Trent Levasseur is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior work includes roles at Wentworth-by-the-Sea Country Club and various retail positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, including the use of AI and systematic methodologies.

Christina Higginbotham is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Fidelity Investments since 2007. 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, algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm offers discretionary and non-discretionary advisory services, fund advisory, and manages model portfolios for intermediary platforms.

Josiah Waddell is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His background includes multiple roles at Fidelity Investments since 2021, as well as earlier experience outside the financial industry. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios featuring mutual funds, ETFs, and ETPs.

Kelly Mcdow is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Fidelity Investments, Mcdow worked at Velocity Community Credit Union and held positions at the University of Florida and Palm Beach State College. Outside of finance, Mcdow has experience in the restaurant industry, having worked at The Dive Bar Restaurant for four years. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Raymond Norris IV is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments as well as prior experience outside the financial sector. Strategic Advisers LLC, a Fidelity Investments company, offers 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. The firm provides discretionary and non-discretionary advisory services, manages fund-of-funds structures, and delivers model portfolios to intermediary platforms.

Kenneth Temple is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021. His prior work experience includes roles at Travel Centers Of America, Uber, and Save-A-Lot. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as a formal advisor to multiple registered investment companies and fund-of-funds.

David Keim is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity affiliates since 2006, currently serving at Fidelity Investments since 2025. 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. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolios, with a focus on systematic methodologies and long-term asset allocation.

Eric Day is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019. His prior experience includes roles at Bank of America and Global Outreach Charter Academy. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jane Fallaw is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 63 designation and five years of industry experience. She previously worked at Sanchez Wealth Management Group and Burkett Financial Services and was affiliated with the University of South Carolina. 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. The firm is noted for its work with registered investment companies, model portfolio delivery, and use of algorithmic methods and AI in research.

Bart Reeder is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has a comprehensive background in financial services, having held various roles within Fidelity since 2011, including positions such as Investment Management Consultant III, Workplace Planning Consultant, and Retirement Relationship Manager. Throughout his career, Bart has worked closely with individuals and families to develop financial plans that consider their goals and personal circumstances. He holds insurance licenses in Arkansas and California. Outside of his professional work, Bart enjoys family activities, fishing, football, golf, and outdoor adventures.

Justin Skaparas is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include multiple positions at Fidelity and the University of Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of AI-driven methodologies and its formal advisory roles with multiple registered investment companies.

Brittain Wiseman is an Investment Solutions Representative III at Fidelity Investments, a role held since 2026. Prior to this, Brittain worked as an Investment Solutions Representative II from 2025 to 2026, and as a Customer Relationship Advocate from 2023 to 2024, all within Fidelity Investments. In this capacity, Brittain partners with individuals and families to develop comprehensive retirement strategies tailored to their unique goals and circumstances. Brittain's approach involves understanding clients' situations, challenges, and desires to provide clarity for complex financial decisions across all life stages. Brittain holds insurance licenses in Arkansas and California. Outside of work, Brittain's personal interests include the beach, fitness, golf, outdoor adventures, and spending time with pets.

Mandy Marengo is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. She has worked at JPMorgan Chase Bank, N.A. for nine years before joining Fidelity, where she has been since 2021. Fidelity's Strategic Advisers LLC 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.

Anthony Diaz is a financial advisor at Fidelity with a Series 66 designation. He joined Fidelity in 2025 and has previous work experience in the healthcare sector, including roles at Evolus and Aclaris Therapeutics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Alex Brucker is Vice President and Financial Consultant at Fidelity Investments, a position held since 2025. In this role, Alex partners with individuals and their families to co-create and implement financial plans and investment strategies aimed at providing financial security and peace of mind. Alex's career at Fidelity Investments began in 2016 as a Financial Representative and has progressed through various roles including Investment Solutions Representative, Client Management Representative, Portfolio Specialist, Senior Portfolio Specialist, and Financial Consultant. This progression reflects extensive experience in financial consulting and portfolio management. Alex holds insurance licenses in Arkansas and California. Outside of work, Alex enjoys activities such as beach outings, boating, fishing, fitness, movies, and spending time with pets.

Derek West is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He began his career at Fidelity in 2022 and has progressed through multiple roles, including Investment Solutions Representative I, II, and III, as well as High Net Worth advisor. Prior to joining Fidelity, Derek gained experience in the banking and mortgage sectors, including roles as a Universal Banker at Bank Midwest, Loan Consultant at Land Home Financial Services, Inc, and Home Loan Specialist at Churchill Mortgage Corporation. Derek holds insurance licenses in Arkansas and California. His professional background spans financial planning, investment solutions, and loan consultancy. He collaborates closely with clients to develop tailored financial plans that align with their individual goals, utilizing both his advisory experience and the resources at Fidelity. Outside of his professional work, Derek enjoys activities such as spending time at the beach, attending concerts, watching football, socializing with friends, playing golf, and engaging in outdoor adventures.

Kristal Hosier is a Financial Consultant at Fidelity Investments, where she works with clients to plan for their future and implement strategies to help them work towards their financial goals. She has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Management Consultant before assuming her current position in 2025. Her experience spans various aspects of financial consulting and investment management. Kristal holds insurance licenses in Arkansas and California, which support her work in providing comprehensive financial services to her clients.

Charles Trucks is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses. He has two years of industry experience and previously worked at Helium-3 Ventures and served in the United States Senate. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and specializes in model portfolio delivery and fund advisory.

Sean Mcdow is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2018. His prior roles include positions at State Farm, Big Cat Capital LLC, and Mark Smith CPA. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios tailored for intermediary platforms.

Anthony D'allegro is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has worked in various roles within Fidelity and its affiliates since 2010, including Fidelity Brokerage Service, LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and is notable for its use of systematic methodologies, AI in research, and serving in advisory and commodity pool operator roles.