Mia Mccaskill is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she worked in various roles including at Alacrity Adjusting Solutions LLC and the Fulton County State Court Clerk's Office. 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 combines proprietary research with quantitative and algorithmic portfolio construction, offering managed portfolios through systematic methodologies across mutual funds, ETFs, and ETPs.

Parker Shannon is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he held roles at Dun & Bradstreet and was involved with several organizations including the University of Florida and the Judson Sapp for Congress Campaign. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, serving both registered investment companies and intermediary platforms.

Jacob Boucher is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, he worked at Sparks Production and held roles at WVU Medicine Ruby Memorial Hospital and Dick's Sporting Goods. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs.

Matthew Pettinicchi is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he worked at HSBC from 2019 to 2021 and spent 14 years at Ebner Camps. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Jessika Hopper is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, she worked in photography and operated as an independent contractor for Stout Studios and freelance photography. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Jonathan Boston is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked as a delivery driver for DoorDash. His prior professional background also includes roles at the University of North Florida and entrepreneurial ventures in outdoor and lawn care services. Fidelity's Strategic Advisers LLC serves a broad client base, including retail and institutional investors, by providing investment management and advisory services. The firm combines fundamental research with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs, and is known for its advisory role to registered investment companies and use of advanced technologies in portfolio management.

Dennis Smith is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various Fidelity entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, offers 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 manage diversified model portfolios and serves in advisory roles uncommon among large institutional peers.

Keith Rydh is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at UBS and Fidelity. Outside of his advisory role, he acts as a sole proprietor brand ambassador promoting various companies and services primarily in the service industry. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver diversified model portfolios across multiple platforms.

Alexander Patten is a Financial Consultant at Fidelity Investments. In this role, he assists clients in making sound investment decisions, simplifying their financial lives, and fostering financial confidence. He has been with Fidelity Investments since 2019, progressing through positions including Customer Relationship Advocate, High Net Worth Service Associate, Investment Solutions Representative, Investment Management Consultant I and II, before becoming a Financial Consultant in 2025. Alexander holds insurance licenses in Arkansas and California. His experience at Fidelity Investments spans various aspects of investment management and client service, equipping him with expertise in helping clients navigate their financial goals.

Tristan Bett is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked in education at St. Johns Classical Academy, Clay Charter Academy, and Charles E Bennett Elementary. He also operated an escape room business briefly in 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies and AI-driven research, as well as its advisory roles to multiple registered investment companies.

Christy Rukab is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Her career background includes roles at Linear Engineering, Inc. and Stepping Stones Preschool prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Matthew King is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and having eight years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC and Fidelity Investments, as well as brief tenures at Fanatics, Southern Grounds Coffee, and the Rehoboth Beach Police Department. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers advisory services incorporating systematic methodologies and long-term asset allocation benchmarks.

Mason Aldrich is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked with Fidelity in multiple periods since 2015, including his current role since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages multiple registered investment companies, and utilizes systematic methodologies to construct model portfolios.

Howard Hobby is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services since 2016. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Brandon Smith is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He has worked at Fidelity Investments since 2022 and previously held roles with the City of Jacksonville and operated a music services business. Smith is also the vice president of Bold City Opera, a small opera company in its early stages. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Bryan Lucas is a Financial Consultant currently working at Fidelity Investments, a role he has held since 2018. Prior to this, he gained experience in various positions at Fidelity Investments including Portfolio Specialist from 2015 to 2018, and Client Management Representative and Retirement Solutions Representative between 2014 and 2015. He began his financial services career as a Financial Representative at Merrill Lynch from 2010 to 2013. Bryan holds insurance licenses in Arkansas and California. He focuses on understanding the specific objectives of his clients and their families to tailor financial planning experiences accordingly. His approach aims to help clients feel confident about every aspect of their financial picture.

Christopher Lendrum is a financial advisor with Fidelity Investments based in Jacksonville, FL. He holds the Series 66 designation and has three years of industry experience. His prior work includes roles at DoorDash and Bitcoin IRA, as well as Digital Trust. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Lindzie Spencer is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various divisions of Fidelity, including Fidelity Brokerage Services LLC since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, including the use of AI and long-term asset allocation strategies.

Jeffrey O'keefe is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at BoatUS & GEICO Marine Insurance Company for seven years before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Turner Ashby is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He began his career at Fidelity in 2022 as a Customer Relationship Advocate and advanced through several positions within the company, including Investment Solutions Representative I and II, before attaining his current role. In his capacity as an Investment Solutions Representative III, Turner collaborates with clients to understand their financial goals and assists in developing customized financial plans. He prioritizes building strong relationships with clients and their families, emphasizing trust, reliability, and competency. Outside of his professional responsibilities, Turner has interests in boating, cooking and baking, fitness, football, social events with friends, and writing.