Christopher Dean is a Financial Consultant at Fidelity Investments. He brings extensive experience from his various roles within Fidelity, including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, and High Net Worth Representative, spanning from 2007 to the present. As a Certified Financial Planner, Christopher focuses on helping individuals and families address their specific financial needs. He works closely with clients to develop personalized financial plans that align with their goals and objectives, providing guidance to empower informed financial decisions. Christopher holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys activities such as baseball, boating, family activities, fishing, football, and traveling.

Jonathan Edwards is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2019, with prior experience at Bank of America and Merrill. Fidelity’s Strategic Advisers LLC 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 discretionary and non-discretionary portfolios, delivers model portfolios to intermediary platforms, and serves as an advisor to multiple registered investment companies.

Timothy Merritt is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2023, following prior roles at Fidelity Brokerage Services LLC and the University of North Florida. Outside of finance, he has been involved with Merritt Speech & Learning Inc., providing technical support for speech therapy services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm employs proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Melinda Andrew is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Her prior roles include positions at Prudential Investment Management Services LLC and Prudential Insurance Company of America, as well as experience with Franklin Street Commercial Real Estate and the University of North Florida. 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.

Brian Nordin is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has been with Merrill since 2015. 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 is integrated into Bank of America’s corporate platform, providing access to a broad set of products and services beyond traditional investment management.

Michelle Kosin is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 licenses and possessing six years of industry experience. Her prior work includes over a decade at Robinson Oil Corporation before joining Fidelity Brokerage LLC in 2019. She 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, serving a broad client base with discretionary and non-discretionary advisory solutions.

Thomas Mallard is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Bank of America and Merrill since 2014. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies implemented by Managed Account Advisors LLC and integrates with Bank of America’s corporate platform, providing access to a wide range of financial products and services.

Colin Chamberlain is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A., and Merrill since 2011. Outside of his advisory role, he manages a rental property and operates a sole proprietorship for childcare services in Jacksonville, Florida. 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, and institutional investors.

Jerron Goode is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2020. Prior to his advisory role, he held positions in the food service industry and attended Florida State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Jacqueline Peterson is a financial advisor at Fidelity with four years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2019. Prior to her advisory role, she held positions at Florida State College at Jacksonville, Devry University, and Walmart. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages oversight through affiliated and unaffiliated sub-advisers.

David Mcallister is a financial advisor with Merrill in Jacksonville, FL, holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. He has worked at Bank of America, N.A., and Merrill since 2016. 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, and institutional investors.

Michael Schreurs is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 licenses and 14 years of industry experience. He has been associated with various Fidelity entities since 2012, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it holds a unique role as a registered commodity pool operator with the CFTC and advisor to multiple registered investment companies.

Garrett Curley is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he worked in various roles including at Michaels Formalwear and David’s Bridal. Outside of his advisory work, he engages in vacuum repair as a personal hobby. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, supporting a range of investment strategies and maintaining oversight of sub-advisers.

David Riberon is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. His prior experience includes roles at Equitable Advisors and Axa Advisors LLC. Outside of the advisory business, he operated David Riberon Farms from 2011 to 2022. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a range of funds and ETFs.

Charles Rivenbark Jr. is a financial advisor at Merrill with 11 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Merrill since 2014, concurrently associated with Bank of America since 2017. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

David Holmes is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been affiliated with various Fidelity entities since 2007. 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’s approach combines proprietary research with quantitative analysis and algorithmic portfolio construction, managing portfolios composed of mutual funds, ETFs, and ETPs.

Spencer Higgons is a Financial Consultant at Fidelity Investments, where he works collaboratively with clients to develop personalized financial plans that align with their individual goals, interests, and values. His approach centers on assisting clients in achieving their financial objectives through retirement planning, tax-efficient investing, investment strategy considerations, and income planning. Since joining Fidelity Investments in 2018, Spencer has held various roles including Planning Consultant, Workplace Planning Consultant 2, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate. He holds insurance licenses in Arkansas and California. Outside of his professional duties, Spencer has personal interests that include boating, cars, fishing, food, kayaking, and music.

Brian Schaible is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked with Fidelity Investments and its affiliates since 2008. Outside of his advisory role, Brian is the founder of Postgame Central, a sports reporting venture. He is associated with Strategic Advisers LLC, a Fidelity company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Heather Allen is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2001. 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 leverages its integration with Bank of America to provide access to a broad set of products and services.

Carrie Silva is a Series 66-licensed advisor with Merrill in Jacksonville, FL, and has 21 years of industry experience. She worked at Merrill from 2003 to 2019 before continuing her career at BOFA Securities, Inc. since 2019. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes 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 with Bank of America’s broader financial platform.