Huston VanDoren is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2022, progressing through positions including Investment Solutions Representative II and III. In his role, Huston partners with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. He values forming strong relationships with clients and their families, emphasizing trust, reliability, and competency. Huston holds insurance licenses for Arkansas and California. Outside of his professional work, he enjoys cooking and baking, music, puzzles, and traveling.

Sean Wheelahan is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and nine years of industry experience. He has been with Merrill 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Olsen is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity, he worked at Caddiemaster Inc. and held positions at the University of North Florida, Ameris Bank, and Cole, Scott, & Kissane P.A. He also works as a golf caddie at TPC Sawgrass on select busy weekends. 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 manage diversified portfolios.

Jason Szary is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He previously served as a Regional Center Planning Consultant - Premium at Fidelity Investments from 2024 to 2025. Prior to joining Fidelity, Jason was the Managing Director and Financial Advisor at Capital Group Wealth Management within LPL Financial's Private Advisor Group from 2021 to 2024. He also worked as a Financial Solutions Advisor at Merrill Lynch from 2011 to 2021. Jason holds insurance licenses in Arkansas and California. He approaches financial planning with an emphasis on individualized plans, partnering with clients to help achieve their financial goals through a unique planning process. His professional experience spans multiple roles within the financial advisory and wealth management sectors.

Daniel Knight is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Before joining Merrill, he worked in various roles primarily in the hospitality and restaurant sectors and has been involved with the National Museum of Wildlife Art for multiple years. 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, and institutional investors.

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.

Ryan O'neal is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. He has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors since 2018. 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. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with a distinctive role in commodity pool operation and formal advisory responsibilities to multiple registered investment companies.

Karen Rademeyer is a Certified Financial Planner (CFP®) with 11 years of industry experience. She is currently affiliated with Morgan Stanley in Jacksonville, FL, where she has worked since 2020, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Prior to joining Morgan Stanley, she worked at Bank of America and Merrill. Outside of her advisory role, she is involved as a partner in an automotive and transportation business as a Turo host. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by firm-approved planning tools and extensive client asset management.

Andrew Burrell is a financial advisor with J.P. Morgan Securities in Saint Augustine, FL. He holds Series 66 and Series 63 licenses and has four years of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A., and The Vanguard Group, Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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.

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.

Ryan Pacifico is an Investment Consultant at Fidelity Investments, where he collaborates with clients to establish trust and develop financial plans aimed at pursuing their financial goals. He has been in this role since 2026. Prior to this, he served as a Financial Representative at Fidelity Investments from 2025 to 2026. Ryan brings extensive experience from his previous position as Director and Head of FX Electronic Trading at Mizuho Securities, where he worked from 2014 to 2024. Outside of his professional career, Ryan engages in activities such as baseball, biking, family activities, fitness, outdoor adventures, and running.

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.

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.

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.