Ponte Vedra, FL Office

Jennifer DeHart is a Market Leader at Fidelity Investments, where she leads a team of financial advisors. She oversees the development of comprehensive financial plans tailored to clients' needs and goals, encompassing investment strategy, retirement planning, income protection, and family financial discussions. Jennifer has been with Fidelity Investments since 2004, progressing through various roles including Financial Representative, Investment Consultant, Financial Consultant, VP Financial Consultant, Assistant Branch Manager, VP Branch Office Manager, and currently Market Leader. Her career reflects extensive experience in financial advising and team leadership within the firm.

Gerald Polcari is a financial advisor at Fidelity with 31 years of industry experience. He previously worked at GW & Wade Asset Management Company, Inc. for 16 years before joining Fidelity. He serves as a director on the Little Bay Harbor Condominium Association board of directors. 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 to manage diversified model portfolios.

Garrett Tolley is a Financial Consultant based in Jacksonville, FL, currently working with Fidelity Investments. He collaborates with a Wealth Management Team to assist families, professionals, and organizations in making intentional financial decisions that align with their vision and values. His approach focuses on co-creating financial plans that prioritize intention over chance. Garrett's experience at Fidelity Investments spans several roles since 2016, including positions as a Premium Relationship Associate, Investment Solutions Representative, Financial Representative at the Investor Center, Workplace Financial Consultant, and currently as a Financial Consultant. Throughout his career, he has developed expertise in financial consulting and wealth management. Outside of his professional work, Garrett's personal interests include spending time at the beach, engaging in family activities, gardening, enjoying music, and parenthood.

Emily Mccarthy is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63, 65, and 66 licenses. Outside of her advisory role, she serves as an officer for Pink Palm Production, a small production company. 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 to manage diversified model portfolios.

Daibby Minogue is Vice President and Executive Planning Consultant at Fidelity Investments, a position held since 2021. In this role, Minogue focuses on planning for corporate executives with complex financial planning needs. Minogue has over 25 years of experience in the financial services industry. Prior to the current role, Minogue served as Vice President and Private Client Advisor at JP Morgan Securities, LLC from 2013 to 2021. Earlier positions include Account Executive at Fidelity Investments from 2004 to 2013, Financial Representative at New York Life between 2002 and 2003, and Sales Associate at American Express Financial Advisor from 2000 to 2002. Minogue is a Certified Financial Planner and holds insurance licenses in Arkansas and California.

Alexa Phillips is a financial advisor with Fidelity in Ponte Vedra, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior roles include positions at USI Consulting Group, PNC Capital Advisors, and Cetera Investment Services. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.