Alex Simpson is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and involvement with RR AND F Logistics DBA Suntecktts, as well as experience at the University of North Florida and Baja Buggyz. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves a key role in managing model portfolios and acting as a commodity pool operator.

Derek Zieziula is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. He has held roles at several firms, including Equitable Advisors, LLC, Ameriprise Financial Services, LLC, and Current Capital Realty. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, managing portfolios with a focus on long-term asset allocation and utilizing systematic methodologies.

David Smith II is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Bank of America, Merrill, and Atlantic Transport. 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 to develop model portfolios. The firm also serves multiple registered investment companies and utilizes systematic methodologies and oversight to manage conflicts of interest.

Elizabeth Wolgemuth is a Planning Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she worked as a Relationship Manager at Fidelity Investments from 2012 to 2025. In her current role, Elizabeth partners with clients throughout the planning process to assist them in working toward their financial goals and lifelong dreams. Elizabeth focuses on helping clients build financial futures that align with their priorities. She brings over a decade of experience in client relationship management and financial planning to her work. Outside of her professional responsibilities, Elizabeth engages in family activities, fitness, hiking, outdoor adventures, parenthood, and traveling.

Lydreyah Simmons is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity in 2021, she worked at The Grand Opera House and spent several years in full-time education. 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 blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios that incorporate mutual funds, ETFs, and ETPs through systematic methodologies.

Seth Holt is a financial advisor at Fidelity with Series 63 and Series 65 credentials and two years of industry experience. He has held roles at Fidelity Investments and Florida Financial Advisors. Outside of his advisory work, Seth serves as Treasurer and a Board member for The Justice Coalition of Jacksonville, focusing on victim advocacy and legal guidance. 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 manage a diverse range of investment products.

Patrick Brown is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles at Fidelity and its affiliates since 2014. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including those using model-driven strategies.

Paul Orfield is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Accelerate Learning, Step Up for Students, Southpoint Community Church, and Duval County Public Schools. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Derek Martel is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Brokerage Services LLC and WAM Health Technologies, as well as teaching positions at Pellissippi State Community College and St Johns River State College. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios, including fund-of-funds and model portfolios delivered to intermediary platforms.

Will Sackman is a Planning Consultant at Fidelity Investments, where he collaborates with a team to help clients develop clear and comprehensive financial plans. He focuses on understanding clients' goals, family situations, and investments to create tailored plans using Fidelity's resources and expertise. Will has held several positions at Fidelity Investments, including Relationship Manager and Financial Representative, demonstrating experience in client relationship management and financial representation. Prior to joining Fidelity, he completed a Wealth Management internship at Raymond James. He holds insurance licenses in Arkansas and California. Outside of his professional role, Will's personal interests include beach activities, boating, fitness, and golf.

Leon Hires is a financial advisor at Fidelity with 22 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and its affiliates since 2007, following four years at Merrill. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to multiple registered investment companies and its use of AI-driven research methods.

Gavin Lyter is an Investment Solutions Representative III at Fidelity Investments. In this role, he partners with clients to understand their short- and long-term goals and helps build customized financial plans tailored to their unique needs. Gavin has been with Fidelity Investments since 2021, progressing through several roles including Customer Relationship Advocate, High Net Worth Service Associate, and Investment Solutions Representative I and II before his current position. This experience has enabled him to develop a comprehensive understanding of investment solutions and client services. Outside of his professional work, Gavin has personal interests in golf, movies, music, and traveling.

Brent Greisinger is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions at Kaleris, Wabtec, and GE Transportation. Outside of his advisory work, he participates in selling NFL season tickets through the ticket exchange for Packers home games. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolios, with notable use of systematic methodologies and AI-driven research.

Valerie Obi is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. She has been with Fidelity Brokerage Services LLC since 2020 and joined Fidelity Investments in 2025. Prior to her current roles, she worked with Women's Entrepreneurial Opportunity in 2019. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios that incorporate mutual funds, ETFs, and ETPs.

Jamie Froese is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across various Fidelity entities since 2008. Outside of his advisory role, he serves as a First Lieutenant leading an infantry platoon in the Army National Guard. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Elisabeth Burkley is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked across several Fidelity divisions since 2017, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Her prior experience includes a brief role at Engine 15 Brewing Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory role to multiple registered investment companies and its use of advanced methodologies such as AI and systematic model portfolios.

Jeffrey Kennett is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Fidelity, he held roles with the Jacksonville Jaguars, Atlanta Falcons, and University Athletic Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed using proprietary fundamental research combined with quantitative and algorithmic methods.

Ryan Bush is a Financial Consultant currently working at Fidelity Investments since 2022. He has been providing financial consulting services since 2007, having previously worked at Merrill Lynch until 2022. In his role, he assists clients in designing and implementing financial plans tailored to their unique goals. Ryan emphasizes building relationships with clients and their families based on trust and reliability by actively listening to their needs. Ryan holds insurance licenses in Arkansas and California, which support his professional activities in the financial services industry.

Ethan Isidron is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual and Florida State University, as well as work outside finance with Miami Nice Pest Control. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop its investment strategies.

Joseph Chica is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. In his role, he collaborates with clients to develop and maintain personalized financial plans, focusing on clear communication and education to help clients understand financial concepts without jargon. Prior to this position, Joseph held roles at Fidelity Investments including Regional Planning Consultant in 2023, Investment Solutions Representative from 2021 to 2023, and Customer Relationship Advocate from 2020 to 2021. Joseph holds insurance licenses in Arkansas and California. His approach involves taking the time to understand the individual needs, concerns, and family stories of his clients to present relevant financial information in an understandable manner.