Angela Pollard is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and JP Morgan Securities LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs. The firm is noted for its role in managing registered investment companies, use of algorithmic methods and AI in research, and delivering model portfolios for Fidelity Institutional Wealth Adviser.

Ryan Mosca is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His prior work includes roles in real estate with Momentum Realty and Coldwell Banker Vanguard Realty, as well as a position at Four Seasons Hotel and Resort. Outside of his advisory role, he works as an independent real estate agent. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Sara Masters is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has been 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, Charitable Gift Funds, and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage and deliver model portfolios built from mutual funds, ETFs, and ETPs.

Daniel Burkley is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 credentials and eight years of industry experience. His previous positions include roles at Fidelity Brokerage Services LLC and Atlantic Coast Bank. He also has experience with Engine 15 Brewing Co. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Byron Swartz is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He focuses on working with clients to meet them where they are on their financial journey and help them strive for where they want to be. Byron has extensive experience in the financial services industry, having held positions at Fidelity Investments since 2013. His previous roles include Senior Portfolio Specialist from 2019 to 2022 and Portfolio Specialist from 2013 to 2019. He holds insurance licenses in both Arkansas and California.

Ciara Drummond is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. She has worked at Fidelity Investments since 2021 and previously was involved in publishing through Drummond Press Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Joseph Offenberg is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Total Wine & More, Harvey's Supermarket, and Zula Surf Co. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Aubrey Michelson is a Financial Consultant at Fidelity Investments, a position held since 2023. Prior to this role, Aubrey worked as a Portfolio Advisory Services Relationship Manager at Fidelity Investments from 2022 to 2023 and served as an Investment Solutions Representative there from 2020 to 2022. Aubrey's earlier experience includes roles as a Registered Client Associate at UBS from 2019 to 2020 and as a Life Services Relationship Consultant at Merrill from 2018 to 2019. Aubrey holds insurance licenses in Arkansas and California. Aubrey approaches financial planning by focusing on understanding clients' priorities and needs to develop personalized financial plans aimed at achieving their goals. Outside of work, Aubrey enjoys baseball, Pilates, reading, and traveling.

Ladarris Forney is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America and Merrill. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Mercedes Colon is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Investments and its affiliated entities since 2007. Fidelity Strategic Advisers LLC serves a diverse client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and long-term asset allocation benchmarks.

Michael Sexton is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Twila Church is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and nine years of industry experience. She has worked with several divisions of Fidelity since 2017, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Michael Ranns is a financial advisor at Fidelity with 14 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Merrill and AXA Advisors, as well as a position with Duval County Public Schools. He also co-managed Beyond Your Plate Nutrition, LLC from 2019 to 2021. Fidelity’s Strategic Advisers LLC, where Ranns works, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm’s offerings include discretionary and non-discretionary advisory services, fund consulting, and algorithm-driven portfolio construction.

Shawn Evans is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His background includes roles at Northwestern Mutual and involvement with Florida State University. Strategic Advisers LLC, a Fidelity Investments company, 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 model portfolios comprising mutual funds, ETFs, and ETPs.

Matthew Schank is a financial advisor with Fidelity, holding a Series 66 designation and based in Jacksonville, FL. He began his career at Fidelity in 2025 after 11 years at Rooms to Go. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies, use of advanced algorithmic methods, and formal governance procedures.

Blake Eccleston is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Uber, J David Tax Law LLC, and the University of North Florida. 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 and deliver model portfolios.

Christian Bolander is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has held positions at Fidelity Investments since 2021 and has prior work experience in education and logistics. 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 to manage discretionary and non-discretionary mandates, fund advisory, and model portfolios.

Gary Dunkle is a Series 66-licensed financial advisor with Fidelity in Jacksonville, FL, holding three years of industry experience. His prior roles include positions at CFI Marketing, Clean Slate Hospitality, Ess, Chefs Garden, and AutoQuotes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing mutual funds, ETFs, and ETPs within long-term asset allocation frameworks.

Julia Roe is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she focuses on developing comprehensive financial plans tailored to the goals of her clients and their families. She emphasizes building strong relationships to understand what is important to those she works with. Julia has been with Fidelity Investments since 2006, gaining extensive experience in various roles including Senior Relationship Manager from 2011 to 2025, and earlier positions such as Investments Help Desk, Investments Representative, and Financial Service Representative. Her career progression reflects a deepening expertise in financial planning and client service. She holds insurance licenses in Arkansas and California.

Perry Spillar is a CFP®-designated financial advisor with Fidelity, based in Jacksonville, FL, and has 10 years of industry experience. He has been with Fidelity and its related broker-dealer since 2015. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including specialized fund advisory and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registered commodity pool operator status and use of AI in research.