Maitland, FL Office

Nathaniel Kahn is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and three years of industry experience. He previously worked at Charles Schwab and First National Bank of Omaha. Kahn serves as a Sergeant in the Army National Guard, a role he has maintained since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Garrett Graham is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. He previously worked at Charles Schwab & Co., Inc. and held various roles at Publix. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs. The firm also holds regulatory registrations uncommon among large institutional peers and incorporates AI and systematic methodologies in its investment process.

Susan Graham is an Investment Solutions Representative III at Fidelity Investments, where she works closely with clients to develop customized financial plans aligned with their short and long term goals. She emphasizes forming strong relationships with clients and their families, prioritizing trust, reliability, and competency in her approach. Her professional experience includes roles as an Investment Consultant at Fidelity Investments since 2021, Regional Vice President at Symetra Financial from 2019 to 2020, Registered Representative positions at Securian Financial in 2018, and AXA Advisors in 2017. She holds insurance licenses in Arkansas and California. Outside of her professional responsibilities, Susan engages in family activities, fitness, social events with friends, kayaking, music, and reading.