Huntersville, NC Office

Sally King is a financial advisor at Fidelity with 13 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Valic Financial Advisors, Edward Jones, Charles Schwab, and Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction for its investment approach.

Barrett Brooks is a CFP® and Series 63 credentialed financial advisor with 19 years of industry experience. He currently works at Fidelity Investments and has previously been employed by The Vanguard Group Inc. and Linden Thomas & Company Securities, LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Jeffery Mingo is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 65 designations. His career background includes positions at The Vanguard Group, Robinhood Financial, MassMutual, and TIAA, among others. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products.

Kevin Fogg is a financial advisor at Fidelity with Series 63, 65, and 66 licenses and four years of industry experience. His prior roles include positions at The Vanguard Group, Cardinal Financial, and New Rez. Before entering financial services, he spent 14 years at Macy's Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is also noted for its role as a commodity pool operator, advisory services to registered investment companies, and use of AI and systematic methodologies in portfolio management.

Aaron Williams is a financial advisor at Fidelity with 10 years of industry experience. He has previously worked at TIAA-CREF and Vanguard Marketing Corporation. Outside of his advisory role, he directs Life's Cheat Code, LLC, a self-improvement business focused on musical composition and related marketing activities. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm combines fundamental research with quantitative and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Jermile Hayes is a CFP® with 12 years of industry experience, currently advising at Fidelity. His prior roles include six years at THE Vanguard Group, Inc., and additional experience at Fidelity Brokerage Services LLC and Carolina Talent. He serves as an advisory board member for Elon University’s Love School of Business, where he engages with students and supports job opportunity initiatives. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Timothy Neu is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including JP Morgan, PNC Financial Services, The Vanguard Group, and Revival Property Management. 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 combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, offering model portfolios across mutual funds, ETFs, and ETPs.

Mitchell Gatewood is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank, Edward Jones, First Citizens Investor Services, and SunTrust Investment Services. 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 employs a combination of proprietary fundamental research, quantitative analysis, and systematic portfolio construction using mutual funds, ETFs, and ETPs.