William Mccauley is a Series 66-registered financial advisor with Merrill in Jacksonville, FL, where he has worked since 2004. He has 21 years of industry experience. 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 integrates with Bank of America’s broader platform, providing access to a wide array of financial products and services.

Anita Baltazar is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked at McKesson Medical Surgical, OneCall, Data Verify, Voya Financial, and PaperlessPay Corporation. 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 integrates model-based and discretionary investment strategies and operates within Bank of America’s broader corporate platform.

Troy Buckingham is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their financial goals and develop customized financial plans. He emphasizes building strong relationships based on trust, reliability, and competency. Troy has progressed through multiple roles at Fidelity Investments, including Investment Solutions Representative III, II, and I, High Net Worth Service Associate, and Customer Relationship Advocate, gaining experience in various aspects of investment and client service. He holds insurance licenses in Arkansas and California. Outside of work, Troy's personal interests include beach activities, football, and soccer.

Andrew Reichenbach is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he assists clients in achieving financial confidence, making informed investment decisions, and simplifying their financial lives. His professional journey at Fidelity Investments began in 2018 and includes positions such as Customer Relationship Advocate, Investment Solutions Representative, Investment Consultant, and Investment Management Consultant II. Andrew holds insurance licenses in Arkansas and California, reflecting his qualifications in the insurance domain. Outside of his professional responsibilities, he engages in activities such as cooking and baking, gardening, parenting, caring for pets, swimming, and traveling.

Alexander Intriago is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously with Wells Fargo Clearing Services LLC and M Holdings Securities, Inc. Intriago serves as a board member of The River Club in Jacksonville, Florida. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu that addresses various client needs, including cash-flow, retirement, education, and specialized planning such as business-owner transition and sports & entertainment planning.

David Derrick is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. Prior to his current role at Fidelity, he worked in various positions including retail and service sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and offers advisory services to multiple registered investment companies.

Joshua Persson is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity in 2025, he held positions at Uber and DoorDash, and has experience working in higher education at Florida State College of Jacksonville and the University of North Florida. 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 discretionary and non-discretionary accounts, model portfolios, and fund advisory services.

Kimberly Rudd is a financial advisor with Merrill based in Jacksonville, FL, holding a Series 66 designation and bringing 23 years of industry experience. She has been with Merrill since 2001 and concurrently with Bank of America, N.A. since 2009. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of investment strategies implemented by Managed Account Advisors LLC and third-party managers, integrated with Bank of America’s broader corporate platform.

Wendy Reedy is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Her previous work includes roles at Valor Intelligent Processing and Diversified Consultants, Incorporated. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Brendan Clooney is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Before joining Merrill, he worked in various service and delivery roles, including as an independent contractor for Doordash. 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.

Joseph Bott is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Edward Jones and Merrill Lynch, Pierce, Fenner & Smith Inc. 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 corporate fiduciaries. The firm integrates investment management with Bank of America’s broader financial platform, providing access to a wide array of products and services.

Kenneth Bronis is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, LLC since 2012. Outside of his advisory role, he manages a stenography services business related to a family matter. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Andrew Stilley is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has worked within various branches of Fidelity since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, incorporating proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its advisory role to multiple registered investment companies and use of advanced technologies like AI in its investment process.

Brian Howe is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and having 22 years of industry experience. He has been with Bank of America and Merrill since 2010. 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. The firm integrates with Bank of America’s broader platform, providing access to a wide set of products and services.

Tim Mc Mahon is a Series 66-licensed financial advisor at J.P. Morgan Securities with experience at Morgan Stanley and J.P. Morgan Chase Bank. His background includes entrepreneurial activities such as operating Tims Hoops and involvement with the Danny Balderson Basketball Camp. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Zachary Raymond is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 designations with two years of industry experience. His prior work includes roles at Enterprise Holdings, Publix Super Markets Inc., Compass Group USA, and teaching positions at Florida Gulf Coast University and County College of Morris. 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 and fund advisory services.

Robert Johnson is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. He has worked at Fidelity Investments since 2022 and has held positions at River City Science Academy and other organizations earlier in his career. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to both retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs.

Bryton Guy is a financial advisor at Fidelity with seven years of industry experience and holds the Series 66 designation. He has worked at Fidelity Brokerage Services LLC since 2019 and at Fidelity Investments since 2025. Outside of his advisory role, he is active as a social media influencer creating content related to his interests. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Brian Strobel is a financial advisor at Fidelity with Series 65 and Series 63 licenses and one year of industry experience. His prior work experience includes roles at Florida Blue and First Command Brokerage Services, among others. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to provide discretionary and non-discretionary advisory solutions.

Eric Garrett is a Series 66-licensed financial advisor with nine years of industry experience, currently with Merrill since 2017. He is based in Jacksonville, FL. 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 offers a range of model-based and discretionary investment strategies integrated with Bank of America’s corporate platform.