Lauren Keene is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and previously worked at the Florida Department of Children and Families. Outside of her advisory role, she owns and operates a cottage industry bakery called Wicked Sweet in Jacksonville, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Tyler Cassidy is a Planning Consultant who works closely with clients to develop comprehensive plans aimed at achieving their short and long-term financial goals. He emphasizes building trust and maintaining open communication to foster lasting relationships that help clients navigate their financial journeys with confidence. Tyler has held multiple roles at Fidelity Investments, progressing from Customer Relationship Advocate (2022-2023) to Investment Solutions Representative I (2023-2024), then to Investment Solutions Representative II (2024), and most recently Investment Solutions Representative III (2024-2025). He holds insurance licenses in Arkansas and California.

Mark Wilson is a Planning Consultant at Fidelity Investments, where he has been serving since 2022. In this role, he focuses on listening to clients' unique financial situations to understand their goals, objectives, and time horizons, and works with a team to build, maintain, and implement long-term financial plans. Mark has accumulated experience within Fidelity Investments through various roles since 2018, including Relationship Manager, Financial Representative, High Net Worth Associate, and Customer Relationship Advocate. He holds a California Insurance License. Outside of his professional work, Mark has interests in museums, parenthood, puzzles, reading, soccer, and yoga.

Kendal Hutto is an Investment Solutions Representative III at Fidelity Investments, a position held since 2026. Prior to this role, Kendal held progressive positions within Fidelity, starting as a Customer Relationship Advocate in 2022 and advancing through the ranks to the current role. This progression reflects experience in client relationship management and investment solutions. Kendal holds insurance licenses in Arkansas and California, supporting expertise in insurance-related financial planning. The professional focus includes partnering with clients to build tailored financial plans aimed at meeting their goals and providing peace of mind. Outside of work, Kendal enjoys camping, fishing, scuba diving, theater, and traveling.

Robert Mealey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held positions at Marsh Landing Country Club and Oak Bridge Golf Club. 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 to develop diversified model portfolios.

Craig Fertenbaugh is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Fertenbaugh serves on multiple local boards, including the Rotary Club of Mandarin as Youth Services Director and the Mandarin Oaks Elementary School Advisory Council. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Deborah Koutnik is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked with Bank of America, N.A. since 2018. Her prior experience includes roles at Mayo Clinic Florida and educational institutions such as the University of North Florida and Florida State College of Jacksonville. 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, and institutional investors. The firm integrates into Bank of America’s broader platform, providing access to a diverse set of financial products and services.

Chase Topol is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2014. 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.

Charles Marczynski is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, he held roles at various organizations including the Tennessee Performing Arts Center and Powers Management LLC. He also owned Brewhound Dog Park and Bar in 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios that include mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and algorithmic methods in research.

Jeffrey Batts Jr. is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Samuel Levin is a financial advisor at Merrill with Series 65 and Series 66 credentials and two years of industry experience. Prior to joining Merrill, he worked at NewEdge Advisors, LLC, Commonwealth Financial Network, and Blakely Financial Inc. His background also includes roles at Elon University and The Bolles School. 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.

Kimberly Palmer is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Sofi and Consolidated Credit, as well as a year at Jax Fray. 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 systematic portfolio construction. The firm is noted for its use of algorithmic methods, advisory roles to multiple registered investment companies, and formal governance procedures.

Jason Rhodes is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and five years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021, following a one-year tenure at Reditus Labs. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework into its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Brice Roden is an Investment Management Consultant II at Fidelity Investments. In this role, he provides clients with financial planning and investment guidance. Brice has held several positions at Fidelity Investments, including Planning Consultant since 2025, Relationship Manager from 2024 to 2025, and Workplace Planning Consultant from 2022 to 2024. He holds insurance licenses in Arkansas and California.

Ryan Wolf is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2015. 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. The firm’s integration with Bank of America allows access to a broad set of financial products and services beyond typical managed account offerings.

Aaron Noles is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Mantay & Company. Noles is also involved with Mantay & Company Insurance and Financial Services as a financial planner. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management arrangements, and brokerage and insurance products through an integrated platform.

Chris De Bruyn is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His career includes roles at Mr. Cooper LLC, Oncue, and Arizona State University health services, among others. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

Anthony Masiello is a financial advisor at Fidelity with two years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Fidelity, Masiello was involved in the food service industry at Mezzaluna Pizza and has experience in real estate with Landmark Realty of Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is notable for its use of algorithmic methods and advisory roles with multiple fund structures.

Carol Wells is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior roles include positions at PennyMac, Spring EQ, NewRez, and Ditech Financial. Outside of her advisory work, she is employed as a bookkeeper for a health care provider called Family Comes First. Fidelity, through its Strategic Advisers LLC division, 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 manages discretionary and non-discretionary portfolios, with a focus on model portfolios built from mutual funds, ETFs, and ETPs, and serves in advisory roles for multiple registered investment companies.

Tyler Binkiewicz is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at SouthState Bank, the Jacksonville Jaguars, and Ameris Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, with a focus on systematic methodologies and long-term asset allocation.