Seth Tindle is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and possessing six years of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Fidelity Brokerage Services LLC beginning in 2019. His background also includes roles in the hospitality industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is noted for its use of algorithmic methods and AI in research, as well as its oversight of registered investment companies and fund-of-funds.

Claudia Kildow is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2020. Prior to her current role, she was employed at Dillard's Clearance Center and Publix Supermarkets. 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.

Jenna Daniels is a Financial Consultant at Fidelity Investments. In her role, she partners with clients to develop comprehensive financial plans that align with their goals, utilizing resources to support long-term financial well-being through personalized planning, goal-based strategies, risk management, and ongoing financial guidance. She has held various positions within Fidelity Investments since 2014, including Financial Representative, Private Client Group Service Associate I and II, Private Client Group Relationship Manager, before assuming her current role in 2020. Jenna holds a California Insurance License. Jenna's personal interests include spending time at the beach, fishing, exploring food, engaging in outdoor adventures, spending time with pets, and traveling.

Angela Fettik is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Raymond James & Associates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Kevin Horan is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at T-Mobile for seven years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from an investable universe of mutual funds, ETFs, and ETPs.

Luke Raynor is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity Investments in 2025, he held positions at HCA Florida Citrus Hospital and UF Online. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Carlos Esquivia Cruz is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 65 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Deutsche Bank and Bank of America, among other firms. Outside of his advisory roles, he is the owner of CREC Coffee Holdings LLC, a coffee shop franchise venture not yet operational. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and third-party research.

Johnathan Roman is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His background includes roles at Fidelity Investments, TruGreen, Comcast, Ditech, OneCall, and Brio. He is based in Jacksonville, FL. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including advisory work for 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 and deliver model portfolios across various investment vehicles.

Ronald Harris III is a Series 66-licensed financial advisor with Fidelity in Jacksonville, FL, bringing three years of industry experience. Prior to joining Fidelity, he held roles at Walmart, All Florida Safety Institute, Uber, Comcast, Lakeview Health, Golden Corral, and Breakout Games. Outside of finance, he works part-time at Enza's Italian Restaurant in Jacksonville. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad investable universe.

Kendall Higginbotham is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources while providing both brokerage and advisory solutions.

Michael Fiorilli Jr. is a financial advisor with J.P. Morgan Securities in Plantation, FL, holding a Series 66 designation and bringing 13 years of industry experience. His work history includes roles at Fiorilli Consulting, Inc., J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Sunglass Hut. 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. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Ryan Zangeneh is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Fox Rothschild LLP, Withers Worldwide LLP, Diserio Martin O'Connor & Castiglioni LLP, Ernst & Young LLP, University of Miami School of Law, and KPMG LLP. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of discretionary and non-discretionary investment solutions.

William Vandiver Jr. is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at the Coventbridge Group and the Jacksonville Jewish Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolio delivery, with notable use of systematic methodologies and AI-driven research.

William Jones Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a broad client base, including individuals, institutional clients, and municipal entities, offering financial planning and consulting services through various advisory programs and drawing on multiple portfolio management styles and affiliated research.

Jacqueline Alves is a Wealth Management Planning Consultant at Fidelity Investments, where she has worked since 2015. In her role, she provides service to clients for a variety of account needs and collaborates with a Wealth Management Advisor and a team of specialists to develop and implement customized financial plans tailored to clients' unique family goals and wishes. Jacqueline has accumulated extensive experience within Fidelity Investments, having served in multiple roles since 2008, including Branch Service Manager, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Registered Operations Associate at Dawson James Securities from 2006 to 2008. Outside of her professional work, Jacqueline engages in activities such as family activities, hiking, photography, reading, traveling, and volunteering.

Steven Mennella is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC and Wells Fargo. He has also served with the Jacksonville Sheriff's Office. 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. The firm offers discretionary and non-discretionary advisory services and manages model portfolios constructed from mutual funds, ETFs, and ETPs.

Donovan Curry is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2011, progressing through various positions including Planning Consultant, Financial Representative, Workplace Planning and Advice, Investment Solutions Representative, Premium Relationship Associate, and Customer Service Representative. With over 14 years of experience in the financial services industry, Donovan partners with individuals and families to develop customized financial plans tailored to their specific goals and preferences. His approach involves understanding each client's needs and co-creating strategies to help them achieve their financial objectives. Donovan holds a California Insurance License.

Brittany Mancusi Asman is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked across multiple Fidelity entities since 2013. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

William Duncan IV is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 66 designation and has worked within various Fidelity Affiliates including Fidelity Brokerage Service LLC since 2006 and Fidelity Personal and Workplace Advisors since 2018. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role as a registered commodity pool operator, advisory services to multiple registered investment companies, and use of algorithmic and AI-driven methodologies.

Christopher Adair is a financial advisor with Merrill in Jacksonville, FL. He holds the Series 63 and Series 66 designations and has 10 years of industry experience. Prior to his current role at Merrill since 2015, he worked at Bank of America, N.A. and served in the United States Marine Corps Reserve from 2012 to 2019. 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 a diverse client base including individuals, high-net-worth clients, and institutions.