Zaige Matthews is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, Matthews held roles at Shaner and J. Kish and has work experience in education and other sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, utilizing proprietary research and algorithmic portfolio construction.

Andrew Granese is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held various roles at Starbucks Coffee Company and worked at Walgreens. 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 a range of services including discretionary portfolio management, fund advisory, and model portfolio delivery, with distinctive features such as registration as a commodity pool operator and formal advisory roles to multiple registered investment companies.

Jeremy Stanberry is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and previously worked at Brandon Thomas State Farm Agency and O'Reilly Auto Parts. Outside of his advisory role, he has worked as a retail employee at O'Reilly Auto Parts. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Robert Garrido Lecca is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes roles at Fidelity Brokerage Services, LLC, Bank of America, and Pro-Vigil Surveillance Services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to serve its clients, along with formal oversight and governance procedures.

Dustin Gilliam is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity divisions 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 proprietary research, quantitative analysis, and algorithmic portfolio construction, often incorporating AI and systematic methodologies in managing multi-manager and fund-of-funds strategies.

Christian Furze is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its role as a commodity pool operator.

Stephen Settle is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 credentials and six years of industry experience. He has previously worked at Keller Williams Atlantic Partners and Angel Oak Home Loans. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprised of mutual funds, ETFs, and ETPs.

Elizabeth Brown is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Pearl Henry Boutique and teaching positions at Trevecca Nazarene University and Maury County Public Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs through systematic methodologies. The firm also serves as a commodity pool operator and advisor to registered investment companies, employing algorithmic methods and AI in its investment process.

Paul Wefer is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2025, previously working at Fidelity Brokerage Services LLC and Chimera Securities. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services alongside model portfolios built from mutual funds, ETFs, and ETPs.

Iyanuoluwa Saka is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, Iyanuoluwa worked at Florida Financial Advisors and has held various roles related to university administration and community services. 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 to manage diversified model portfolios.

Ashley Jones is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She focuses on working with individuals and families to develop personalized financial plans aimed at improving their financial well-being. Ashley's approach emphasizes building relationships based on trust and collaboration, utilizing Fidelity's tools and resources to help clients achieve their specific financial goals. Ashley has a progressive career with Fidelity Investments, including previous positions as a Workplace Planning Consultant I+II from 2022 to 2024, an Investment Solutions Representative from 2020 to 2022, and a Customer Relationship Advocate from 2018 to 2020. She holds insurance licenses in Arkansas and California, supporting her role in financial planning and consulting. Outside of her professional work, Ashley has personal interests that include family activities, fitness, food, hiking, parenthood, and traveling.

Nicolas Del Rosal is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Apex Energy Solutions, Paramount Builders, Instacart, and Barrel Oak Winery, among others. 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 to deliver systematically managed model portfolios.

Jerry Bokota is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, also employing AI and systematic methodologies in its investment process.

Andrew Hostetler is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked with Fidelity Brokerage LLC since 2014 and joined Fidelity Investments in 2025. 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’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services alongside model portfolios built from a broad investable universe.

Steven Dao is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Frontline Asset Strategies and Sailormen Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios, including multi-manager and fund-of-funds structures.

Matthew Competiello is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Brightway Insurance, Jewish Community Family Services, and Stericycle. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and is noted for its use of systematic methodologies, formal advisory roles to registered investment companies, and integration of AI techniques in research.

Anthony Hadd is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at TurboDebt, Zuzick Organization Globe Life American Income Division, and various mortgage and dental practices. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages portfolios using systematic methodologies across mutual funds, ETFs, and ETPs and acts as a registered commodity pool operator and advisor to multiple registered investment companies.

James Priest is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to his current role, he worked seven years in technology and retail sales at Best Buy in Jacksonville, Florida, where he continues to work part-time. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods.

Charles Priest is a financial advisor at Fidelity with nine years of industry experience. He has worked at Merrill and Fidelity Investments and holds a Series 66 designation. Outside of finance, he is the sole proprietor of a music and entertainment business called Chuckles. He is affiliated with 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 fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves a range of clients including registered investment companies and charitable funds.

Jason Tracht is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services since 2013. Outside of his advisory role, he works part-time mowing lawns for a local lawn care service. 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 combines fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs, and serves in formal advisory roles to multiple registered investment companies.