Jarrett Manzi is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable gift funds. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios across various platforms.

Jason Niekamp is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held various roles including multiple positions at Georgia College and State University. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Keegan Larimer is a Series 66 licensed financial advisor with Fidelity Investments, based in Jacksonville, FL, and has three years of industry experience. Prior to his current role, he has held positions at various firms including Edward Jones and has experience in other sectors such as sports memorabilia sales, where he operates as a sole proprietor. 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 employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Kaley Huxford is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked with various Fidelity entities since 2011, including Fidelity Brokerage Services, LLC and Fidelity Personal and Workplace Advisors. 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 is notable for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Anthony Lanzillotta is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has held various roles within Fidelity since 2007. Outside of his advisory work, Lanzillotta owns and operates a woodworking business. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an advisor to multiple registered funds.

Angel Camacho is a Financial Consultant currently working at Fidelity Investments. He has held various roles within the company since 2022, starting as a Workplace Planning Associate, then advancing to Workplace Planning Consultant, followed by Planning Consultant, before assuming his current position in 2026. His experience encompasses a progressive development in financial consulting and planning, with a focus on meeting the individual needs of his clients. Angel holds insurance licenses in Arkansas and California. Outside of his professional work, Angel's personal interests include baseball, golf, music, pets, and traveling.

Jerry Keith is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Macy’s for eight years and has held roles in higher education at the University of Texas at San Antonio and Northwest Vista Community College. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct algorithm-driven model portfolios, serving registered investment companies and intermediary platforms.

Jessica Webb is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab for seven years. Outside of her advisory role, she operates Jess Between LLC and is an independent contractor creating content for TikTok Shop related to household products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios with a focus on long-term asset allocation.

Reuben Urmeneta is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. In this position, he collaborates with clients to develop and implement financial plans aimed at improving their financial well-being. His approach focuses on understanding clients' goals and needs to establish investment strategies and overall financial plans that help work toward these objectives. Reuben emphasizes a client-centered methodology, partnering with individuals to co-create tailored financial solutions. Outside of his professional duties, he has interests in parenthood and traveling.

Paul Banta is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at various Fidelity divisions since 2006, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Outside of his advisory role, he creates social media content focused on theme parks, travel, and inspirational topics. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver its services.

Ander Jankowski is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes positions at Lowe's and teaching roles at the University of Central Florida and Oakleaf High School. 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 develop model portfolios across various investment vehicles.

Christopher Williams is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he is the sole proprietor of Box Mazes, a business that designs, crafts, and sells wooden blocks. Fidelity’s Strategic Advisers LLC offers 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, delivering model portfolios constructed from mutual funds, ETFs, and ETPs.

Melissa Reinke is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and previously worked at FNBO and Boston University. Outside of her advisory role, she teaches fitness classes at a residential community in Ponte Vedra, 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Jeffrey Sherman 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 with various Fidelity entities since 2014, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, 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 manage portfolios composed of mutual funds, ETFs, and ETPs.

Cameron Hurdle currently serves as a Planning Consultant at Fidelity Investments, a role held since 2026. He has progressed through various positions within the firm, including Investment Solutions Representative III, II, and I from 2023 to 2026, and previously worked as a Customer Relationship Advocate from 2021 to 2023. Cameron holds insurance licenses in Arkansas and California. In his professional approach, Cameron focuses on empowering clients to take charge of their financial futures by co-creating personalized plans aligned with their short- and long-term goals. He emphasizes building trust, identifying challenges, and aligning strategies to instill confidence in navigating the economic landscape. Outside of his professional work, Cameron enjoys camping, family activities, football, golf, reading, and traveling.

Suzanne Wing is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop and update personalized financial plans. She has been with Fidelity Investments since 2018, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant I and II, Relationship Manager at the Regional Center supporting premium clients, and currently serving as a Planning Consultant. Suzanne holds insurance licenses in Arkansas and California, which support her work in financial planning. Outside of her professional role, she enjoys cooking and baking, participating in family activities, exploring food culture as a foodie, watching movies, and engaging in parenthood.

Robert Amatangelo is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His background includes roles at Fidelity Investments and prior work in physical therapy and the golf industry. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Courtney Recchio is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at GE Capital. 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 fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios primarily composed of mutual funds, ETFs, and ETPs.

Brandon Hettick is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Trivia Nation and 904 Tennis, as well as experience in education with Howard Payne University and Texas A&M Tennis Camps. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and incorporation of AI and advanced analytics in its research.

Christian Chiroque 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, with prior experience at BBVA and Wells Fargo. 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 commodity pool operator registration, formal advisory roles to multiple registered investment companies, and use of advanced technologies in portfolio management.