Jacksonville, FL Touchton Rd East Office

Samuel Dunn is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Fidelity Investments and Fidelity Brokerage Services LLC since 2019 and previously spent five years with Voya Financial. 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, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Terry Bowser is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Vision Manufacturing, American Public University, and service in the United States Air Force. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Eric Fortenberry is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to joining Fidelity, he held positions at DoorDash, HomeTeam Pest Defense, and M Hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of model portfolios that utilize proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Timara Ware is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity in 2024, she worked at OptumRx from 2014 to 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Bruce Davis is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2014. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Alexandra Gonzalez is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 designations. Her prior work experience includes roles at the University of North Florida and Georgia Southern University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and charitable funds. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

David Lee is a financial advisor with Fidelity and holds a Series 66 designation. He has one year of industry experience, having previously worked at LSI Jacksonville and Massey Services Jacksonville Beach, among other roles. Fidelity’s Strategic Advisers LLC, where David is based, provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Blaine Houck is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this position, he gained experience at Fidelity Investments through various roles including Investment Solutions Representative III, Investment Consultant, Investment Solutions Representative, and Customer Relationship Advocate from 2020 to 2023. His background as a Marine Corps Veteran has influenced his disciplined approach to financial planning. Blaine focuses on partnering with clients to understand their short and long-term financial goals and developing customized financial plans tailored to their unique needs. He emphasizes the importance of forming strong relationships and maintaining trust, reliability, and competency with his clients and their families. He holds insurance licenses in Arkansas and California. Outside of his professional career, Blaine has interests in fitness, food, military service, outdoor adventures, and traveling.

Richard Matthews is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2006, including previous roles within Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC, as well as a brief tenure at TD Ameritrade. 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 uses a combination of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains oversight of affiliated and unaffiliated sub-advisers.

Philip Bingham is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Unlimited Welding Inc and World Polymers Consulting and spent ten years in full-time education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Randall Looney is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2017, serving in various capacities including Investment Management Consultant, Investment Solutions Representative, and Customer Relationship Advocate. His professional experience encompasses client relationship management and developing customized financial plans to align with clients' short-term and long-term financial goals. Randall holds insurance licenses in Arkansas and California. Outside of his professional work, Randall's personal interests include attending concerts, family activities, exploring food, football, golf, and caring for pets.

Michael Marsilio is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and previously at Barnes & Noble Inc. from 2015 to 2018. Michael is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Vannyda El Ani is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2015, including Fidelity Investments, Fidelity Personal and Workplace Advisors, and FIDELITY Brokerage Services LLC. 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. The firm is notable for its use of systematic methodologies, management of model portfolios, and formal advisory roles to multiple registered investment companies.

Megan Hitt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes multiple roles at Daytona State College and AdventHealth Daytona Beach. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

James Stone is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2007, serving in various roles including Portfolio Specialist, Client Management Representative, High Net Worth Service, and Financial Services Representative. His extensive experience within Fidelity has provided him with a comprehensive understanding of financial planning and client service. James holds insurance licenses in Arkansas and California. He is committed to getting to know his clients personally to develop unique financial plans tailored to their individual goals and family needs. Outside of his professional work, James is interested in fitness, golf, and volunteering.