Andrew Reid is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at various Fidelity entities since 2015 and spent time at LPL Financial and Northeast Planning Associates. Outside of advising, he serves as an independent contractor providing game day hockey commentary for Bentley University. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves registered investment companies and employs oversight and governance practices uncommon among large institutional peers.

Lisa Klingensmith is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and Charles Schwab. Klingensmith also had a role with East 91st St Christian Church in 2016. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis. The firm is noted for its algorithmic portfolio construction, management of registered investment companies, and use of AI in research.

Megan Cusack is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she held positions at the Jewish Community Alliance and worked in the hospitality sector. She has also been involved with community organizations in Jacksonville, FL. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory roles to multiple registered investment companies, and incorporation of advanced technologies such as AI in its research process.

Andrew Hill is a financial advisor at Fidelity with five years of industry experience. He previously worked at BB&T and Michaels before joining Fidelity. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from mutual funds, ETFs, and ETPs.

Vincent Floyed is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Merrill and Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Courtney Walker is a financial advisor at Fidelity with eight years of industry experience. She previously worked at Merrill and CarMax before joining Fidelity, where she has been since 2020. Outside of her advisory role, she works as an employee giving guided ghost tours in St. Augustine, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and systematic methodologies in its investment process.

Zinea Reese is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Prior to this, she was involved with Liberty University Online and served in roles at Impact Church of Jacksonville. Outside of her advisory work, Reese is active in music production and consulting through Reese Worship International, where she contributes as an administrator, singer, and consultant. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail, institutional investors, and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs with a focus on systematic methodologies and long-term asset allocation.

Cash Horswill is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Trucordia Insurance Services for two years and has experience running a self-employed car detailing business. He also has a background that includes college education at the University of North Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on combining fundamental research and quantitative analysis in its portfolio construction. The firm utilizes systematic methodologies and algorithmic models to manage portfolios and serves as an advisor to multiple registered investment companies.

Christopher Yagerlener is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held positions in the automotive and delivery industries, as well as roles at Florida State College at Jacksonville and Publix Supermarkets. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Olex Zaragoza is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2020. Outside of advising, he operates a sneaker, clothing, and collectible reselling business based in Jacksonville, Florida. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Robert Byman is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Fidelity Investments and Fidelity Brokerage Services LLC. 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, managing model portfolios across mutual funds, ETFs, and ETPs.

Andrew Graham is a financial advisor with Fidelity Investments and holds a Series 66 designation. He has six years of industry experience, including roles at Fidelity Brokerage Services LLC and prior positions at Sunburst Farms and DVFLORA. Fidelity’s Strategic Advisers LLC, where Graham works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in research.

Troy Whittle is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2017 and Fidelity Investments since 2025. Prior to that, he was with Bags Inc. for four years. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios for intermediary platforms.

Alexander Jackson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Comcast for eight years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Angelica Khlaid is an Investment Solutions Representative III at Fidelity Investments, a position she has held since 2026. She has progressed through multiple roles within Fidelity, including Investment Solutions Representative II and I, and began her tenure there as a Customer Relationship Advocate. Prior to joining Fidelity, Angelica worked as a Mortgage Loan Officer Assistant at Pioneer Mortgage Funding from 2022 to 2024. In her role, Angelica focuses on building meaningful relationships by understanding each client's unique goals, priorities, and circumstances. She emphasizes education, ongoing communication, and a personalized approach to help clients feel informed and confident in their financial decisions. Outside of her professional responsibilities, Angelica has interests in cooking and baking, fitness, music, outdoor adventures, pets, and tennis.

Roodly Prophete is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages several registered investment companies and fund-of-funds.