Joshua Hoffman is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with Fidelity Investments and has held roles at Black Diamond, Regions Bank, and Morgan Stanley. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management along with fund advisory services. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Rachael Mcclellan is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has worked in various roles including with MoneySolver DBA Tax Defense Network and Senior Health Advocates prior to joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios across mutual funds, ETFs, and ETPs.

Michael Centorrino is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at various Fidelity affiliates since 2016, including Fidelity Personal and Workplace Advisors. Outside of his advisory role, he serves as an independent contractor for FINRA as a non-public arbitrator. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Brian Mccullough is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 66 designation and has been with Fidelity Brokerage Services, LLC since 2012. Outside of advising, he owns a business involved in wholesaling and retailing houses in Jacksonville, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Cyle Gay is a financial advisor with Fidelity Investments in Jacksonville, FL. He holds a Series 66 designation and has been with Fidelity since 2025. Prior to joining Fidelity, he worked at Sellers & Associates, LLC and has experience in various roles including community involvement with the Greater Tampa Bay Alumni Chapter of Delta Tau Delta. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Susannah Hitson is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she was involved in content creation with LTK and has experience in entrepreneurship and small business operations, including photography and fitness instruction. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its advisory roles with registered investment companies, use of AI-driven research methodologies, and delivery of model portfolios to intermediary platforms.

Kevin Lovelace is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a noted use of systematic methodologies and AI in its investment process.

Bradford Carroll is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company accounts, employing a blend of fundamental research and quantitative analysis to construct algorithm-driven model portfolios.

Adam Ison is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and 121 Financial Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on systematic methodologies and long-term asset allocation.

Jose Bascon is a financial advisor at Fidelity with Series 63, Series 65, and Series 66 credentials and 20 years of industry experience. His career includes roles at Fidelity Investments, Fidelity Personal and Workplace Advisors, Wells Fargo, Merrill, Truist Investment Services, and Citigroup Global Markets. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Andrea Peterson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at Baptist MD Anderson Cancer Center, Eight Eleven Group, Jacksonville Jaguars, and several other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Christopher Dorman is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has been with Fidelity Investments since 2021. Prior to his advisory role, he was involved with Orange Park Christian Church from 2012 to 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio solutions. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Jordan Swanner is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. His background includes roles at Fidelity Investments and a brief tenure at Edie Williams State Farm. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors, charitable gift funds, and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jesse Ruiz is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Federal Express for six years. 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, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory solutions, including model portfolios and fund advisory services.

Miranda Harper is a CFP® with 25 years of experience in the financial industry. She has been with Fidelity Investments in various capacities since 2006, including roles at Fidelity Personal and Workplace Advisors. Outside of her advisory work, she manages administrative duties for several rental properties. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including multi-manager funds and model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm serves a diverse client base and has distinctive roles in commodity pool operations and advisory services for registered investment companies.

Elizabeth Hoffman is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked in the fitness and wellness industry, including roles at Crunch Fitness and Alpha Omega Personal Fitness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages oversight through affiliated and unaffiliated sub-advisers.

Jordan McCullers is a Financial Consultant at Fidelity Investments, where he has been employed since 2014 in various roles. His current position involves partnering with clients and their families to achieve their financial goals, emphasizing trust, honesty, and transparency in his relationships. Jordan prioritizes his clients' and their families' needs in all financial decisions to support their vision of long-term success. His professional experience at Fidelity Investments includes roles as Senior Portfolio Specialist, Portfolio Specialist, Workplace Consultant, Retirement Solutions Representative, Investment Solutions Representative, and Financial Service Representative. Jordan holds insurance licenses in Arkansas and California. Outside of his professional career, Jordan has interests in beach activities, boating, camping, concerts, hiking, and traveling.

Garet Lagrange is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked at KB Home and A Duda & Sons, and he has academic experience from the University of North Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a systematic investment approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Nancy Cosgrove is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated brokerage services since 2015. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of model portfolios and delegates day-to-day management to sub-advisers while maintaining oversight.

Richard Watson is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations and previously worked at BYO Recreation from 2013 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains distinctive roles such as commodity pool operator registration and advisory services to multiple registered investment companies.