Sheree Ferguson is a financial advisor with Fidelity in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank from 2015 to 2021 before joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on combining fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Michael Adams is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He is dedicated to assisting clients in creating straightforward and actionable financial plans that utilize Fidelity's tools and resources to support their financial journeys. Michael has held various roles within Fidelity Investments, including Planning Consultant from 2023 to 2025 and Financial Representative in 2023. Prior to joining Fidelity, he was Vice President and Financial Advisor at Empower Personal Wealth from 2021 to 2023. He also gained experience as an Operations Associate at Empower Personal Wealth, a Client Service Associate at Fisher Investments, and an Investment Banking Summer Analyst at Wells Fargo Securities. Outside of his professional work, Michael has interests in baseball, beach activities, cars, football, museums, and photography.

Scott McCarty is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans and strategies aimed at achieving their financial goals. He has been with Fidelity Investments since 2022, holding various roles including Relationship Manager, Investment Solutions Representative, and Customer Relations Advocate. Prior to joining Fidelity, Scott was a Registered Representative at Equitable Advisors in 2022. His professional experience encompasses client relationship management and investment solutions within the financial services industry. Outside of his professional work, Scott has interests in baseball, beach activities, cars, fishing, football, and spending time with pets.

Brooks Oldham is a Financial Consultant at Fidelity Investments, where he partners with individuals and their families to develop personalized, comprehensive financial plans aimed at growing and protecting their wealth. He emphasizes understanding each client's goals and values to ensure that financial strategies align with their priorities. Brooks has been with Fidelity Investments since 2018, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant before becoming a Financial Consultant in 2025. Prior to Fidelity, he worked as a Financial Professional at Prudential Insurance Company of America from 2016 to 2018.

Patrick Boland is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he facilitates conversations about wealth and investment planning for multiple generations of families, serving as a primary point of contact and delivering personalized service tailored to individual needs and preferences. When deeper wealth planning support is required, he coordinates discussions with Wealth Management Advisors to provide additional services. His experience at Fidelity Investments includes previous roles as a Private Wealth Management Relationship Manager since 2022, a Planning Consultant from 2020 to 2022, and a Relationship Manager from 2016 to 2020. This progression reflects his ongoing commitment to client service and wealth management. Outside of his professional responsibilities, Patrick's interests include concerts, family activities, football, music, parenthood, and traveling.

Matt Cartin is Vice President Private Wealth Management Advisor at Fidelity Investments, where he has served since 2020. In this role, he partners with families to align their wealth with the people and passions they value most. He has an extensive background in financial services, having held positions such as Senior Financial Consultant at TD Ameritrade from 2017 to 2020, Vice President and Financial Consultant at Charles Schwab & Co., Inc. from 2009 to 2016, Vice President at Kayne Anderson Rudnick Investment Management, LLC from 2002 to 2008, and Managing Director and Financial Advisor Associate at Bernstein Investment Research & Management from 1999 to 2001.

Michelle Elliott is Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2022. She partners with clients and their families to develop comprehensive financial roadmaps aimed at guiding them through retirement. Prior to her current position, she served as a Financial Consultant at Fidelity Investments from 2020 to 2022. Michelle has over 20 years of experience in the financial services industry, with professional roles including Wealth Management Advisor at TIAA, Account Executive-Pension Consultant at Mutual of America, and Account Executive at Fidelity Investments. Her career also includes positions as Branch Manager at First Merit Bank, Personal Banker at Chase Bank, and Investment Advisor at American Express Financial Advisors. Outside of her professional work, Michelle's personal interests include cooking and baking, fitness, reading, running, theater, and traveling.

Ranfy Leonardo is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2015, progressing through roles including Investment Consultant, Workplace Planning & Guidance Consultant II and I, and Financial Associate I - Tax Exempt. In his role, Ranfy collaborates with individuals and families to develop tailored financial plans aimed at achieving their money, wealth, and legacy goals. His approach to client service emphasizes trust, honesty, and transparency, and he prioritizes understanding each client's unique financial situation and aspirations while providing education about their options. Outside of his professional work, Ranfy has interests in comedy, golf, museums, outdoor adventures, parenthood, and reading.

Lukas Graham is Vice President and Branch Leader at Fidelity Investments, where he leads the Buckhead Investor Center. In this role, he focuses on ensuring that clients receive a consistently high standard of service, supporting and coaching his team to maximize their potential, and organizing business efforts to help more people. Prior to his current position, Lukas served as Vice President and Regional Planning Consultant at Fidelity Investments from 2017 to 2021. His experience encompasses leadership and strategic planning within the financial services industry. Outside of his professional responsibilities, Lukas engages in family activities and enjoys fitness, golf, spending time at the lake, and watching movies.

Bradley Strong is Vice President and Financial Consultant at Fidelity Investments. Since joining Fidelity in 2020, he has progressed through several roles including Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Prior to Fidelity, he worked as a Financial Adviser at Edward Jones from 2018 to 2019 and concurrently held the position of Financial Representative at Fidelity Investments during 2018 to 2019. Using his CFP® training, Bradley focuses on simplifying complex financial decisions and providing steady support to his clients. He emphasizes building long-term partnerships based on trust, transparency, and thoughtful guidance to help clients move forward with confidence regardless of their life stage. He holds a California Insurance License. Outside of work, Bradley enjoys camping, hiking, snowboarding, and traveling, and is involved in volunteering. He also values parenthood.

Ross Sturgill is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, and Peachtree Planning. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithm-driven portfolio construction. The firm is notable for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Jeffery Messmann is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He works with individuals and families to develop straightforward and actionable financial plans designed to help them achieve their financial goals. Jeffery has held various roles at Fidelity Investments since 2012, including Investment Consultant, Planning Consultant, Senior Relationship Manager, Relationship Manager, and High Net Worth Services Team Lead. His experience spans multiple facets of financial consulting and investment management. No information regarding Jeffery's education, credentials, personal interests, or community involvement has been provided.

Walter Randolph is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He supports clients in making financial decisions through personalized planning and ongoing communication. Before his current role, Walter served as a Relationship Manager at Fidelity Investments from 2024 to 2026 and as a Financial Representative from 2023 to 2024. His experience includes working closely with clients to understand their financial goals and develop strategies aligned with their long-term objectives. Outside of his professional responsibilities, Walter spends time with family and friends, enjoys parenthood, and engages in reading.

John O'Donnell is currently serving as Vice President and Financial Consultant at Fidelity Investments, where he partners with high net worth clients to develop personalized financial strategies aimed at providing security, clarity, and confidence. He has extensive experience in the financial services industry, with roles including Vice President in Institutional Relationship Management for Fidelity Investments' Institutional Services from 2016 to 2022, Partner and Wealth Advisor at SignatureFD from 2012 to 2016, and Vice President in the Private Client Group at Fidelity Investments from 2004 to 2012.

Andrew Atkins is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2012. In this role, he works with Fidelity's High Net Worth Clients and their families to provide comprehensive financial planning and wealth enhancement strategies tailored to their unique goals. He has been with Fidelity Investments since 2007, holding various positions including Portfolio Specialist, Fixed Income Specialist, and Mutual Fund Trader. Andrew holds a California Insurance License. Outside of his professional career, Andrew enjoys family activities, golf, reading, skiing, and traveling.

Micah Kurtzberg is a Financial Consultant at Fidelity Investments, where he focuses on understanding clients' financial goals and concerns to develop comprehensive financial plans. He collaborates with clients through discovery and planning to address both short-term needs and long-term objectives, aiming to provide a client experience centered on protecting, growing, and transitioning wealth. Prior to his current role, Micah served as an Investment Consultant at Fidelity Investments from 2022 to 2023. Before joining Fidelity, he worked as a Premier Banker Relationship Manager at Wells Fargo from 2010 to 2022. Outside of his professional career, Micah enjoys attending concerts and theater, exploring culinary experiences, socializing with friends, traveling, and volunteering.

Melissana Tan is a Planning Consultant at Fidelity Investments, where she has been working since 2025. She supports clients throughout their financial journeys, providing guidance and planning expertise. Prior to her current role, Melissana was a Senior Relationship Manager at Wells Fargo from 2023 to 2025 and an Associate at Morgan Stanley from 2021 to 2023. These positions have contributed to her experience in financial services and client relationship management. Outside of her professional career, Melissana has interests that include spending time at the beach, fitness activities, exploring different foods, caring for pets, scuba diving, and traveling.

Gus Cumberlander is an Investment Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as a Financial Advisor at UBS Financial Services from 2023 to 2026. His professional journey includes a transition from a career in the NFL that was cut short by a knee injury, which influenced his approach to financial advising. Gus emphasizes making decisions from a position of strength and understanding rather than reactivity. He focuses on providing education and perspective to help clients turn uncertainty into strategic plans and simplify complex financial situations. His approach aims to ensure clients are prepared for life's unexpected challenges. Outside of his professional work, Gus has interests in fitness, food, football, social events, and running.

Nicanor Trujillo is an Investment Consultant at Fidelity Investments, a role he has held since 2023. He focuses on becoming a trusted advisor by utilizing goal planning and developing personalized investment strategies tailored to each client's unique circumstances. His approach emphasizes collaboration and adaptability to meet the evolving needs of his clients. Prior to joining Fidelity Investments, Nicanor worked as a Financial Consultant at E*TRADE by Morgan Stranley from 2019 to 2023, and as a Senior Financial Services Representative at E*TRADE from 2017 to 2019. His professional experience spans several years in financial consulting and investment services. Outside of his professional work, Nicanor has interests in art, family activities, food, football, music, and soccer.

Calvin Orr is an Investment Consultant currently working at Fidelity Investments since 2024. He has experience in various roles within the financial services industry, including serving as a Platinum Relationship Manager at E*TRADE from Morgan Stanley between 2023 and 2024, a Senior Financial Services Representative from 2022 to 2023, and a Financial Services Representative from 2021 to 2022. Calvin's approach centers on guiding clients' investments thoughtfully and aligning them with their priorities, especially during periods of market uncertainty. His goal is for each client to achieve clarity and peace of mind regarding their financial decisions. Outside of his professional work, Calvin has interests in fitness, museums, outdoor adventures, pets, and running.