Douglas Overlade is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, offers 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, and it serves as an advisor to multiple funds and provider of model portfolios for intermediary platforms.

James Mcpartland 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 Citi and held positions outside finance in the restaurant industry. 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 across mutual funds, ETFs, and ETPs.

Chad Sambito is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with families to understand their unique goals and helps them determine appropriate courses of action. Chad approaches financial planning with a principle of treating clients with the same care and attention as family members, aiming to simplify investing and support clients in pursuing financial freedom. Chad has been with Fidelity Investments since 2008, progressing through various positions including Financial Representative, Premium Relationship Associate, Investment Solutions Representative, Retirement Relationship Manager, Financial Consultant, Wealth Planner, and currently Vice President Private Wealth Management Advisor. His extensive experience encompasses private wealth management, financial consulting, retirement solutions, and investment services. He holds insurance licenses in Arkansas and California.

Jacqueline Williams is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill Lynch since 2022, following six years at VyStar Credit Union. 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.

Andrew Keller is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at both Merrill and Bank of America, N.A., where he has been employed for nine years. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm leverages its integration with Bank of America to provide access to a broad range of investment products and services.

Eric Cordes is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017. His prior experience includes roles at Bank of America and Wells Fargo Advisors. 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.

Aidan Pagana is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Tolomato CDD for six years and Westminster Woods on Julington Creek for two years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a broad investable universe of mutual funds, ETFs, and ETPs.

Christopher Mitchell is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Fidelity Investments since 2022 and previously held a role at TopGolf from 2015 to 2022. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Frank Makarauskas is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including investment companies and charitable funds. The firm combines proprietary research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Jeff Braley Jr. is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2012, also serving at Bank of America for eight years. Outside of his advisory role, he sings in a band called Don't Call Me Shirley. 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, institutional clients, and corporate fiduciaries.

James Young is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, UBS, Nexa Mortgage, PennyMac, and Groutworks of North 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, enabling access to various products and services beyond typical managed accounts.

Allen Robinson is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. In this role, he helps clients build comprehensive plans aimed at driving financial wellness, emphasizing compassion and advocacy to ensure clients feel understood, valued, and supported. He has been with Fidelity Investments since 2010 and has held various roles including Financial Consultant, Retirement Relationship Manager, Retirement Solutions Representative, Investments Solutions Representative, Premium Service Representative, and Financial Representative. His experience spans wealth planning, retirement management, and investment solutions. Allen holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys fishing and football.

Brian Marshall is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has worked at Merrill since 2017 and previously held positions at Acosta Sales and Marketing Company, SAMs Club, and Apex Marketing Events. 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.

Stephanie Krig is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2014. The firm 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, and institutional investors. Merrill’s integration with Bank of America allows access to a wide range of products and services beyond traditional investment management.

Daniel Cormier is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 credentials and previously served six years in the United States Coast Guard. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Peter Aiello is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 16 years of industry experience. He has worked at Merrill since 2009 and at Bank of America, N.A. since 2011. 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 leverages integration with Bank of America’s platform to offer a wide range of products and services beyond typical managed accounts.

Trevor Holbrook is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2021, progressing through various positions including Planning Consultant, Investment Solutions Representative II and I, and Customer Relationship Advocate. His professional experience focuses on building client partnerships based on trust, honesty, and transparency. Trevor holds insurance licenses for Arkansas and California, enabling him to provide a range of financial and insurance services. His approach centers on understanding clients' priorities to create plans that support their long-term success. Outside of his professional work, Trevor enjoys baseball, cooking and baking, family activities, football, golf, and softball.

Christopher Russell is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. Prior to this role, he held various positions within Fidelity Investments, including Brokerage Consultant, Investment Solutions Representative, and Workplace Planning Consultant, accumulating comprehensive experience in financial services since 2017. His professional background is complemented by his service as an Air Force veteran, which has contributed to his disciplined approach and attention to detail in finance. Christopher's expertise lies in investment research and developing customized financial strategies tailored to clients' unique goals. He maintains active insurance licenses in Arkansas and California, supporting his advisory capabilities. Outside of his professional responsibilities, Christopher engages in activities such as football, outdoor adventures, and volunteering, reflecting his interests and commitment beyond the financial sector.

Andrew Ogilvie is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He began his career with Fidelity in 2013 and has held multiple roles including Financial Consultant, Senior Portfolio Specialist, Portfolio Specialist, and Client Management Representative. Prior to joining Fidelity, Andrew worked as a Financial Advisor at USAA from 2010 to 2013. Andrew holds insurance licenses in Arkansas and California. His professional approach focuses on creating unique financial plans tailored to individual clients, utilizing a wide range of financial strategies available through Fidelity. He is committed to building lifelong relationships with those he supports. Outside of his professional work, Andrew enjoys activities such as spending time at the beach, family activities, fishing, fitness, football, and outdoor adventures.

James Stone Jr. is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services LLC since 2008. Outside of his advisory role, he serves as an officer in a self-funded search business in Jacksonville, Florida, where he meets with sellers prior to closing. 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 utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers discretionary, non-discretionary, and fund advisory services.