Daniel Woelkers is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. He has been with Fidelity Investments since 2018, holding various roles including Planning Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. His professional experience spans comprehensive financial planning and developing personalized investment strategies to help clients achieve their financial goals. Daniel holds insurance licenses for Arkansas and California. He emphasizes trust, commitment, and integrity in his work, focusing on building financial confidence with his clients. Outside of his professional role, Daniel enjoys concerts, fitness, exploring diverse cuisines, gardening, hiking, and traveling.

Mark Taliaferro Jr. is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with various Fidelity entities since 2011. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios that utilize mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Christopher Davis is a Vice President and Financial Consultant at Fidelity Investments. In this role, he works with Fidelity's valued clients to develop and implement comprehensive financial plans, focusing on investment strategies and retirement planning. He holds the CERTIFIED FINANCIAL PLANNER™ designation, reflecting his qualification in financial planning. Christopher has accumulated extensive experience at Fidelity Investments, beginning as a College Planning Specialist in 2011 and progressing through various roles including Investment Solutions Representative, Retirement Solutions Representative, Client Management Representative, and Portfolio Specialist before his current position since 2018. He holds a California Insurance License. Outside of his professional work, Christopher enjoys activities such as comedy, fitness, outdoor adventures, lake activities, travel, and parenthood.

Alexander Cooper is a financial advisor with Equitable Advisors in Neptune Beach, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, following a tenure at Axa Advisors, LLC from 2007 to 2020. Outside of his advisory role, Cooper is involved as a sales associate in health and ancillary insurance products and a tax account program through separate business activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via third-party asset managers and LPL programs. The firm operates a hybrid advisory and brokerage model, emphasizing tailored financial plans and a client intake process that documents goals, risk tolerance, and time horizon.

Adam Makar is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Cady for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Curtis Kroll is a financial advisor with Wells Fargo Clearing based in Jacksonville, FL, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Aerotek and the University of North Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Bryan Berthold is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Merrill since 2009 and Bank of America since 2010, serving clients in Jacksonville, FL. 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, and corporate fiduciaries. The firm integrates its services within Bank of America’s broader platform, providing access to a diverse set of investment products and related services.

Nicholas Courtney is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides wealth management services for families and institutions, combining his experience with the resources of Merrill Lynch. His expertise includes wealth planning strategies such as retirement and education planning, trust and estate services, tax minimization, asset preservation, investment management including portfolio construction and market strategy, as well as business and personal banking solutions from Bank of America. Courtney holds a Bachelor's Degree from the University of North Carolina at Chapel Hill and is a Personal Investment Advisor. He is part of the Courtney family tradition of financial advising, which has been associated with Merrill Lynch since 1949. In his community involvement, Nicholas serves on the St. Johns Country Day School Board of Trustees and is involved with professional organizations including the Meninak Club of Jacksonville and the UNC General Alumni Association. He has also held leadership roles in several Jacksonville-based community organizations. Outside of his professional work, Nicholas enjoys spending time with his family, engaging in music, and participating in outdoor activities.

Kyle Baidas is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior roles include positions at Bluejay Advisory & Capital and DLP Capital, as well as an entrepreneurial venture with Baidas Basketball. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 and discretionary investment guidance, leveraging multi-asset model portfolios and a centralized operational structure.

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.

Adrian Lewis is a Series 66 licensed financial advisor with two years of industry experience. He is currently with Wells Fargo Clearing and previously worked at Charles Schwab Bank, Charles Schwab, and several insurance firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Pamela Cao is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. She has worked at firms including LPL Financial and Fidelity Investments prior to joining Thrivent. Outside of her advisory role, she manages a rental property in Jacksonville, Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers a wide range of topics and can be combined with managed-account programs under a consolidated billing option called “WealthPlan.”

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 over 15 years of industry experience. He has been with Merrill and Bank of America N.A. since 2010. Outside of his advisory role, he manages several rental properties through ownership in a family LLC. 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.

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.