Nicholas Moore is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Fidelity, he worked briefly at Bbva and has been involved in education at Florida State College of Jacksonville since 2017. 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 to manage discretionary and non-discretionary portfolios, as well as fund advisory services.

Richard Gerrity is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 63 designation and over 40 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER) since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Brian Zardavets is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, and running his own firm, Zardavets Financial Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers.

Patricia Thomas is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior work includes two years at State Farm Mutual Insurance Company before joining Fidelity Brokerage Services LLC in 2018. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and serves as an advisor to multiple registered funds.

Mark Rosenlof is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity Investments, and Northwestern Mutual. He also served in the US Army National Guard from 2015 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Cristian Knill is a financial advisor at Fidelity with the Series 66 designation and two years of industry experience. His background includes roles at Fidelity Investments and prior work in health and fitness, education, and the United States Army. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and fund advisory, and is noted for its use of systematic methodologies and AI-driven research.

David Farrell is a financial advisor at Fidelity, holding a Series 66 designation. He joined Fidelity in 2023, with prior experience at Stanley Ruth Co from 2018 to 2023. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to registered investment companies and its use of systematic methodologies and model portfolios.

Angelo Mincey is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at AllState Insurance, Randstad, and Amazon, as well as entrepreneurial involvement with Foodies Care LLC and The Weekends End LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Joshua Hansen is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He has held various roles at Fidelity, including Investment Solutions Representative III, Investment Consultant, Fixed Income Specialist, and High Net Worth Service Associate, gaining experience across multiple facets of financial services. Prior to Fidelity, Joshua worked at Merrill Edge as a Senior Investment Specialist and Investment Specialist, and began his career as an agent at New York Life. Joshua holds insurance licenses in Arkansas and California. His approach to financial consulting emphasizes understanding clients' financial goals and developing plans based on relationship, trust, and mutual respect. This foundation supports his efforts to help clients achieve peace of mind and confidence in their financial futures. Outside of his professional work, Joshua has personal interests in comedy, family activities, reading, running, traveling, and writing.

Benjamin Loeb is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones in Jacksonville, FL. His prior roles include positions at Krier Wealth Management, Triad Advisors, Inc., and Sauer Group, Inc. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hugh Saussy is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at the University of Georgia and Waycross Bank & Trust. Outside of financial advising, he previously managed Saussy Tennis, a tennis-related business. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset management services. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, using a mix of proprietary and third-party investment solutions.

Brenden Vern is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Fisher Investments and teaching assignments at the University of South Florida, College of Central Florida, Florida International University, and George Jenkins High School. He has also been involved with Dugout Mugs in a non-financial capacity. 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 combines fundamental research with quantitative analysis and systematic methodologies, and maintains oversight of sub-advisers, while employing algorithmic approaches and AI in its investment process.

Joseph Celiberti is a financial advisor with LPL Enterprise LLC based in Jacksonville, FL. He holds a Series 66 designation and has 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, Metlife Securities Inc., Morgan Stanley, and Stratos Wealth Partners. Outside of his advisory work, he is also involved in insurance brokerage, focusing on life, fixed annuities, disability, long-term care, and health insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, supported by an integrated platform that combines adviser programs with the sale of financial products including insurance.

Hayden Russell is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held roles at Freedom First Credit Union and worked in the food and beverage sector, including as a barista at Setlan Coffee Co. Hayden has also been involved with XXVI Holdings Inc., a subsidiary of Alphabet, as an independent contractor. 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 to deliver model portfolios and advisory solutions.

Brittany Grippi is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes roles at the University of Brockport, Premium Mortgage, MCC, and five years of service in the US Navy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managed portfolios and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a diverse client base through a systematic investment process.

William Tesche is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. He previously worked at Merrill Lynch Pierce Fenner & Smith from 2011 to 2018 before joining Raymond James in 2018. Raymond James & Associates is a large dual-registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Gary Slaven Jr. is a financial advisor at Merrill with 27 years of industry experience. He holds the Series 66 designation and has been with Merrill since 1999. 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 plans, corporations, and charitable organizations.

Rachel Rollans is a financial advisor at Fidelity with Series 63 and Series 66 designations and 13 years of industry experience. She has been with Fidelity Investments since 2008. 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 utilizes proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprised of mutual funds, ETFs, and ETPs.

Janelle Schultheis is a financial advisor with Fidelity Investments, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. She has held various roles within Fidelity since 2015, including positions at Fidelity Brokerage Services LLC and the broader Fidelity organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction with a focus on model portfolios composed of mutual funds, ETFs, and ETPs.

Denise Correll is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 63 and Series 66 designations and 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 charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.