Joy Mcgriff is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2021. Prior to her current role, she was involved with the American Red Cross and the University of North Florida, where she has been engaged for eight years. 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 in managing discretionary and non-discretionary portfolios, with distinctive involvement in registered investment companies and the use of advanced AI methodologies.

Melissa Moser is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2018. In addition to her advisor role, she has been affiliated with the University of North Florida since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage various funds.

Arthur Delgado is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Camarda Wealth Advisory Group, Gravity Financial, and the University of North Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Brandon Grinaker is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various Fidelity entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles with registered investment companies and use of systematic methodologies in model portfolio delivery.

Jacob Moore is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in the restaurant and hospitality sector for several years, including roles at Sushi Sake and Mark's Prime Steakhouse. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Aaron Graves is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity divisions since 2008. His current role is with Fidelity Investments, where he has been since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of model portfolios.

Edward Pulido is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services since 2014. 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 combination of proprietary fundamental research and quantitative analysis to construct model portfolios, utilizing systematic methodologies and long-term asset allocation benchmarks.

Scott Mahler is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and joined Fidelity Investments in 2025. Prior to his financial services career, he was employed by Safety-Kleen Systems Inc. from 2010 to 2018. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with distinctive roles in commodity pool operations, fund advisory, and systematic investment approaches.

Yuewen Zhao is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining Fidelity, Zhao worked at Shanghai Pudong Development Bank Co., Ltd. from 2021 to 2024 and has academic experience from Birmingham University and Bangor University. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, utilizing model portfolios built from mutual funds, ETFs, and ETPs.

Carter Melvin is a financial advisor at Fidelity with 21 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Dw Inc. for one year before joining Fidelity, where he has been employed since 2006. Outside of his advisory role, he owns a woodworking crafts business in Jacksonville, Florida. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund advisory services.

Tanner Schonberger is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Spothopper, Sheer Logistics, Fastenal, and DJ Rock LLC, as well as running Tanner's Lawn Care for five years. 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 manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Rosa Mickelson is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Citi Group and Aqua Finance. 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 noted for its use of systematic methodologies, AI-driven research, and its advisory roles with multiple registered investment companies.

Richard Gianzero is an Investment Management Consultant II at Fidelity Investments. He has been with Fidelity since 2014 and has held various roles including Financial Consultant, Investment Consultant, Fixed Income Specialist, and Retirement Solutions Representative. Throughout his tenure at Fidelity, Richard has developed experience in investment management, client management, and financial consulting. He is licensed to hold insurance licenses in Arkansas and California. Richard is committed to partnering with clients to understand their personal and financial goals and to help them build personalized financial plans using Fidelity's tools and technology.

William Uhlemeyer is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at various Fidelity entities since 2016, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Prior to that, he spent three years with Organized Financial Solutions LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm advises multiple registered investment companies and offers model portfolios using systematic methodologies.

Krystal Mcglamery is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services since 2015. Strategic Advisers LLC, a Fidelity Investments company where she works, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of mutual funds, ETFs, and model portfolios.

Emily Lyons is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she teaches figure skating basics to children and adults as a Learn to Skate instructor at a community ice skating arena in Jacksonville, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors as well as registered investment companies. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across various asset classes.

Christopher Price is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2020 and Edward Jones from 2018 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in advisory roles to multiple registered investment companies and fund-of-funds.

Dwayne Key is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at CVS Health and Wawa. Fidelity’s Strategic Advisers LLC, where Dwayne serves, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Michael Legrande is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2014, progressing from Portfolio Specialist to Financial Consultant, and now to his current role. Michael works with individuals and families to improve their overall financial well-being by understanding their specific situations and simplifying investing. He collaborates with clients to develop strategies that address their evolving financial needs. His professional experience spans over a decade at Fidelity Investments, where he has gained expertise in portfolio management and financial consulting. Michael holds insurance licenses in Arkansas and California. Further details about his education and personal interests are not provided.

Austin Williams is a financial advisor at Fidelity with a Series 66 designation and approximately three years of experience in the financial services industry. His prior roles include work with Mutual of Omaha Mortgage, 21st Mortgage, and self-employment in advisory-related activities. 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 develop model portfolios and offers both discretionary and non-discretionary advisory services.