Jeff Braley Jr. is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2012 and Bank of America since 2018. Outside of his advisory work, he performs as a singer in a band called Don't Call Me Shirley. 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 supported by internal and third-party managers for individual, high-net-worth, corporate, and institutional clients.

James Young is a financial advisor at Merrill based in Jacksonville, FL. He holds a Series 66 designation and has three years of industry experience. His prior work experience includes roles at Bank of America, UBS, Nexa Mortgage, PennyMac, and Groutworks 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Allen Robinson is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. In this role, he helps clients build comprehensive plans aimed at driving financial wellness, emphasizing compassion and advocacy to ensure clients feel understood, valued, and supported. He has been with Fidelity Investments since 2010 and has held various roles including Financial Consultant, Retirement Relationship Manager, Retirement Solutions Representative, Investments Solutions Representative, Premium Service Representative, and Financial Representative. His experience spans wealth planning, retirement management, and investment solutions. Allen holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys fishing and football.

Brian Marshall is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, and has six years of industry experience. Prior to joining Merrill in 2017, he held roles at Acosta Sales and Marketing Company, SAMs Club, and Apex Marketing Events. 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 institutional investors.

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

Daniel Cormier is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 credentials and previously served six years in the United States Coast Guard. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Peter Aiello is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 16 years of industry experience. He has worked at Merrill since 2009 and has been with Bank of America, N.A. since 2011. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, supported by internal and third-party portfolio management teams.

Jason Kelso is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 2004 and leads the Kelso Group, which partners extensively with the Jones Zafari Private Wealth Group. The team works with clients having $10 million or more of investable assets and focuses on providing a concierge experience of products, advice, and services. As Certified Exit Planning Advisor (CEPA) professionals, the Kelso Group assists entrepreneurs and business founders considering mergers and acquisitions, collaborating with tax and legal advisors to guide business owners before liquidity events. The team is also recognized as Sports & Entertainment Accredited Wealth Management Advisors, offering financial education to NIL collegiate student-athletes experiencing significant wealth. Jason holds a Bachelor's Degree from Florida State University, a Master's Degree from the University of Florida, and an Associate's Degree from the University of Florida. He serves on the Board of Directors for Gator Boosters, Inc., supporting academic and athletic fundraising for his alma mater. Residing in Atlantic Beach, Florida, Jason enjoys golf, surfing, fishing with his family, and attending Florida Gator athletic events. He and his wife Leslie have two children, McKenna and Cameron.

Trevor Holbrook is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2021, progressing through various positions including Planning Consultant, Investment Solutions Representative II and I, and Customer Relationship Advocate. His professional experience focuses on building client partnerships based on trust, honesty, and transparency. Trevor holds insurance licenses for Arkansas and California, enabling him to provide a range of financial and insurance services. His approach centers on understanding clients' priorities to create plans that support their long-term success. Outside of his professional work, Trevor enjoys baseball, cooking and baking, family activities, football, golf, and softball.

Zachary Thornton is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2021, progressing through positions including Planning Consultant, Relationship Manager in PAS, and Investment Solutions Representative levels I and II. Prior to joining Fidelity, he worked as a Financial Professional at Equitable Advisors from 2020 to 2021. Zachary holds insurance licenses in Arkansas and California. His professional focus is on helping clients understand and maximize their workplace benefits while aligning them with personal financial goals through clear guidance and collaborative planning. Outside of his professional work, Zachary enjoys activities such as beach outings, fishing, football, golf, spending time with friends at social events, and caring for pets.

William Davis is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill, Bank of America, Citigroup, and Fidelity Brokerage Services. Outside of his advisory role, he has worked as an independent contractor driver for Uber. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process and a broad range of investment offerings.

Abigael Walsh is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, she held roles at several companies including ADP and Wellcomm LWR LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Christopher Russell is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. Prior to this role, he held various positions within Fidelity Investments, including Brokerage Consultant, Investment Solutions Representative, and Workplace Planning Consultant, accumulating comprehensive experience in financial services since 2017. His professional background is complemented by his service as an Air Force veteran, which has contributed to his disciplined approach and attention to detail in finance. Christopher's expertise lies in investment research and developing customized financial strategies tailored to clients' unique goals. He maintains active insurance licenses in Arkansas and California, supporting his advisory capabilities. Outside of his professional responsibilities, Christopher engages in activities such as football, outdoor adventures, and volunteering, reflecting his interests and commitment beyond the financial sector.

Andrew Ogilvie is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He began his career with Fidelity in 2013 and has held multiple roles including Financial Consultant, Senior Portfolio Specialist, Portfolio Specialist, and Client Management Representative. Prior to joining Fidelity, Andrew worked as a Financial Advisor at USAA from 2010 to 2013. Andrew holds insurance licenses in Arkansas and California. His professional approach focuses on creating unique financial plans tailored to individual clients, utilizing a wide range of financial strategies available through Fidelity. He is committed to building lifelong relationships with those he supports. Outside of his professional work, Andrew enjoys activities such as spending time at the beach, family activities, fishing, fitness, football, and outdoor adventures.

James Stone Jr. is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services LLC since 2008. Outside of his advisory role, he serves as an officer in a self-funded search business in Jacksonville, Florida, where he meets with sellers prior to closing. 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 utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers discretionary, non-discretionary, and fund advisory services.

Christopher Goodwyn 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, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, implementing a range of strategic and tactical asset allocation approaches.

Joseph Murphy is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held various positions primarily in physical therapy and healthcare between 2016 and 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and model portfolios.

Michael Mendez is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at Red Bug Lake Park, Brad's Bedding Plants, and Contemporary Services Corporation, as well as positions in education at the University of Central Florida and Calvary Christian Academy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

David Chris is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles in education at the University of North Florida and Florida State College of Jacksonville, as well as entrepreneurial experience with Prime Carwash. 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 a range of investment products, including multi-manager and fund-of-funds structures, and serves as an advisor to multiple registered investment companies.

Bryce Wohl is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he held positions at TD Bank and Publix Super Markets. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and serves as a registered commodity pool operator and advisor to multiple investment companies.