Ryan Patton is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. His previous roles include positions at 401K Generation and Fidelity Brokerage Services LLC. Outside of advising, he is a part owner of a real estate business involved in property management activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a systematic investment approach combining proprietary research and quantitative analysis.

Seth Gieselman is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2010, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, with oversight and management delegated to sub-advisers as appropriate.

Leonardo Barcena is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity in 2025, he worked as an independent contractor for food delivery services including Uber and DoorDash. 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 across various investment vehicles and model portfolios.

Michael Oleszek is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various Fidelity divisions since 2010. His current role is based in Jacksonville, FL. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Mark Peters is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and joined Fidelity Investments in 2025. Prior to his tenure at Fidelity, he was with MDA Enterprises Inc. for 17 years. 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. The firm serves a range of clients, including charitable funds and registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles.

Brendon Mitcham is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His career includes roles in marketing and media, notably with Cox Media Group and his own marketing firms. He is based in Jacksonville, FL. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction.

Michel Pertile is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across diverse investment products. The firm is notable for its use of algorithmic methods and AI in portfolio management and its advisory role to multiple registered investment companies.

Michael Morris is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at FedEx Corporation and involvement with small businesses such as Fairhope Brewing Company and Blue Dawn Surfboards. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it is notable for its use of AI-driven methodologies and its formal advisory role to multiple registered investment companies.

Brian Heller is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has worked across various Fidelity entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management alongside fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and serves as an advisor to multiple registered investment companies.

Aaron Moura is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has worked with Fidelity Investments since 2022 and has a background that includes various roles within the entertainment and media services sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and charitable funds. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios featuring mutual funds, ETFs, and ETPs.

Jomarie Caplan is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of algorithmic and AI tools in its research processes.

Paulo Pimenta Filho is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Paulo has also been involved with Florida State College at Jacksonville and previously worked at Smart Pharmacy. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Grayson Chase is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His background includes roles at Prospensive Logistics, Dollar General Corp., and work in education at the University of Georgia, Young Harris College, and West Forsyth High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Charles Igwilo is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked at Upstart Venture Partners and Global Technology Sourcing Group. 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 employs a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves in advisory roles to multiple registered investment companies.

Eric Hart is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he spent 22 years at Book Bonanza Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs.

Michael Britt is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has been with Fidelity Brokerage Services LLC since 2018 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios across mutual funds, ETFs, and ETPs.

Eric Martin is a financial advisor at Fidelity with seven years of industry experience. He previously worked at Edward Jones for two years and served in the U.S. Army for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, advisory roles to multiple registered investment companies, and development of model portfolios for Fidelity Institutional Wealth Adviser.

Hayden Schmidt is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Otis Elevator Company and E&J Gallo Winery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research and quantitative analysis, including algorithmic portfolio construction and model portfolios derived from mutual funds, ETFs, and ETPs.

Alfredo Howard is an Investment Solutions Representative III at Fidelity Investments. In his current role, he partners with clients to develop customized financial plans tailored to their individual needs. He leverages Fidelity's resources, tools, and strategies to support clients in working towards their personal goals and securing the financial future of themselves and their families. Alfredo's experience at Fidelity spans several roles, beginning as a Customer Relationship Advocate from 2022 to 2024, followed by progressive positions as Investment Solutions Representative I and II before attaining his current role in 2026. This progression reflects his growing expertise in investment solutions and client support. Outside of his professional activities, Alfredo enjoys gardening, hiking, and reading.

Kasey Lyons is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity Investments, Lyons worked in retail and education roles including positions at Academy Sports and Florida State College at Jacksonville. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic methods to construct model portfolios across mutual funds, ETFs, and ETPs.