressing through various roles including Customer Relationship Advocate, High Net Worth I, and Investment Solutions Representative positions before assuming his current role in 2026. He holds insurance licenses in Arkansas and California. Outside of his professional work, Adam enjoys board games, cooking and baking, family activities, football, and social events with friends.

Eric Grodan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in estate and wealth planning strategies, focusing on pre-liquidity tax minimization for business owners preparing to exit their companies. Eric advises high net worth families, business owners, and real estate developers on legacy planning, philanthropic planning, family wealth management, and managing new wealth. Eric holds a Bachelor's degree from Michigan State University, a Juris Doctorate from Southwestern University School of Law, and a Master's degree in the Laws of Taxation from Loyola Law School. He also holds the Personal Investment Advisor (PIA) designation and maintains Series 7 and 66 FINRA registrations. Although he has an extensive background as a transactional attorney, Eric does not provide tax or legal advice in his role with Merrill. In addition to his professional responsibilities, Eric has served as past president of the Los Angeles Estate Planning Counsel and as a board member of the Starlight Children’s Foundation. His personal interests include scuba diving, tennis, and traveling.

Kathryn Brinkman is a financial advisor at Morgan Stanley with 15 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Fidelity Brokerage Services. Outside of her advisory work, she is involved in a recreational business called Centred On Yoga. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee’s research.

John Hurt is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior work history includes roles at Mitchell Toyota and Fort Bend Toyota before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across various asset classes.

Suzanne Rech is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2017, she worked at Securities Service Network from 2015 to 2017. Outside of her advisory role, she is involved with My Light Experience LLC, a tourism-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management along with research and model portfolios.

Danielle Littlefield is a financial advisor with Raymond James Financial in Jacksonville, FL, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior roles include positions at LPL Financial LLC, VyStar Credit Union, and Pickler Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Alexaundria Wade is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Wells Fargo, and Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with multiple registered investment companies and its use of AI and algorithmic methods in portfolio management.

James Knight is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked for the Office of the State Attorney, 7th Circuit Florida. Fidelity’s Strategic Advisers LLC 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 blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Austin Dozier is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Outside of his advisory role, he owns and operates Waveguide Audio, a sound system rental business serving private events. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages several registered investment companies and fund-of-funds.

Matthew Hunter is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining Fidelity, he worked for Hillstone Restaurant Group from 2014 to 2017. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Janet Clements is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 designations and 38 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as Finance Council Chair at Christ the King Catholic School. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Fayd Karim is a Series 66-licensed financial advisor with Fidelity Investments, based in Jacksonville, FL, with three years of industry experience. Prior to joining Fidelity, Karim held various roles in academic institutions and retail businesses. 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 with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and is noted for its use of advanced methodologies and advisory roles in complex fund structures.

Eliza Green is a financial advisor at Fidelity with four years of industry experience and a Series 66 designation. She has worked at Fidelity Investments since 2022 and has prior experience in tutoring and sports academy roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its regulatory registrations, advisory roles to registered investment companies, and use of AI-driven research methodologies.

David Baker is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 designations and having 38 years of industry experience. He has been with Merrill since 1988 and has worked at Bank of America since 2009. Outside of his advisory role, he serves as an advisory board member for the Catholic Foundation, a charitable organization 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

George Salvatore is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2014 and Bank of America, N.A. since 2019. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Wefer is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 registrations and bringing 10 years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2016 and at Fidelity Investments since 2025. Outside of his advisory role, he is involved in entrepreneurial activities as the founder and CEO of PrimeSeat Exchange, a business focused on buying and selling event tickets, and as an officer at Basic Stitches Design Company, a craft business. 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 utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to create model portfolios, and it holds distinctive roles such as CFTC registration and advisory responsibilities to multiple registered investment companies.

Vanessa Perez is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. Her prior work includes roles at Brooks Rehabilitation, SMARTBODY Physical Therapy, and HealthCore Wellness. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse portfolios and uses systematic methodologies with oversight controls and sub-adviser delegation.

John Tabor is a CFP® professional with 14 years of industry experience, currently serving with LPL Financial in Jacksonville, FL. He has worked at LPL Financial and VyStar Credit Union since 2016. Tabor is chairman and supervisor on the board of The Crossings at Fleming Island Community Development District, a municipal government entity managing community common areas and amenities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Ciarra Krist is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She began her career at Fidelity in 2022, progressing through positions including Customer Relationship Advocate, Investment Solutions Representative, and Planning Consultant before her current appointment. Ciarra focuses on guiding clients and their families through financial markets and decisions, aiming to support their individual definitions of success. She holds insurance licenses in Arkansas and California, which complement her financial advisory work. Outside of her professional life, Ciarra has interests in cars, fitness, hiking, music, outdoor adventures, and pets.

Micheal Mackey is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity divisions since 2007. 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. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI and algorithmic tools in its investment process.