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.

Stephen Weydert is a Financial Advisor at Merrill Lynch Wealth Management and a member of the Beshany Group, a team recognized by Forbes among the Best-in-State Wealth Management Teams for 2023, 2024, and 2025. He joined Merrill Lynch in 2021 following a career as a naval aviator, having served on active duty for over 20 years and retired at the rank of Commander. Throughout his military career, Stephen held various leadership positions and completed multiple deployments. Stephen applies his leadership, planning, execution, and risk management experience to provide personalized financial strategies that align with each client's unique goals. His expertise includes corporate executive services, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and small business strategies. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). A graduate of the United States Naval Academy with a Bachelor's Degree, Stephen is committed to serving his community and currently participates in Redeemer Church. He resides in Ponte Vedra Beach, Florida, with his wife and two daughters, and enjoys spending time with family and friends as well as playing pickleball and tennis and traveling.

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.

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.

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.

Jessica Dorais is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2015, with additional roles at Fidelity Investments and Bank of America. Her background also includes ownership of a tree removal and stump grinding business. 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 and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Quoc Bui is a financial advisor at Merrill in Jacksonville, FL, with 11 years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America since 2015. 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.

Kenneth Temple is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021. His prior work experience includes roles at Travel Centers Of America, Uber, and Save-A-Lot. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as a formal advisor to multiple registered investment companies and fund-of-funds.

David Keim is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios across mutual funds, ETFs, and ETPs.

Eric Day is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019. His prior experience includes roles at Bank of America and Global Outreach Charter Academy. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.