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Tucker Q
Series 66
Jacksonville, FL
Fidelity
Tucker Quinonez is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he was involved in entrepreneurial ventures including ownership roles at Game and Trade LLC, a collectibles retail and e-commerce business, and Elite Automotive Performance LLC, an automotive parts and services company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and its use of systematic methodologies in portfolio management.
Chase R
Series 63, Series 66
Jacksonville, FL
Fidelity
Chase Raithel is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked briefly at Arrowroot Advisors and attended the University of California, Los Angeles. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.
Duane W
Series 63, Series 66
Jacksonville, FL
Fidelity
Duane Wood is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has progressed through several positions within Fidelity, including Investment Solutions Representative III, II, and I, Retirement Representative, and Customer Relationship Advocate, demonstrating a comprehensive understanding of financial services and client support. Duane holds insurance licenses in Arkansas and California, which enable him to provide informed guidance tailored to clients in these states. His approach focuses on collaboration and clear guidance to develop personalized financial plans aligned with clients' goals. Outside of his professional work, Duane's interests include comedy, cooking and baking, fitness, golf, movies, and photography.
Adjovi K
Series 63, Series 66
Jacksonville, FL
Fidelity
Adjovi Kague is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity Investments in 2021, Kague worked at FedEx and was involved with Florida Health Foods and Florida State College at Jacksonville. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.
Jared R
Series 63, Series 66
Jacksonville, FL
Fidelity
Jared Roche is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2008, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs, with notable activities including commodity pool operation and advisory roles to multiple registered investment companies.
Charles C
Series 63, Series 66
Jacksonville, FL
Fidelity
Charles Cristin is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2008. His current role at Fidelity began in 2025, following seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable gift funds and registered investment companies. The firm employs a systematic investment process that combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.
Michael S
Series 66
Jacksonville, FL
Fidelity
Michael Svoboda Jr. is a financial advisor at Fidelity with a Series 66 credential and one year of experience in the industry. He has worked at several firms, including Guided Financial Advisors and The Modern Rose. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.
Micah H
Series 63, Series 66
Jacksonville, FL
Fidelity
Micah Henson is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2008, progressing through various positions including Financial Consultant, Portfolio Specialist, and Retirement Solutions Representative. His experience encompasses client management and financial consulting. Micah holds insurance licenses in Arkansas and California. He focuses on understanding the priorities of his clients and their families to tailor financial planning that aligns with their specific goals. His approach aims to help clients feel confident about their financial picture. Outside of his professional work, Micah enjoys boating, fishing, fitness, football, golf, and skiing.
Ashley W
CFP®, Series 63
Jacksonville, FL
Fidelity
Ashley Will is a CFP®-designated financial advisor with three years of industry experience, currently working at Fidelity Investments in Jacksonville, FL. Prior to joining Fidelity, Ashley worked at Alpha Financial Partners from 2020 to 2023. Outside of finance, Ashley leads cycling classes weekly at Proof Fitness in Lexington, Kentucky. 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 systematic investment approach combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to registered investment companies and use of AI-driven methodologies.
Suzette B
Series 63, Series 66
Jacksonville, FL
Fidelity
Suzette Blasini is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, she worked as an independent realtor and as an educator with VIPKIDS. Outside of her advisory role, she serves as treasurer for Boy Scout Troop 389 and works as an independent contractor coordinating real estate transactions. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction for its model portfolios.
Derek H
Series 63, Series 66
Jacksonville, FL
Fidelity
Derek Hoffman is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.
Taylor W
Series 66
Jacksonville, FL
Fidelity
Taylor Westbrook is a Planning Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Taylor served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2024. In these roles, Taylor focuses on financial planning and education, aiming to tailor financial strategies to the unique objectives of each client. Taylor holds insurance licenses in Arkansas and California. This professional background supports a comprehensive approach to helping clients understand and manage their financial situations. Outside of work, Taylor has interests in baseball, fishing, football, golf, surfing, and traveling.
Derek K
Series 63, Series 66
Jacksonville, FL
Fidelity
Derek Knadle is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 2015, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also engages in commodity pool operations and advises multiple registered investment companies, employing AI-driven research and established governance procedures.
Justin H
Series 66
Jacksonville, FL
Fidelity
Justin Harris is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has been with Fidelity Investments since 2023. 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 process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.
Peyton S
Series 66
Jacksonville, FL
Fidelity
Peyton Sayer is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Their work history includes multiple roles at Fidelity Investments and previous positions at the University of Georgia, Ben Epps Airport, Publix Supermarkets, and the University of North Georgia. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and its use of algorithmic methods and AI in research.
Luke N
Series 63, Series 66
Jacksonville, FL
Fidelity
Luke Nietz is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and with 10 years of industry experience. His work history includes roles at Raymond James and Associates, 3 Points Preservation, Carrington Holding Company, and TIAA-CREF prior to joining Fidelity. 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. The firm is noted for its advisory role to registered investment companies, use of algorithmic and AI-driven research methods, and management of model portfolios for Fidelity Institutional Wealth Adviser.
Daniel R
Series 66
Jacksonville, FL
Fidelity
Daniel Roma is a Financial Consultant at Fidelity Investments. He partners with individuals and families to develop financial plans aimed at enhancing their financial well-being. In his role at Fidelity, Daniel focuses on understanding clients' priorities to build customized strategies aligned with their goals and needs, and he monitors these plans to implement adjustments as necessary. Daniel's experience at Fidelity Investments spans several roles, including Planning Consultant from 2022 to 2025 and Workplace Planning Consultant from 2021 to 2022, before assuming his current position. He holds insurance licenses in Arkansas and California.
Byron H
Series 63, Series 66
Jacksonville, FL
Fidelity
Byron Harris is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Fidelity Investments and prior positions at Shipt Inc., Aflac, and Target. He also worked at Windsor Parke Golf Club and has teaching experience from the University of North Florida and Lafayette High School. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.
Rance W
Series 63, Series 65
Jacksonville, FL
Fidelity
Rance Winn is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Fidelity Investments since 2006, including roles with Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC offers 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 serves a diverse client base, including registered investment companies and an IRS-qualified Charitable Gift Fund, and is noted for its use of systematic methodologies and formal advisory roles to multiple funds.
Mariam M
Series 66
Jacksonville, FL
Fidelity
Mariam Morris is a financial advisor at Fidelity with seven years of industry experience. She holds a Series 66 designation and has worked with Fidelity Investments since 2025, following several years at FIDELITY Brokerage Services and prior experience at Verizon Wireless. 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 deliver discretionary and non-discretionary advisory solutions, model portfolios, and fund advisory services.
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