Brad Taylor is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. In this role, he partners with clients to understand their financial goals and helps build customized financial plans. He uses in-depth planning conversations, portfolio guidance, and appropriate strategies to work toward achieving these goals. Brad has experience in investment solutions, having progressed through roles from Investment Solutions Representative 1 to 3 at Fidelity Investments between 2021 and 2025. Prior to that, he worked as a Financial Professional at Prudential Advisors from 2018 to 2021. He holds insurance licenses in Arkansas and California. Outside of his professional work, Brad has interests in comedy, family activities, golf, movies, pets, and traveling.

Sydney Konuch is a Series 66 licensed financial advisor with five years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2018 and previously held a position at PNC Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis, with clients making final decisions.

Jackson Lee is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 credential and previously worked at J.W. Cole Financial, Inc. from 2022 to 2025. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management solutions across multiple platforms with both discretionary and non-discretionary approaches.

Corinne Shad is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 designation and five years of industry experience. She previously worked at Healogics Inc and Fis, and spent three years at Florida State University early in her career. Outside of her advisory role, she serves as a board member of the Family Nurturing Center of Florida, focusing on fundraising and marketing efforts for the organization. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Urban Fleming IV is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has previously worked at VyStar Credit Union, BB&T, Cetera, and Regions Bank. In addition to his advisory role, he serves as an adjunct professor at Florida State College at Jacksonville. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies.

Terry Surrency is a financial advisor at Morgan Stanley with 28 years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley in 2022, he worked at UBS Financial Services for nine years. He is based in Jacksonville, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and investment research to model outcomes. The firm manages approximately $2.74 trillion in client assets and provides planning primarily in an advisory capacity.

Blaine Johnson is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Financial, he worked at VyStar Investment Services and has experience in roles outside of finance, including positions at DoorDash and the University of North Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management supported by proprietary and third-party research.

Ryan Sands is an Investment Consultant at Fidelity Investments, where he collaborates with individuals and families to develop financial roadmaps that align present decisions with future goals. He has been serving in this role since 2025. Prior to this, Ryan worked as a Financial Representative at Fidelity Investments from 2023 to 2025. Outside of his professional career, Ryan's personal interests include spending time at the beach, engaging in family activities, following football, parenthood, and caring for pets.

Joshua Allen is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Allen Fleet, Michaels, and M Shack. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and offers model portfolios to intermediary platforms.

Angelo Cristobal is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. His prior work includes eight years at Navy Federal Credit Union. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on a variety of investment portfolios.

Arianna Bittner is a Series 66-licensed financial advisor with Fidelity Investments in Jacksonville, FL. She joined Fidelity in 2026 and has prior experience at ABC Fine Wine & Spirits and Flagler's Legacy, along with a background in education at Creekside High School. 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 notable for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI and algorithmic methods in its investment process.

James Kelly is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various Fidelity affiliates since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, with notable activities including delegation to sub-advisers and the use of algorithmic methods and AI in portfolio management.

Branko Drakalski is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior experience includes roles at Merrill and Stopanska Bank AD Skopje, as well as academic work at the School of Economics and Business in Ljubljana, Slovenia. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Christopher Flick is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at RP Funding Inc and PHH Mortgage Corporation. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing a range of mutual funds, ETFs, and ETPs.

Jorgie Fis is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and having 12 years of industry experience. He has worked at Merrill since 2013, with a brief tenure at other firms including Bank of America, N.A., Premium Choice Insurance Services, Selectquote, Schneider National Inc, and Swift Transportation. Outside of his advisory role, he works as a delivery driver for Amazon Flex. 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 using model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers.

Madison Taylor is a financial advisor at Fidelity with one year of industry experience. They hold a Series 66 designation and have prior work experience in both the financial sector and various service roles. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Jessica Nevens is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Her work history includes roles at Fidelity Investments since 2021 and prior service with the National Multiple Sclerosis Society. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Sean Fortenberry is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked with Fidelity Investments since 2011 in various roles and was previously with Merrill from 2017 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and an advisor to multiple registered investment companies.

Jordan Arthur is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 credential and has worked previously at Fidelity and Bank of America Merrill Lynch. Outside of his advisory role, he is involved as an owner and partner in two LLCs engaged in real estate activities unrelated to his work in finance. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ryan Murdock is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various capacities since 2012. Outside of his advisory role, Murdock is involved in local history tours in St. Augustine, Florida, serving as a guide and operating a walking tour business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm serves retail and institutional investors, including registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles.