Garrett Roberson is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill, he held various roles in the hospitality and retail sectors, including positions at Fogo de Chao, Cantina Louise, and Bahama Breeze. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, and institutional investors.

Michael Higgins is a Series 66-licensed financial advisor at Merrill with seven years of industry experience. His prior roles include positions at Bank of America, W&S Brokerage Services, Western & Southern Life, Equity Services, Inc., and National Financial Services Group. He also serves as a full-time financial representative with Western & Southern Life in Jacksonville, FL. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Kenneth Rose is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 credential and has been with Merrill and Bank of America since 2013 and 2014, respectively. Outside of his advisory role, he is involved part-time with Revive America's Homes LLC, a company that purchases distressed properties for rehabilitation and resale. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Arden Godshall is a financial advisor at Merrill based in Jacksonville, FL, holding a Series 66 designation with four years of industry experience. Prior to joining Merrill, Arden worked at Bank of America, N.A. and has experience in the technology sector with Smart Building Technologies. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a varied client base including individuals, high-net-worth clients, and institutional fiduciaries.

James Ellisor is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Chairperson on the Board of Directors for Tennis 4 Cancer. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist clients in managing their retirement income.

Robert Tollett is a financial advisor with Edward Jones in Jacksonville, FL, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked for Bank of America/Merrill Lynch for 12 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Robert Claggett is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked with various Fidelity entities since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios through systematic methodologies and leveraging affiliations with sub-advisers.

Randall Gaumer is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with 6 years of industry experience. He has been with Merrill since 2014. Merrill provides managed account services primarily to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Riehle Davis is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Merrill and Bank of America, Davis worked at Fidelity Investments for two years and has experience in client management and various roles outside the financial industry. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based, discretionary, and tax-aware investment strategies integrated with Bank of America’s broader platform.

Karen Larbalestrier is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and having 24 years of industry experience. She has been with Merrill since 2005. Outside of her advisory role, she is a co-owner of a family rental property investment. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Kathleen Powers is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 11 years of industry experience. She previously worked at Charles Schwab for three years before joining Fidelity Brokerage Services LLC in 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Leasa Elwood is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines proprietary fundamental research with quantitative analysis and systematic methodologies, and it is noted for its use of algorithmic tools and advisory roles with multiple registered investment companies.

Jeremy Kaneer is a financial advisor at Merrill with 18 years of industry experience, all of which has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. He holds a Series 66 designation. Outside of his advisory role, he serves as treasurer and director of Haven Retreats, a charitable organization focused on sustainability in foster care and adoption through therapeutic retreats and support for caregivers. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth investors, and institutional entities.

Reid Ham is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his financial career, he was involved with Angie's Subs for seven years and worked at the University of North Florida. 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 deliver systematic model portfolios.

John Matusiak is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated within Bank of America’s corporate platform, providing access to various products and services beyond investment management.

Hilah Wheeler is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She has worked with Fidelity Investments and its affiliated entities since 2008. Fidelity’s 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 across mutual funds, ETFs, and ETPs. The firm is also recognized for its use of systematic methodologies, involvement in registered investment companies, and application of AI in research.

Zachary Roy is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL. He joined Merrill in 2026 and has prior experience in hospitality and education, including roles at Omni Amelia Island Resort and Spa and multiple schools. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based, discretionary, and tax-aware investment strategies to a broad client base including individuals, high-net-worth clients, and institutional fiduciaries.

William Gill is a Planning Consultant at Fidelity Investments, where he collaborates with wealth management teams to deliver a planning-focused experience to clients. He aims to help clients identify their goals, needs, and concerns, enabling the implementation of tailored plans to work toward their financial success. William has been with Fidelity Investments since 2019, progressing through roles including Customer Relations Advocate, Investment Solutions Representative, Managed Account Support Specialist, and Central Relationship Manager before assuming his current position in 2025. He holds insurance licenses in Arkansas and California. Outside of his professional role, William's personal interests include spending time at the beach, fitness activities, football, social events with friends, running, and traveling.

Krystal Simpkins is a financial advisor with Merrill, holding a Series 66 designation and bringing 17 years of industry experience. She has been with Merrill since 2007. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Christopher Ugarte is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Edward Jones and various positions outside finance, including at Uber, Chicken Salad Chick, and Texas Roadhouse. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including complex fund structures and model portfolios.