Atlanta, GA Office

Natasha Mathis is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2015. Outside of her advisory role, she is involved in real estate sales and operations management through her membership in SANMAR AND ASSOCIATES LLC and as a real estate agent with Metrobroker in Atlanta. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Keri Green is a financial advisor at Fidelity with three years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, she worked in various roles including at Sorin Blu Aesthetics and The Arc of Jacksonville. She is also involved in assisting with logistical support at The Harlem Tap Room, a family-owned business in St. Louis. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Kevin Butler is a Planning Consultant at Fidelity Investments. He works closely with clients to develop tailored financial plans aimed at supporting and protecting what is most important in their lives. His role focuses on building client confidence through personalized planning. Kevin has held multiple positions at Fidelity Investments since 2021, including Relationship Manager, Investment Solutions Representative, High Net Worth advisor, and Customer Relationship Advocate. This range of experience has contributed to his understanding of client needs and financial planning strategies. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Bradley Marshall is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity in various roles since 2007, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He also spent a year at T. Rowe Price Advisory Services, Inc. early in his career. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Robert Dick is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various capacities since 1993. His career includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers 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 create model portfolios from mutual funds, ETFs, and ETPs.

Marquis Springer is a financial advisor at Fidelity with nine years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including JP Morgan Chase, Morgan Stanley, and Fidelity Brokerage Services. Outside of his advisory role, Springer is involved as a partner in music and media production companies and participates in ride-sharing services as an independent contractor. Fidelity's Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with particular capabilities in fund advisory and model portfolio delivery.

Christopher Lewis is a financial advisor at Fidelity with 17 years of industry experience. He has previously worked at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors. Outside of finance, he is employed with Sparkle Home Cleaning Services LLC, providing residential cleaning services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients through a blend of proprietary fundamental research and quantitative analysis. The firm is noted for its use of algorithmic portfolio construction and its role advising multiple registered investment companies and fund-of-funds.

Steven Shumpert is a Series 66–licensed financial advisor with two years of industry experience, currently with Fidelity in Atlanta, GA. He previously worked at Edward Jones for two years and operated Shumpert Financial Solutions, LLC for six years, where he authored books and developed online educational courses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kevin Kelley is an Investment Consultant at Fidelity Investments, where he has been working since 2025. Prior to this role, he held several positions at Fidelity Investments, including Planning Consultant from 2024 to 2025, Relationship Manager in 2023 to 2024, and Central Relationship Manager in 2023. Before joining Fidelity, Kevin was the Director of Operations at HC Planning Partners from 2021 to 2023 and an Account Analyst at Capital Financial Group from 2018 to 2021. In his current role, Kevin focuses on understanding client goals and creating personalized financial plans that integrate all aspects of their financial strategies. He prioritizes building lasting relationships based on trust and aims to be a reliable partner for his clients and their families. Outside of his professional work, Kevin has interests in fishing, golf, playing musical instruments, parenthood, pets, and surfing.