Bryan Lucas is a Financial Consultant currently working at Fidelity Investments, a role he has held since 2018. Prior to this, he gained experience in various positions at Fidelity Investments including Portfolio Specialist from 2015 to 2018, and Client Management Representative and Retirement Solutions Representative between 2014 and 2015. He began his financial services career as a Financial Representative at Merrill Lynch from 2010 to 2013. Bryan holds insurance licenses in Arkansas and California. He focuses on understanding the specific objectives of his clients and their families to tailor financial planning experiences accordingly. His approach aims to help clients feel confident about every aspect of their financial picture.

Christopher Lendrum is a financial advisor with Fidelity Investments based in Jacksonville, FL. He holds the Series 66 designation and has three years of industry experience. His prior work includes roles at DoorDash and Bitcoin IRA, as well as Digital Trust. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Louis Body V is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He has worked with Cetera and its affiliate Cetera Wealth Services since 2023, and has also been affiliated with Capital Financial Strategies since 2015, where he serves as CIO and financial professional. Prior to that, he was with Minnesota Life Insurance Company and Securian Financial Services from 2015 to 2023. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals of varying wealth levels, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management options, financial planning, and access to third-party managers, managing over $256 billion in assets across a network of more than 10,000 advisors.

Lindzie Spencer is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing fund-of-funds and delivering model portfolios through systematic methodologies.

Neal Destafney is a financial advisor at Merrill with 18 years of industry experience and holds the Series 66 designation. He has been associated with Bank of America and Merrill since 2013. Neal is also the general partner and managing member of TEAL TRAIL LLC, a limited liability company focused on owning recreational, hunting, and timber land. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Jeffrey O'keefe is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at BoatUS & GEICO Marine Insurance Company for seven years before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Jobed Hilaire 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 and Fidelity Investments. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Turner Ashby is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He began his career at Fidelity in 2022 as a Customer Relationship Advocate and advanced through several positions within the company, including Investment Solutions Representative I and II, before attaining his current role. In his capacity as an Investment Solutions Representative III, Turner collaborates with clients to understand their financial goals and assists in developing customized financial plans. He prioritizes building strong relationships with clients and their families, emphasizing trust, reliability, and competency. Outside of his professional responsibilities, Turner has interests in boating, cooking and baking, fitness, football, social events with friends, and writing.

Michael Robertson is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC, along with 18 years at Wachovia Bank, N.A. Robertson serves as a finance committee member for Holy Family Catholic Church in Jacksonville. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven investment approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Robin Mcnally is a financial advisor at Raymond James & Associates with 33 years of industry experience. She holds the Series 63 designation and has been with Raymond James since 2009. Outside of her advisory role, she is listed as a co-owner of a local hair salon managed by her husband. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and various organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by firm research and model managers.

Andrew Pfeifer is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with 13 years of industry experience. He has worked at Bank of America and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Avery Raynor is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, their background includes roles in education and the hospitality sector, such as working at Harrison High School, McClure Middle School, and Athens Wine and Brew Tours. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Michael Imperato Jr. is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His background includes a decade of service in the United States Navy and roles at Robert Half Technology AutoQuotes before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory role to multiple registered investment companies, and incorporation of AI in research.

Cesar Rodriguez Jr. is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Hilton Grand Vacations, T3 Trading Group, University of North Florida, and Select Portfolio Servicing. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicole Chapple is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 credential with three years of industry experience. Her prior work includes roles at Bank of America and Wells Fargo, as well as teaching at the University of Phoenix. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Gary Thompson is a Series 66-licensed financial advisor at Ameriprise with 34 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice based on written recommendations, focusing on dependable income sources and tax-aware withdrawal strategies.

Garland Mayerlen is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 66 and Series 63 designations and has worked at Thrivent and Fidelity Investments. Outside of his advisory role, he sells clothing online through the Depop platform. 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 across various topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Nick Portillo is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop financial plans aimed at improving their financial well-being. He has held various roles within Fidelity Investments since 2020, progressing from Customer Relationship Advocate to Financial Consultant. His experience includes positions such as Planning Consultant, Investment Solutions Representative III and II, and High Net Worth Associate. Nick holds insurance licenses for Arkansas and California. Outside of his professional work, he has personal interests in activities such as going to the beach, cooking and baking, football, soccer, reading, and attending social events with friends.

John Mcewen is a financial advisor at Fidelity with 11 years of industry experience and holds a Series 66 designation. He has worked across several Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Carlos Delaissear is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His work history includes roles at Fidelity National Information Services, BairesDev, Blast Wave, American District Telegraph, and Enhanced Recovery Company. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to serve a diverse client base, including registered investment companies and an IRS-qualified Charitable Gift Fund.