Jennifer Frederick is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2008. 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. The firm provides discretionary and non-discretionary portfolio management, fund advisory, and model portfolios built from mutual funds, ETFs, and ETPs.

Miley Gabriel is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, Gabriel worked in educational and retail settings, including The University of North Florida and Whole Foods Market. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across diversified fund portfolios.

Baher Abdelmalek is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including PNC Bank and Huntington National Bank, prior to joining Fidelity. Abdelmalek’s background also includes roles outside finance, such as work at Purdue University and College of DuPage. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios that incorporate mutual funds, ETFs, and ETPs.

Logan Whitmore is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked with Fidelity since 2021. Prior to that, he held various roles in the hospitality sector and attended Bridgewater College. 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 combines proprietary fundamental research with quantitative and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Jason Hall is a financial advisor at Fidelity with 7 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Prior to that, he held roles at Spring Mobile, Atlantic Aviation, and Honours Golf. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm supports a range of portfolios, including multi-manager and fund-of-funds structures, and integrates systematic methodologies and long-term asset allocation benchmarks in its investment process.

Pamela Lawson is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked in various roles at Fidelity Investments, Walmart, BBVA Compass Insurance Agency, BBVA Securities, and BBVA Compass/Pnc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers services including discretionary portfolio management, fund advisory, and model portfolio delivery, with distinctive use of systematic methodologies and formal advisory roles for multiple registered investment companies.

Daniel Ehrsam is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity in 2025, he worked for six years at Capstone Logistics. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad range of clients, including retail and institutional investors, and employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jeffery Murphy is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2012. Outside of his advisory role, he serves as president of the Plantation Oaks at Ponte Vedra Homeowners Association board. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment products.

Brad Taylor is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. In this role, he partners with clients to understand their financial goals and helps build customized financial plans. He uses in-depth planning conversations, portfolio guidance, and appropriate strategies to work toward achieving these goals. Brad has experience in investment solutions, having progressed through roles from Investment Solutions Representative 1 to 3 at Fidelity Investments between 2021 and 2025. Prior to that, he worked as a Financial Professional at Prudential Advisors from 2018 to 2021. He holds insurance licenses in Arkansas and California. Outside of his professional work, Brad has interests in comedy, family activities, golf, movies, pets, and traveling.

Joshua Allen is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Allen Fleet, Michaels, and M Shack. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and offers model portfolios to intermediary platforms.

Angelo Cristobal is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. His prior work includes eight years at Navy Federal Credit Union. He is part of Strategic Advisers LLC, a Fidelity Investments company that 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 and advise on a variety of investment portfolios.

Arianna Bittner is a Series 66-licensed financial advisor with Fidelity Investments in Jacksonville, FL. She joined Fidelity in 2026 and has prior experience at ABC Fine Wine & Spirits and Flagler's Legacy, along with a background in education at Creekside High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of 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 integration of AI and algorithmic methods in its investment process.

James Kelly is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity divisions 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management, often delegating management while maintaining oversight and addressing conflicts of interest.

Branko Drakalski is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior experience includes roles at Merrill and Stopanska Bank AD Skopje, as well as academic work at the School of Economics and Business in Ljubljana, Slovenia. 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 to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Christopher Flick is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at RP Funding Inc and PHH Mortgage Corporation. 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 proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing a range of mutual funds, ETFs, and ETPs.

Madison Taylor is a financial advisor at Fidelity with one year of industry experience. They hold a Series 66 designation and have prior work experience in both the financial sector and various service roles. 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Jessica Nevens is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Her work history includes roles at Fidelity Investments since 2021 and prior service with the National Multiple Sclerosis Society. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Sean Fortenberry is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked with Fidelity Investments since 2011 in various roles and was previously with Merrill from 2017 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and an advisor to multiple registered investment companies.

Ryan Murdock is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2012. Outside of his advisory role, Ryan is involved in local tourism as a history tour guide in St. Augustine, Florida, and is the owner of Discover St Augustine Tours. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a wide range of clients including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Logan Teate is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Fidelity Investments since 2021. His prior roles include positions at the University of North Florida and Sawgrass Country Club. 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 also serves as an advisor to multiple registered investment companies and employs systematic methodologies and long-term asset allocation benchmarks in managing model portfolios.