Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Anna J
Series 63, Series 65
Fredericksburg, VA
Fidelity
Anna Johnson is a financial advisor at Fidelity with Series 63 and Series 65 credentials and five years of industry experience. Her prior work includes roles at Alight Financial Solutions and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management and consulting, and develops model portfolios using systematic methodologies and long-term asset allocation benchmarks.
Shawn L
Series 63, Series 65
Fredericksburg, VA
Fidelity
Shawn Lenahan is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 designations and 19 years of industry experience. He previously worked at Wells Fargo Clearing for six years. Lenahan serves as Treasurer for the Irish Cultural Center of Virginia, a nonprofit organization. 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.
Ryan H
Series 63, Series 65
Fredericksburg, VA
Fidelity
Ryan Hill is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wachovia Bank, N.A. Hill is based in Fredericksburg, VA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment strategies.
Kevin E
Series 63, Series 65
Fredericksburg, VA
Fidelity
Kevin Ealey Jr. is a financial advisor at Fidelity with seven years of industry experience. He has held roles at Fidelity Investments since 2022 and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory work, he also works as an independent contractor providing grocery delivery services and as a delivery driver for Uber Eats. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios made up of mutual funds, ETFs, and ETPs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters