Timothy Corgan is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2006. 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 including 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 range of products and services.

Chad Gullett is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various Fidelity divisions since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Ernest Burnett III is a financial advisor at Merrill with a Series 66 designation and has been with the firm since 2025. Prior to joining Merrill, he held various positions including roles at the University of North Florida and the Thundercloud Gun Club. 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, and institutional investors.

Zaige Matthews is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Matthews held roles at Shaner and J. Kish and has a background working in both financial services and education. Fidelity’s Strategic Advisers LLC serves a broad client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Andrew Granese is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity in 2024, he held various roles at Starbucks Coffee Company and Walgreens. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. Its investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, supporting discretionary and non-discretionary advisory solutions.

Robert Burge is a financial advisor at Merrill with 31 years of industry experience. He has held his current position since 2010 in Jacksonville, FL, and holds Series 63 and Series 65 licenses. Merrill offers managed account services through the Select Portfolio Solutions program to a wide range of clients, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm’s investment approach includes model-based and discretionary strategies implemented by Managed Account Advisors LLC and third-party managers, supported by Merrill’s Chief Investment Office.

Jeremy Stanberry is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and previously worked at Brandon Thomas State Farm Agency and O'Reilly Auto Parts. Outside of his advisory role, he has worked as a retail employee at O'Reilly Auto Parts. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Shawn Chapman is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and possessing nine years of industry experience. He has worked at Bank of America, NA and Merrill since 2017 and was previously employed by the U.S. Office of Personnel Management from 2015 to 2017. Merrill provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm is integrated into Bank of America’s corporate platform, providing access to a wide range of products and services.

Robert Garrido Lecca is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes roles at Fidelity Brokerage Services, LLC, Bank of America, and Pro-Vigil Surveillance Services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to serve its clients, along with formal oversight and governance procedures.

Charles Taylor is a Financial Advisor at Merrill Lynch Wealth Management in Uptown Charlotte. He works with individuals, families, and retirees to develop personalized wealth strategies that help clients pursue their financial goals. His approach is rooted in building trust, providing education, and fostering long-term relationships. After earning a bachelor's degree from High Point University's Phillips School of Business, Charles began his career with J.P. Morgan Chase before joining Merrill Lynch in 2022. He advises clients on wealth accumulation, retirement planning, investment management, and long-term financial goals. Charles holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation, the Chartered Retirement Planning Counselor™ (CRPC) credential, and Personal Investment Advisor (PIA) designation, along with FINRA Series 7, 63, and 66 registrations. Outside of his professional work, he enjoys running, playing golf, traveling, and supporting local sports teams.

Ian Sneed is a Series 66 registered advisor with Merrill, based in Jacksonville, FL, and has 16 years of industry experience. He has worked at Merrill since 2009 and at Bank of America, N.A. since 2011. 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 corporate platform.

James Furlow is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with Merrill since 2005. Outside of the financial industry, he performs as a saxophonist in a wedding band. 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, including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide range of products and services.

Xhoel Gjata is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, N.A., Year Up, Uber Eats, and the University of Natural Sciences. 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.

Adam Russell is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 10 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2015. Outside of his advisory role, he is the owner of a family business unrelated to investment services. 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, and institutional fiduciaries.

Bryan Shore is a financial advisor with Thrivent Investment Management in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. He previously worked at Scottrade, Inc. for 10 years before joining Thrivent in 2018. Outside of his advisory role, he occasionally lists a personal vehicle for rent through the platform Turo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers comprehensive written recommendations on various financial topics and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan.”

Rene Gonzalez is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and operates as a large institutional firm offering a broad range of advisory, brokerage, and insurance solutions.

Quan Pham is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. He has been affiliated with Merrill since 2012 and has worked at Bank of America, N.A. since 2013. 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 that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, providing clients access to a wide range of products and services.

Jacob Chevalier is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America, N.A. since 2014 and 2015, respectively. Outside of his advisory role, he is involved as a managing member and owner of AGJ PROPERTIES LLC, a limited liability company. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Dustin Gilliam is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked within various Fidelity divisions since 2016, 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, applying a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and adviser to multiple investment companies, with roles in model portfolio delivery and governance.

Leslie Valerio is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds Series 63 and Series 66 registrations and has worked within Wells Fargo entities since 2013, including Wells Fargo Clearing and Wells Fargo Advisors, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels, utilizing Wells Fargo’s research and planning tools to develop tailored client recommendations.