Emily Bach is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. She has held roles at Fidelity Investments since 2021 and previously worked at VyStar Credit Union, Phantom Fireworks, and Panera Bread. 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 portfolios. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Aleksey Erman is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2020. Before joining the financial industry, he was employed in the hospitality sector at Verde Restaurant, Elior North America, Constellation Culinary, and Proof Miami. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio construction. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves a variety of clients including registered investment companies and an IRS-qualified Charitable Gift Fund.

Korey Johnson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His career includes multiple roles at Fidelity Investments since 2020 and prior work at Southern Kitchen and Bar, as well as positions at the University of North Florida, the YMCA, and Ponte Vedra High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Patrick Hairiston is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked primarily within Fidelity’s various advisory and brokerage units since 2014. Hairiston is based in Jacksonville, FL. 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

David Luthra is a Planning Consultant at Fidelity Investments, where he works alongside individuals and families to implement plans and strategies aimed at accomplishing their financial and lifestyle goals. He focuses on building relationships that instill trust and confidence. David has held several roles at Fidelity Investments since 2020, including Investment Management Consultant, Investment Solutions Representative, and Customer Relationship Advocate. His experience spans multiple areas within financial planning and investment management. He holds insurance licenses for Arkansas and California.

Keith Woltman is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2008. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

David Colicci is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at various Fidelity entities since 2000, including Fidelity Brokerage Services Inc., Fidelity Personal and Workplace Advisors, and currently Fidelity Investments in Jacksonville, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including multi-manager and fund-of-funds structures and employs systematic methodologies incorporating AI and long-term asset allocation benchmarks.

Gavin Scott is an Investment Solutions Representative III at Fidelity Investments, where he currently works to create tailored financial strategies for clients and their families. He focuses on investing for the future, retirement preparation, and wealth management, aiming to simplify the process and provide clear guidance. Gavin's experience includes progressive roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2023 and advancing through three levels of Investment Solutions Representative roles from 2024 to the present. Prior to this, he was a Financial Representative at Florida Financial Advisors from 2022 to 2023. He holds an AR Insurance License. Outside of his professional work, Gavin has interests in football, golf, kayaking, and pets.

Anna Medley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes roles at Hueman People Solutions, Leon County Public Schools, and Leland Management. 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 manages model portfolios from mutual funds, ETFs, and ETPs and is noted for its use of systematic methodologies and oversight of affiliated sub-advisers.

Thomas Hale is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and six years of industry experience. His background includes roles at Fidelity Brokerage Services LLC and PNC Financial Services Group, Inc. He is based in Jacksonville, FL. Fidelity’s Strategic Advisers LLC, where Mr. Hale is affiliated, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services, including model portfolios and fund advisory.

Josh Prucha is a Financial Consultant currently working with Fidelity Investments. He focuses on helping clients achieve their financial objectives and secure their long-term financial well-being by providing personalized and comprehensive financial guidance tailored to each client's unique circumstances, goals, and risk tolerance. Josh has been with Fidelity Investments since 2016, holding various roles including Financial Representative - Full Trader, Investment Solutions Representative, Client Management Representative, PAS Portfolio Specialist, and currently Financial Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Josh has interests in fitness, golf, pets, and traveling.

Hailey Landry is an advisor at Fidelity with a Series 66 credential and has been with the firm since 2025. She has a diverse work background including roles in hospitality, healthcare, and education. Fidelity’s subsidiary 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 portfolios from an investable universe of mutual funds, ETFs, and ETPs.

Sara Lonix is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 credentials. Her prior roles include positions at UF Health Jacksonville, Community First Credit Union, and Goodwill Industries of North Florida. 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 integrates fundamental research with quantitative analysis and algorithmic portfolio construction to offer discretionary and non-discretionary advisory services and manages model portfolios across various platforms.

Santino Mostaccio is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. His prior work includes roles at Prime Technical Services Inc. and academic positions at Florida State University and Arizona State University. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to institutional and retail clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages a range of registered investment companies and funds.

Heather Hodge is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across multiple Fidelity divisions since 2010. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, with a unique emphasis on commodity pool operations and algorithmic methods.

Robert Williams is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role, he was involved with various organizations including Caddiemaster and First Tee North Florida. Outside of finance, he has experience with community and entrepreneurial ventures. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolios. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing investments.

Kayla Sadler is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. She has worked at Fidelity since 2021. Outside of her financial advisory role, she is the owner and creator of Flicker and Fronds Candle Company LLC, where she produces customized candles and knitted items. 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 through a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Vanessa Yakimchuk is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior work experience includes positions at River and Fort and various roles outside finance. She also works as an independent contractor selling direct products through Arbonne. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management alongside fund advisory services. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Leelynn Osborn is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity, she was involved in managing marketing and performing at events for a talent agency affiliated with her family. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a proprietary process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Riley Choi is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked at Community First Credit Union and was self-employed. Strategic Advisers LLC, a Fidelity Investments company, offers 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.