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.

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.

Joshua Trice is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He has worked at Primerica Financial Services since 2013 and at PFS Investments Inc. since 2014. Outside of his advisory role, he is involved in training for licensing exams and has ownership in related business activities. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies from third-party managers and supports advisory services through a large network of financial advisors.