Jacksonville, FL Office

Isaiah Simpson is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2015. Outside of his advisory role, he serves as Vice President of the Red Hawk Village Homeowners Association in Jacksonville, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using a combination of proprietary fundamental research, quantitative analysis, and algorithmic methods.

Joshua Loudon is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior roles include positions at MassMutual and experience outside finance in education and the food service industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Katharine Collins is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. Her prior work includes roles at Merrill, Bank of America, Advised Assets Group, and GWFS Equities. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, including management of registered investment companies and fund-of-funds.

Merdan Muhamov is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked in various roles within Fidelity since 2012, including positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Kenny Ray is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments since 2025. In this role, he partners with executives to help them understand their employer benefits and develop plans to work toward their financial goals, employing a consultative approach to foster client confidence and strong relationships with Fidelity. Kenny has accumulated comprehensive experience at Fidelity Investments, holding various positions including Planning & Advice Help Desk (2024-2025), Investment Solutions Help Desk (2022-2024), Fixed Income Specialist (2019-2022), High Net Worth (2016-2019), and Customer Relationship Advocate (2015-2016). He also worked as a Client Service Associate at Brust Wealth Advisors in 2024. Outside of his professional work, Kenny enjoys baseball, spending time at the beach, cooking and baking, family activities, and outdoor adventures.

Chris Hoomany is a Benefits & Planning Consultant in the Executive Services division at Fidelity Investments. In this role, he partners with executives to help them maximize their employer-sponsored benefits and navigate complex financial decisions. He focuses on designing personalized financial plans that provide clients with confidence and a clear path toward achieving long-term goals. Chris has been with Fidelity Investments since 2020, progressing through several roles including Customer Relationship Advocate, High Net Worth Service Associate, and multiple levels of Investment Solutions Representative before assuming his current position in 2025. His experience spans client service and investment solutions within the company. He holds an Arkansas Insurance License.

Benjamin Davis is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2000. Outside of his advisory role, he serves as an officer for Mandarin Toastmasters, a self-help organization based in Jacksonville, Florida. Fidelity, through Strategic Advisers LLC, provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Poul Pedersen serves as the Regional Director of Executive Services at Fidelity Investments, a role he has held since 2023. In this capacity, he leads a team of Financial Professionals who provide clients with support in benefits and financial planning. His responsibilities include offering strategic insight and fostering collaborative leadership to enhance financial well-being for both his team and clients. Prior to his current position, Poul held leadership roles at Fidelity Investments including Team Leader for Investment Solutions from 2020 to 2023 and Team Leader for Workplace Planning and Advice from 2015 to 2020. These roles have contributed to his expertise in financial planning and client support within the investment and workplace planning sectors.

Anthony Spears Jr. is a financial advisor at Fidelity with 18 years of industry experience. He holds a Series 66 designation and has worked with various Fidelity entities since 2010. Outside of his advisory role, he is involved in music ministry at Dayspring Baptist Church in Jacksonville, Florida, where he oversees choir rehearsals and music education. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Vincent Golino is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Citibank and Fedex Office. Currently based in Jacksonville, FL, Golino has been with Fidelity Brokerage Services LLC since 2019. Fidelity’s Strategic Advisers LLC, where Golino is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of AI and systematic methodologies in managing model portfolios.

Hannah Hamm is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Fidelity, she was involved with SoToSpeakArt and held positions at the University of North Florida, Florida State College at Jacksonville, Publix, and Son Light Academy. 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 algorithmic portfolio construction to deliver model portfolios and discretionary management across a broad range of investment vehicles.

Matthew Davison is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing its portfolios.

Ryan Zangeneh is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Fox Rothschild LLP, Withers Worldwide LLP, Diserio Martin O'Connor & Castiglioni LLP, Ernst & Young LLP, University of Miami School of Law, and KPMG LLP. 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 combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of discretionary and non-discretionary investment solutions.