Jonathan Hart is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors LLC, Park Avenue Securities, Guardian Life Insurance Company, and State Farm Fire and Casualty Company. He serves as a board member for The Arc Jacksonville, a charity benefiting individuals. 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 to deliver model portfolios and discretionary management.

Austin Stevens is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Visual Awareness Technologies and Consulting and Florida Polytechnic University. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios, including discretionary and non-discretionary advisory services.

Jose Bosque is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and the University of North Florida, as well as over a decade with Ultimate Rides of the SE Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios, distinguishing itself through its use of systematic methodologies and regulatory registrations uncommon among large institutional peers.

Julio Rengifo is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked at Fidelity in various capacities since 2012. Outside of his advisory role, he is involved with QMIUS, a third-party online vendor, serving as an officer responsible for vendor onboarding. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering systematic model portfolios and managing relationships with affiliated and unaffiliated sub-advisers.

Cameron Nash is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill Edge and Brian Gottfried and JTCC prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Richard Stuart is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2020. Prior to joining Fidelity, he held roles at Bass Pro Shops and Bose. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Keith Adams is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Daniel Woelkers is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. He has been with Fidelity Investments since 2018, holding various roles including Planning Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. His professional experience spans comprehensive financial planning and developing personalized investment strategies to help clients achieve their financial goals. Daniel holds insurance licenses for Arkansas and California. He emphasizes trust, commitment, and integrity in his work, focusing on building financial confidence with his clients. Outside of his professional role, Daniel enjoys concerts, fitness, exploring diverse cuisines, gardening, hiking, and traveling.

Mark Taliaferro Jr. is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fidelity in various capacities since 2011, including roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Earlier in his career, he was employed by Fifth Third Securities, Inc. and Waddell & Reed. Strategic Advisers LLC, a Fidelity Investments company, offers 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 portfolios across mutual funds, ETFs, and ETPs, incorporating systematic methodologies and long-term asset allocation benchmarks.

Christopher Davis is a Vice President and Financial Consultant at Fidelity Investments. In this role, he works with Fidelity's valued clients to develop and implement comprehensive financial plans, focusing on investment strategies and retirement planning. He holds the CERTIFIED FINANCIAL PLANNER™ designation, reflecting his qualification in financial planning. Christopher has accumulated extensive experience at Fidelity Investments, beginning as a College Planning Specialist in 2011 and progressing through various roles including Investment Solutions Representative, Retirement Solutions Representative, Client Management Representative, and Portfolio Specialist before his current position since 2018. He holds a California Insurance License. Outside of his professional work, Christopher enjoys activities such as comedy, fitness, outdoor adventures, lake activities, travel, and parenthood.

Adam Makar is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity in 2024, he worked at Cady for five years and has additional experience outside the financial industry. 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. The firm manages portfolios that include mutual funds, ETFs, and ETPs, and is known for its use of systematic methodologies, AI-driven research, and formal advisory roles to multiple registered investment companies.

Melissa Behrman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Fidelity Brokerage Services, LLC since 2017 and joined Fidelity Investments in 2025. Outside of advising, she owns a specialty cake business where she designs and creates custom cakes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Jennifer Henderson is a financial advisor at Fidelity with five years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Fidelity in 2021, she worked in real estate referral brokerage and held positions at Compass Group/Mayo Clinic and Sodexo/Black Knight Financial. Henderson maintains an active real estate license and refers leads to other agents. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of model portfolios.

Paula Hirsch is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. She has worked at Fidelity Investments since 2021 and previously was employed at Instacart from 2019 to 2021. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios encompassing mutual funds, ETFs, and ETPs.

Lisa Shaw is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2018. She has been with Fidelity Investments since 2006, progressing through roles including Senior Portfolio Specialist, Portfolio Specialist, Fixed Income Specialist, and Service & Investment Solutions Specialist. In her role, Lisa focuses on understanding her clients' individual situations and preferences to develop tailored financial plans. She emphasizes educating her clients about the recommendations she makes to foster a collaborative partnership in the financial planning process. Lisa holds insurance licenses in Arkansas and California.

Tony Cavallo is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. In this role, he focuses on listening to clients’ goals to assist them in making informed financial decisions through the development of comprehensive financial plans and the implementation of suitable strategies. Tony's career at Fidelity Investments began in 2015, progressing through roles as Investment Solutions Representative I and II before attaining his current position. His professional experience spans over several years at Fidelity Investments, where he has accumulated expertise in financial planning and investment strategy. Tony’s approach centers on understanding client objectives to tailor financial solutions effectively. Outside of his professional responsibilities, Tony has personal interests that include spending time at the beach, cars, motorcycles, exploring food, parenthood, and traveling.

Samuel Hudson is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Fidelity Brokerage Services LLC since 2015. 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’s investment process integrates proprietary research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

Christopher Lammi is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been associated with Fidelity since 2006. Outside of his advisory role, he works as an independent contractor for Lyft, providing rideshare services. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Maria Conover is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked with Fidelity Investments since 2021. Prior to her advisory role, she was involved with Camp Craft Cocktails and Jayne Dough Doughnuts & Bakery. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

Sidhant Raote is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has been with Fidelity Investments since 2021. Outside of his advisory role, he operates a YouTube channel focused on playing the game "World of Tanks." Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that combines fundamental research with quantitative analysis and algorithmic portfolio construction.