Jacksonville, FL Town Center Pkwy Office

Michael Moceri is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He has over 30 years of experience as a financial consultant, having also worked at First Financial Planners from 1999 to 2010, Merrill Lynch from 1996 to 1999, and Olde from 1994 to 1996. Throughout his career, Michael has focused on building long-lasting and engaged relationships with his clients. He works closely with individuals and families to develop financial plans that help them understand and pursue their financial goals. Outside of his professional work, Michael enjoys activities such as going to the beach, fishing, football, parenthood, and traveling.

Jason Webb is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked in various Fidelity divisions since 2008. Outside of his advisory role, he is a managing member and partner at MGW Creations, LLC, a company involved in creation and distribution activities. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Hilah Wheeler is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2008, including seven years at Fidelity Personal and Workplace Advisors. 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’s activities include discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery, with formal advisory roles to multiple registered investment companies.

James Robbins is a financial advisor at Fidelity with Series 63 and Series 66 designations and six years of industry experience. He has worked at various Fidelity entities since 2019 and has prior experience at Devry E Dewan CPA, Follett Corporation, Bealls Florida, and the University of Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Ryan Sands is an Investment Consultant at Fidelity Investments, where he collaborates with individuals and families to develop financial roadmaps that align present decisions with future goals. He has been serving in this role since 2025. Prior to this, Ryan worked as a Financial Representative at Fidelity Investments from 2023 to 2025. Outside of his professional career, Ryan's personal interests include spending time at the beach, engaging in family activities, following football, parenthood, and caring for pets.

Kristin Ramos is Vice President and Financial Consultant at Fidelity Investments. In this role, she focuses on translating Fidelity's platform and resources into personalized wealth strategies tailored to her clients' goals. She emphasizes proactive guidance, transparent communication, and long-term alignment to ensure clients feel supported and informed. Kristin has been part of Fidelity Investments since 2011, progressing through several roles including Financial Representative, Premium Relationship Associate, Investment Solutions Representative, Retirement Solutions Representative, Relationship Manager, Senior Relationship Manager, and Financial Consultant prior to her current position. Outside of her professional responsibilities, Kristin enjoys boating, fishing, fitness, and engaging in family activities.

Brandon Heitzhaus is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he collaborates with clients and their families nationwide, utilizing a goal planning approach to support informed financial decision-making. Heitzhaus has been with Fidelity Investments since 2013, progressing through roles including Financial Representative from 2013 to 2018, Relationship Manager from 2018 to 2020, and Planning Consultant from 2021 to the present.

Anthony Marengo is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity and its affiliates since 2004. Strategic Advisers LLC, part of Fidelity Investments, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with oversight over sub-advisers and a focus on systematic methodologies.

Gus Hydbom is a Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he leads a team dedicated to comprehensive financial planning, aiming to provide clients with strategies aligned to their long-term financial goals. His experience at Fidelity Investments includes several leadership roles, such as Team Leader for Portfolio Advisory Services from 2020 to 2024, and Team Leader for Client Services from 2019 to 2020. Prior to these positions, he worked in various capacities including Investments Solutions Representative, ISR Help Desk, PAS Service Representative, and Customer Relationship Advocate between 2016 and 2019. The breadth of his experience covers client services and portfolio advisory functions, reflecting a commitment to serving clients through diverse financial service roles at Fidelity Investments.

Nancy Hudmon is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she partners with clients to understand their priorities and develop financial plans that align with their goals, values, and vision for the future. She emphasizes the importance of understanding people to provide thoughtful guidance and help clients make informed decisions through life's transitions and changing financial priorities. Nancy has been with Fidelity Investments since 2022, progressing through various roles including Workplace Planning Consultant I, II, and III before her current position. Her experience within these roles has focused on client partnership and financial planning. Outside of her professional work, Nancy engages in activities such as cooking and baking, spending time with family and friends, gardening, and caring for pets.

Craig Stacey is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads a team of financial professionals who assist clients with developing personalized financial plans to help pursue their financial goals throughout life. Prior to this, he served as Assistant Branch Leader at Fidelity Investments from 2020 to 2021. Craig has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2014, including Private Wealth Management Relationship Manager, Relationship Manager, Financial Representative, and Client Services Associate. He also worked as a Business Service Manager at Morgan Stanley in 2019. No information about his education, credentials, personal interests, or community involvement has been provided.

Mark Wilson is a Planning Consultant at Fidelity Investments, where he has been serving since 2022. In this role, he focuses on listening to clients' unique financial situations to understand their goals, objectives, and time horizons, and works with a team to build, maintain, and implement long-term financial plans. Mark has accumulated experience within Fidelity Investments through various roles since 2018, including Relationship Manager, Financial Representative, High Net Worth Associate, and Customer Relationship Advocate. He holds a California Insurance License. Outside of his professional work, Mark has interests in museums, parenthood, puzzles, reading, soccer, and yoga.

Robert Battinelli is a Planning Consultant at Fidelity Investments. In this role, he partners with three Financial Consultants to support clients as they work toward their financial goals, utilizing Fidelity's resources to maintain an updated understanding of clients' goals and financial information. His approach emphasizes transparency, trust, and commitment to provide a consistent experience for clients. Robert has been with Fidelity Investments since 2018, holding various positions including Investment Solutions Representative, Licensing Mentor, High Net Worth Associate, and Client Relationship Advocate. This progression reflects his experience across different facets of financial services within the firm. Outside of his professional responsibilities, Robert enjoys activities such as exploring food, watching movies, engaging in outdoor adventures, traveling, and practicing yoga.

Anthony Taylor is a Planning Consultant at Fidelity Investments, where he collaborates with clients to help them make informed decisions and develop plans to work towards their financial goals. He has been with Fidelity Investments since 2021, initially serving as a Workplace Planning Consultant before advancing to his current role in 2025. Prior to joining Fidelity, Anthony worked as a Financial Representative at Northwestern Mutual in 2021. Outside of his professional work, Anthony has interests in comedy, concerts, football, golf, and spending time with his pets.

Jeffrey Steinberg is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, N.A., and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a broad client base, including registered investment companies and charitable funds, and is noted for its use of systematic methodologies and algorithmic tools in portfolio management.