Sarasota, FL Office

Chrystin Brackett is a financial advisor at Fidelity with 12 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Metlife Securities. Outside of her advisory work, she is the owner and creator of Mind of a Mermaid Creations, a business selling handmade seashell crafts and producing seashell-related content on social media. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jonathan Guerrero is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he held roles at Enterprise Holdings and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a systematic investment process combining fundamental research and quantitative analysis, and it manages model portfolios using a broad universe of mutual funds, ETFs, and ETPs.

Gabriel Alba is a financial advisor with Fidelity in Sarasota, FL, holding a Series 66 designation and 27 years of industry experience. He previously worked at Icma Retirement Corporation from 2005 to 2021 before joining Fidelity. 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 combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Daniel Molineaux is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill Lynch, Wells Fargo Clearing, and Scottrade. In addition to his advisory work, he serves as a Staff Sergeant in the U.S. Army National Guard. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including funds of funds and model portfolios.

Douglas Machado is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and previously worked at Independent Financial Group Branch 1928. Outside of finance, he was involved with CrossFit Lena and CrossFit Lakewood Ranch for several years. 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 employs a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Gregory Orenic is a financial advisor with Fidelity Investments in Sarasota, FL, holding Series 63 and Series 66 credentials and nearly three decades of industry experience. His prior work includes roles at Benjamin F Edwards & Co and First Command Advisory Services. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Kristina Scapin is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at The Vanguard Group from 2016 to 2022 before joining Fidelity. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it oversees delegated management and addresses potential conflicts of interest.