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.

Caroline Hulick is a Financial Consultant at Fidelity Investments, where she has been working since 2025. Prior to her current role, she held various positions at Fidelity Investments including Investment Consultant from 2023 to 2025, Fixed Income Specialist from 2021 to 2023, and Customer Service Advocate from 2020 to 2021. Caroline is committed to partnering with her clients to understand their short- and long-term financial goals and to develop customized financial plans tailored to their unique needs. She emphasizes building strong relationships with her clients and their families based on trust, reliability, and competency. Caroline holds a California Insurance License. Outside of her professional responsibilities, Caroline enjoys beach activities, boating, family activities, photography, traveling, and volunteering.

Chassidy Wendell is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies to help clients pursue their long-term financial goals. With 15 years of experience as a professional trader, Chassidy has developed expertise in financial market risks, asset allocation, diversification, and portfolio management tailored to individual investor objectives. Chassidy’s client focus areas include college education planning, executive and equity compensation services, family wealth management strategies, defined benefit plan services, retirement income planning, and individual and corporate investment strategy. Chassidy holds a Bachelor's Degree from the University of Michigan and maintains the Personal Investment Advisor (PIA) designation. Fluent in both Spanish and English, Chassidy is actively involved in the University of Michigan Crew Team and participates in community activities through Compass Church. Residing in the Chicago suburbs with wife Julie and their three children, Chassidy values communication, diverse perspectives, and enjoys a variety of personal interests including biking, cooking, football, painting, running, scuba diving, skiing, traveling, and volleyball.

Caden Napier is a financial advisor with J.P. Morgan Securities in Jacksonville, FL. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at The Vanguard Group, Shopify, Robinhood, eBay, and Uber. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Michael Millam is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and over 25 years of industry experience. He has been with Cetera and its affiliated entities since 2014. Millam is owner and president of Millam Insurance & Retirement Services, Inc., where he oversees sales and distribution of life and annuity products, and he also provides securities and insurance financial services to retirees through Florida Retirement Advisors. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform enabling advisors to implement a range of portfolio management strategies across various program structures and custodial relationships.

Justin Skaparas is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include multiple positions at Fidelity and the University of Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of AI-driven methodologies and its formal advisory roles with multiple registered investment companies.

Joseph Storey is a Series 66 licensed financial advisor with Merrill in Jacksonville, FL, with one year of industry experience. He has worked at Bank of America and Merrill since 2025 and is the founder and owner of Twinny LLC, an online apparel 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, pension plans, and charitable organizations.

Tyler Toles is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and previously worked at firms including Merrill, Edward Jones, Hancock Whitney, and Cetera. He is based in Jacksonville, FL. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

John Beamer is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and advises multiple registered investment companies.

Barbara Kinsey is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has worked at Merrill since 2018 and has been with Bank of America, N.A. since 2019. Prior to that, she was employed at TIAA-CREF and TIAA from 2016 to 2018. 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 including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates with Bank of America’s broader platform, delivering a wide range of products and services.

Brittain Wiseman is an Investment Solutions Representative III at Fidelity Investments, a role held since 2026. Prior to this, Brittain worked as an Investment Solutions Representative II from 2025 to 2026, and as a Customer Relationship Advocate from 2023 to 2024, all within Fidelity Investments. In this capacity, Brittain partners with individuals and families to develop comprehensive retirement strategies tailored to their unique goals and circumstances. Brittain's approach involves understanding clients' situations, challenges, and desires to provide clarity for complex financial decisions across all life stages. Brittain holds insurance licenses in Arkansas and California. Outside of work, Brittain's personal interests include the beach, fitness, golf, outdoor adventures, and spending time with pets.

Adam Mclellan is a financial advisor with Merrill in Jacksonville, FL, holding Series 66 and Series 63 licenses and with 19 years of industry experience. He has been with 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’s services are integrated into Bank of America’s broader platform, including access to lending, custody, and various trading activities.

Robert Doll is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2017 and also has experience with Bank of America N.A., Wells Fargo, and a community role at Celebration Church of Jacksonville. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing 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 with Bank of America’s broader platform, offering access to a wide array of products and services beyond typical investment management.

Mandy Marengo is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. She previously worked at JPMorgan Chase Bank, N.A. for nine years before joining Fidelity, where she has been since 2021. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Jon Noble is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 1998. 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 individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, integrating its services within Bank of America’s broader corporate platform.

Anthony Diaz is a financial advisor at Fidelity with a Series 66 designation. He joined Fidelity in 2025 and has previous work experience in the healthcare sector, including roles at Evolus and Aclaris Therapeutics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Deborah Lennon is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has a background that includes five years at Brooks Rehabilitation and fifteen years operating Deborah Lennon, OT before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Alex Brucker is Vice President and Financial Consultant at Fidelity Investments, a position held since 2025. In this role, Alex partners with individuals and their families to co-create and implement financial plans and investment strategies aimed at providing financial security and peace of mind. Alex's career at Fidelity Investments began in 2016 as a Financial Representative and has progressed through various roles including Investment Solutions Representative, Client Management Representative, Portfolio Specialist, Senior Portfolio Specialist, and Financial Consultant. This progression reflects extensive experience in financial consulting and portfolio management. Alex holds insurance licenses in Arkansas and California. Outside of work, Alex enjoys activities such as beach outings, boating, fishing, fitness, movies, and spending time with pets.

Bregg Binczak is a financial advisor with Merrill based in Jacksonville, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at both Merrill and Bank of America, N.A. since 2014. 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, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.