Nick Neely is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has worked with Fidelity Investments since 2022, with previous roles including Investment Solutions Representative from 2023 to 2025 and Customer Relationship Advocate from 2022 to 2023. Nick is a CERTIFIED FINANCIAL PLANNER® professional specializing in retirement planning and investment strategies. He collaborates with clients to develop personalized investment plans tailored to their financial goals. Outside of his professional work, Nick has interests in boating, camping, golf, and music, and is an instrumentalist.

Michael Svoboda Jr. is a financial advisor at Fidelity with a Series 66 credential and one year of experience in the industry. He has worked at several firms, including Guided Financial Advisors and The Modern Rose. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Gabriel Alba is a financial advisor with Fidelity in Sarasota, FL, holding a Series 66 designation and 27 years of industry experience. He previously worked at Icma Retirement Corporation from 2005 to 2021 before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Courtney John is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Courtney partners with advisors to provide detailed and comprehensive service and planning support tailored to high-net-worth clients. Courtney collaborates closely with clients to understand their unique financial goals and to develop personalized strategies that align with their priorities. Courtney's experience at Fidelity Investments includes roles as an Investment Consultant from 2023 to 2025, a Relationship Manager from 2022 to 2023, and a Financial Representative from 2021 to 2022. Courtney holds a California Insurance License. Outside of professional responsibilities, Courtney's personal interests include gardening, golf, painting, skiing, and surfing.

Cody Martinell is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2013 in various roles including Financial Representative, Investment Consultant, and Financial Consultant. In his current role since 2020, he partners with clients and their families to develop and maintain customized plans that address controllable financial and emotional risks. Throughout his tenure at Fidelity Investments, Cody has gained extensive experience in financial consulting and investment advising. He holds a California insurance license, which supports his ability to provide comprehensive financial guidance. Outside of his professional work, Cody is interested in board games, boating, fishing, football, golf, and skiing.

Kenny Batres is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and one year of industry experience. His prior roles include positions at Morgan Stanley, JPMorgan Chase, Uber, Home Depot, Stop & Shop, and Henry Norman Hotel. Fidelity's Strategic Advisers LLC, the firm with which he is affiliated, provides investment management and advisory services to a diverse client base comprising retail and institutional investors, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Michael Groeschl is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2004. In this capacity, he leads, manages, and coaches a team of professionals dedicated to partnering with clients to develop financial plans aimed at achieving their goals. He emphasizes servant leadership as a guiding principle in supporting and motivating his team of investment professionals. Prior to his current position, Michael served as an Investor Center Manager at Strong Investments from 1993 to 2004. His career reflects a long-standing commitment to financial advising and leadership within the investment industry. Outside of his professional responsibilities, Michael has personal interests in baseball and movies.

Richard Ragoobar is a Financial Consultant at Fidelity Investments, where he partners with clients to develop personalized financial plans using Fidelity's comprehensive resources and tools. He collaborates closely with clients to understand their financial goals, priorities, and needs, aiming to support them in achieving long-term financial objectives. He has been with Fidelity Investments since 2022, initially serving as an Investment Consultant before transitioning to his current role in 2024. Prior to that, Richard worked as a Private Client Banker at JP Morgan Chase from 2009 to 2022. He holds a California Insurance License. Outside of his professional work, Richard has personal interests that include cars, fishing, fitness, music, and pets.

Robert Fitzgerald is a Planning Consultant dedicated to providing personalized financial planning services. He focuses on understanding each client's unique goals, challenges, and financial circumstances to develop tailored strategies that help clients make informed decisions and work toward their financial objectives. Robert has held multiple roles at Fidelity Investments since 2021, including Customer Relationship Advocate, Retirements Representative, Financial Representative, and Relationship Manager. His experience across these positions has contributed to his expertise in client relationship management and financial planning. Outside of his professional work, Robert's interests include family activities, football, golf, pets, and traveling.

Micah Henson is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2008, progressing through various positions including Financial Consultant, Portfolio Specialist, and Retirement Solutions Representative. His experience encompasses client management and financial consulting. Micah holds insurance licenses in Arkansas and California. He focuses on understanding the priorities of his clients and their families to tailor financial planning that aligns with their specific goals. His approach aims to help clients feel confident about their financial picture. Outside of his professional work, Micah enjoys boating, fishing, fitness, football, golf, and skiing.

Hayden Hardeman is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2015. His current roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Dan Gonzalez is a Financial Consultant at Fidelity Investments, where he works closely with clients to understand their financial goals and objectives. He collaborates with clients to develop strategic road maps tailored to their needs, aiming to promote financial health and wellness across generations. Dan's professional experience includes roles as a Financial Consultant at Fidelity Investments since 2024, Planning Consultant from 2022 to 2023, and ISR from 2019 to 2021. Prior to joining Fidelity, he served as a Financial Consultant at Hilliard Lyons from 2017 to 2019 and was Regional Vice President at Touchstone Investments from 2008 to 2016. He holds insurance licenses in Arkansas and California. Outside of his professional work, Dan enjoys family activities, exploring food, football, soccer, spending time with friends at social events, and caring for pets.

Ashley Will is a CFP®-designated financial advisor with three years of industry experience, currently working at Fidelity Investments in Jacksonville, FL. Prior to joining Fidelity, Ashley worked at Alpha Financial Partners from 2020 to 2023. Outside of finance, Ashley leads cycling classes weekly at Proof Fitness in Lexington, Kentucky. 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 systematic investment approach combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to registered investment companies and use of AI-driven methodologies.

Raymond Nichols Jr. is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities at Fidelity since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, with distinctive roles in commodity pool operations and fund advisory.

Paul Stacy is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. He has worked at Fidelity in various capacities since 2021 and has prior experience with Equitable Advisors and AXA Advisors. Outside of financial services, he is employed at B&P Pavement Marking Services LLC, where he is involved in parking lot striping and floor epoxy work. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and integrates AI-driven methods in its investment process.

Aaron Rames is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Waddell & Reed. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Brody Asheim is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at Nautilus Insurance Group and Crosscountry Mortgage. Strategic Advisers LLC, a Fidelity Investments company, 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 discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Tamika Workmon is a Wealth Management Planning Consultant at Fidelity Investment, a position she has held since 2021. In this role, she partners with clients and their Wealth Management Advisors to understand legacy goals and build customized financial plans tailored to individual needs. Her approach emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Tamika has accumulated experience as a Financial Advisor, having worked at MassMutual from 2019 to 2021 and Merrill Lynch from 2011 to 2013. She holds insurance licenses in Arkansas and California. Outside of her professional work, Tamika's personal interests include football, socializing with friends, spending time at the lake, singing, softball, and swimming.

Alphonse Alexandre is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2021. He brings nearly two decades of experience in financial advisory roles, having worked at several prominent firms including Merrill Lynch and Citibank. His professional background encompasses a range of positions, from Financial Advisor to Financial Solutions Advisor and Personal Banker. Throughout his career, Alphonse has developed expertise in helping clients prepare for and navigate significant life events through personalized financial planning. He holds a California Insurance License, supporting his ability to provide comprehensive financial guidance. Prior to his current role, he held various positions at Merrill Lynch from 2007 to 2021 and at Banc Of America Investment Services in 2006-2007. Outside of his professional responsibilities, Alphonse enjoys family activities and is interested in sports such as golf, soccer, table tennis, and tennis.

Cade Gulick is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his industry career in 2024. Prior to joining Fidelity, he worked briefly at Greenwing Wealth Management and has experience in education and small business operations, including roles at Texas A&M Corpus Christi and managing Gulick Pressure Washing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across retail and institutional platforms.