Herbert Reed Jr. is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2016. Outside of his advisory role, he is a general contractor with Streed LLC, a property preservation business. 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 accounts.

Trent Levasseur is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Wentworth-by-the-Sea Country Club and various retail and service positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Christina Higginbotham is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Fidelity Investments since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative, algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm offers discretionary and non-discretionary advisory services, fund advisory, and manages model portfolios for intermediary platforms.

Josiah Waddell is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 66 and Series 63 credentials and five years of industry experience. His prior work includes roles at Chick Fil A and positions related to education and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage a broad range of portfolios, including model portfolios constructed from mutual funds, ETFs, and ETPs.

Heather Wright is a Series 66-licensed financial advisor at Merrill with 20 years of industry experience, all of which she has spent with Merrill since 2006. She is based in Jacksonville, FL. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies implemented by Managed Account Advisors LLC and third-party managers, integrated within the broader Bank of America platform.

Pemron Burrows is a financial advisor at Merrill with Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at Bank of America, Trinity Wealth Securities, and Florida Financial Advisors. He has also worked in various industries including education and retail. 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 plans, charitable organizations, and corporate fiduciaries.

Matt Teschner is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2010, serving in various roles including Investment Management Consultant, Client Management Representative, Wealth Planning Associate, and High Net Worth Representative. His experience spans multiple facets of financial consulting and client management within the firm. In his role, Matt focuses on understanding the unique needs of each client to provide personalized financial planning and execution. He collaborates closely with clients to build confidence in their financial decisions throughout their lifetime, leveraging his financial expertise alongside Fidelity's resources. Outside of his professional work, Matt has interests in football, gardening, music, parenthood, surfing, and traveling.

Kelly Mcdow is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Fidelity Investments, Mcdow worked at Velocity Community Credit Union and held positions at the University of Florida and Palm Beach State College. Outside of finance, Mcdow has experience in the restaurant industry, having worked at The Dive Bar Restaurant for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Joshua Trice is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He has worked at Primerica Financial Services since 2013 and at PFS Investments Inc. since 2014. Outside of his advisory role, he is involved in training for licensing exams and has ownership in related business activities. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies from third-party managers and supports advisory services through a large network of financial advisors.

Raymond Norris IV is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at D&M Trim Inc and involvement with First Assembly Church of Clay County. Strategic Advisers LLC, a Fidelity Investments company, 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 model portfolios across a variety of asset classes.

Matt Klenke is a Financial Consultant currently working at Fidelity Investments since 2024. He focuses on tailored strategies to help clients strengthen their financial well-being. Prior to his current role, Matt served as an Investment Consultant at Fidelity Investments from 2023 to 2024. Before joining Fidelity, he worked as a Financial Advisor at Morgan Stanley from 2018 to 2023. His earlier experience includes roles as a Financial Representative and Full Trader at Fidelity Investments between 2016 and 2018, and as a Financial Representative for Employer Sponsored Plans at Merrill Lynch from 2015 to 2016. Outside of his professional career, Matt has interests in fishing, food, football, golf, outdoor adventures, and pets.

Christopher Goodman is a Series 66-licensed financial advisor with Merrill, based in Jacksonville, FL, with 10 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2016. Outside of his advisory role, he is involved in an unrelated business activity located in Orange Park, FL. 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 including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm’s integration with Bank of America allows access to a wide range of products and services beyond typical managed accounts.

Jessica Dorais is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2015 with brief tenures at Fidelity Investments and Bank of America. Outside the financial sector, she was involved with Atlantic Tree Removal and Stump Grinding LLC and Best Bet from 2017 to 2018. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America's broader platform.

Quoc Bui is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with 11 years of industry experience. He has been with Bank of America and 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Kenneth Temple is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021. His prior work experience includes roles at Travel Centers Of America, Uber, and Save-A-Lot. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as a formal advisor to multiple registered investment companies and fund-of-funds.

David Keim is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios across mutual funds, ETFs, and ETPs.

Eric Day is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019. His prior experience includes roles at Bank of America and Global Outreach Charter Academy. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

David Zavoyski is a financial advisor with Merrill based in Jacksonville, FL. He holds a Series 66 designation and has 19 years of industry experience, all of which has been with Merrill since 2007. 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. The firm serves a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Jane Fallaw is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 63 designation and five years of industry experience. She previously worked at Sanchez Wealth Management Group and Burkett Financial Services and was affiliated with the University of South Carolina. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its work with registered investment companies, model portfolio delivery, and use of algorithmic methods and AI in research.

Bart Reeder is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has a comprehensive background in financial services, having held various roles within Fidelity since 2011, including positions such as Investment Management Consultant III, Workplace Planning Consultant, and Retirement Relationship Manager. Throughout his career, Bart has worked closely with individuals and families to develop financial plans that consider their goals and personal circumstances. He holds insurance licenses in Arkansas and California. Outside of his professional work, Bart enjoys family activities, fishing, football, golf, and outdoor adventures.