Blake Ives is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2011, previously serving as a Retirement Relationship Manager from 2011 to 2013 and as a Brokerage Consultant from 2013 to 2020. In his role as a financial consultant, Blake focuses on forming strong relationships with clients and their families by understanding their needs and goals to develop customized financial plans tailored to their unique situations and timelines. Blake holds insurance licenses in Arkansas and California, enabling him to offer comprehensive financial services to clients in these states. His extensive experience at Fidelity Investments spans various aspects of financial consulting and retirement planning.

Shannon Largin is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2010. Largin is currently based in Jacksonville, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as 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.

Joshua Rantz is a financial advisor with Fidelity in Jacksonville, FL, holding Series 65 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Equitable Distributors, Jackson National Life Distributors, Edward Jones, and Verizon Wireless. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a range of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

John Rohal is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His work history includes multiple roles at Fidelity and Fidelity Brokerage Services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to fund-of-funds, and incorporation of AI and machine learning in its investment process.

Evy Jamison is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Ally Financial. Outside of her advisory role, she is active as a social media influencer focused on dog advocacy. 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 fund management solutions.

Sierra Perron is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Fidelity Brokerage Services LLC since 2015. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including model portfolios and fund-of-funds structures.

Jordan Boykin is a financial advisor with Fidelity Investments based in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at CrossCountry Mortgage, Volvo Cars of Louisville, and Humana. Fidelity’s subsidiary, 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. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and delivers model portfolios using systematic methodologies and oversight controls.

Amy Schweitzer is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and 10 years of industry experience. She has worked within various Fidelity subsidiaries since 2016. Outside of advising, Schweitzer is also a licensed realtor involved in home sales through St Johns Realty Group. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive involvement in commodity pool operations and advisory roles for registered investment companies.

Scott Read is the Vice President and Financial Consultant at Fidelity Investments. In his current role, he focuses on helping clients define, prioritize, and pursue their financial goals while building lifelong relationships. He utilizes Fidelity's trusted brand, advanced planning tools, and cost-efficient investment platform to support his clients. Scott has been with Fidelity Investments since 2013, holding various positions including Financial Consultant, Senior Portfolio Specialist, Portfolio Specialist, and Client Management Representative. Prior to joining Fidelity, he worked as a Financial Advisor at USAA from 2011 to 2013. He holds an Arkansas Insurance License.

Rush Hanner is a financial advisor at Fidelity with 24 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage since 2006, with prior experience at Merrill from 2004 to 2006. 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 employs a blend of fundamental research and quantitative analysis to construct model portfolios from a broad investable universe, and it has a distinctive advisory role involving algorithmic methods, proxy voting, and fund governance.

Matthew Heavener is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2019 and previously at Citicards and Florida State College at Jacksonville. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, overseeing affiliated and unaffiliated sub-advisers while maintaining documented governance and proxy-voting procedures.

Kathryn Amodeo is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Publix and several community and educational organizations in Jacksonville, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and is registered with the CFTC as a commodity pool operator.

Darrell Wranovics is the Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2019. He brings extensive experience in financial consulting, having held multiple roles within Fidelity Investments since 2006, including Senior Portfolio Specialist and Portfolio Specialist in Portfolio Advisory Services, as well as positions in client management and retirement solutions. Prior to joining Fidelity, he worked at Merrill Lynch as a 401k & Stock Plan Services Representative from 2005 to 2006. Throughout his career, Darrell has focused on simplifying the investing process for clients and assisting them in achieving their financial goals across various life stages. His expertise spans investment strategies, income planning, college savings, and estate planning considerations. He holds an Arkansas Insurance License, supporting his ability to address insurance-related financial needs. Darrell is committed to delivering excellence in every client interaction and maintaining a client-first approach in all his professional relationships.

Adam Kladiva is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2023. Adam holds insurance licenses in Arkansas and California. In his professional capacity, Adam focuses on understanding clients' perspectives to help them manage their finances in ways that align with their personal priorities. He values learning about individuals' stories and assisting them in shaping their financial futures. Outside of his professional work, Adam's interests include parenthood, surfing, and volunteering.

Brayden Nones is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Fidelity Investments and various other organizations, including a five-year period at Red Oak Church. Outside of his advisory work, he assists with a family-operated lemonade concession trailer and manages an affiliate marketing business producing repair and maintenance videos. 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 employs a research-driven, quantitative investment process with systematic methodologies and long-term asset allocation benchmarks.

Brandon Frick is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity in 2022, he spent time as a homemaker and was involved with Village Presbyterian Church and Woods Memorial Presbyterian Church. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm’s offerings include discretionary and non-discretionary services, fund advisory, and model portfolio delivery, with a focus on systematic methodologies and oversight of affiliated and unaffiliated sub-advisers.

Shacoria Brookins is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, she worked in various roles across sectors including technology, retail, and hospitality. She is also employed as a server at a local restaurant outside of her financial advisory role. 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’s investment approach combines proprietary fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Zeak Davenport is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, Morgan Stanley, and The Prudential Insurance Company of America. He also served in the US Navy Reserves for seven 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 diversified model portfolios. The firm is noted for its role as a commodity pool operator, use of AI-driven research, and advisory responsibilities to multiple registered investment companies.

Ryan Rogers is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he partners with clients to understand their short- and long-term financial goals and helps build customized financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Ryan has extensive experience with Fidelity Investments, having served in multiple roles since 2018. His previous positions include Investment Solutions Representative III (2023-2024), Investment Solutions Representative II (2022-2023), Investment Solutions Representative I (2021-2022), High Net Worth Associate (2019-2021), and Customer Relationship Advocate (2018-2019). This progression highlights his developed expertise in investment solutions and client service. He holds insurance licenses in Arkansas and California.

Bradley Miller is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles outside finance in the hospitality sector. 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 to manage model portfolios and funds.