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.

Trellanee Moore is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Vystar Credit Union, Sagepoint Financial, Inc., and Axa Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

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.

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.

Kyle Kennington is a CFP® with nine years of industry experience, currently affiliated with Wells Fargo Clearing since 2024. He previously worked at Bank of America, Merrill Lynch, National Life Group, and Equity Services. Outside of finance, he was involved with Aqua Grill from 2016 to 2018. 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 supported by research and analytics from Wells Fargo Investment Institute.

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.

Regina Taras is a CFP® professional with 42 years of industry experience, currently serving at Raymond James & Associates since 2022. Prior to this, she spent 10 years at UBS Financial Services NC. Outside of her advisory role, she is involved as a partner and proprietor in small business ventures managing accounting and tax reporting duties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

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.

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.

Peter O'Brien is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of finance, he is an officer of Avanti Travel Advisors, a travel agency based in Ponte Vedra Beach, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.