Fredericksburg, VA Office

Anna Johnson is a financial advisor at Fidelity with Series 65 and Series 63 licenses and five years of industry experience. She has held roles at Fidelity Investments since 2022 and previously worked at Alight Financial Solutions and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Shawn Lenahan is a financial advisor at Fidelity with 18 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He serves as Treasurer for the Irish Cultural Center of Virginia, Inc. 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 in its investment process.

Ryan Hill is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fidelity, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Kevin Ealey Jr. is a financial advisor at Fidelity with seven years of industry experience. He has held roles at Fidelity Investments since 2022 and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory work, he also works as an independent contractor providing grocery delivery services and as a delivery driver for Uber Eats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios made up of mutual funds, ETFs, and ETPs.