Sonia Hernandez is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and is based in Jacksonville, FL. Hernandez has worked with Fidelity Brokerage Services LLC since 2016 and joined Fidelity Investments in 2025. 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 serves a diverse client base, including Charitable Gift Funds and registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles to multiple registered funds.

Daniel Smith is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. He previously worked with Juice Plus as a partner involved in promotional events and speaker conferences. His background also includes roles at the Jewish Community Alliance and Martin J Gottlieb Day School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic approach that combines fundamental research with quantitative analysis and model portfolio construction. The firm is noted for its use of algorithmic methods and its advisory role to multiple registered investment companies.

Martin Baptiste is a Financial Consultant at Fidelity Investments, where he has been providing personalized financial planning since 2025. He focuses on building long-term relationships with clients based on trust and transparency, delivering clear and objective guidance to support informed financial decisions over time. Martin has extensive experience in the financial services industry, having held multiple roles at Fidelity Investments since 2017, including Investment Management Consultant and Client Management Representative. Prior to joining Fidelity, he worked as a Financial Representative at UF Health of Jacksonville from 2007 to 2015. He holds insurance licenses in Arkansas and California. Outside of his professional work, Martin has interests in football, movies, music, and photography.

Catherine Misner is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at several firms including Fidelity Investments since 2021 and Fleet Landing in 2021. Strategic Advisers LLC, a Fidelity Investments company, 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 create model portfolios across mutual funds, ETFs, and ETPs.

Christopher Clark is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2015, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Jose Checo is a financial advisor with Fidelity Investments based in Jacksonville, FL. He holds Series 63 and Series 66 credentials and has two years of industry experience. Prior to joining Fidelity, he worked at Northwestern Mutual and held academic roles at Old Dominion University and the University of North Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of model portfolios and formal advisory roles within Fidelity’s institutional platform.

Troy Buckingham is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their financial goals and develop customized financial plans. He emphasizes building strong relationships based on trust, reliability, and competency. Troy has progressed through multiple roles at Fidelity Investments, including Investment Solutions Representative III, II, and I, High Net Worth Service Associate, and Customer Relationship Advocate, gaining experience in various aspects of investment and client service. He holds insurance licenses in Arkansas and California. Outside of work, Troy's personal interests include beach activities, football, and soccer.

Andrew Reichenbach is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he assists clients in achieving financial confidence, making informed investment decisions, and simplifying their financial lives. His professional journey at Fidelity Investments began in 2018 and includes positions such as Customer Relationship Advocate, Investment Solutions Representative, Investment Consultant, and Investment Management Consultant II. Andrew holds insurance licenses in Arkansas and California, reflecting his qualifications in the insurance domain. Outside of his professional responsibilities, he engages in activities such as cooking and baking, gardening, parenting, caring for pets, swimming, and traveling.

David Derrick is a Series 66-licensed financial advisor with Fidelity in Jacksonville, FL, where he has worked since 2022. He has four years of industry experience and prior work history includes roles outside finance, such as at The Surf Station and Flagler College. 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 integrates fundamental research with quantitative and algorithmic portfolio construction and serves as an adviser to multiple registered investment companies and fund-of-funds.

Joshua Persson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held positions at Uber and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Wendy Reedy is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Her previous work includes roles at Valor Intelligent Processing and Diversified Consultants, Incorporated. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Kenneth Bronis is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, LLC since 2012. Outside of his advisory role, he manages a stenography services business related to a family matter. 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 employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Andrew Stilley is a financial advisor at Fidelity with 16 years of industry experience. He has held roles at Fidelity Brokerage Services, LLC since 2014 and previously worked at Merrill from 2010 to 2013. Stilley holds a Series 66 designation and is based in Jacksonville, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios across multiple asset classes.

Zachary Raymond is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 designations with two years of industry experience. His prior work includes roles at Enterprise Holdings, Publix Super Markets Inc., Compass Group USA, and teaching positions at Florida Gulf Coast University and County College of Morris. 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 to manage diversified portfolios and fund advisory services.

Robert Johnson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity in 2022, he held roles at River City Science Academy and several other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio solutions. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory capacities for multiple registered investment companies.

Bryton Guy is a financial advisor at Fidelity with seven years of industry experience and holds the Series 66 designation. He has worked at Fidelity Brokerage Services LLC since 2019 and at Fidelity Investments since 2025. Outside of his advisory role, he is active as a social media influencer creating content related to his interests. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Brian Strobel is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Florida Blue and Guidewell Connect. 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 manage discretionary and non-discretionary portfolios.

Michael Forte is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to develop tailored financial strategies that align with their goals, lifestyle, and long-term security. Michael has progressed through various positions at Fidelity Investments, starting as a Customer Relationship Advocate in 2023, advancing to Investment Solutions Representative I in 2024, then to Investment Solutions Representative II in 2025, and currently serves as Investment Solutions Representative III. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Michael enjoys attending concerts, cooking and baking, fishing, exploring diverse cuisines, watching football, and traveling.

Donald Griffith II is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 credentials and possessing 18 years of industry experience. He has worked with various Fidelity entities since 2007, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Outside of advising, Griffith works as an Uber driver in a ride-sharing capacity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages multi-manager and fund-of-funds structures and is noted for its use of systematic methodologies and AI-driven research in portfolio development.

Panagiota Karalis is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and has 15 years of industry experience. She has been with Fidelity brokerage Services LLC since 2010 and joined Fidelity Investments in 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and formal advisory roles to multiple funds.