Brandon Frick is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to his current role, he was a homemaker and held positions at Village Presbyterian Church and Woods Memorial Presbyterian Church. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees affiliated and unaffiliated sub-advisers as part of its investment process.

Shacoria Brookins is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked in roles at Teksystems and TD Ameritrade. Outside of her advisory work, she has experience working as a server in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process that incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and other investable products.

Thomas Occhiogrosso is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America, Merrill Lynch, and TRO Group since 2007. 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.

Zeak Davenport is a financial advisor with Fidelity Investments, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, Morgan Stanley, and Prudential, as well as service in the US Navy Reserves. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a mix of proprietary research, quantitative analysis, and systematic portfolio construction. The firm manages model portfolios using a broad investable universe and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Luis Salmeron is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at LPL Financial and M&T Securities, as well as longstanding service with Primerica Financial Services since 2000. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selected separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers for its investment models.

Justin Daniels is a financial advisor at Merrill in Jacksonville, FL, with five years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes three years with the State of Florida Department of Revenue before joining Merrill and Bank of America in 2019 and 2022, respectively. 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 individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader platform, including lending, custody, and trading services.

Ryan Rogers is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he partners with clients to understand their short- and long-term financial goals and helps build customized financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Ryan has extensive experience with Fidelity Investments, having served in multiple roles since 2018. His previous positions include Investment Solutions Representative III (2023-2024), Investment Solutions Representative II (2022-2023), Investment Solutions Representative I (2021-2022), High Net Worth Associate (2019-2021), and Customer Relationship Advocate (2018-2019). This progression highlights his developed expertise in investment solutions and client service. He holds insurance licenses in Arkansas and California.

Bradley Miller is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and two years of industry experience. He has worked at Fidelity Investments since 2023 and previously held roles in the hospitality sector. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of funds and delivers model portfolios that incorporate systematic methodologies and long‑term asset allocation benchmarks.

Carrie Cunningham is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. She previously worked at Citigroup for 29 years before joining Merrill and has held several short-term roles in 2019 at firms including Spirit Market Group and Helen Agency. 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 integration with Bank of America allows access to a broad set of products and services, including lending and custody.

Thomas Rowe Jr. is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 66 credential and 10 years of industry experience. He previously worked at Park Ave Securities and Guardian. Outside of his advisory role, he serves as an assistant coach for a youth baseball team with the Ponte Vedra Athletic Association. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Michels is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work background includes roles in education at several institutions and employment at Publix. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries with model-based and discretionary investment strategies.

Angela Pollard is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and JP Morgan Securities LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs. The firm is noted for its role in managing registered investment companies, use of algorithmic methods and AI in research, and delivering model portfolios for Fidelity Institutional Wealth Adviser.

Ryan Mosca is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His prior work includes roles in real estate with Momentum Realty and Coldwell Banker Vanguard Realty, as well as a position at Four Seasons Hotel and Resort. Outside of his advisory role, he works as an independent real estate agent. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Nicole Ubillus is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. She has held roles at Fidelity and JPMorgan Chase Bank, N.A., among other employers. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Sara Masters is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 and Series 63 registrations and has worked at Fidelity Brokerage Services, LLC since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios built from mutual funds, ETFs, and ETPs.

Anne Bushey is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2018 as well as Bank of America, N.A. since 2020. Prior to her advisory roles, she was employed at the University of Florida from 2012 to 2017. 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. The firm integrates its services with Bank of America’s broader platform, enabling access to a wide array of products and services.

Christopher Reynolds is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and with 12 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2014. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Daniel Burkley is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 credentials and eight years of industry experience. His previous positions include roles at Fidelity Brokerage Services LLC and Atlantic Coast Bank. He also has experience with Engine 15 Brewing Co. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Matthew Wojciechowski is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2013. Based in Jacksonville, FL, his career spans over a decade within these firms. 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 individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its services into Bank of America’s broader platform, providing access to a wide range of products and services.

Carlos Cordero Cortorreal is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2026, he worked at Dedicated Seniors, American Care, and Delmont Medical Care, among other roles. 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, and institutional investors.