Austin Van Wagoner is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Brokerage Services, LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and Charitable Gift Funds. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive use of AI technologies and formal governance procedures.

Brian Hutchings is a financial advisor with Fidelity, holding the CFP® and Series 63 designations and bringing 25 years of industry experience. He has been with Fidelity Investments since 1999, including time at Fidelity Personal and Workplace Advisors and Fidelity Investments itself. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

Julie Coleman is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Her prior work includes extensive experience at T-Mobile USA and other roles in telecommunications and technology sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a wide range of portfolios and fund advisory services.

Ethan Bernal is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and possessing nine years of industry experience. He has been affiliated with Fidelity Brokerage Services LLC since 2016 and with Fidelity Investments since 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Trenton Barnett is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2013 and Bank of America, N.A. since 2019. Outside of his advisory role, he is the owner of Minzon Enterprises, LLC, a limited liability company based in Jacksonville, 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, and institutional investors.

Carol Schacht is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding 31 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Christopher Kellom is a financial advisor at Fidelity with two years of industry experience. He holds the Series 63 and Series 66 licenses and has a background that includes roles in real estate and various other industries. Outside of his advisory work, he is an independent contractor involved in buying and selling real estate in Florida. 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 model portfolios across a range of investment vehicles.

Melody Bundschuh is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at LPL Financial since 2009 and has long-standing roles with Waterstone Financial Group and Commonwealth Financial Group. She is also a partner at Waterstone Financial Services, where she spends part of her time providing fixed insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Jeanne Peterson is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC since 2020. She previously worked with Ameriprise Financial Services, Inc. from 2016 to 2020. In addition to her advisory role, Jeanne is involved in independent insurance brokering and co-manages JBJ Financial LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning, dependable income sources, and tax-aware withdrawal strategies.

Will Stanley is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at TPC Sawgrass and Quail Valley River Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both 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 investment solutions.

Yolanda Perdomo is a Planning Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2021, progressing through various roles including Investment Solutions Representative I, II, and III, as well as High Net Worth Service Associate Tier 1 and Customer Relationship Advocate. Her professional approach focuses on understanding clients' priorities, ambitions, and financial visions to develop plans that evolve with their needs. Yolanda emphasizes building meaningful connections with clients and their families, fostering trust, and providing reliable guidance to help navigate their financial journeys. Yolanda holds insurance licenses in Arkansas and California. Outside of her professional work, she enjoys cooking and baking, family activities, social events with friends, movies, music, and parenthood.

Dorothy Browning is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity’s brokerage services since 2015. Outside of her advisory role, she is involved in distributing nutritional health supplements through LifeVantage. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios.

Kathleen Kozakoff is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 2006, including Fidelity Brokerage Service LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it is noted for its use of algorithmic methods and formal advisory roles with registered investment companies.

Lori Wuerth is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2008, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a diverse client base with systematic investment methodologies.

William Jenkins is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at the University of Phoenix and Comcast Cable. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves a variety of clients including registered investment companies and charitable funds.

Lindsay Hughes is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She has held roles at Wells Fargo Advisors, Northwestern Mutual Investment Management, and Merrill. Hughes holds Series 63 and Series 65 designations and is based in Jacksonville, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a large network of advisors and offers both brokerage and advisory solutions.

Yelena Goryuk is the Regional Director of Executive Services at Fidelity Investments, a position she has held since 2023. In this role, she provides coaching and support to a team of advisors with a focus on helping as many people as possible achieve a better financial future. Her professional experience at Fidelity Investments includes roles such as Workplace Planning & Advice Team Leader, Client Service Team Leader, Fixed Income Specialist, High Net Worth Associate, and Customer Relationship Advocate, demonstrating her progression and breadth of expertise within the company. Yelena's career at Fidelity Investments began in 2018, and she has developed expertise in areas including fixed income and high-net-worth client services. Her leadership roles have involved managing teams and supporting financial advisors to deliver quality service. Outside of her professional life, Yelena enjoys board games, comedy, food, hiking, outdoor adventures, and traveling.

Rebecca Rosengard is a financial advisor with Equitable Advisors in Jacksonville, FL. She holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, she worked at Glory Days Grill and attended Florida State University. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

John Hernandez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked for Banco Popular Dominicano for ten years before joining Merrill in 2022. 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, pension plans, corporations, and charitable organizations.

Krassimir Nikolov is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His previous roles include positions at VyStar Credit Union, Genpact LLC, and the University of North Florida. Outside of his advisory work, he is a speaker and vocalist who has published independent audio content since 2014. 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 to deliver model portfolios and advisory solutions.