Kurt Butler is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Fidelity Investments since 2021 and prior experience at One Ocean Resort and Starbucks Corporation. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios across mutual funds, ETFs, and ETPs.

Taiseng Ly is an Investment Solutions Representative III at Fidelity Investments. In this role, Ly works closely with individuals and families to develop retirement strategies that align with their unique goals and needs. Ly emphasizes building meaningful relationships and providing clear, thoughtful guidance to help clients navigate complex financial decisions. Ly's experience at Fidelity Investments includes several progressive roles since 2024, starting as a Customer Relationship Advocate before advancing to Investment Solution Representative positions. Ly holds an Arkansas insurance license, supporting their capability in the financial services field. Outside of work, Ly enjoys fitness, social events with friends, movies, and traveling.

Amy Rhodes is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2016, progressing through several positions including Planning Consultant, Relationship Manager, Financial Representative, and Central Relationship Manager. Her professional experience encompasses client relationship management and financial planning. Amy holds insurance licenses in Arkansas and California. Outside of her professional career, Amy enjoys activities such as going to the beach, attending concerts, gardening, listening to music, surfing, and traveling.

Matthew White is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and possessing six years of industry experience. His background includes roles at PFSI Investments Inc. and extended tenure in non-financial employment at CSX Transportation. In addition to advisory work, he receives compensation related to mortgage sales and referrals for home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through a model-recommendation approach supported by third-party asset managers and custodians.

Wesley Ward is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments and Citigroup. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Brendan Bargeron is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Bankers Life and Florida Educators Insurance, as well as work with Central Florida Aerospace Academy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolio delivery, with a focus on systematic methodologies and long-term asset allocation.

Jeremiah Andryusky is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked previously at PNC Bank, TIAA Bank, LifeSouth Community Blood Centers, and Lyons HR. Outside of his advisory role, he works part-time as an independent contractor for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Amber Laguador is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has been with Merrill since 1999. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Taylor Bennett is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has previously worked at Community First Credit Union and Bank of America. Bennett is based in Jacksonville, FL. Fidelity’s Strategic Advisers LLC 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Michael Rossi is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2006. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Barker is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Fidelity in various capacities since 1999, including roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory work for registered investment companies, and incorporation of AI in research processes.

Austin Shanahan is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2017. He is also the owner of ACT Imports, a limited liability company based in Ponte Vedra Beach, 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, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

Connor Jakelis is an Investment Solutions Representative III at Fidelity Investments, where he partners with clients to develop financial plans aimed at helping them reach their financial goals. He has been with Fidelity Investments since 2022 and has progressed through several roles within the company, starting as a Customer Relationship Advocate before advancing to his current position. Connor's experience at Fidelity includes roles as Investment Solutions Representative I and II, reflecting his continued development and expertise in investment solutions over the years. His professional journey demonstrates a consistent focus on client partnership and financial planning. Outside of his professional role, Connor enjoys a range of personal interests including beach activities, fitness, hiking, movies, and soccer.

Bailey Aldridge is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, Bailey worked at Equitable Advisors and has a background that includes roles at educational institutions and healthcare companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and is noted for its use of systematic methodologies and formal advisory roles with multiple registered investment companies.

Sandy Sambito is a Financial Consultant at Fidelity Investments, a role she has held since 2019. With over 25 years of experience in the financial services industry, Sandy has developed a comprehensive understanding of financial planning tailored to individual needs. Her career includes previous positions as a Financial Advisor at Wells Fargo Investments, Suntrust Investment Services, Union Banc of California, and Morgan Stanley. Her approach centers on carefully understanding each client's unique economic situation and life experience to help create personalized financial strategies. Sandy holds a California Insurance License, enabling her to provide a broad range of financial services. Outside of her professional work, Sandy enjoys activities such as comedy, exploring culinary experiences, outdoor adventures, traveling, and spending time with her pets.

Christian Ramos is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Fidelity Investments, Wells Fargo, and Mount Sinai Health System. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Corey Johnson is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked at Merrill and Bank of America since 2017 and was previously with Fidelity Brokerage Services from 2014 to 2017. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristi Mato is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior work experience includes roles at Best Buy, DoorDash, and Johnson and Johnson Vision. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Karen Haid is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Raymond James & Associates since 2006 and has been involved with the Boomerang Awards since 2019. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joseph Kelly is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 designations and possessing 20 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2009. 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.