Edward Pulido is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services since 2014. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios, utilizing systematic methodologies and long-term asset allocation benchmarks.

Lu Wei Huang is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill, Huang held positions at Paysafe, Athena Security, PAX Technology Inc., Lennar, and other companies across various industries. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Scott Mahler is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and joined Fidelity Investments in 2025. Prior to his financial services career, he was employed by Safety-Kleen Systems Inc. from 2010 to 2018. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with distinctive roles in commodity pool operations, fund advisory, and systematic investment approaches.

Glenn Meloni is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2005 and Bank of America, N.A. since 2011. 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 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 range of products and services.

Michael Bohannon is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, holding 18 years of industry experience. He has been with Merrill since 2007. 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 plans, charitable organizations, and corporate fiduciaries.

Yuewen Zhao is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining Fidelity, Zhao worked at Shanghai Pudong Development Bank Co., Ltd. from 2021 to 2024 and has academic experience from Birmingham University and Bangor University. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, utilizing model portfolios built from mutual funds, ETFs, and ETPs.

Carter Melvin is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC, a Fidelity company. Outside of his advisory work, Melvin owns a woodworking crafts business called Scraps and Cutoffs. Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes.

Tanner Schonberger is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Spothopper, Sheer Logistics, Fastenal, DJ Rock LLC, Anchors Marina, and running Tanner's Lawn Care. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Elijah Bray is a financial advisor with Merrill in Jacksonville, FL, holding Series 66 and Series 63 designations and one year of industry experience. His prior work includes roles at Fidelity Investments, the Department of Defense Finance and Accounting Service, Mitre Corporation, BAE Systems, and the United States Navy. Merrill provides managed account services 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, and charitable organizations. The firm’s integration with Bank of America allows access to a wide range of financial products and services.

Rosa Mickelson is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Citi Group and Aqua Finance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory roles with multiple registered investment companies.

Jonathan Rogers currently serves as a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works alongside financial consultants to support clients with retirement planning, investment strategies, and other financial goals. Prior to his current role, Jonathan was a Workplace Planning Consultant at Fidelity Investments from 2024 to 2026 and began his career at Fidelity as a Customer Relationship Advocate from 2023 to 2024. Before joining Fidelity, he worked as an Account Manager at Legacy Capital from 2020 to 2023. Jonathan's experience spans various aspects of financial planning and client relationship management. He focuses on connecting with clients individually to understand their needs and to help them achieve their financial objectives through tailored support and strategies. Outside of his professional work, Jonathan has interests in board games, boating, camping, fishing, and fitness.

Richard Gianzero is an Investment Management Consultant II at Fidelity Investments. He has been with Fidelity since 2014 and has held various roles including Financial Consultant, Investment Consultant, Fixed Income Specialist, and Retirement Solutions Representative. Throughout his tenure at Fidelity, Richard has developed experience in investment management, client management, and financial consulting. He is licensed to hold insurance licenses in Arkansas and California. Richard is committed to partnering with clients to understand their personal and financial goals and to help them build personalized financial plans using Fidelity's tools and technology.

Dylen D'aurora is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining LPL Financial, he was associated with Trinity Wealth Securities and Florida Financial Advisors. Outside of his advisory roles, D'aurora has worked in various positions including at Queens Harbour Yacht and Country Club and Castillo FL Realty. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services supported by in-house research and third-party subadvisors.

William Uhlemeyer is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several Fidelity entities since 2016, as well as at Organized Financial Solutions, LLC from 2013 to 2016. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles for multiple registered investment companies.

Krystal Mcglamery is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services since 2015. Strategic Advisers LLC, a Fidelity Investments company where she works, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of mutual funds, ETFs, and model portfolios.

Nelrae Ali is a CFP® professional with 24 years of industry experience, currently with Wells Fargo Advisors since 2023. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of her advisory role, she volunteers as a math tutor with The Yield Foundation in Jacksonville, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Emily Lyons is a financial advisor at Fidelity with Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, she held positions at Florida Financial Advisors and Arch City Partners. Outside of her advisory role, she works as a Learn to Skate instructor at Community First Igloo, teaching figure skating to children and adults. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Christopher Price is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2020 and Edward Jones from 2018 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in advisory roles to multiple registered investment companies and fund-of-funds.

Dwayne Key is a financial advisor at Fidelity with Series 66 credentials and three years of industry experience. His prior work includes roles at CVS Health and Wawa. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Michael Legrande is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2014, progressing from Portfolio Specialist to Financial Consultant, and now to his current role. Michael works with individuals and families to improve their overall financial well-being by understanding their specific situations and simplifying investing. He collaborates with clients to develop strategies that address their evolving financial needs. His professional experience spans over a decade at Fidelity Investments, where he has gained expertise in portfolio management and financial consulting. Michael holds insurance licenses in Arkansas and California. Further details about his education and personal interests are not provided.