Taylor El-Ani is Vice President, Wealth Planner at Fidelity Investments, a role held since 2024. Prior to this, Taylor has held various positions within Fidelity Investments including Financial Consultant from 2018 to 2024, Relationship Manager in 2018, Client Management Representative from 2016 to 2018, Retirement Solutions Representative from 2015 to 2017, Investment Solutions Representative from 2014 to 2015, and Full Trader from 2013 to 2014. Taylor holds insurance licenses for Arkansas and California. Their work is focused on partnering with clients and their families to understand their wishes and preferences to develop financial plans that address what is most important to them. Outside of work, Taylor is interested in family activities, football, golf, parenthood, and reading.

Garrett Ho-Shing is a Planning Consultant at Fidelity Investments, where he collaborates with clients and Financial Advisors to develop financial plans tailored to individual goals. He focuses on building relationships based on trust and reliable client service. He has experience in various financial roles, including Financial Advisor at NuVenture Financial Group from 2025 to 2026, Financial Service Representative at Fidelity Investments from 2024 to 2025, and Junior Financial Advisor at Florida Financial Advisors in 2024. Outside of his professional work, Garrett has personal interests in cars and golf.

Chris Champion is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients and their dedicated Financial Consultants to develop financial plans tailored to the unique needs of each family. He also works to identify strategies that strengthen these plans and support clients in working towards their financial goals. Chris has been with Fidelity Investments since 2021, progressing through roles including Financial Representative from 2021 to 2022 and Relationship Manager from 2022 to 2024 before assuming his current position. This experience has provided him with a comprehensive understanding of client financial planning and relationship management. Outside of his professional work, Chris has personal interests in baseball, football, food, and parenthood.

Michael Emmert is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 designations and has worked at various Fidelity entities since 2012. Outside of finance, he is an adjunct professor of jazz saxophone at the University of North Florida and performs music professionally through his own contracted events. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Vincent Chan is a financial advisor with Fidelity, holding a Series 66 designation and 18 years of industry experience. He has been associated with various Fidelity entities since 2015, 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, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator, advisory role to multiple funds, and use of AI-driven methodologies.

Dan Pierce is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2018, progressing through various roles including Branch Leader, Investment Solutions Team Leader, and Investment Solutions Help Desk. Dan focuses on helping associates maximize their potential both personally and professionally. Throughout his tenure at Fidelity, Dan has gained experience in leadership and investment solutions, contributing to his expertise in these areas. His career demonstrates a steady advancement within the company, reflecting his commitment to his role and the organization. Outside of his professional responsibilities, Dan enjoys baseball, fishing, fitness, golf, running, and skiing.

Ornela Agolli is a Financial Consultant at Fidelity Investments, where she works closely with clients and their families to understand their financial goals and priorities. She employs Fidelity's collaborative team approach to help each client build a personalized long-term plan that supports their needs and offers greater financial confidence. Ornela has held multiple roles within Fidelity Investments, including Financial Consultant since 2025, Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Workplace Planning and Advice from 2020 to 2022. This progression reflects her experience across various areas of financial planning and client relationship management.

Aaron Fingerhut is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has worked at various Fidelity entities since 2014, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Outside of his advisory role, he teaches estate planning courses part-time at Suffolk University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, applying a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop its model portfolios.

Jonathan Faucher is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He works closely with clients to understand their financial objectives and develop customized financial plans aimed at meeting their individual needs. Jonathan's approach is centered on partnering with clients to help them work toward their financial goals. Jonathan has been with Fidelity Investments since 2017, progressing through several roles including Planning Consultant, Relationship Manager, Central Relationship Manager, and Investment Solutions Representative. His experience spans multiple aspects of financial consulting and client relationship management. He holds an insurance license in Arkansas. Outside of his professional work, Jonathan's personal interests include family activities, food, social events with friends, military service, outdoor adventures, and soccer.

Carrie Spencer is a Financial Consultant at Fidelity Investments, a position she has held since 2022. In this role, she partners with clients to understand their financial goals and develops comprehensive financial plans tailored to meet the unique needs of individuals and families. She emphasizes building strong and trusting relationships through transparent communication and leverages business partners and resources across Fidelity to support clients' financial journeys. Prior to her current role, Carrie gained experience at Fidelity Investments as an Investment Consultant from 2020 to 2022, Retirement Solutions Representative from 2017 to 2018, and Financial Representative from 2016 to 2017. She holds an Arkansas Insurance License, supporting her capabilities in advising clients on insurance matters. Outside of her professional career, Carrie is engaged in family activities and has interests that include football, military service, parenthood, skiing, and traveling.

Anca Oakley is a CFP® with 18 years of industry experience, currently serving at Fidelity. She has worked with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and provides oversight through affiliated and unaffiliated sub-advisers.

Ashley Liz is a Financial Consultant at Fidelity Investments, where she works closely with clients and their families to understand their investment objectives and financial needs. She focuses on developing strategies that support her clients' financial goals and provide peace of mind regarding their portfolios and overall financial plans. Ashley has been with Fidelity Investments since 2013, holding several roles including Investment Consultant, Relationship Manager, Investment Solutions Representative, Premium Relationship Associate, and Financial Representative. Prior to joining Fidelity, she worked as a Retirement Distribution Representative at Merrill Lynch in 2012. Outside of her professional career, Ashley enjoys cooking and baking, fitness, football, social events with friends, outdoor adventures, and traveling.

Joshua Kettren is a financial advisor with Fidelity who holds a Series 66 designation and has 20 years of industry experience. He previously worked at Merrill from 2006 to 2018 before joining Fidelity Brokerage Services LLC in 2018. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and offers advisory services including discretionary and non-discretionary management.

Angela Brown is a Vice President and Financial Consultant at Fidelity Investments. In her current role since 2022, she partners with clients at various stages of life to work toward financial balance utilizing Fidelity's unique planning process. She has experience in stock plan services, retirement and income planning, as well as investment and wealth planning. Angela has worked in the financial services industry since 2010, holding positions as a Financial Advisor at First Command Financial Services, The Principal Financial Group, North Florida Financial Corporation and The Guardian, before joining Fidelity Investments in 2018. Angela holds a California Insurance License. Outside of her professional work, she has interests in cooking and baking, football, gardening, outdoor adventures, theater, and traveling.

Ryan Pacifico is an Investment Consultant at Fidelity Investments, where he collaborates with clients to establish trust and develop financial plans aimed at pursuing their financial goals. He has been in this role since 2026. Prior to this, he served as a Financial Representative at Fidelity Investments from 2025 to 2026. Ryan brings extensive experience from his previous position as Director and Head of FX Electronic Trading at Mizuho Securities, where he worked from 2014 to 2024. Outside of his professional career, Ryan engages in activities such as baseball, biking, family activities, fitness, outdoor adventures, and running.

Abigael Walsh is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, she held roles at several companies including ADP and Wellcomm LWR LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

David Chris is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles in education at the University of North Florida and Florida State College of Jacksonville, as well as entrepreneurial experience with Prime Carwash. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including multi-manager and fund-of-funds structures, and serves as an advisor to multiple registered investment companies.

William Shisler is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, with prior roles at State Farm, Pruco Securities LLC, and other firms. Strategic Advisers LLC, a Fidelity Investments company, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Andrew Kronholm is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this position, he works alongside clients and their local advisors to develop, review, and refine financial plans that support clients' long-term objectives. His approach emphasizes understanding each client's unique circumstances, values, and priorities to co-create financial strategies focused on what matters most to them and their families. Prior to his current role, Andrew held several positions within Fidelity Investments, including Relationship Manager from 2022 to 2024, High Net Worth I in 2021 to 2022, and Customer Relationship Advocate in 2021. This progression reflects his experience and expertise in client relationship management and financial planning within the investment industry.

Nick Elias is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2009. In his role, he works as part of a team specializing in assisting wealthy families with wealth management decisions. He focuses on understanding clients' family situations, objectives, risk tolerance, and time frames to develop and implement personalized financial plans. Prior to joining Fidelity Investments, Nick held positions including Vice President Client Advisor at SunTrust from 2005 to 2009, Trust Officer at Wachovia from 2002 to 2004, Financial Advisor at Ameriprise from 1999 to 2001, and Banking Representative at Bank of America from 1998 to 1999. Outside of his professional work, Nick enjoys boating, family activities, fishing, fitness, hiking, and volunteering.

Kimberly Doucette is a financial advisor at Fidelity with 22 years of industry experience. She holds the Series 66 designation and has worked in various roles within Fidelity, including Fidelity Brokerage Service LLC since 2006 and Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and delivers model portfolios through intermediary platforms.

Wade Corbett is a Wealth Management Senior Relationship Manager who works with generations of affluent families, serving as their primary contact in providing service tailored to individual needs and preferences. He has held various roles at Fidelity Investments since 2000, including Planning Consultant from 2021 to 2024, Senior Relationship Manager from 2006 to 2021, and Relationship Manager from 2000 to 2006. Throughout his career, Wade has developed expertise in wealth management and client relationship services. No educational background or personal interests have been provided.

Michael Duncan is a financial advisor with Fidelity, holding a Series 66 designation and 18 years of industry experience. He has been affiliated with various Fidelity entities since 2010, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company where he operates, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, with formal advisory roles and regulatory registrations that distinguish it among institutional peers.

Steve Szuromi is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2007. He specializes in partnering with high-net-worth families in the North Florida area to provide financial planning and investment guidance. His work focuses on helping clients grow, protect, and potentially transfer their wealth to the next generation. Steve's career at Fidelity Investments includes roles such as Planning Consultant, Portfolio Advisory Services, Retirement Solutions Representative, Investment Solutions, and Financial Representative. He holds the Certified Financial Planner™ designation.