Emily Rodriguez is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 19 years of industry experience. She has been with Bank of America since 2011 and affiliated with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. 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 a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chase Raithel is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His previous roles include positions at Arrowroot Advisors and academic experience at the University of California, Los Angeles. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Duane Wood is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has progressed through several positions within Fidelity, including Investment Solutions Representative III, II, and I, Retirement Representative, and Customer Relationship Advocate, demonstrating a comprehensive understanding of financial services and client support. Duane holds insurance licenses in Arkansas and California, which enable him to provide informed guidance tailored to clients in these states. His approach focuses on collaboration and clear guidance to develop personalized financial plans aligned with clients' goals. Outside of his professional work, Duane's interests include comedy, cooking and baking, fitness, golf, movies, and photography.

Leland Burrell Jr. is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, and has 22 years of industry experience. He has worked at Merrill since 2005 and has been with Bank of America, N.A. since 2015. 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 a range of clients including individuals, high-net-worth clients, and institutional entities.

Shawn Spencer is a financial advisor with Merrill in Ponte Vedra Beach, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Bank of America, N.A., BBVA, and Fidelity Brokerage Services LLC. 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 and profit-sharing plans, corporations, and charitable organizations.

Garrett Ho-Shing is a Planning Consultant at Fidelity Investments, where he collaborates with clients and Financial Advisors to develop financial plans tailored to individual goals. He focuses on building relationships based on trust and reliable client service. He has experience in various financial roles, including Financial Advisor at NuVenture Financial Group from 2025 to 2026, Financial Service Representative at Fidelity Investments from 2024 to 2025, and Junior Financial Advisor at Florida Financial Advisors in 2024. Outside of his professional work, Garrett has personal interests in cars and golf.

Adjovi Kague is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity Investments in 2021, he worked at FedEx, Florida Health Foods, and Florida State College at Jacksonville. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios, as well as delivering model portfolios to intermediary platforms.

Jared Roche is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2008. 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 across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator registered with the CFTC and advises multiple registered investment companies and fund-of-funds.

Jason Webb is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked with various Fidelity entities since 2008 and is a managing member and partner of MGW Creations, LLC, a company involved in creation and distribution. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing model portfolios and serving multiple registered investment companies through systematic methodologies.

Juan Babich is a financial advisor at Edward Jones in Jacksonville, FL, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Merrill Lynch and Bank of America NA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branches.

Charles Cristin is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Fidelity Brokerage Services LLC since 2008, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs and provides advisory services to registered investment companies and fund-of-funds.

Andrew Perez is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Merrill since 2020, Fidelity Brokerage Services LLC, PRO Unlimited, and State Farm. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Linda Macleod is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at Bank of America and Merrill before joining Raymond James in 2019. Outside of her advisory role, she is a majority owner of Frontline Fencing, Inc., a minority-owned business in Jacksonville, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and institutional services supported by a nationwide network of advisors.

Jerry Williams is a financial advisor at Merrill with over 21 years of industry experience. He holds a Series 66 designation and has worked at Merrill in various roles since 2005, with additional experience at Bank of America and Empower. Outside of his advisory work, he is involved in a logistics business providing trucking assets to an associate. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Matthew Turner is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and has held prior roles at Truist Advisory Services and Bb&T Securities, LLC. Outside of his advisory work, he is a business owner involved in managing non-investment-related LLCs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Michael Svoboda Jr. is a financial advisor at Fidelity with a Series 66 credential and one year of experience in the industry. He has worked at several firms, including Guided Financial Advisors and The Modern Rose. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Karen Alimi is a financial advisor with Wells Fargo Advisors in Jacksonville, FL, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. She has worked within Wells Fargo entities since 2016, including Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop individualized recommendations.

Micah Henson is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2008, progressing through various positions including Financial Consultant, Portfolio Specialist, and Retirement Solutions Representative. His experience encompasses client management and financial consulting. Micah holds insurance licenses in Arkansas and California. He focuses on understanding the priorities of his clients and their families to tailor financial planning that aligns with their specific goals. His approach aims to help clients feel confident about their financial picture. Outside of his professional work, Micah enjoys boating, fishing, fitness, football, golf, and skiing.

Joseph Ouellette is a financial advisor with Equitable Advisors in Ponte Vedra, FL, holding Series 63 and Series 65 credentials and 55 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individuals, retirement plans, corporations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Ashley Will is a CFP®-designated financial advisor with three years of industry experience, currently working at Fidelity Investments in Jacksonville, FL. Prior to joining Fidelity, Ashley worked at Alpha Financial Partners from 2020 to 2023. Outside of finance, Ashley leads cycling classes weekly at Proof Fitness in Lexington, Kentucky. 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 systematic investment approach combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to registered investment companies and use of AI-driven methodologies.