Riley Stallard is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2008. He is currently based in Jacksonville, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Kelsey Barden is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 credentials and seven years of industry experience. Before joining Fidelity Brokerage Services LLC in 2019, Barden worked in various roles including hospitality and food service. Outside of advisory work, Barden operates as an independent contractor for DoorDash, providing food delivery services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Tania Licata is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Wells Fargo Clearing Services LLC since 2018, following four years at U.S. Bancorp Investments, Inc. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Patrick Shelton is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2014. 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 a diverse client base including individuals, high-net-worth clients, and institutional investors.

Richard Sopher is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is also a trustee of a family trust focused on the wellbeing of a relative. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI-driven methods and its advisory role to multiple registered investment companies.

Lenaire Jones is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 certifications and has prior experience with Ally Financial, Bank of America, and Merrill Edge. Jones is based in Jacksonville, FL. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Aaron Fingerhut is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2014, as well as a prior year at Merrill. Outside of his advisory role, he teaches estate planning courses as a CFP instructor at Suffolk University and is an authorized owner of a clean skincare business managed by his wife. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Charles Ragle is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at AT&T, Breakthru Beverage, and operating a business called Jurassic Junk Removal LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Justin Quintern is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. Prior to his career in finance, he spent seven years at Restaurant Orsay. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating management to sub-advisers while maintaining oversight controls.

Dylan Jain is a financial advisor at Fidelity with seven years of industry experience holding Series 63 and Series 66 licenses. His work history includes roles at Fidelity Brokerage Services LLC and Fidelity Investments, as well as prior work at TPC Sawgrass and Caffe Andiamo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios that incorporate mutual funds, ETFs, and ETPs, supported by systematic methodologies and long-term asset allocation benchmarks.

Derek Chipoletti is a financial advisor with Cetera, holding a Series 66 designation and possessing 10 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and has been associated with Capital Financial Strategies since 2015. Outside of his advisory roles, he volunteers as a football coach with the Clay County School Board, where he teaches football and life skills to student athletes. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms with a multi-manager approach supported by a network of over 10,000 advisors.

Francesca Mantay is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and nine years of industry experience. She previously worked at Pruco Securities, LLC for nine years and has additional experience at Publix Supermarkets. Mantay is also a Notary Public of Florida. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of affiliated products and services.

Craig Livingston is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2011. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jonathan Faucher is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He works closely with clients to understand their financial objectives and develop customized financial plans aimed at meeting their individual needs. Jonathan's approach is centered on partnering with clients to help them work toward their financial goals. Jonathan has been with Fidelity Investments since 2017, progressing through several roles including Planning Consultant, Relationship Manager, Central Relationship Manager, and Investment Solutions Representative. His experience spans multiple aspects of financial consulting and client relationship management. He holds an insurance license in Arkansas. Outside of his professional work, Jonathan's personal interests include family activities, food, social events with friends, military service, outdoor adventures, and soccer.

Ferol Brechler is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. She began her career with Merrill in 1993 and transitioned to the Wealth Management division in 1999 as a Client Associate before becoming a Financial Advisor in 2017. Ferol holds a Bachelor’s degree in Business Management from the University of North Florida and is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Personal Investment Advisor. Ferol’s expertise encompasses family wealth management strategies, managing new wealth, personal retirement planning, special needs planning strategies, and women and wealth. She brings in-depth knowledge and compassion to helping individuals navigate their financial journeys and focuses on developing long-term client relationships through a strategic and tailored approach that aligns with each client’s unique circumstances. Her experience with a special needs family member informs her understanding of challenges faced by special needs individuals. Outside of her professional work, Ferol is involved with the Jacksonville Zoo and Gardens Planned Gifting Council and her church. She lives in the Guana area of Ponte Vedra, Florida, with her husband John and their son Cody. In her spare time, she enjoys gardening, hiking, biking, kayaking, reading, traveling, and spending time with family and friends.

Rochelle Bullen is a financial advisor at Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 designations with 28 years of industry experience. She worked at Janney Montgomery Scott for 12 years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Tina Bodnar is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services. The firm offers various portfolio management options and utilizes technology tools to support advisors while maintaining oversight of significant discretionary assets.

Will Boyt is a Financial Consultant currently with Fidelity Investments. His work focuses on partnering with individuals and families to help achieve their unique financial goals. He utilizes advanced planning tools and a broad range of investment options to provide clients with a comprehensive financial planning experience. Since joining Fidelity Investments in 2015, Will has held multiple roles including Regional Center Planning Consultant, Relationship Manager for Personal and Workplace Advisors Services (PAS), Workplace Planning Consultant at two levels, and High Net Worth Representative. He holds insurance licenses in Arkansas and California. Outside of his professional career, Will has interests in fitness, golf, music, skiing, tennis, and traveling.

Steven Eversole is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2017. Prior to his full-time financial career, he served six years as Operations Manager in the Florida Air National Guard. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Cody Atherton is a financial advisor at Wells Fargo Clearing with six years of industry experience and holds a Series 66 designation. His prior experience includes roles at Fidelity Investments, Bank of America, Merrill, and Northwestern Mutual. Outside of finance, he has worked as an independent contractor for Instacart. 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 combines in-house research and third-party analytics to support portfolio diversification and offers a range of brokerage and advisory solutions.