Christian Furze is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and advises multiple registered investment companies, distinguishing it among large institutional peers.

Logan Elfreich is a Series 66-licensed financial advisor with 12 years of industry experience, currently serving at Merrill in Jacksonville, Florida. He has been affiliated with both Bank of America, N.A. and Merrill since 2014. Merrill provides managed account services through the Select Portfolio Solutions program to a wide range of clients, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm utilizes model-based and discretionary investment strategies integrated within Bank of America’s broader corporate platform.

Megan Clough is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2015. Based in Jacksonville, FL, her background is centered on her tenure at Merrill. 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 plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of financial products and services beyond investment management.

Colin Jones is a financial advisor at Merrill based in Jacksonville, FL, holding a Series 66 designation with 12 years of industry experience. He has been with Merrill and Bank of America, N.A. 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. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, integrating investment management with Bank of America’s broader financial platform.

Stephen Settle is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 licenses and six years of industry experience. His prior roles include positions at Keller Williams Atlantic Partners and Angel Oak Home Loans. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios across mutual funds, ETFs, and ETPs.

Elizabeth Brown is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Pearl Henry Boutique and teaching positions at Trevecca Nazarene University and Maury County Public Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs through systematic methodologies. The firm also serves as a commodity pool operator and advisor to registered investment companies, employing algorithmic methods and AI in its investment process.

Paul Wefer is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2025, previously working at Fidelity Brokerage Services LLC and Chimera Securities. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services alongside model portfolios built from mutual funds, ETFs, and ETPs.

Iyanuoluwa Saka is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, Iyanuoluwa held roles at Florida Financial Advisors and worked in various capacities at the University of North Florida. 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 model portfolios composed of mutual funds, ETFs, and ETPs.

Ashley Jones is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She focuses on working with individuals and families to develop personalized financial plans aimed at improving their financial well-being. Ashley's approach emphasizes building relationships based on trust and collaboration, utilizing Fidelity's tools and resources to help clients achieve their specific financial goals. Ashley has a progressive career with Fidelity Investments, including previous positions as a Workplace Planning Consultant I+II from 2022 to 2024, an Investment Solutions Representative from 2020 to 2022, and a Customer Relationship Advocate from 2018 to 2020. She holds insurance licenses in Arkansas and California, supporting her role in financial planning and consulting. Outside of her professional work, Ashley has personal interests that include family activities, fitness, food, hiking, parenthood, and traveling.

Lunise Casimir Dufrene is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked with PFS Investments Inc. since 2014 and Primerica Financial Services since 2010. Outside of her advisory role, she is a member of Nisee & Nisee, LLC, a non-investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm curates third-party asset managers and uses an independent due-diligence process, with a tiered wrap-fee structure distinguishing its operational model.

Nicolas Del Rosal is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Fidelity and Apex Energy Solutions, among others. 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Amy Brand is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 12 years of industry experience. She has worked at Merrill since 2008. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of investment strategies that serve individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jerry Bokota is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, also employing AI and systematic methodologies in its investment process.

Andrew Hostetler is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked with Fidelity Brokerage LLC since 2014 and joined Fidelity Investments in 2025. 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’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services alongside model portfolios built from a broad investable universe.

Steven Dao is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Frontline Asset Strategies and Sailormen Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios, including multi-manager and fund-of-funds structures.

Santiago Martinez is a financial advisor with Merrill located in Jacksonville, FL. He holds a Series 66 designation and has four years of industry experience. His prior work includes positions at Bank of America and roles in various businesses such as Honours Golf at World Golf Village. 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’s integration with Bank of America enables access to a broad set of financial products and services beyond typical investment offerings.

Matthew Competiello is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 designations and has worked at Fidelity Brokerage Services LLC since 2019. Prior to that, he held roles at Brightway Insurance, Jewish Community Family Services, and Stericycle. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered funds while employing algorithmic and AI-driven methods in its investment process.

Anthony Hadd is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at TurboDebt, Zuzick Organization Globe Life American Income Division, and various mortgage and dental practices. Strategic Advisers LLC, a Fidelity Investments company, 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 manages portfolios using systematic methodologies across mutual funds, ETFs, and ETPs and acts as a registered commodity pool operator and advisor to multiple registered investment companies.

Charles Jenkins is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services, Inc. for 14 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Gavin Noble is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and three years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Prior to this, his work history includes positions at Northwestern Mutual and Applebee’s. J.P. Morgan Securities 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 services on a non-discretionary basis.