Raven Aiken is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2019. Prior to her career in finance, she gained experience in the hospitality sector, including roles at Salt Life Food Shack and P.F. Chang's China Bistro. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and is noted for its use of systematic methodologies and AI-driven research in managing a diverse range of investment products.

Jacob Eckmann is a financial advisor at Merrill with a Series 66 designation and one year of experience. His background includes service in the United States Air Force from 2018 to 2026 and four years at the University of North Florida. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paige Jensen is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. She has worked at Fidelity Investments since 2021 and has prior experience in retail and customer service roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios. The firm also manages funds, delivers portfolio models to intermediary platforms, and utilizes algorithmic methods and AI in its investment process.

Herbert Reed Jr. is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2016. Outside of advising, he is involved in property preservation through his ownership of STREED LLC, a general contracting business. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Trent Levasseur is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior work includes roles at Wentworth-by-the-Sea Country Club and various retail positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, including the use of AI and systematic methodologies.

Christina Higginbotham is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Fidelity Investments since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative, algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm offers discretionary and non-discretionary advisory services, fund advisory, and manages model portfolios for intermediary platforms.

Josiah Waddell is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 66 and Series 63 credentials and five years of industry experience. His prior work includes roles at Chick Fil A and positions related to education and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage a broad range of portfolios, including model portfolios constructed from mutual funds, ETFs, and ETPs.

Heather Wright is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill since 2006. 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 plans, corporations, and charitable organizations.

Pemron Burrows is a financial advisor at Merrill with Series 65 and Series 63 licenses and four years of industry experience. His work history includes roles at Trinity Wealth Securities and Florida Financial Advisors, as well as positions outside finance such as at Knighted Gaming and Dicks Sporting Goods. 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.

Jennifer Maas is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at UBS Financial Services for eight years. Outside of her advisory role, Maas serves as an Executive Cabinet Member for the American Heart Association's Go Red for Women campaign in Jacksonville, focusing on fundraising for women's health. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets.

Ethan Williamson is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Before joining Merrill in 2025, he held positions at The State Board Administration, South State Bank, Miller Electric Company, and worked in educational roles at Florida State University, Montverde High School, and Apopka High School. Merrill, along 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 model-based and discretionary investment strategies developed by internal and third-party managers.

Matt Teschner is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2010, serving in various roles including Investment Management Consultant, Client Management Representative, Wealth Planning Associate, and High Net Worth Representative. His experience spans multiple facets of financial consulting and client management within the firm. In his role, Matt focuses on understanding the unique needs of each client to provide personalized financial planning and execution. He collaborates closely with clients to build confidence in their financial decisions throughout their lifetime, leveraging his financial expertise alongside Fidelity's resources. Outside of his professional work, Matt has interests in football, gardening, music, parenthood, surfing, and traveling.

Kelly Mcdow is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Fidelity Investments, Mcdow worked at Velocity Community Credit Union and held positions at the University of Florida and Palm Beach State College. Outside of finance, Mcdow has experience in the restaurant industry, having worked at The Dive Bar Restaurant for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Kristin Vonnes is a CFP® professional with 24 years of industry experience. She is currently with Edward Jones and previously held roles at Raymond James & Associates and Morgan Stanley. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Arthur Shad Jr. is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he serves as a board member of the Garden Club of Jacksonville. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning that utilizes firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate agreements.

Davida Carter is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 38 years of industry experience. She has worked with LPL Financial since 2014 and has been associated with VyStar Credit Union and VyStar Financial Group since 2005. Carter serves as a member of the VyStar Credit Union Retirement Plan Committee, a nonprofit board role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by internal and third-party research.

Raymond Norris IV is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at D&M Trim Inc and involvement with First Assembly Church of Clay County. Strategic Advisers LLC, a Fidelity Investments company, 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 model portfolios across a variety of asset classes.

Matt Klenke is a Financial Consultant currently working at Fidelity Investments since 2024. He focuses on tailored strategies to help clients strengthen their financial well-being. Prior to his current role, Matt served as an Investment Consultant at Fidelity Investments from 2023 to 2024. Before joining Fidelity, he worked as a Financial Advisor at Morgan Stanley from 2018 to 2023. His earlier experience includes roles as a Financial Representative and Full Trader at Fidelity Investments between 2016 and 2018, and as a Financial Representative for Employer Sponsored Plans at Merrill Lynch from 2015 to 2016. Outside of his professional career, Matt has interests in fishing, food, football, golf, outdoor adventures, and pets.

Christopher Goodman is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 10 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2016. Outside of his advisory role, he is associated with a non-investment-related activity in Orange Park, FL. 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 offers a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elaina Evans is a financial advisor at Edelman Financial Engines with two years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Investments, Slight Edge Insurance and Financial Services, and Neora International. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large participant base through both advisor-led and online offerings.