Zachary Mccarthy is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked in various roles within the food and beverage sector, including positions at Trilogy Coffee Roasting Co. and Copperline Cafe. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and use of systematic methodologies in managing model portfolios.

Antonio Castaneda is the Vice President, Wealth Planner at Fidelity Investments. He focuses on helping clients organize their wealth, protect important assets, and develop financial plans that support their goals across generations. He utilizes Fidelity's tools and resources to assist clients in making decisions aligned with their values. Antonio has been with Fidelity Investments since 2013, serving as a Portfolio Specialist from 2013 to 2018 and as a Financial Consultant from 2018 to 2025. He holds insurance licenses in Arkansas and California. Outside of his professional work, Antonio enjoys activities such as comedy, concerts, hiking, kayaking, skiing, and traveling.

Ryan Lee is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions, managing roughly $671 billion in assets with over 14,000 financial advisors.

Harvey Clowers is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 66 and Series 63 credentials and 10 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, Directed Services LLC, and Voya Financial. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Edward Lombard is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining Raymond James in 2021, he worked for Ameriprise Financial Services for eight years. He is also actively involved as a financial advisor with Agility Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs through a large network of advisors.

Carter Day is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes a variety of roles outside the financial sector, such as driving for Amazon Flex and DoorDash, as well as a position at Davies Houser & Secrest CPA, P.A. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Brian Miller is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill and Bank of America 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Ludwig is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill since 2015 and Bank of America since 2018. Outside of his advisory role, Ludwig works part-time as a freight associate at The Home Depot. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Timothy Corgan is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and 19 years of industry experience. He 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.

Chad Gullett is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various Fidelity divisions since 2006. 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 employs a blend of fundamental research and quantitative analysis to construct model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Ernest Burnett III is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held various positions including roles at the University of North Florida and Thundercloud Gun Club. His background includes experience outside the financial industry, such as working at a university gym and a gun club. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Zaige Matthews is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Matthews held roles at Shaner and J. Kish and has a background working in both financial services and education. Fidelity’s Strategic Advisers LLC serves a broad client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Andrew Granese is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity in 2024, he held various roles at Starbucks Coffee Company and Walgreens. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. Its investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, supporting discretionary and non-discretionary advisory solutions.

Christopher Hunter is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in working with entrepreneurs, individuals, and families to navigate complex financial landscapes, particularly in the areas of business transition planning and wealth management. His expertise includes structuring exit strategies, managing liquidity events, estate planning services, tax efficiency, wealth transfer, and cash flow management. Christopher holds a Bachelor of Science degree and a Master of Business Administration in Finance, both from Ohio University. He is a Certified Financial Planner (CFP), a Certified Exit Planning Advisor (CEPA), and a Personal Investment Advisor (PIA). Before joining Merrill Lynch in 2013, he worked as a financial representative at Northwestern Mutual in Boca Raton, Florida. Raised in a military family in Springfield, Ohio, Christopher resides in Jacksonville, Florida with his wife and daughters. Outside of his professional pursuits, he enjoys golfing and spending time with his family.

Robert Burge is a financial advisor at Merrill with over 31 years of industry experience. He has been with Merrill since 2010 and holds Series 63 and Series 65 licenses. 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.

Jeremy Stanberry is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and previously worked at Brandon Thomas State Farm Agency and O'Reilly Auto Parts. Outside of his advisory role, he has worked as a retail employee at O'Reilly Auto Parts. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Shawn Chapman is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at both Bank of America and Merrill since 2017. Prior to that, he spent two years at the U.S. Office of Personnel Management. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Gary Perl is a CFP® with 26 years of industry experience, currently affiliated with Raymond James & Associates. He previously worked at Morgan Stanley and its related entities for 15 years. Outside of his advisory role, he is an owner of IOP Group LLC, a real estate business based in Jacksonville, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles supported by affiliated research and model manager options.

Robert Garrido Lecca is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes roles at Fidelity Brokerage Services, LLC, Bank of America, and Pro-Vigil Surveillance Services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to serve its clients, along with formal oversight and governance procedures.

Zoe Smith is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2020. Prior to her financial career, she served for two years with the United States Peace Corps. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it manages a range of fund-of-funds and model portfolios with systematic methodologies.