James Rogers is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has more than 11 years of experience in the financial services industry, specializing in areas such as executive compensation, family wealth management strategies, legacy planning, and retirement income. James works closely with clients to develop personalized financial strategies aimed at achieving their long-term goals. He holds the Accredited Asset Management Specialist (AAMS), Retirement Accredited Financial Advisor, and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, along with a Personal Investment Advisor (PIA) credential. James earned his bachelor's degree from the University of Phoenix. Prior to his financial advisory career, he served as a paratrooper in the U.S. Army and was honorably discharged. James is actively involved in his community as a member of organizations including the American Legion, Veterans of Foreign Wars, and Sons of the American Revolution. He resides in North Phoenix with his wife and five children. His personal interests include camping, fishing, hiking, hunting, and spending time with his family.

Alex Simpson is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and involvement with RR AND F Logistics DBA Suntecktts, as well as experience at the University of North Florida and Baja Buggyz. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves a key role in managing model portfolios and acting as a commodity pool operator.

Meghan Riechmann is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Merrill since 2007. 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 broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Kenny Rosales Sanchez is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and two years of industry experience. His previous roles include positions at Thrivent Financial and Bank of America. Outside of advising, he is the owner of UTOPIA SHOP LLC, a business established for his daughters. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Lisa Preston is a financial advisor with Primerica Advisors based in Jacksonville, FL. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Her career includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of advisory work, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies created by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices and offers a range of investment models including strategic, tactical, tax-managed, and income-distribution approaches.

Scott Flanigan is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill since 2013. 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.

Alexandria Siegner is a financial advisor at Merrill with Series 66 certification and one year of industry experience. Her prior roles include positions at Bank of America, VyStar Credit Union, and teaching at the University of North Florida. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of discretionary and model-based investment strategies to individuals, high-net-worth clients, and institutional investors. The firm is integrated into Bank of America’s broader platform, providing access to a wide array of products and services.

Derek Zieziula is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. He has held roles at several firms, including Equitable Advisors, LLC, Ameriprise Financial Services, LLC, and Current Capital Realty. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, managing portfolios with a focus on long-term asset allocation and utilizing systematic methodologies.

David Smith II is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Bank of America, Merrill, and Atlantic Transport. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm also serves multiple registered investment companies and utilizes systematic methodologies and oversight to manage conflicts of interest.

A'boni Harrison is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2022 and has a background that includes education roles at Florida State College at Jacksonville and several schools in the Jacksonville area. 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.

Elizabeth Wolgemuth is a Planning Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she worked as a Relationship Manager at Fidelity Investments from 2012 to 2025. In her current role, Elizabeth partners with clients throughout the planning process to assist them in working toward their financial goals and lifelong dreams. Elizabeth focuses on helping clients build financial futures that align with their priorities. She brings over a decade of experience in client relationship management and financial planning to her work. Outside of her professional responsibilities, Elizabeth engages in family activities, fitness, hiking, outdoor adventures, parenthood, and traveling.

Lydreyah Simmons is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. She has been with Fidelity Investments since 2019 and previously worked at The Grand Opera House. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services and fund advisory roles.

David Clark is a Private Wealth Advisor with Merrill Private Wealth Management, serving clients since graduating from McGill University in 2014. He works within the Hise Lowry Group, focusing on tax-efficient investment management tailored to each client's individual risk framework. He chairs the team's investment committee meetings and provides investment advice to young professionals, clients' children, and recent collegiate graduates, supporting them in building long-term investing strategies. David holds a Bachelor's Degree from McGill University and has earned the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. His professional responsibilities include developing financial strategies aligned with clients' objectives, time horizons, risk profiles, and liquidity needs.

Stephanie Kluge is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2005. 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.

Sam Albert is a Vice President and Wealth Planner at Fidelity Investments. In this role, Sam partners with families to develop financial roadmaps tailored to their unique values and goals, focusing on simplifying complex financial concepts and advocating for clients' needs. Sam has been with Fidelity Investments since 2009, progressing through several roles including Financial Representative, Investment Consultant, Financial Consultant, and various levels of Investment Management Consultant before becoming Vice President in 2024. Prior to joining Fidelity, Sam worked as a Financial Advisor at Morgan Stanley from 2007 to 2009. Outside of work, Sam has interests in fitness, reading, and traveling.

Anthony Moyer is a Financial Consultant currently working at Fidelity Investments since 2022. He has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 2008, including Managed Solution Consultant, Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, and Investment Services Representative. Prior to joining Fidelity, he worked as a Financial Advisor at Merrill Lynch from 2004 to 2007. Anthony focuses on empowering clients to make sound financial decisions through planning and proper investment selection. He emphasizes helping clients pursue their financial goals and dreams. His professional background spans client management, portfolio specialization, and retirement solutions. Outside of his professional role, Anthony enjoys family activities, fishing, fitness, football, social events with friends, and golf.

Seth Holt is a financial advisor at Fidelity with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Florida Financial Advisors and EY. He serves as Treasurer and a board member of The Justice Coalition of Jacksonville, where he is responsible for preparing GAAP-compliant financial statements and liaising with the media. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of model portfolios, oversight of sub-advisers, and advisory roles to multiple registered investment companies.

Patrick Brown is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked within various divisions of Fidelity since 2014. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model portfolios for intermediary platforms.

Marie Galke is Vice President and Branch Leader at Fidelity Investments. She is responsible for leading branch operations and advancing Fidelity's mission of helping people live their financial dreams. Marie has held several leadership positions at Fidelity Investments, including Vice President and Regional Planning Consultant from 2024 to 2026, and Senior Manager in Workplace Planning and Advice from 2021 to 2024. Her professional focus includes talent development, operational excellence, and delivering meaningful financial outcomes for clients and associates. She is dedicated to inspiring high-performing teams and deepening client engagement.

Paul Orfield is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Accelerate Learning, Step Up for Students, Southpoint Community Church, and Duval County Public Schools. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.