Megan Porcella is a financial advisor at Fidelity with four years of industry experience. She holds the Series 63 and Series 66 designations. Her work history includes roles at Fidelity Investments as well as experience in the dental and hospitality industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary management and fund advisory.

Mary Jones is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Her prior work includes roles at T3 Trading Group, LLC and HomeMaking. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of products, including model portfolios delivered to intermediary platforms.

Rachel Artiste is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2007. Outside of her advisory role, she is a co-owner of a family rental property. 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 to individuals, high-net-worth clients, and institutional investors.

Paul Cancel is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and is based in Jacksonville, FL. He has worked at Fidelity Brokerage Services, LLC since 2016 and joined Fidelity Investments in 2025. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios with proprietary models and delegated sub-advisers.

Charles Arroyo is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America. Outside of his advisory role, he hosts public trivia events in Jacksonville, Florida. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary management, fund advisory, and model portfolios, incorporating systematic methodologies and oversight controls.

Nancy Hudmon is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she partners with clients to understand their priorities and develop financial plans that align with their goals, values, and vision for the future. She emphasizes the importance of understanding people to provide thoughtful guidance and help clients make informed decisions through life's transitions and changing financial priorities. Nancy has been with Fidelity Investments since 2022, progressing through various roles including Workplace Planning Consultant I, II, and III before her current position. Her experience within these roles has focused on client partnership and financial planning. Outside of her professional work, Nancy engages in activities such as cooking and baking, spending time with family and friends, gardening, and caring for pets.

Chris Hnatusko is a financial advisor at Merrill with Series 66 and Series 63 licenses and 10 years of industry experience. He has been with Merrill since 2015 and also works at Bank of America, N.A. since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Butler is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Bank of America. Outside of finance, he is involved in cybersecurity consulting focused on data privacy strategies for content creators and senior citizens and works part-time at J Alexanders Restaurant. 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 plans, corporations, and charitable organizations.

Steven Robertson is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes positions at Finish Line/JD Sports, Dick's Sporting Goods, and Southwestern Assemblies of God University. 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, pension plans, corporations, and charitable organizations.

Garrett Williams is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he held positions at Anytime Fitness, DoorDash, and the University of North Florida. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Tyler Ochs is a Financial Consultant at Fidelity Investments, where he currently applies his expertise to support clients in managing their financial decisions. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, and various levels of Investment Solutions Representative, reflecting his growing experience in investment services. Tyler holds insurance licenses in both Arkansas and California, enabling him to provide comprehensive financial consultation to clients across these states. His approach focuses on simplifying complex financial decisions and helping clients build clear paths toward achieving their wealth and peace of mind. Outside of his professional role, Tyler enjoys engaging in activities such as boating, fitness, football, golf, and spending time with friends and pets.

Brian Caton is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation. He has worked in the financial services industry since 2019, including positions at JP Morgan Chase and VyStar Credit Union. Prior to his financial career, he held roles in the fitness and catering industries. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Eckrich is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 33 years of industry experience. He has worked at various Fidelity entities since 1993, including Fidelity Brokerage Services, Inc., Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages diverse portfolios using systematic methodologies and serves as a formal advisor to multiple registered investment companies and fund-of-funds.

Jared Dunton currently serves as Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2012, progressing through roles including Portfolio Specialist, Financial Consultant, and Vice President Financial Consultant. Jared focuses on understanding his clients' needs to develop tailored financial plans, utilizing a process that involves getting to know clients, discussing available options, and helping adjust finances to achieve preferred outcomes. He holds insurance licenses in Arkansas and California. Jared's professional experience centers on wealth planning and financial consulting, leveraging his expertise to assist clients in managing their financial goals. Outside of his professional responsibilities, Jared enjoys activities such as beach outings, boating, fishing, gardening, outdoor adventures, and spending time with his family.

Stephen Bremer is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He has been with Fidelity Investments since 2017, progressing through roles including Investment Management Consultant II, Investment Management Consultant I, Investment Solutions Representative, and Customer Relationship Advocate. His professional experience spans various aspects of financial consulting and investment management. He holds insurance licenses in Arkansas and California. Outside of his professional pursuits, Stephen has interests in concerts, fitness, food, football, social events with friends, and golf.

Shawn Billiot is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2009. Outside of finance, he owns and manages Florida Certified Pool Service, LLC, a swimming pool cleaning and servicing business. 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.

Jarrett Manzi is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable gift funds. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios across various platforms.

Jason Niekamp is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Before joining Fidelity Investments, he held various roles including multiple positions at Georgia College and State University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic methods in constructing portfolios, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Angelica Lassetter is a financial advisor at Charles Schwab with 24 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2000 and 2007, respectively. Outside of her advisory role, she serves on the Parent Teacher Partnership Board at Providence School in Jacksonville, FL. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separate managed accounts, supported by multi-asset model portfolios and centralized custody and operational infrastructure.

Juan Gonzalez Moreno is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes positions in personal training, insurance, and retail sectors. Outside of his advisory role, he has worked with GRIP Personal Training and McKarl's Libations. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.