Carrie Silva is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2003, including a period at BOFA Securities, Inc. since 2019. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrick Bouthiller is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Wells Fargo Advisors LLC since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Huston VanDoren is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2022, progressing through positions including Investment Solutions Representative II and III. In his role, Huston partners with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. He values forming strong relationships with clients and their families, emphasizing trust, reliability, and competency. Huston holds insurance licenses for Arkansas and California. Outside of his professional work, he enjoys cooking and baking, music, puzzles, and traveling.

Sean Wheelahan is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and nine years of industry experience. He has been with Merrill since 2015. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Olsen is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity, he worked at Caddiemaster Inc. and held positions at the University of North Florida, Ameris Bank, and Cole, Scott, & Kissane P.A. He also works as a golf caddie at TPC Sawgrass on select busy weekends. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Jason Szary is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He previously served as a Regional Center Planning Consultant - Premium at Fidelity Investments from 2024 to 2025. Prior to joining Fidelity, Jason was the Managing Director and Financial Advisor at Capital Group Wealth Management within LPL Financial's Private Advisor Group from 2021 to 2024. He also worked as a Financial Solutions Advisor at Merrill Lynch from 2011 to 2021. Jason holds insurance licenses in Arkansas and California. He approaches financial planning with an emphasis on individualized plans, partnering with clients to help achieve their financial goals through a unique planning process. His professional experience spans multiple roles within the financial advisory and wealth management sectors.

Daniel Knight is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Before joining Merrill, he worked in various roles primarily in the hospitality and restaurant sectors and has been involved with the National Museum of Wildlife Art for multiple years. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Gobert is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Capital One. He served in the US Marine Corps from 2014 to 2016. J.P. Morgan Securities LLC 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 brokerage, distribution, and investment management capabilities.

Robert Mistretta is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at UBS Financial Services and CVS Health. Outside of financial advising, he operates a personal vehicle rental business through a platform similar to major rental companies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and supports advisory programs with a focus on analytical tools and client-specific goals.

Robert Montgomery II is a financial advisor with Charles Schwab in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options.

Francois Rodriguez is a financial advisor at Merrill with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Merrill and Bank of America N.A. since 2006 and 2011, respectively. Rodriguez also serves as an executor and successor trustee in a related outside business activity. 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 investment strategies for a range of individual and institutional clients.

Christopher Ferrara is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He was previously with T. Rowe Price Investment Services, Inc. for ten years. Outside of his advisory work, Ferrara owns a sports cards business based in Raleigh, NC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolio programs, third-party asset management arrangements, and brokerage and insurance products through an integrated platform that combines advisory services with active financial product sales.

Benjamin Davis is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2000. Outside of his advisory role, he serves as an officer for Mandarin Toastmasters, a self-help organization based in Jacksonville, Florida. Fidelity, through 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 to deliver diversified model portfolios.

Jair Zevallos Zola is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles with Bold City Soccer Academy LLC and involvement in educational institutions such as Trinity College of Jacksonville and Trinity Christian Academy. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary portfolio management and fund advisory.

Lucia Trescot is a financial advisor with Fidelity, holding the Series 63 and Series 66 designations and having 10 years of industry experience. She has worked with Fidelity Brokerage Services since 2016 and joined Fidelity Investments in 2025. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Joshua Rogers is a CFP® with 25 years of industry experience, currently serving at Raymond James & Associates since 2023. He previously worked at Bank of America and Merrill, with a combined 23 years at Merrill and 13 years at Bank of America. Rogers also serves as the treasurer for Christ Church Presbyterian in Jacksonville, FL, a nonprofit role involving budget oversight and reporting to the church elders. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Monh Wehman is a Series 66-licensed financial advisor with 17 years of industry experience, currently working at Merrill in Jacksonville, FL. He has been with Merrill and Bank of America 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.

Rhina Pecunia Romero is a financial advisor at Merrill with eight years of industry experience, including two years as a designated Series 66 professional. Her work history includes positions at Merrill since 2018, as well as prior roles at Platzer Swergold, Levine, Sojourn, and One Ten Thai. 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. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Briana Tremble is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Northwestern Mutual Investment Services LLC and several other financial firms. She is based in Jacksonville, FL. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Conner Phillips is a Planning Consultant at Fidelity Investments, where he has been employed since 2026. He has progressed through several roles within the company, including Investment Solutions Representative III, II, and I, and Customer Relationship Advocate, gaining comprehensive experience in financial services since 2022. Conner focuses on helping clients develop comprehensive financial plans that align with their goals. His approach centers on building long-term relationships, establishing trust, and ensuring a smooth and transparent process. He works collaboratively with clients to provide personalized guidance, supporting informed decisions that address both current needs and future aspirations. He holds insurance licenses in Arkansas and California. Outside of work, Conner's personal interests include the beach, football, golf, parenthood, and pets.