Orlando, FL Office

Matthew Mejia is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at Charles Schwab & Co., Inc., MML Investors Services, MassMutual Life Insurance Co., Prancer Capital, Trustco Bank, and the University of Central Florida. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Eugene Rubow is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and its affiliates since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios constructed from mutual funds, ETFs, and ETPs.

Daniel Mirto is a financial advisor with Fidelity Investments based in Orlando, FL, holding Series 65 and Series 63 licenses and having three years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities LLC, and several smaller firms. Outside of finance, he is an independent contractor streaming video game play on Twitch. 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 is notable for its use of systematic methodologies, management of multiple registered investment companies, and integration of AI in its research practices.

Christopher Chong is a financial advisor with Fidelity Investments based in Orlando, FL. He holds the Series 63 and Series 66 designations and has 17 years of industry experience. Prior to joining Fidelity, he worked at Wells Fargo Clearing and Wachovia Bank. Outside of finance, Chong is the sole proprietor of Iron Age Fitness LLC, a fitness apparel business where he designs clothing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

James Mcqueeney is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with Fidelity and has previously worked at PRUCO Securities, Prudential Insurance Company of America, and Edward Jones. Mcqueeney serves as Vice President and Director of the Rotary Club of Avalon Park in Orlando, Florida. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to a broad range of clients, employing a proprietary investment process that blends fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of algorithmic methods and AI in research.

Luke Dougherty is an Investment Solutions Representative III at Fidelity Investments, where he has been working since 2021. In this role, he collaborates with clients to develop personalized financial plans aimed at helping them achieve their financial goals. His professional experience centers on investment solutions and client-focused financial planning.

Kaylyn Van Meter is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity since 2019, serving in various roles including Investment Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, Kaylyn worked as a Business Development Consultant at Raymond James from 2017 to 2019 and as a Relationship Specialist at Charles Schwab from 2016 to 2017. Her approach to financial guidance emphasizes building trust and understanding through an ongoing partnership with clients. Kaylyn focuses on listening to her clients to gain a deep understanding of their financial and personal priorities, partnering with them to create comprehensive financial plans that provide clarity and confidence throughout different stages of life. She maintains close connections with clients to support them as their goals evolve. Outside of her professional work, Kaylyn enjoys cooking and baking, participating in family activities, following football, gardening, and traveling.

Austin Goody is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Wells Fargo Clearing and Wells Fargo Bank, nA. 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 systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Ignacio Bartolomei is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Merrill, PNC Investments, and Charles Schwab. Bartolomei is based in Orlando, FL. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and delivering model portfolios using systematic methodologies and long-term asset allocation benchmarks.

John Phaneuf is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He focuses on building lifetime relationships between clients and Fidelity by providing investment guidance and assisting with goal implementation to create a unique planning experience and identify opportunities for deeper client engagement. John has held various roles within Fidelity Investments since 2017, including Investment Consultant, Planning Consultant, Relationship Manager, Workplace Planning Consultant II and I, Investment Solutions Representative, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Workplace Retirement Plan Associate at T. Rowe Price from 2015 to 2017.

Ethan Mendoza is a financial advisor at Fidelity with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Edward Jones and Wells Fargo. Outside of his advisory role, Mendoza is an online content creator and live streams video game play on TikTok. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios using systematic methodologies and long-term asset allocation strategies.

Stephen Magee is a financial advisor at Fidelity with 9 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, following prior experience at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of finance, he owns Magee Aerial Media, a drone video and photography service based in Orlando, Florida. Stephen works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s investment approach incorporates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

Christine Pinto is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2021, with prior roles at Raymond James Financial Services and Cowen Execution Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees multiple registered investment companies and fund-of-funds.

Steve Miranda is a financial advisor with Fidelity, holding a Series 66 designation and 22 years of industry experience. His career includes extensive tenure with various divisions of Fidelity as well as earlier work at Merrill. Fidelity’s Strategic Advisers LLC, where he is associated, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it holds distinctive registrations such as with the CFTC and membership in the NFA.

Seth Rowe is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments, Fidelity Investments LLC, and Charles Schwab, among other roles. Strategic Advisers LLC, part of Fidelity Investments, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage portfolios across various asset classes.