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Megan H

Series 66, Series 63

Jacksonville, FL

Fidelity

Megan Hitt is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Her prior experience includes multiple roles at Daytona State College and a seven-year tenure at AdventHealth Daytona Beach. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios and serves in advisory roles for various registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
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Maximillian G

Series 66

Fairlawn, OH

Fidelity

Maximillian Gubanc is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. Prior to this role, he held various positions at Fidelity Investments, including Investment Consultant (2024-2025), Relationship Manager (2023-2024), and Financial Representative (2022-2023). He also worked as a Financial Services Advisor at 21st Century Financial in 2022 and as a Planner Assistant at North Coast Executive Consulting from 2020 to 2022. Maximillian partners with clients by taking the time to listen and understand their goals, preferences, and stressors, aiming to create tailored financial plans that address their unique situations. Originally from northeast Ohio, he enjoys spending time with friends and family and following Cleveland sports. His personal interests include baseball, football, movies, outdoor adventures, and social events.

Wealth management
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Derek W

Series 63, Series 65

Orland Park, IL

Fidelity

Derek West is a Financial Consultant currently working at Fidelity Investments since 2023. He specializes in collaborating with clients and their families to develop unique financial plans that address their current and future needs. Prior to his current role, Derek gained experience as a Wealth Management Banker at U.S. Bank from 2017 to 2023. His professional background includes working directly with clients to help them pursue their financial goals. Outside of his professional career, Derek enjoys engaging in activities such as baseball, camping, football, golf, and spending time with friends at social events.

Wealth management
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Eric P

Series 63, Series 66

Covington, KY

Fidelity

Eric Parnitzke is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various Fidelity divisions since 1993. Outside of his advisory role, he is involved in releasing doves for weddings and memorial services and works as a bartender at a rooftop hotel bar. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Yadira L

Series 63, Series 65

Sunnyvale, CA

Fidelity

Yadira Luna is a Financial Consultant at Fidelity Investments, where she partners with clients to develop tailored financial plans that emphasize tax-efficient investing. She utilizes Fidelity's extensive resources alongside her experience to co-create personalized financial roadmaps aimed at supporting her clients' families' financial well-being and long-term goals. Yadira has over 15 years of experience in banking and investments, having held various roles including Planning Consultant at Fidelity Investments, Financial Advisor at Merrill Lynch, and Client Relationship Associate at American Century Investments. Her background also includes positions in sales, service management, and accounting within the financial sector. She holds a California Insurance License. Outside of her professional work, Yadira enjoys activities such as spending time at the beach and lake, camping, family activities, parenthood, and reading.

General tax planning Wealth management Tax-loss harvesting Cash flow / budgeting Parents
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Cynthia F

Series 63, Series 66

Eldersburg, MD

Fidelity

Cynthia Fisher is a financial advisor with Fidelity in Eldersburg, MD, holding Series 63 and Series 66 licenses and has 17 years of industry experience. She has been associated with various Fidelity entities, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers 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 create model portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Theodore H

Series 63, Series 66

Covington, KY

Fidelity

Theodore Hunt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked for T-Mobile USA for nine years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, supporting various registered investment companies and employing systematic methodologies in its investment process.

Charitable giving & philanthropy Active portfolio management
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Sandra G

Series 66, Series 63

Durham, NC

Fidelity

Sandra Gunnels is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments, she held roles in various companies, including Trophy Brewing and Pizza and Henson Novelties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Jared M

Series 63, Series 66

San Francisco, CA

Fidelity

Jared McCray is a Vice President and Financial Consultant at Fidelity Investments. He focuses on partnering with successful individuals and families to align their wealth with their vision of financial freedom. Jared helps clients create financial plans that identify opportunities, address potential risks, and provide a clear path forward. Through ongoing monitoring, proactive guidance, and strategic adjustments, he assists clients in navigating change while keeping their financial decisions aligned with their goals and values. Jared has extensive experience in the financial industry, having held various roles at Fidelity Investments since 2012, including Financial Representative, Investment Representative, Financial Consultant, and now Vice President, Financial Consultant. Prior to joining Fidelity, he was a Registered Representative at First Investors from 2011 to 2012. He holds a California Insurance License. Outside of his professional work, Jared's personal interests include beach activities, fitness, scuba diving, snowboarding, and traveling.

Wealth management Financial Professional
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Kevin H

Series 63, Series 66

Westlake, TX

Fidelity

Kevin Hargrove is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has extensive experience within Fidelity, having held roles such as Director Retirement Planner in the Tax-Exempt market from 2017 to 2023, and positions focused on retirement and investment solutions from 2013 onward. Kevin is a CERTIFIED FINANCIAL PLANNER™ who partners with clients and their families to develop and maintain financial plans that align with their priorities and values. He holds insurance licenses in Arkansas and California, supporting his ability to serve clients in these regions. Outside of his professional work, Kevin engages in activities including comedy, family activities, fitness, golf, and running.

General retirement planning Retirement income strategy Income planning Social Security optimization General tax planning
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Sireen N

Series 66

Fort Worth, TX

Fidelity

Sireen Nadaf is a Financial Consultant I at Fidelity Investments, where she has been serving since 2024. Prior to her current role, she worked as a Workplace Planning Consultant at the same firm from 2021 to 2024. In her role, she partners with clients to co-create financial plans aimed at providing peace of mind during retirement and beyond. Sireen focuses on building long-lasting relationships that support families across generations. She helps clients work toward their financial goals and guides their loved ones toward financial confidence, positioning herself as a trusted resource for their family's future. Outside of her professional responsibilities, Sireen enjoys board games, family activities, outdoor adventures, reading, traveling, and volunteering.

General retirement planning Retirement income strategy Income planning Multi-generational wealth transfer
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Patrick W

Series 63, Series 65

San Francisco, CA

Fidelity

Patrick Waters currently serves as a Planning Consultant at Fidelity Investments, a role he began in 2024. In this capacity, he assists clients in developing effective investment strategies and financial plans that aim to provide them with peace of mind. Prior to joining Fidelity Investments, Patrick held various marketing and leadership positions within the financial services industry. His experience includes roles such as Senior Marketing Consultant at Splendeftly Marketing Consulting, LLC; Head of ESG and Retirement Marketing at Allspring Global Investments - Wells Fargo Asset Management; Head of Defined Contribution Marketing at State Street Global Advisors; Director of Institutional Marketing at BlackRock; and Director of Marketing at Charles Schwab. He holds a California Insurance License. Outside of his professional work, Patrick has interests in art, biking, cooking and baking, enjoying food, movies, and volunteering.

ESG / Sustainable investing General retirement planning Retirement income strategy Wealth management Consultant
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Timothy C

Series 63, Series 66

Sarasota, FL

Fidelity

Timothy Collins is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Investments in various roles since 2000. Strategic Advisers LLC, a Fidelity Investments company, offers 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 systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Natasha M

Series 66, Series 63

Atlanta, GA

Fidelity

Natasha Mathis is a financial advisor with Fidelity in Atlanta, GA, holding Series 66 and Series 63 credentials and 12 years of industry experience. She has been associated with various branches of Fidelity since 2015. Outside of her advisory role, Mathis is involved in real estate sales and operations management through her membership in SANMAR AND ASSOCIATES LLC and as a real estate agent with Metrobroker. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles.

Charitable giving & philanthropy Active portfolio management
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Hannah H

Series 66

Edina, MN

Fidelity

Hannah Hofmeister is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In this position, she partners with Financial Consultants and their clients to build and maintain financial plans aligned with their goals. She focuses on understanding each person's unique background and needs to assist in co-creating confident strategies. Prior to her current role, Hannah served as a Relationship Manager at Fidelity Investments in 2023 and as a Financial Representative at the same company from 2022 to 2023. These roles have contributed to her experience in financial planning and client relationship management.

General retirement planning Income planning Cash flow / budgeting
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Patler L

Series 63, Series 66

Lockhart, FL

Fidelity

Patler Levasseur is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, he was employed at Robinhood Financial, LLC for one year. Outside of his advisory role, he operates an e-commerce business through Patler Levasseur LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and systematic methodologies to construct portfolios from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Miranda R

Series 66, Series 63

Greenwood Village, CO

Fidelity

Miranda Ravin is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services, LLC since 2019. Her prior experience includes roles at OppenheimerFunds, Distributor, Inc., and operating as a self-employed advisor. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Kelsey B

Series 66, Series 63

Merrimack, NH

Fidelity

Kelsey Barton is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. She has five years of industry experience, including roles at Fidelity Investments and 360 Intel. Prior to her advisory career, she worked in various capacities ranging from marketing to education. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees multiple registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
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Nicholas D

Series 63, Series 66

Merrimack, NH

Fidelity

Nicholas Delosa is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and EBI Consulting. Outside of his advisory work, he is involved with Anthony DeLosa LLC, managing apartment building rent deposits. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Charitable giving & philanthropy Active portfolio management
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Andrew G

Series 66, Series 63

Salt Lake City, UT

Fidelity

Andrew Greaves is a Financial Consultant currently working at Fidelity Investments since 2024. He has held various roles in the financial industry, including Financial Adviser at Morgan Stanley from 2023 to 2024, and Financial Consultant at E*Trade from 2019 to 2023. His experience also includes positions at Fidelity Investments as a Retirement Relationship Manager from 2016 to 2019, Investments Solutions Representative from 2015 to 2016, and working with high net worth clients from 2012 to 2015. Andrew holds insurance licenses in Arkansas and California. He is a Certified Financial Planner™, focusing on developing personal financial strategies that align with each client's unique goals. His practice is guided by a commitment to integrity and ethical conduct, aiming to earn the trust and confidence of his clients. Outside of his professional life, Andrew enjoys baseball, camping, family activities, golf, movies, and skiing.

General retirement planning Retirement income strategy Income planning Wealth management Passive / index investing
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