Lakewood Ranch, FL Office

Levi Wiget is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2006. Outside of his advisory role, he owns a consulting business coaching local businesses and is involved in recreational fishing through FLW Outdoors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Kenneth Andrews is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fidelity Investments since 2022, following prior roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, the Town of West Hartford Public Works, and the University of Rhode Island. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and is known for its use of systematic methodologies and oversight in managing model portfolios.

Michael Trosset is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity, he worked for six years at Otsego County Public Defender and sixteen years at Trosset Group Attorneys. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction across various fund structures.

Joshua Jones is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo, and Suncoast Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a model portfolio approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Bonnie Pattison is a financial advisor at Fidelity with a Series 66 designation and eight years of industry experience. She has worked with Fidelity Brokerage Services LLC since 2017 and previously held a position at SunTrust Bank. Fidelity's Strategic Advisers LLC offers investment management and advisory services to diverse clients, including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles for multiple registered investment companies.

Timothy Parker is a financial advisor at Fidelity with 19 years of industry experience. He has previously worked at J.P. Morgan Securities, Merrill, and Bank of America. Outside of his advisory role, he is a sole proprietor of Parker Media Group LLC, focusing on content creation, and serves on the corporate board of Big Brothers Big Sisters of The Sun Coast. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a broad client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management with an investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

John Destefano Jr. is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity and its affiliates since 2013. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as fund management.