Huston VanDoren is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2022, progressing through positions including Investment Solutions Representative II and III. In his role, Huston partners with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. He values forming strong relationships with clients and their families, emphasizing trust, reliability, and competency. Huston holds insurance licenses for Arkansas and California. Outside of his professional work, he enjoys cooking and baking, music, puzzles, and traveling.

Sean Wheelahan is a Series 66-licensed financial advisor at Merrill with 9 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 model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, and institutional investors.

Ryan Olsen is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity, he worked at Caddiemaster Inc. and held positions at the University of North Florida, Ameris Bank, and Cole, Scott, & Kissane P.A. He also works as a golf caddie at TPC Sawgrass on select busy weekends. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Jason Szary is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He previously served as a Regional Center Planning Consultant - Premium at Fidelity Investments from 2024 to 2025. Prior to joining Fidelity, Jason was the Managing Director and Financial Advisor at Capital Group Wealth Management within LPL Financial's Private Advisor Group from 2021 to 2024. He also worked as a Financial Solutions Advisor at Merrill Lynch from 2011 to 2021. Jason holds insurance licenses in Arkansas and California. He approaches financial planning with an emphasis on individualized plans, partnering with clients to help achieve their financial goals through a unique planning process. His professional experience spans multiple roles within the financial advisory and wealth management sectors.

Daniel Knight is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked in various roles across hospitality and nonprofit sectors, including positions at the National Museum of Wildlife Art. Merrill provides managed account services for 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 Gobert is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Capital One. He served in the US Marine Corps from 2014 to 2016. J.P. Morgan Securities LLC 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 brokerage, distribution, and investment management capabilities.

Robert Mistretta is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Jacksonville, FL. He holds a Series 66 designation and has six years of industry experience, including five years at UBS Financial Services. Outside of his advisory role, he operates a personal business renting vehicles through a platform similar to traditional car rental companies. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

Robert Montgomery II is a financial advisor with Charles Schwab in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options.

Stefan Lord is a Series 66 licensed financial advisor with 13 years of industry experience, currently associated with Merrill and Bank of America, N.A. He has been with Merrill since 2012 and Bank of America since 2013. Merrill offers managed account services through the Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm’s investment approach incorporates model-based, discretionary, and CIO-constructed strategies, leveraging integration with Bank of America’s broader corporate platform.

Ryan O'neal is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. He has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors since 2018. 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. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with a distinctive role in commodity pool operation and formal advisory responsibilities to multiple registered investment companies.

Francois Rodriguez is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Merrill since 2006 and associated with Bank of America since 2011. Outside of his advisory role, he serves as an executor and successor trustee. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad range of clients including individuals, high-net-worth clients, and institutional fiduciaries, offering model-based and discretionary investment strategies integrated with Bank of America’s corporate platform.

Jair Zevallos Zola is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles with Bold City Soccer Academy LLC and involvement in educational institutions such as Trinity College of Jacksonville and Trinity Christian Academy. 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. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary portfolio management and fund advisory.

Lucia Trescot is a financial advisor with Fidelity, holding the Series 63 and Series 66 designations and having 10 years of industry experience. She has worked with Fidelity Brokerage Services since 2016 and joined Fidelity Investments in 2025. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Monh Wehman is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Bank of America and Merrill since 2014. 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 broader corporate platform, providing access to a wide array of products and services.

Briana Tremble is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Northwestern Mutual Investment Services LLC and Allstate Financial Services LLC, before joining Merrill in 2022. Based in Jacksonville, FL, she has held various roles across multiple financial services organizations. Merrill provides managed account services through the Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm employs a range of model-based and discretionary investment strategies integrated within Bank of America’s broader corporate platform.

Michael Woods is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and 36 years of industry experience. He has previously worked at Securities America Advisors, Securities America Inc., National Planning Corporation, and Summit Financial Group. Woods serves as Treasurer for the Lake Worth Dollars For Scholars nonprofit scholarship program. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction tools that include asset allocation, risk tolerance analysis, and access to third-party money managers.

Conner Phillips is a Planning Consultant at Fidelity Investments, where he has been employed since 2026. He has progressed through several roles within the company, including Investment Solutions Representative III, II, and I, and Customer Relationship Advocate, gaining comprehensive experience in financial services since 2022. Conner focuses on helping clients develop comprehensive financial plans that align with their goals. His approach centers on building long-term relationships, establishing trust, and ensuring a smooth and transparent process. He works collaboratively with clients to provide personalized guidance, supporting informed decisions that address both current needs and future aspirations. He holds insurance licenses in Arkansas and California. Outside of work, Conner's personal interests include the beach, football, golf, parenthood, and pets.

Raven Aiken is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2019. Prior to her career in finance, she gained experience in the hospitality sector, including roles at Salt Life Food Shack and P.F. Chang's China Bistro. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and is noted for its use of systematic methodologies and AI-driven research in managing a diverse range of investment products.

Jacob Eckmann is a financial advisor at Merrill with a Series 66 designation and approximately one year of experience at the firm. His prior work includes service in the United States Air Force from 2018 to 2026 and employment at the University of North Florida from 2018 to 2022. 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 broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Paige Jensen is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. She has worked at Fidelity Investments since 2021 and has prior experience in retail and customer service roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios. The firm also manages funds, delivers portfolio models to intermediary platforms, and utilizes algorithmic methods and AI in its investment process.