Charles Huber is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles outside finance, such as positions at Universal Roof & Contracting and several hospitality-related companies. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, fund management, and model portfolios, and is notable for its use of AI in research and its formal advisory role to multiple registered investment companies.

Joshua Bowlus is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2008, progressing through roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Fixed Income Specialist, Investment Solutions Representative, and Financial Representative. Joshua's expertise encompasses investment strategies, retirement planning, income planning, college savings, and estate planning considerations. He emphasizes a straightforward and thorough approach to help clients understand their financial plans and strives to improve their financial well-being and peace of mind. He holds insurance licenses in Arkansas and California. Outside of work, Joshua enjoys cooking and baking, family activities, exploring food, playing musical instruments, music, and traveling.

Yann Perez Solis is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he has worked in various roles across transportation, banking, and government sectors, including positions at Swift Transportation, the Internal Revenue Service, and Banco Popular. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Daniel Dollar is a Financial Consultant at Fidelity Investments, where he has been working since 2019 in various roles. He currently helps clients work toward their financial goals by actively listening to their needs and identifying concerns. Using his financial knowledge along with Fidelity's resources, he guides clients to appropriate next steps. Daniel's experience at Fidelity includes positions such as Financial Consultant I, Regional Center Planning Consultant, and Workplace Planning Consultant across multiple levels. This progression reflects his engagement with client financial planning and workplace consulting. He holds insurance licenses in Arkansas and California.

Ashleigh Provencher is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 designations and four years of industry experience. Her prior roles include positions at Bank of America and Florida State College at Jacksonville. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with a focus on systematic methodologies and long-term asset allocation.

Sean Rhodes is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 designation and five years of industry experience. His career includes multiple tenures at Fidelity and Merrill Lynch, as well as roles at Citigroup Wealth Management and Tesla. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Adam Perkins is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked in various roles at Fidelity Investments since 2018, with additional experience in other industries including insurance and service. 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 fundamental research and quantitative analysis to construct model portfolios and manages multiple registered investment companies along with an IRS-qualified Charitable Gift Fund.

Stephen Fenech is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Bruce Varnadore Jr. is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, offers 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 portfolios, and it serves a distinctive role by providing model portfolios and advisory services with oversight of sub-advisers.

James Boughter is a CFP®-certified financial advisor with 27 years of industry experience. He has worked with Fidelity Investments and its affiliates since 1998, including Strategic Advisers and Fidelity Personal and Workplace Advisors. He is based in Jacksonville, FL. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a range of clients, including retail and institutional investors, as well as registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Aubrey Averette is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2018, as well as at TPC Sawgrass from 2012 to 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a variety of fund structures and model portfolios.

Megan Porcella is a financial advisor at Fidelity with four years of industry experience. She holds the Series 63 and Series 66 designations. Her work history includes roles at Fidelity Investments as well as experience in the dental and hospitality industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary management and fund advisory.

Mary Jones is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Her prior work includes roles at T3 Trading Group, LLC and HomeMaking. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of products, including model portfolios delivered to intermediary platforms.

Paul Cancel is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and is based in Jacksonville, FL. He has worked at Fidelity Brokerage Services, LLC since 2016 and joined Fidelity Investments in 2025. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios with proprietary models and delegated sub-advisers.

Charles Arroyo is a financial advisor with Fidelity Investments based in Jacksonville, FL. He holds a Series 66 designation and has nine years of industry experience, including prior roles at Merrill and Bank of America. Outside of finance, he hosts trivia events as a public speaker for Trivia Nation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis in its investment process. The firm is notable for its use of algorithmic portfolio construction and advisory roles to multiple registered investment companies.

Garrett Williams is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked in various roles including at Anytime Fitness, Doordash, Inc., and the University of North Florida. Fidelity’s 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 deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Tyler Ochs is a Financial Consultant at Fidelity Investments, where he currently applies his expertise to support clients in managing their financial decisions. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, and various levels of Investment Solutions Representative, reflecting his growing experience in investment services. Tyler holds insurance licenses in both Arkansas and California, enabling him to provide comprehensive financial consultation to clients across these states. His approach focuses on simplifying complex financial decisions and helping clients build clear paths toward achieving their wealth and peace of mind. Outside of his professional role, Tyler enjoys engaging in activities such as boating, fitness, football, golf, and spending time with friends and pets.

Michael Eckrich is a financial advisor at Fidelity with 34 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes a long tenure at Fidelity Brokerage Services, Inc., beginning in 1993, followed by roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to diverse clients, including retail and institutional investors and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Jared Dunton currently serves as Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2012, progressing through roles including Portfolio Specialist, Financial Consultant, and Vice President Financial Consultant. Jared focuses on understanding his clients' needs to develop tailored financial plans, utilizing a process that involves getting to know clients, discussing available options, and helping adjust finances to achieve preferred outcomes. He holds insurance licenses in Arkansas and California. Jared's professional experience centers on wealth planning and financial consulting, leveraging his expertise to assist clients in managing their financial goals. Outside of his professional responsibilities, Jared enjoys activities such as beach outings, boating, fishing, gardening, outdoor adventures, and spending time with his family.

Stephen Bremer is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He has been with Fidelity Investments since 2017, progressing through roles including Investment Management Consultant II, Investment Management Consultant I, Investment Solutions Representative, and Customer Relationship Advocate. His professional experience spans various aspects of financial consulting and investment management. He holds insurance licenses in Arkansas and California. Outside of his professional pursuits, Stephen has interests in concerts, fitness, food, football, social events with friends, and golf.