Davis Whitenton is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he focuses on partnering with clients to navigate their short- and long-term financial goals, helping to identify and implement tools and strategies tailored to their unique needs. Prior to becoming a Planning Consultant, Davis held several roles at Fidelity Investments, including Investment Solutions Representative III from 2024 to 2025, Investment Solutions Representative II from 2023 to 2024, Investment Solutions Representative in 2023, and Customer Relationship Advocate from 2022 to 2023. His experience across these positions has contributed to his understanding of financial planning and client service. Davis holds insurance licenses in Arkansas and California.

Kevin Forrest is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Brokerage Services LLC since 2019 and Fidelity Investments since 2025. Prior to his advisory career, he founded and operated K4S Entertainment/HFL Magazine, where he was involved in web creation, music production, video editing, marketing, bookkeeping, and magazine publishing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves as an advisor to registered investment companies and fund-of-funds.

James Evans is a Financial Consultant at Fidelity Investments, where he has been supporting clients since 2006. Over the course of his career at Fidelity, he has held various roles including Investment Solutions Representative, Investment Management Consultant at multiple levels, and Retirement Relationship Manager. He has been serving in his current position since 2023. James's extensive experience encompasses investment management and retirement planning. He holds insurance licenses in Arkansas and California, enabling him to provide comprehensive financial services to his clients. Outside of his professional work, James enjoys cooking and baking, participating in family activities, maintaining fitness, engaging in social events with friends, pursuing outdoor adventures, and running.

Andrew Burdett is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of proprietary fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and long-term asset allocation benchmarks.

Bailey Cleveland is a financial advisor at Fidelity with a Series 66 license and four years of industry experience. Prior to joining Fidelity, Cleveland worked at firms including TKC Group and StoryTerrace. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves in advisory roles that include managing multiple registered investment companies and fund-of-funds.

Matthew Farrell is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Providence Technology Solutions LLC and various life insurance companies. Based in Jacksonville, FL, he has been with Fidelity since 2022. Fidelity's Strategic Advisers LLC 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 to manage portfolios that include mutual funds, ETFs, and ETPs, with oversight controls and delegation to sub-advisers to address potential conflicts of interest.

Gabriel Sokolowski is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He previously worked at TIAA-CREF for 15 years before joining Fidelity Brokerage Services LLC and subsequently Fidelity Investments. 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. The firm offers discretionary and non-discretionary advisory services, fund advisory, and manages model portfolios constructed from mutual funds, ETFs, and ETPs using systematic methodologies.

Jackson Schulz is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. He has held various roles outside of finance, including teaching and security work, and is a partner and manager at Ponte Vedra Basketball Club, where he helps train elementary and middle school children. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and provides model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Michael King is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He partners with clients to develop plans centered around trust, collaboration, and prioritizing financial goals. Prior to this role, Michael has held multiple positions within Fidelity Investments, including Investment Management Consultant from 2021 to 2024, Workplace Planning Consultant III from 2018 to 2021, Retirement Solutions Representative in 2014 and 2015, Investments Solutions Representative in 2014, and Premium Relationship Associate from 2013 to 2014. Michael holds insurance licenses for Arkansas and California, supporting his work in financial consulting. Outside of his professional duties, he has interests in art, fitness, hiking, movies, reading, and table tennis.

Amanda Brannon is a financial advisor with Fidelity in Jacksonville, FL, holding the Series 66 designation and four years of industry experience. She has worked at Fidelity Investments since 2021 and previously worked at Whole Foods Market from 2015 to 2021. 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 deliver model portfolios that include mutual funds, ETFs, and ETPs. The firm also serves in advisory and management roles for registered investment companies and uses systematic methodologies and oversight controls in its investment process.

Jeffrey Ragsdale is a financial advisor at Fidelity with a Series 66 designation and over two years of experience in the investment industry. Prior to joining Fidelity, he worked at VP Distributors LLC, Virtus Investment Partners, and Mutual of America. He also has an eight-year background at Devry University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Brent Kugler is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for seven years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

William Khairi is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His prior work includes roles at the Federal Reserve Bank of Atlanta and involvement with the Georgia Student Public Interest Research Group. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Shelby Leuellen is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2017. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor for multiple registered investment companies and fund-of-funds.

Johnny Chung is a Series 66 licensed financial advisor with 16 years of industry experience. He has worked with Fidelity in various capacities since 2014, including roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Outside of his advisory work, he has also worked as a part-time contractor for an on-demand transportation service. 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 employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Marc Rhoades is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Fidelity Brokerage Services, Edward Jones, and SunTrust Bank. He served as a State of Kansas Legislator from 2007 to 2017. 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 systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Nicholas Moore is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Fidelity, he worked briefly at Bbva and has been involved in education at Florida State College of Jacksonville since 2017. 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 to manage discretionary and non-discretionary portfolios, as well as fund advisory services.

Patricia Thomas is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior work includes two years at State Farm Mutual Insurance Company before joining Fidelity Brokerage Services LLC in 2018. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and serves as an advisor to multiple registered funds.

Cristian Knill is a financial advisor at Fidelity with the Series 66 designation and two years of industry experience. His background includes roles at Fidelity Investments and prior work in health and fitness, education, and the United States Army. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and fund advisory, and is noted for its use of systematic methodologies and AI-driven research.

David Farrell is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Stanley Ruth Co and StructureTechNY. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.