Bryan Berthold is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and Bank of America since 2010. He is based in Jacksonville, 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.

Keith Winter is a financial advisor at Ameriprise with 28 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Keith Winter LLC, a fiduciary financial advisory business based in Ponte Vedra, FL. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kyle Baidas is a financial advisor at Charles Schwab with two years of industry experience and holds a Series 66 designation. Prior to joining Charles Schwab, he worked at Bluejay Advisory & Capital and DLP Capital. Outside of finance, he was involved with Baidas Basketball for six years. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment options within a multi-asset model portfolio framework. Schwab’s integrated structure provides combined advisory, brokerage, custody, and cash-sweep services.

Melissa Behrman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Fidelity Brokerage Services, LLC since 2017 and joined Fidelity Investments in 2025. Outside of advising, she owns a specialty cake business where she designs and creates custom cakes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Ryder Aringdale is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill in 2026, he worked for the City of Jacksonville Beach and Chick-fil-A, and has over a decade of experience in middle and high school education. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies supported by internal and third-party portfolio management teams.

Jennifer Henderson is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. Her prior work includes roles at Exit Inspired Real Estate, Compass Group/Mayo Clinic, and Sodexo/Black Knight Financial. She holds an active real estate license and refers leads to other real estate agents through a real estate referral brokerage. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages oversight and conflicts of interest through delegated sub-advisers and evaluation of share classes.

Paula Hirsch is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. She has worked at Fidelity since 2019 and previously held a position at Instacart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves in advisory roles for multiple registered investment companies and fund‑of‑funds.

Lisa Shaw is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2018. She has been with Fidelity Investments since 2006, progressing through roles including Senior Portfolio Specialist, Portfolio Specialist, Fixed Income Specialist, and Service & Investment Solutions Specialist. In her role, Lisa focuses on understanding her clients' individual situations and preferences to develop tailored financial plans. She emphasizes educating her clients about the recommendations she makes to foster a collaborative partnership in the financial planning process. Lisa holds insurance licenses in Arkansas and California.

Tony Cavallo is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. In this role, he focuses on listening to clients’ goals to assist them in making informed financial decisions through the development of comprehensive financial plans and the implementation of suitable strategies. Tony's career at Fidelity Investments began in 2015, progressing through roles as Investment Solutions Representative I and II before attaining his current position. His professional experience spans over several years at Fidelity Investments, where he has accumulated expertise in financial planning and investment strategy. Tony’s approach centers on understanding client objectives to tailor financial solutions effectively. Outside of his professional responsibilities, Tony has personal interests that include spending time at the beach, cars, motorcycles, exploring food, parenthood, and traveling.

Samuel Hudson is a financial advisor at Fidelity with Series 66 and Series 63 licenses and 10 years of industry experience. He has been associated with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe, and it holds a unique role as a registered commodity pool operator and advisor to multiple funds.

Kevin Glick is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Bank of America N.A. and Merrill since 2010. Outside of his advisory role, he is involved in managing several family-owned rental properties. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Christopher Lammi is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been associated with Fidelity since 2006. Outside of his advisory role, he works as an independent contractor for Lyft, providing rideshare services. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Maria Conover is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked with Fidelity Investments since 2021. Prior to her advisory role, she was involved with Camp Craft Cocktails and Jayne Dough Doughnuts & Bakery. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

Andrew Mahaven is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 18 years of industry experience. He has worked at several firms including Capital Financial Strategies, Minnesota Life Insurance Co, and BBVA entities. Outside of his advisory work, Mahaven serves on the advisory board of Crosswater Christian Academy and also owns a Christian clothing brand called Christ Got This. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers diverse portfolio management and consulting services through a large network of independent advisors, providing access to multiple investment strategies and third-party money managers.

Sidhant Raote is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has been with Fidelity Investments since 2021. Outside of his advisory role, he operates a YouTube channel focused on playing the game "World of Tanks." Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Jason Minteer is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Merrill and Bank of America since 2012. Outside of his advisory role, Minteer owns two rental properties. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Mia Mccaskill is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Her prior work includes roles at Alacrity Adjusting Solutions LLC and the Fulton County State Court Clerks Office. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, including the use of model portfolios built from mutual funds, ETFs, and ETPs.

Robert Williams is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2016. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Anita Hymes is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. She has worked at Merrill and Bank of America since 2022 and previously spent eight years at Novitas Solutions Inc. Hymes serves as secretary for a Florida-based nonprofit focused on food services for the homeless. 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, and institutions, supported by trading, account administration, and custody services.

Parker Shannon is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he held roles at Dun & Bradstreet and was involved with several organizations including the University of Florida and the Judson Sapp for Congress Campaign. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, serving both registered investment companies and intermediary platforms.