Marc Mckinnerney is a financial advisor at Fidelity with Series 63 and Series 66 registrations and six years of industry experience. His background includes roles at Fidelity Brokerage Services LLC and prior work in the hospitality sector. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Steven Pasternak is a financial advisor with Fidelity, holding a Series 66 designation and bringing three years of industry experience. Prior to joining Fidelity, he spent 22 years at T-Mobile Wireless. Fidelity’s Strategic Advisers LLC, where he works, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies.

James Mcpartland is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked at Citi for three years and has experience in the hospitality sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across retail and institutional platforms.

Aidan Pagana is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Tolomato CDD for six years and Westminster Woods on Julington Creek for two years. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a broad investable universe of mutual funds, ETFs, and ETPs.

Christopher Mitchell is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Fidelity Investments since 2022 and previously held a role at TopGolf from 2015 to 2022. 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 research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Frank Makarauskas is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2016. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios using a systematic, long-term asset allocation approach.

Allen Robinson is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. In this role, he helps clients build comprehensive plans aimed at driving financial wellness, emphasizing compassion and advocacy to ensure clients feel understood, valued, and supported. He has been with Fidelity Investments since 2010 and has held various roles including Financial Consultant, Retirement Relationship Manager, Retirement Solutions Representative, Investments Solutions Representative, Premium Service Representative, and Financial Representative. His experience spans wealth planning, retirement management, and investment solutions. Allen holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys fishing and football.

Daniel Cormier is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 credentials and previously served six years in the United States Coast Guard. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Trevor Holbrook is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2021, progressing through various positions including Planning Consultant, Investment Solutions Representative II and I, and Customer Relationship Advocate. His professional experience focuses on building client partnerships based on trust, honesty, and transparency. Trevor holds insurance licenses for Arkansas and California, enabling him to provide a range of financial and insurance services. His approach centers on understanding clients' priorities to create plans that support their long-term success. Outside of his professional work, Trevor enjoys baseball, cooking and baking, family activities, football, golf, and softball.

Christopher Russell is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. Prior to this role, he held various positions within Fidelity Investments, including Brokerage Consultant, Investment Solutions Representative, and Workplace Planning Consultant, accumulating comprehensive experience in financial services since 2017. His professional background is complemented by his service as an Air Force veteran, which has contributed to his disciplined approach and attention to detail in finance. Christopher's expertise lies in investment research and developing customized financial strategies tailored to clients' unique goals. He maintains active insurance licenses in Arkansas and California, supporting his advisory capabilities. Outside of his professional responsibilities, Christopher engages in activities such as football, outdoor adventures, and volunteering, reflecting his interests and commitment beyond the financial sector.

Andrew Ogilvie is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He began his career with Fidelity in 2013 and has held multiple roles including Financial Consultant, Senior Portfolio Specialist, Portfolio Specialist, and Client Management Representative. Prior to joining Fidelity, Andrew worked as a Financial Advisor at USAA from 2010 to 2013. Andrew holds insurance licenses in Arkansas and California. His professional approach focuses on creating unique financial plans tailored to individual clients, utilizing a wide range of financial strategies available through Fidelity. He is committed to building lifelong relationships with those he supports. Outside of his professional work, Andrew enjoys activities such as spending time at the beach, family activities, fishing, fitness, football, and outdoor adventures.

James Stone Jr. is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services LLC since 2008. Outside of his advisory role, he serves as an officer in a self-funded search business in Jacksonville, Florida, where he meets with sellers prior to closing. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers discretionary, non-discretionary, and fund advisory services.

Joseph Murphy is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held various positions primarily in physical therapy and healthcare between 2016 and 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and model portfolios.

Michael Mendez is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at Red Bug Lake Park, Brad's Bedding Plants, and Contemporary Services Corporation, as well as positions in education at the University of Central Florida and Calvary Christian Academy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Bryce Wohl is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he worked at TD Bank and Publix Super Markets. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory, and model portfolios.

Victoria Lynch is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across multiple Fidelity entities since 2012, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research, its advisory role to registered investment companies, and its formal proxy-voting and governance procedures.

Tyler Toomey is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Fidelity Investments since 2023 and Fidelity Brokerage Services LLC since 2018. Outside of his advisory role, he acts as an independent contractor providing FINRA securities arbitration services. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Clareese Hoxha is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and previously worked in education and community organizations before joining Fidelity. Outside of her advisory role, she assists a trucking business owner with logistics through Proverbs Business Solutions LLC. Fidelity, through its Strategic Advisers LLC affiliate, 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, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Erik Dawkins is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for eight years before joining Fidelity. Dawkins is listed as a managing member of Destiny Enterprises LLC, a real estate business, though he is not actively involved. He is part of Strategic Advisers LLC, a Fidelity Investments company that serves retail and institutional clients with investment management and advisory services. The firm utilizes a combination of fundamental research, quantitative analysis, and systematic portfolio construction, and is noted for its advisory roles with registered investment companies and use of algorithmic methods in portfolio management.

Roninna Jakway is a financial advisor with Fidelity, holding the Series 63 and Series 66 designations and bringing 11 years of industry experience. She has worked with Fidelity Brokerage Services, LLC since 2014 and with Fidelity Investments since 2025. Outside of her advisory role, she serves in several community and veterans organizations in Fernandina, Florida, including board membership for a homeowners association and officer and bookkeeping roles with the American Legion Riders Post #54. Fidelity’s Strategic Advisers LLC offers 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 manage portfolios composed of mutual funds, ETFs, and ETPs.