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.

Lindee Shaw is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2019. Prior to joining Merrill, she owned and managed Taphouse Graphics, a graphic design 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, and institutional investors.

Victoria Lynch is a financial advisor at Fidelity with Series 63 and Series 66 designations and 13 years of industry experience. She has worked with various Fidelity entities since 2012, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Tyler Toomey is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Fidelity Investments since 2023 and Fidelity Brokerage Services LLC since 2018. Outside of his advisory role, he acts as an independent contractor providing FINRA securities arbitration services. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Clareese Hoxha is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and previously worked in education and community organizations before joining Fidelity. Outside of her advisory role, she assists a trucking business owner with logistics through Proverbs Business Solutions LLC. Fidelity, through its Strategic Advisers LLC affiliate, 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 deliver model portfolios using mutual funds, ETFs, and ETPs.

Kevin Hartfield is a financial advisor at Edward Jones in Ponte Vedra, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at PNC Bank from 2021 to 2023 and at TIAA Bank (formerly EverBank) from 2004 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Nelob Waiz is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, Waiz held various roles including positions at the University of North Florida and Auto Import Sales LLC. 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 plans, corporations, and charitable organizations.

Eric Chambers is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Merrill since 2002 and at 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erik Dawkins is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior work includes eight years at Prudential Insurance Company of America and Pruco Securities, LLC. He is a managing member of Destiny Enterprises LLC, though he is not currently active in this business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various asset classes.

Kai Walker is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and over 25 years of industry experience. He previously worked at Bank of America Securities and has been with Merrill in two separate periods totaling more than 28 years. Outside of his advisory role, he serves as a committee member for the Alzheimer's Association and as a personnel committee member at Neptune Baptist Church. 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.