Thomas Wood is a financial advisor at Fidelity with Series 63 and 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked at Vacasa and Meyer Vacation Rentals. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses proprietary fundamental research combined with quantitative analysis and systematic portfolio construction, and it serves as an adviser to multiple registered investment companies and fund‑of‑funds.

Kevin Maher is a financial advisor with Raymond James Financial Services Advisors, Inc. in Jacksonville, FL, holding CFP®, Series 65, and Series 66 credentials. He has 24 years of industry experience, including ten years at Ameriprise Financial Services, Inc. and currently operates Kevin D Maher LLC alongside his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique affiliations such as a municipal advisor and specialized SIMPLE IRA consulting services.

Dylan Herndon is a financial advisor at Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has been with Merrill 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Blake Ives is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2011, previously serving as a Retirement Relationship Manager from 2011 to 2013 and as a Brokerage Consultant from 2013 to 2020. In his role as a financial consultant, Blake focuses on forming strong relationships with clients and their families by understanding their needs and goals to develop customized financial plans tailored to their unique situations and timelines. Blake holds insurance licenses in Arkansas and California, enabling him to offer comprehensive financial services to clients in these states. His extensive experience at Fidelity Investments spans various aspects of financial consulting and retirement planning.

Shannon Largin is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2010. Largin is currently based in Jacksonville, FL. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Katherine Rash is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 66 designation and has worked previously at Citigroup and Bank of America/Merrill Lynch. Based in Jacksonville, FL, she has been with Merrill since 2024. 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, and institutional investors.

Joshua Rantz is a financial advisor at Fidelity with Series 65 and Series 66 licenses and eight years of industry experience. His career includes roles at Fidelity Investments, Equitable Distributors, LLC, Jackson National Life Distributors LLC, Edward Jones, and Verizon Wireless. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it serves distinctive roles such as commodity pool operator registration and advisory services for multiple registered investment companies.

John Rohal is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His work history includes multiple roles at Fidelity and Fidelity Brokerage Services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to fund-of-funds, and incorporation of AI and machine learning in its investment process.

Everett Massey is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 65 and Series 63 designations and has worked for firms including Waddell & Reed, Securian Financial Services, and various insurance carriers. He also operated a separate non-variable insurance business and maintains a DBA related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Evy Jamison is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Ally Financial. Outside of her advisory role, she is active as a social media influencer focused on dog advocacy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund management solutions.

Sierra Perron is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Fidelity Brokerage Services LLC since 2015. 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 a range of investment products, including model portfolios and fund-of-funds structures.

Jordan Boykin is a financial advisor with Fidelity Investments based in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at CrossCountry Mortgage, Volvo Cars of Louisville, and Humana. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and delivers model portfolios using systematic methodologies and oversight controls.

Vincent Golino is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Citibank and Fedex Office. Currently based in Jacksonville, FL, Golino has been with Fidelity Brokerage Services LLC since 2019. Fidelity’s Strategic Advisers LLC, where Golino is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of AI and systematic methodologies in managing model portfolios.

Amy Schweitzer is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 66 and Series 63 credentials and has worked in various capacities within Fidelity since 2016. Outside of her advisory role, she is a licensed realtor involved with St Johns Realty Group. 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 combination of proprietary fundamental research and quantitative analysis to construct model portfolios, utilizing systematic methodologies and long-term asset allocation benchmarks.

Jeremy Costa is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and over 21 years of industry experience. He has been with Merrill since 2004. Outside of his advisory role, he serves as a co-trustee for an irrevocable living trust. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Read is the Vice President and Financial Consultant at Fidelity Investments. In his current role, he focuses on helping clients define, prioritize, and pursue their financial goals while building lifelong relationships. He utilizes Fidelity's trusted brand, advanced planning tools, and cost-efficient investment platform to support his clients. Scott has been with Fidelity Investments since 2013, holding various positions including Financial Consultant, Senior Portfolio Specialist, Portfolio Specialist, and Client Management Representative. Prior to joining Fidelity, he worked as a Financial Advisor at USAA from 2011 to 2013. He holds an Arkansas Insurance License.

Janeesha Copeland is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2010 and 2013, respectively. Outside of her advisory role, she owns and finances a tree service business 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Douget is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2022. Outside of his advisory role, he has experience in the beverage industry, including a position at St Augustine Distillery. 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.

Christian Testa is a Series 66 licensed financial advisor with LPL Financial, based in Jacksonville, FL. He has two years of industry experience, including roles at VyStar Credit Union since 2020 and LPL Financial since 2023. Outside of his advisory work, he is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management alongside model portfolios and research from internal and third-party sources.

Christopher Beutel is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds a minority ownership in a landscaping and lawn care business operated by his son. 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 and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.