Brandon Hettick is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he worked in diverse roles including at Trivia Nation and 904 Tennis, as well as in educational settings such as Howard Payne University and Texas A&M Tennis Camps. Fidelity, through its Strategic Advisers LLC affiliate, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Christian Chiroque 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, with prior experience at BBVA and Wells Fargo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, formal advisory roles to multiple registered investment companies, and use of advanced technologies in portfolio management.

Thomas Zimmer is a Financial Advisor at Merrill Lynch Wealth Management and a member of The Horton Team. He joined the team in May 2019 after graduating from the University of Connecticut with a Bachelor of Science degree in Business, majoring in finance and economics. Thomas holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Thomas specializes in working with individuals, families, and businesses of various sizes, including family-owned businesses, corporations, and nonprofit organizations. He focuses on delivering customized financial planning and retirement benefits consulting services, including qualified and nonqualified retirement plans and asset management services. His approach emphasizes personalized, goals-based planning to help clients confidently pursue milestones such as retirement, business startups, home purchases, and career changes. Thomas utilizes the comprehensive resources of Merrill and Bank of America to design and implement tailored financial plans while providing ongoing oversight and adjustments. Originally from New Jersey, Thomas resides in West Hartford, Connecticut. He enjoys attending University of Connecticut basketball games, visiting local golf courses and ranges, and spending time with friends and family.

Scott Brockmeier is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Merrill in 2021, he worked at Corporate Brokers/Bank of America, Edward Jones, and Total Quality Logistics. 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.

Robert Cosgrove Jr. is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Fidelity since 2006, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also acts as a registered commodity pool operator and serves as an adviser to multiple registered investment companies.

Christopher Leary is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 21 years of industry experience. He has been associated with Merrill since 2005 and Bank of America since 2009. Outside of his advisory role, he also works as a driver for ride-share and food delivery services. 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.

Robert Simonson is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Merrill since 2002. Merrill provides managed account services 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.

Alex Farrar is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at Merrill Lynch from 2016 to 2018 and Fidelity Brokerage Services since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Mary Tooley is a Series 66-credentialed financial advisor with Charles Schwab who has 21 years of industry experience. She has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2010. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

Jacob Shaw is a financial advisor at Cetera with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at American Fidelity Assurance Company and Madril Insurance, and he was involved with Kona Ice LLC from 2018 to 2020. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary account options.

Alexa Parra Cabrera is a financial advisor at Merrill with three years of industry experience. She holds a Series 66 designation and has previously worked with firms including Amazon and Willis Towers Watson. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Bonnie Smith III is a financial advisor at Ameriprise with 29 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Outside of her advisory role, she is involved in a business called ColePark, which is not investment-related. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, emphasizing the use of Ameriprise-managed accounts and algorithmic automation in its approach.

Joseph Chiellino is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Aldi in 2025, he worked at Walmart and Chick-fil-A and has served in the Florida Army National Guard since 2019. 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, and other institutional clients. The firm integrates investment solutions with Bank of America’s broader corporate platform, including lending, custody, and principal trading services.

Yinchi Zhou is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 10 years of industry experience. Zhou has been with Merrill and Bank of America, N.A. since 2015. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm uses model-based and discretionary investment strategies implemented by Managed Account Advisors LLC and offers access to a wide range of investment products integrated within Bank of America’s broader corporate platform.

Kerry Lucas is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to Merrill, Kerry held positions at Bank of America, 121 Financial Credit Union, Amerisave Mortgage Corp, and several mortgage firms. 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, and other fiduciaries. The firm integrates investment management with Bank of America’s broader corporate platform, providing access to a diverse set of products and services.

Jeffrey Hayes is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with various Fidelity entities since 2004, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 employs a systematic investment process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Michael Mclatchey is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 66 designation and previously worked at Merrill from 2006 to 2023 before joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage assets.

Bryan Ross is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations. He has 14 years of industry experience, all of which has been with Merrill since 2012. 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. The firm is integrated within Bank of America’s corporate platform, providing access to a broad set of products and services beyond typical managed accounts.

Jonathon Fischer is a financial advisor at Fidelity with seven years of industry experience. His prior roles include positions at PNC Financial Services Group and Aerotek. Outside of his advisory work, he is involved as a pickleball player and instructor on a recreational basis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of model portfolios built using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role with multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Ryan Williams is a financial advisor with LPL Enterprise and holds the Series 63 and Series 66 designations. He has 17 years of industry experience, including six years at Fidelity Personal and Workplace Advisors and 14 years of service with the United States Marine Corps Reserves. Williams operates under the Alpha Wealth Group, a financial planning practice affiliated with LPL. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolio programs, and access to brokerage and insurance products through an integrated advisory and brokerage platform.