Jeffrey O'keefe is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at BoatUS & GEICO Marine Insurance Company for seven years before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Jobed Hilaire is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America and Fidelity Investments. 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 Robshaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked at PFS Investments, Inc. since 2011 and Primerica Financial Services since 2010. Outside of finance, he is president of Robshaw Masonry, a construction company he has operated since 1975. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients within a wrap-fee structure.

Turner Ashby is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He began his career at Fidelity in 2022 as a Customer Relationship Advocate and advanced through several positions within the company, including Investment Solutions Representative I and II, before attaining his current role. In his capacity as an Investment Solutions Representative III, Turner collaborates with clients to understand their financial goals and assists in developing customized financial plans. He prioritizes building strong relationships with clients and their families, emphasizing trust, reliability, and competency. Outside of his professional responsibilities, Turner has interests in boating, cooking and baking, fitness, football, social events with friends, and writing.

Andrew Pfeifer is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the 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. The firm’s integration with Bank of America enables access to a broad range of products and services beyond typical managed accounts.

Michael Imperato Jr. is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His background includes a decade of service in the United States Navy and roles at Robert Half Technology AutoQuotes before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory role to multiple registered investment companies, and incorporation of AI in research.

Cesar Rodriguez Jr. is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2019. His prior roles include positions at Hilton Grand Vacations, T3 Trading Group, University of North Florida, and Select Portfolio Servicing. 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.

Nick Portillo is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop financial plans aimed at improving their financial well-being. He has held various roles within Fidelity Investments since 2020, progressing from Customer Relationship Advocate to Financial Consultant. His experience includes positions such as Planning Consultant, Investment Solutions Representative III and II, and High Net Worth Associate. Nick holds insurance licenses for Arkansas and California. Outside of his professional work, he has personal interests in activities such as going to the beach, cooking and baking, football, soccer, reading, and attending social events with friends.

John Mcewen is a financial advisor at Fidelity with 11 years of industry experience and holds a Series 66 designation. He has worked across several Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Carlos Delaissear is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His work history includes roles at Fidelity National Information Services, BairesDev, Blast Wave, American District Telegraph, and Enhanced Recovery Company. He is part of 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 serve a diverse client base, including registered investment companies and an IRS-qualified Charitable Gift Fund.

Sydney Pasterczyk is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, Sydney worked at Bank of America, Fidelity Investments, and held various roles including a position at the NorthRiver Yacht Club. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Andrew Ellis is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2015, with a brief tenure at US Assure and several other positions in 2021. Outside of his advisory work, Ellis operates an Etsy shop called Atavus Oddities, where he creates and ships artwork. 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 various institutional investors.

Andrew Rodriguez is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and 24 years of industry experience. He 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment services within the broader Bank of America platform, providing access to a wide array of products and trading capabilities.

Mandi Burgess is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Merrill and Bank of America. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Pallavi Thota is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 66 and Series 63 licenses and bringing three years of industry experience. Prior to joining Fidelity, she held various roles in educational institutions and nonprofit organizations. She volunteers as an impact coordinator for the Vidya Network nonprofit, where she manages fundraisers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Carrie Anderson is a financial advisor with Merrill based in Jacksonville, FL, holding a Series 66 designation and having 10 years of industry experience. She has been with Merrill since 2015 and concurrently with Bank of America, N.A. since 2016. 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 with Bank of America’s broader corporate platform, providing access to a wide range of investment products and services.

Riley Stallard is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across multiple Fidelity affiliates since 2008, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base that includes retail and institutional investors, as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios developed through systematic methodologies and long-term asset allocation benchmarks.

Kelsey Kokeny is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Fidelity Brokerage Services LLC in 2019, Kokeny worked in various roles in hospitality and retail, including positions at Ponte Vedra Inn and Club and Veteran's United Craft Brewery. Outside of financial services, Kokeny has worked as an independent contractor for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves multiple registered investment companies and delivers model portfolios through Fidelity Institutional Wealth Adviser.

Patrick Shelton is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has been with Bank of America and 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. The firm is integrated with Bank of America’s broader platform, which includes trading, lending, and custody services.

Richard Sopher is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is also a trustee of a family trust focused on the wellbeing of a relative. Strategic Advisers LLC, a Fidelity Investments company, offers 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, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI-driven methods and its advisory role to multiple registered investment companies.