James Lindsey is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at Fidelity Brokerage Services LLC and Alliance and Associates, as well as five years at Valdosta State University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Anthony Cuozzo is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked with Fidelity Brokerage Services, FIDELITY Personal and Workplace Advisors, and Fidelity Investments since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Ira Daniels IV is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked eight years at Bailey's Gym. He is also a minority owner and officer of Daniels' Family Enterprise, which is involved in property management. 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 mix of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and oversight of affiliated sub-advisers.

Dajana Zefi is a financial advisor at Fidelity with two years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Fidelity, she worked at Community First Credit Union and Kredo Finance SHPK. 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 to manage diversified portfolios and advisory mandates.

Tyler Whitmore is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2013. Fidelity's Strategic Advisers LLC serves a broad client base including retail and institutional investors, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI in its investment process.

Kevin Strother is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including Merrill Lynch, AIG/Valic Financial, and Wells Fargo Clearing Services. Outside of his advisory role, he owns and operates a Shopify online store focused on cat toys called American Cat Dad. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Katarzyna Burnat is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations. Her career includes long-term service at Fidelity Investments and Fidelity Personal and Workplace Advisors. 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 deliver model portfolios using mutual funds, ETFs, and ETPs.

Michael Williamson is a financial advisor at Fidelity with credentials including Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked at Debski & Associates, P.A., and held positions at General RV Center and Florida State College at Jacksonville. Outside of advisory work, he performs title clerking responsibilities at Florida Marine & RV. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Natalie Phillips is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles in roofing and food service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Noah Segovia is a financial advisor with Fidelity Investments in Jacksonville, FL. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Fidelity in 2024, he held roles at CargoBarn, HRS and Sons Construction LLC, SC Audit & Accounting Solutions, and HRC Fire Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios for intermediary platforms.

Evan Hanser is a Financial Consultant at Fidelity Investments, where he has been working since 2022. He has a comprehensive background in financial services, having held various roles at Fidelity Investments since 2010, including Planning Consultant, Relationship Manager, Central Relationship Manager, Opportunity Testing Specialist, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. Evan partners with individuals and families to define their financial goals and develop, implement, and monitor plans to achieve them. He focuses on educating clients and simplifying the financial planning process to instill comfort and confidence. He holds insurance licenses in Arkansas and California. Outside of his professional work, Evan enjoys attending concerts, fitness activities, golf, and running.

Leah Clock is the Vice President and Regional Leader for Investment Management Consulting at Fidelity Investments. In this role, she leads a team dedicated to assisting families with critical financial decisions. Leah has held several positions at Fidelity Investments since 2010, including Branch Leader, Department Leader for Client Services, Team Leader for Financial Consultants and Workplace Planning and Advice, Senior Manager for Portfolio Advisory Services, and various consulting roles. Her experience encompasses leadership and client service within investment management and financial consulting. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Austin Van Wagoner is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Brokerage Services, LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and Charitable Gift Funds. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive use of AI technologies and formal governance procedures.

Brian Hutchings is a CFP® with 25 years of industry experience, currently with Fidelity. He has been with various Fidelity entities since 1999, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI tools in managing model portfolios.

Julie Coleman is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Her prior work includes extensive experience at T-Mobile USA and other roles in telecommunications and technology sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a wide range of portfolios and fund advisory services.

Ethan Bernal is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and possessing nine years of industry experience. He has been affiliated with Fidelity Brokerage Services LLC since 2016 and with Fidelity Investments since 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Christopher Kellom is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Before joining Fidelity, he held roles at FedEx Ground, Mark Spain Real Estate, Everise, Insight Global, GuideWell, and ARK Realty LLC. He is also involved as an independent contractor in real estate, working with Dalton Wade Real Estate to show houses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of advanced methodologies such as AI in portfolio management.

Will Stanley is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at TPC Sawgrass and Quail Valley River Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and investment solutions.

Yolanda Perdomo is a Planning Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2021, progressing through various roles including Investment Solutions Representative I, II, and III, as well as High Net Worth Service Associate Tier 1 and Customer Relationship Advocate. Her professional approach focuses on understanding clients' priorities, ambitions, and financial visions to develop plans that evolve with their needs. Yolanda emphasizes building meaningful connections with clients and their families, fostering trust, and providing reliable guidance to help navigate their financial journeys. Yolanda holds insurance licenses in Arkansas and California. Outside of her professional work, she enjoys cooking and baking, family activities, social events with friends, movies, music, and parenthood.

Dorothy Browning is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity’s brokerage services since 2015. Outside of her advisory role, she is involved in distributing nutritional health supplements through LifeVantage. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios.