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.

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.