Charles Thomas is a financial advisor at Merrill with six years of industry experience and holds the Series 66 designation. He has been with Merrill since 2014 and previously worked at Publix in 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. 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 teams and third-party managers.

Brian Wilson is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2004 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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.

Gray Camp is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in wealth management planning, investment advice and guidance, as well as personal and private banking services through Bank of America and Bank of America Private Bank. Gray and his team focus on gaining a thorough understanding of their clients' objectives and concerns, and developing customized plans and strategies to assist clients in reaching their financial goals. They emphasize delivering consistent, attentive communication and outstanding service. Gray joined Merrill in 2001 after serving as a U.S. Navy Officer with a focus on surface ship logistics. He holds a Bachelor of Arts degree in History from Vanderbilt University and an MBA from London Business School. He holds the Personal Investment Advisor (PIA) designation. Gray and his wife, Elle, live with their children in Jacksonville, Florida. His personal interests include boating, reading, and running. He is involved with the City Rescue Mission in his community.

John Peterson is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill Lynch since 2010. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment approach includes multiple program strategy types and manager-constructed strategies, supported by its integration with Bank of America affiliates and a focus on tax-efficient implementation.

Caroline Wilson is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Raymond James, she worked at Fidelity Investments and Fidelity Brokerage Services for a total of five years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and public entities, offering financial planning and consulting services with a range of portfolio management strategies and municipal advisory capabilities.

Bradley Swanson is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2015. His current tenure at Fidelity Investments began in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

James Rogers is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2008 and Bank of America, N.A. since 2017. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm is noted for its integration with Bank of America affiliates and its focus on managed account and manager-selection capabilities.

Alex Simpson is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and involvement with RR AND F Logistics DBA Suntecktts, as well as experience at the University of North Florida and Baja Buggyz. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves a key role in managing model portfolios and acting as a commodity pool operator.

Meghan Riechmann is a financial advisor at Merrill with 21 years of industry experience, including 19 years at Merrill. She holds Series 63 and Series 66 credentials and is based in Jacksonville, FL. Merrill, together 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 with model-based and discretionary investment strategies developed by internal teams and third-party managers.

Kenny Rosales Sanchez is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and Bank of America. Outside of finance, he is the owner of UTOPIA SHOP LLC, a business established for his daughters while they attend university. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Lisa Preston is a financial advisor with Primerica Advisors based in Jacksonville, FL. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Her career includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of advisory work, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies created by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices and offers a range of investment models including strategic, tactical, tax-managed, and income-distribution approaches.

Scott Flanigan is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2013. Based in Jacksonville, FL, his career includes over a decade of service at this firm. 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 plans, corporations, and charitable organizations.

Alexandria Siegner is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Her prior roles include positions at Bank of America, VyStar Credit Union, and the University of North Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Derek Zieziula is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. He has held roles at several firms, including Equitable Advisors, LLC, Ameriprise Financial Services, LLC, and Current Capital Realty. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, managing portfolios with a focus on long-term asset allocation and utilizing systematic methodologies.

David Smith II is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Bank of America, Merrill, and Atlantic Transport. 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 develop model portfolios. The firm also serves multiple registered investment companies and utilizes systematic methodologies and oversight to manage conflicts of interest.

A'boni Harrison is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2022 and has prior experience in education roles at several institutions, including Florida State College at Jacksonville. 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 and profit-sharing plans, corporations, and charitable organizations.

Elizabeth Wolgemuth is a Planning Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she worked as a Relationship Manager at Fidelity Investments from 2012 to 2025. In her current role, Elizabeth partners with clients throughout the planning process to assist them in working toward their financial goals and lifelong dreams. Elizabeth focuses on helping clients build financial futures that align with their priorities. She brings over a decade of experience in client relationship management and financial planning to her work. Outside of her professional responsibilities, Elizabeth engages in family activities, fitness, hiking, outdoor adventures, parenthood, and traveling.

Lydreyah Simmons is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. She has been with Fidelity Investments since 2019 and previously worked at The Grand Opera House. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services and fund advisory roles.

David Clark is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2012. 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 strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anca Oakley is a CFP® with 18 years of industry experience, currently serving at Fidelity. She has worked with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and provides oversight through affiliated and unaffiliated sub-advisers.