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 with Fidelity who holds Series 65 and Series 63 licenses and has 15 years of industry experience. He has worked at various Fidelity entities since 2016 and was previously with Organized Financial Solutions LLC from 2013 to 2016. His firm, Strategic Advisers LLC, a Fidelity Investments company, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios.

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 four years of industry experience. He holds a Series 66 designation and previously worked at CVS Health and Wawa. Fidelity’s Strategic Advisers LLC, where Dwayne serves, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator and advisory roles to multiple registered investment companies.

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.

Ray Walker is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bradley Goldbach is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes roles at xAI, Lightstream Marketing Agency, Scale AI, James T. Meyer, Inc., and Pearson Education. He is also involved in the sale of loan products and home-related services through Primerica affiliates. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Mark Lumpa is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 credential and 11 years of industry experience. He has been with Merrill and Bank of America since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rachel Phan is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2021 and Bank of America N.A. since 2023. Prior to her financial services career, she was employed at Walgreens and the University of Central Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Heather Wright is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2018 and previously worked as a stylist for Stella & Dot, an online accessory sales business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Lawanda Thomas is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 10 years of industry experience. She has worked at both Bank of America, NA and Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Austin Williams is a financial advisor at Fidelity with a Series 66 designation and approximately three years of experience in the financial services industry. His prior roles include work with Mutual of Omaha Mortgage, 21st Mortgage, and self-employment in advisory-related activities. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and offers both discretionary and non-discretionary advisory services.

Alexis Graham is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity Investments in 2023, she worked at FedEx Office and held positions at Moon Dove Vintage and Anthropologie. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with oversight of affiliated and unaffiliated sub-advisers.

Thomas Kavanaugh is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He previously worked at UBS Financial Services from 2005 to 2017 and Wells Fargo Clearing from 2017 to 2023. He holds the Series 66 designation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm combines advisory services with other financial products and referral channels, providing clients with comprehensive financial solutions.

Meaghan Vencito is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Grego is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Planning Consultant and Workplace Planning Consultant at Fidelity Investments from 2021 to 2024. He began his financial services career as a Financial Representative at Northwestern Mutual from 2020 to 2021. Christopher holds insurance licenses in Arkansas and California. His professional approach focuses on providing personalized wealth management strategies that align with his clients' priorities, empowering them to make informed financial decisions. Outside of his professional work, Christopher's personal interests include activities such as going to the beach, fitness, running, and traveling.