Angelo Mincey is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes roles at AllState Insurance and Foodies Care LLC, the latter being a business venture. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a research-driven process that integrates quantitative analysis and algorithmic portfolio construction. The firm is noted for its involvement with registered investment companies, model portfolio development, and the use of AI in its investment research.

Joshua Hansen is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He has held various roles at Fidelity, including Investment Solutions Representative III, Investment Consultant, Fixed Income Specialist, and High Net Worth Service Associate, gaining experience across multiple facets of financial services. Prior to Fidelity, Joshua worked at Merrill Edge as a Senior Investment Specialist and Investment Specialist, and began his career as an agent at New York Life. Joshua holds insurance licenses in Arkansas and California. His approach to financial consulting emphasizes understanding clients' financial goals and developing plans based on relationship, trust, and mutual respect. This foundation supports his efforts to help clients achieve peace of mind and confidence in their financial futures. Outside of his professional work, Joshua has personal interests in comedy, family activities, reading, running, traveling, and writing.

Brenden Vern is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Fisher Investments and teaching assignments at the University of South Florida, College of Central Florida, Florida International University, and George Jenkins High School. He has also been involved with Dugout Mugs in a non-financial capacity. 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 fundamental research with quantitative analysis and systematic methodologies, and maintains oversight of sub-advisers, while employing algorithmic approaches and AI in its investment process.

Hayden Russell is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held roles at Freedom First Credit Union and worked in the food and beverage sector, including as a barista at Setlan Coffee Co. Hayden has also been involved with XXVI Holdings Inc., a subsidiary of Alphabet, as an independent contractor. 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 deliver model portfolios and advisory solutions.

Brittany Grippi 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 the University of Brockport, Premium Mortgage, MCC, and five years of service in the US Navy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managed portfolios and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a diverse client base through a systematic investment process.

Rachel Rollans is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2008. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and discretionary management with oversight of affiliated sub-advisers.

Janelle Schultheis is a financial advisor with Fidelity Investments, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. She has held various roles within Fidelity since 2015, including positions at Fidelity Brokerage Services LLC and the broader Fidelity organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction with a focus on model portfolios composed of mutual funds, ETFs, and ETPs.

Denise Correll is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2016. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Raymond Welch is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He collaborates closely with clients across the United States, assisting them in developing and executing financial strategies tailored to their individual needs, whether they are beginning their financial planning journey or preparing for retirement. Prior to his current role, he held several positions at Fidelity Investments, including Investment Solutions Representative III, Investment Consultant, and Workplace Planning Consultant, gaining experience in various aspects of financial advisory and planning. Raymond holds insurance licenses in Arkansas and California, supporting his ability to provide a range of financial services to clients. Originally from western New York, he now resides in northern Florida. Outside of his professional work, Raymond engages in family activities, fishing, fitness, football, caring for pets, and traveling.

Cierra Knill is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing three years of industry experience. Her work history includes roles at Fidelity Investments and prior experience in public education and the military. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Alexander Valverde is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His previous work experience includes roles at Magellan Transport Logistics and Troon. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Lucas Freund is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments since 2021, a year at Cannon Financial Strategists, Inc., and eight years of service with the Army National Guard. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including multi-manager funds and model portfolios built from mutual funds, ETFs, and ETPs.

Chris Prince is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Workplace Planning Consultant with the same company from 2023 to 2026. In his current position, Chris works closely with clients to develop financial plans that align with their goals, priorities, and family needs. His approach involves understanding what matters most to each client and providing ongoing guidance through various life stages. He helps clients adjust their financial plans as their needs, goals, and circumstances change over time. Outside of his professional work, Chris enjoys cooking and baking, outdoor adventures, soccer, surfing, and traveling.

Greyson Iszler is a Planning Consultant at Fidelity Investments. He provides financial planning and investment guidance to clients. Prior to his current role, Greyson worked at Fidelity Investments as a Workplace Planning Consultant from 2022 to 2026 and as a Customer Relationship Advocate from 2021 to 2022. He holds insurance licenses in Arkansas (AR) and California (CA). Outside of his professional work, Greyson enjoys baseball, football, golf, snowboarding, and traveling.

Brian Stevens is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at MoneySolver and has experience in content creation through a YouTube channel and Twitch livestreaming. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and systematic portfolio construction. The firm serves a diverse client base and is noted for its use of algorithmic methods and AI in its investment process.

Kyle Austin is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 designation and with two years of industry experience. His prior roles include positions at TEKSYSTEMS Inc, Enterprise Holdings, and Milam Howard Nicandri Gillam & Renner. Outside of his advisory work, he engages in wood burning art, creating designs by burning patterns into wood. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a broad client base including charitable funds and registered investment companies, and utilizes systematic methodologies and oversight controls in its model portfolios.

Patricia Rivera Marrero is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2019 and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Matthew James is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 credentials and having six years of industry experience. His background includes service in the United States Air Force from 2013 to 2019 and roles at Fidelity Brokerage Services LLC since 2019. Outside of finance, he is involved in music production and performance through his work with ProotZ Music. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that utilize mutual funds, ETFs, and ETPs, and is noted for its formal advisory role to multiple registered investment companies and use of algorithmic methods in research.

John Dabu is a financial advisor at Fidelity with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages model portfolios, serves as an advisor to multiple registered investment companies, and incorporates systematic methodologies and AI tools in its investment approach.

Matthew Weyel is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at SpecDive Tactical/Evolution Training Centers and retail positions with Cabela's/Bass Pro Shops. He has a background that includes military or tactical-related experience spanning over a decade. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its regulatory registrations and use of AI in its investment processes.