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Christopher H
Series 63, Series 66
Jacksonville, FL
Fidelity
Christopher Hancock is a financial advisor with Fidelity Investments based in Jacksonville, FL. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Hancock has worked at various Fidelity affiliates since 2017, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is notable for its registration as a commodity pool operator and its use of AI and algorithmic methods in portfolio management.
Benjamin A
Series 63, Series 66
Jacksonville, FL
Fidelity
Benjamin Adkins is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he worked at Fidelity Personal and Workplace Advisors and Fidelity Investment Services, LLC. Outside of finance, he is involved in music performance and production through Ben Adkins Music and Bold City Music Productions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. Its investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.
Gordon H
Series 66
Jacksonville, FL
Fidelity
Gordon Hiett III is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. His career includes roles at Fidelity Investments since 2022 and earlier work at Alorica from 2010 to 2017. Outside of finance, he has experience as a Lyft driver and periods of retirement. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including advisory work, discretionary portfolio management, and fund consulting. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as CFTC registration and formal advisory roles to multiple registered investment companies.
Seneca C
Series 66
Jacksonville, FL
Fidelity
Seneca Clarke is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2022. Prior to that, he held advisory and brokerage roles at First Command and has experience as a live host on TikTok, where he discusses life topics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.
Justin G
Series 66
Jacksonville, FL
Fidelity
Justin Giaimo is a Financial Consultant at Fidelity Investments, where he has been since 2023. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2023. His professional experience also includes positions as a Consultant at Strategic Financial Solutions from 2021 to 2022 and as an Insurance Agent at TDG Financial from 2020 to 2021. Justin holds insurance licenses in Arkansas and California. He focuses on partnering with families to understand their financial goals and assist in building comprehensive financial plans. Outside of his professional work, Justin enjoys activities such as spending time at the beach, fitness, football, social events with friends, scuba diving, and snowboarding.
Benjamin S
Series 66
Jacksonville, FL
Fidelity
Benjamin Sabella is a Series 66 licensed financial advisor with Fidelity Investments, based in Jacksonville, FL. He joined Fidelity in 2025 and has prior experience across various automotive and retail companies, as well as roles in education from 2015 to 2019. Fidelity’s Strategic Advisers LLC 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.
Paul B
Series 63, Series 66
Jacksonville, FL
Fidelity
Paul Borah is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He specializes in financial planning and developing customized investment plans tailored to his clients' needs. Paul's approach involves analyzing and recommending strategies aimed at improving clients' financial situations. Paul has been with Fidelity Investments since 2012, having served in various roles including Portfolio Specialist from 2018 to 2023, Client Management Representative from 2015 to 2018, and in High Net Worth Service from 2012 to 2015. He holds insurance licenses in Arkansas and California. Outside of his professional work, Paul has interests in baseball, football, golf, movies, and is a foodie. He also enjoys spending time with pets.
Seth T
Series 63, Series 66
Jacksonville, FL
Fidelity
Seth Tindle is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and possessing six years of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Fidelity Brokerage Services LLC beginning in 2019. His background also includes roles in the hospitality industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is noted for its use of algorithmic methods and AI in research, as well as its oversight of registered investment companies and fund-of-funds.
Kevin H
Series 66
Jacksonville, FL
Fidelity
Kevin Horan is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at T-Mobile for seven years. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from an investable universe of mutual funds, ETFs, and ETPs.
Luke R
Series 63, Series 66
Jacksonville, FL
Fidelity
Luke Raynor is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity in 2025, he held roles at HCA Florida Citrus Hospital and UF Online. Fidelity’s Strategic Advisers LLC 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI-driven research in managing model portfolios.
Johnathan R
Series 66
Jacksonville, FL
Fidelity
Johnathan Roman is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His background includes roles at Fidelity Investments, TruGreen, Comcast, Ditech, OneCall, and Brio. He is based in Jacksonville, FL. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including advisory work for 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 and deliver model portfolios across various investment vehicles.
Ronald H
Series 66
Jacksonville, FL
Fidelity
Ronald Harris III is a Series 66-licensed financial advisor with Fidelity in Jacksonville, FL, bringing three years of industry experience. Prior to joining Fidelity, he held roles at Walmart, All Florida Safety Institute, Uber, Comcast, Lakeview Health, Golden Corral, and Breakout Games. Outside of finance, he works part-time at Enza's Italian Restaurant in Jacksonville. 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 deliver model portfolios from a broad investable universe.
William V
Series 66
Jacksonville, FL
Fidelity
William Vandiver Jr. is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at the Coventbridge Group and the Jacksonville Jewish Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolio delivery, with notable use of systematic methodologies and AI-driven research.
Steven M
Series 63, Series 66
Jacksonville, FL
Fidelity
Steven Mennella is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC and Wells Fargo. He has also served with the Jacksonville Sheriff's Office. 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. The firm offers discretionary and non-discretionary advisory services and manages model portfolios constructed from mutual funds, ETFs, and ETPs.
Brittany M
Series 63, Series 66
Jacksonville, FL
Fidelity
Brittany Mancusi Asman is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Fidelity affiliates since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and offers distinctive services such as commodity pool operation and advisory roles for multiple registered investment companies.
William D
Series 66
Jacksonville, FL
Fidelity
William Duncan IV is a financial advisor at Fidelity with 21 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Service LLC since 2006, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025, and most recently at Fidelity Investments since 2025. He also worked at Merrill for one year early in his career. 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 manage discretionary and non-discretionary portfolios, and it employs systematic methodologies with oversight controls to address conflicts of interest.
Anthony P
Series 66
Jacksonville, FL
Fidelity
Anthony Pollare is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation. He has begun his career in the financial industry, joining Fidelity in 2026 after roles in various sectors including healthcare and insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and systematic portfolio construction. The firm is notable for its use of algorithmic methods and AI in research, its role as a commodity pool operator registered with the CFTC, and its advisory services to multiple registered investment companies and fund-of-funds.
Rene G
Series 63, Series 66
Jacksonville, FL
Fidelity
Rene Gobeyn is a financial advisor at Fidelity with six years of industry experience. He previously worked at the Oakland County Prosecutors Office for ten years and has held roles in education at St Johns County School District and Hawaii Community College. He holds Series 63 and Series 66 licenses. 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 systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles and use of AI-driven methodologies.
Kevin L
CFP®, Series 63, Series 66
Jacksonville, FL
Fidelity
Kevin Leen is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Fidelity in Jacksonville, FL. He has been with Fidelity Investments since 2006 and previously worked within Fidelity Personal and Workplace Advisors. Leen is a board member of Junior Achievement of North Florida, a nonprofit focused on promoting financial education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.
Steven W
Series 66
Jacksonville, FL
Fidelity
Steven Wiktorek is a Financial Consultant at Fidelity Investments, where he has been assisting clients since 2015. In his role, he helps clients develop comprehensive financial plans tailored to their unique situations, utilizing the tools and resources available through Fidelity. Prior to his current position, Steven held various roles at Fidelity, including Retirement Relationship Manager from 2012 to 2015, Retirement Solutions Representative in 2012, and Investments Solutions Representative from 2011 to 2012. He also worked as a Registered Representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2010 to 2011. Steven holds insurance licenses in Arkansas and California. Outside of his professional work, he has personal interests that include cooking and baking, exploring food, football, golf, parenthood, and spending time with pets.
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