Alexaundria Wade is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Wells Fargo, and Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with multiple registered investment companies and its use of AI and algorithmic methods in portfolio management.

James Knight is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked for the Office of the State Attorney, 7th Circuit Florida. 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 blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Austin Dozier is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Outside of his advisory role, he owns and operates Waveguide Audio, a sound system rental business serving private events. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages several registered investment companies and fund-of-funds.

Matthew Hunter is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining Fidelity, he worked for Hillstone Restaurant Group from 2014 to 2017. Strategic Advisers LLC, a Fidelity Investments company, provides 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Fayd Karim is a Series 66-licensed financial advisor with Fidelity Investments, based in Jacksonville, FL, with three years of industry experience. Prior to joining Fidelity, Karim held various roles in academic institutions and retail businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and is noted for its use of advanced methodologies and advisory roles in complex fund structures.

Eliza Green is a financial advisor at Fidelity with four years of industry experience and a Series 66 designation. She has worked at Fidelity Investments since 2022 and has prior experience in tutoring and sports academy roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its regulatory registrations, advisory roles to registered investment companies, and use of AI-driven research methodologies.

Matthew Wefer is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 registrations and bringing 10 years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2016 and at Fidelity Investments since 2025. Outside of his advisory role, he is involved in entrepreneurial activities as the founder and CEO of PrimeSeat Exchange, a business focused on buying and selling event tickets, and as an officer at Basic Stitches Design Company, a craft business. 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 utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to create model portfolios, and it holds distinctive roles such as CFTC registration and advisory responsibilities to multiple registered investment companies.

Vanessa Perez is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. Her prior work includes roles at Brooks Rehabilitation, SMARTBODY Physical Therapy, and HealthCore Wellness. 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 diverse portfolios and uses systematic methodologies with oversight controls and sub-adviser delegation.

Ciarra Krist is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She began her career at Fidelity in 2022, progressing through positions including Customer Relationship Advocate, Investment Solutions Representative, and Planning Consultant before her current appointment. Ciarra focuses on guiding clients and their families through financial markets and decisions, aiming to support their individual definitions of success. She holds insurance licenses in Arkansas and California, which complement her financial advisory work. Outside of her professional life, Ciarra has interests in cars, fitness, hiking, music, outdoor adventures, and pets.

Micheal Mackey is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has worked with various divisions of Fidelity since 2007, including Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, oversees multiple registered investment companies, and incorporates systematic methodologies and advanced technology in its investment process.

Thomas Mathews is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 designations and three years of industry experience. His work history includes roles at Fidelity Investments, Cologne University of Applied Sciences, University of North Florida, and Bishop John J. Snyder High School. 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 model portfolios across mutual funds, ETFs, and ETPs.

James Abrams is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Citibank for three years before joining Fidelity Brokerage Services LLC in 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies, use of AI-driven research methods, and delivery of model portfolios to intermediary platforms.

Christopher Zambelli is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory work, he serves as an officer for the Libertarian Party of Duval County, assisting with local strategy efforts. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various investment vehicles.

Elizabeth Hill is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 19 years of industry experience. She has worked at various Fidelity entities since 2012, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently Fidelity Investments in Jacksonville, FL. 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 employs a systematic investment process that integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it maintains a formal advisory role to multiple registered investment companies and fund‑of‑funds.

Penelope Mcgowan is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 66 designations. Prior to her current role, she spent 23 years at Merrill and has been with Fidelity Brokerage Services LLC since 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

William Mckinley is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at several firms, including Garvin & McKinley Moving and Koss Olinger. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Darius Sharpe is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Fidelity Brokerage Services and various positions outside finance, such as at the Episcopal School of Jacksonville and Gwinnett County Juvenile Detention Center. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Darius Butler is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes seven years at Enterprise Rent-a-Car. He also works as an independent contractor delivering food and packages for DoorDash. 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 offers a range of services including discretionary portfolio management and fund advisory, and is notable for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Erik Schulz is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He began his career at Fidelity in 2015 as a Trading Execution Representative and advanced to Financial Consultant in 2021. Prior to joining Fidelity, he worked as a Financial Advisor at Citizens Securities from 2019 to 2021. Erik's approach to financial consulting involves understanding clients' personal and financial situations to analyze their current circumstances. This forms the foundation for an ongoing relationship focused on improving clients' financial plans. He holds insurance licenses in both Arkansas and California.

Lourdes Ferrer is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes six years at Edwards & Ragatz PA before joining Fidelity Brokerage Services LLC in 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and its formal advisory role to multiple registered investment companies.