Kaigan Miller is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2024. He has been active in the financial services industry since 2011, bringing over a decade of experience to his role. His career includes positions such as Investment Management Consultant II, PAS Client Management Representative, and Investment Solutions Representative at Fidelity Investments. Prior to that, he worked as a Private Client Banker at JP Morgan Chase and as a Financial Advisor at Edward Jones, as well as in life insurance brokerage at Benchmark Insurance Group. Throughout his career, Kaigan has focused on collaborating with clients to develop tailored financial strategies and holistic financial planning. He is dedicated to understanding client priorities and assisting them in pursuing their financial goals. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kaigan has personal interests that include boating, fishing, football, outdoor adventures, parenthood, and pets.

Barbara Schroeder is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. She holds Series 63 and Series 65 designations and has worked in various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Kenneth Connolly is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 designation. Prior to joining Merrill in 2022, he worked at CharterSchools USA and the University 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, and institutional clients. The firm is integrated into Bank of America’s corporate platform and offers access to a broad set of investment products and services.

Michael Higgins is a Planning Consultant at Fidelity Investments, a position he has held since 2016. In his role, he collaborates with clients to develop financial plans tailored to their individual and family needs. He focuses on building financial plans, identifying strategies to improve those plans, and maintaining ongoing communication with clients. Michael holds insurance licenses in Arkansas and California.

Jonathan Andrews is a financial advisor with Merrill based in Jacksonville, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at Merrill since 2009 and at Bank of America, N.A. since 2012. Andrews serves as a board member of Riverside Presbyterian Day School, an elementary school attended by his children. 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.

Hope Waggett is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 designation and five years of industry experience. Prior to her current role, she worked at Vizergy Digital Marketing for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Douglas Hawk is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, with 21 years of industry experience, all of which have been with Merrill since 2005. Outside of his advisory role, he serves as Minister of Music for New Beginnings Ministries of Jacksonville, Inc. 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 fiduciaries.

Wendy Wolfe is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Creative Design Space and Big Oak Wolf Sanctuary. Ameriprise provides retirement-income planning services targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendations through a centralized consulting team.

Carole Bauman is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. She has worked at Bank of America and Merrill since 2012. Outside of her advisory role, she owns a for-profit business focused on selling gifts and crafts through eBay or special 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 to individuals, high-net-worth clients, pension plans, and charitable organizations.

Chris Timothy is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked with Fidelity Investments since 2020. Prior to his financial career, he spent eight years at Jones Technical Institute and two years at Capella University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services and managing multi-manager and fund-of-funds structures.

Kaitlyn Gurtner is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work history includes roles at Broadcom and Apple Inc. Outside of her advisory work, she engages in freelance digital design for local businesses in Jacksonville. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolio delivery to retail and institutional investors.

Christopher Plasencia is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at ADT Solar, Momentum Solar, and a long tenure at Publix Supermarkets. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, employing algorithmic methods and AI in its investment process.

Nicholas Mcnamara is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity, he held various roles in service and entrepreneurial ventures, including operating a resale business and a lawn care service in Jacksonville, Florida. He is also an investor member of an investment holding company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including multi-manager and fund-of-funds structures and engages in advisory roles for registered investment companies.

Jason Langieri is a financial advisor with Merrill based in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill and Bank of America since 2012. 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’s integration with Bank of America allows access to a broad set of products and services beyond typical managed account offerings.

Ahmad Saafir is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2024. His prior experience includes roles at several financial services and funding companies. 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, plans, and charitable organizations.

Michael Mc Carthy is a CFP® and ChFC® credentialed financial advisor with eight years of industry experience. He has worked at Edward Jones since 2017 and previously at SunTrust from 2014 to 2017. Outside of his financial advisory work, Mc Carthy is active as a wedding officiant in St. Johns, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Sean Ricci is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Fidelity Brokerage Services LLC since 2015. Fidelity’s Strategic Advisers LLC 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Anthony De Bellis is a financial advisor with LPL Enterprise who holds a Series 63 designation and has 27 years of industry experience. His career includes roles at Prudential Insurance Company of America and Cambridge Investment Research Advisors. He serves on the board of the University of North Florida, assisting with strategy for the university’s planned giving programs. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform combining adviser programs and financial product sales.

Dennis Marcelino is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has worked at Merrill since 2015 and has been with Bank of America, N.A. since 2017. 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, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s platform, allowing access to a wide array of products and services beyond typical managed accounts.

John Le Mire is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Merrill since 2004. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a broad range of investment strategies including model-based, discretionary, and tax-aware options for individuals, high-net-worth clients, and institutional clients. The firm’s integration with Bank of America allows access to a wide array of products and services beyond traditional investment management.