Darrin Chow is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles in the financial services industry, including Senior Financial Consultant at E*TRADE Securities, LLC from 2014 to 2022, Financial Advisor at BancWest Investment Services, Inc. from 2013 to 2014, Financial Solutions Advisor at Merrill Edge from 2011 to 2013, and Paraplanner at Ameriprise Financial Services, Inc. from 2010 to 2011. His approach involves co-creating customized financial strategies focused on long-term goals, emphasizing individual definitions of financial independence. Darrin holds a California Insurance License. Outside of work, Darrin engages in personal interests such as hiking, movies, music, reading, tennis, and traveling.

Madison Mcdonnell is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked with organizations including Kanakuk Kamps and the University of Arkansas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver diversified model portfolios and oversees multiple registered investment companies and fund-of-funds.

Nathaniel Milhous serves as Vice President and Financial Consultant at Fidelity Investments. In this role, he assists clients in developing customized, holistic financial plans aimed at achieving their financial goals and objectives. His approach is grounded in building trust and providing dedicated service to his clientele. With over 19 years of experience in finance and economics, Nathaniel has held multiple positions within Fidelity Investments, progressing from Financial Representative to his current leadership role since 2026. Prior to his tenure at Fidelity, he was a Financial Service Representative at SunTrust Bank from 2006 to 2008. He holds a California Insurance License. Outside of his professional responsibilities, Nathaniel is engaged in activities including board games, family activities, golf, parenthood, traveling, and volunteering.

Neal Rankin is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2008, initially serving as a Retirement Services Representative before advancing to his current role in 2011. Prior to joining Fidelity, Neal worked as a Brokerage Assistant at UBS Paine Webber from 2002 to 2004. In his role, Neal focuses on understanding the unique personal situations of his clients and their families. He leverages the resources available at Fidelity to assist clients in making informed financial decisions and creating sound financial plans. His professional satisfaction comes from helping clients work toward their lifelong goals. Outside of his professional career, Neal enjoys golfing, spending time at the lake, and traveling.

James Van Nice is a Benefits & Planning Consultant specializing in Executive Services. In this role, he partners with executives to help them understand their employer benefits and develop plans to work towards their financial goals. James has professional experience as an Investment Solutions Representative III at Fidelity Investments from 2023 to 2025 and as an Investment Solutions Representative II at Fidelity Investments from 2022 to 2023. Prior to that, he worked at Merrill Lynch as an Investment Solutions Representative I from 2021 to 2022 and as a Financial Advisor from 2018 to 2019. Outside of his professional work, James engages in fishing, fitness, golf, running, and volunteering.

Alexandra Field is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity Investments in 2024, she held positions in various organizations including Boston College Athletics and the University of Connecticut. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Raymond Diffee is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity since 2006, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Christian Reyes is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked in education with Covington Independent Public Schools and Holmes High School. 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 combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of model portfolios, regulatory registrations, and advisory roles to multiple fund structures.

Shayla Eubanks is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants and Wealth Management teams to support clients in developing comprehensive financial plans. She focuses on understanding clients' goals, values, and unique financial situations to help create plans that provide confidence and peace of mind. Shayla has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant. Her experience within the firm has provided her with a broad understanding of client needs and financial planning processes.

Lisa Schaider is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors as well as registered investment companies, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory role to multiple funds, and use of algorithmic methods and AI in its research process.

Cody Stratton is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He previously worked as an Investment Consultant at Fidelity Investments from 2022 to 2024, and held roles as Workplace Planning Consultant I and II at the same company in 2021 and 2022 respectively. In his role, Cody works collaboratively with clients to develop financial plans tailored to their individual needs and family circumstances. He focuses on helping clients improve their financial health through wealth planning and investment strategies that align with their current and future goals. Cody holds insurance licenses in Arkansas and California. Outside of work, he has personal interests that include beach activities, concerts, fitness, golf, soccer, and traveling.

Korin Yeager is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and working in the industry for 13 years. Prior to joining Fidelity, Yeager spent six years at E*TRADE Securities LLC. Outside of finance, Yeager assists with logistics for solar projects for a family business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

William Erpelding is a financial advisor at Fidelity Investments with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held positions at various organizations, including WIT Construction LLC, Amazon, and Emerson Electric Co. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio solutions that incorporate proprietary research, quantitative analysis, and systematic methodologies.

Evan Cantor is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and bringing two years of industry experience. Prior to joining Fidelity, he worked at Goosehead Insurance and has experience with the Dallas Cowboys and the University of North Texas. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, AI-driven research, and oversight in managing model portfolios and registered investment companies.

Joe Dancho is a Financial Consultant currently working at Fidelity Investments since 2023. He supports clients with overall financial and retirement planning, aiming to create personalized plans aligned with their financial goals. He has experience as an Investment Consultant at Fidelity Investments from 2022 to 2023, and previously served as a Retirement Education Counselor at Prudential Financial from 2015 to 2022. Prior to that, he held positions at T. Rowe Price including Senior Retirement and Investment Counselor from 2013 to 2015 and Retirement and Investment Counselor from 2011 to 2013. Joe's personal interests include family activities, football, and volunteering.

Adam Bille is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2016. In his role, he assists clients in strengthening their financial plans to help them achieve their financial goals. Prior to his current position, Adam held several roles at Fidelity Investments, including Investment Consultant from 2015 to 2016, Financial Representative from 2014 to 2015, and Full Trader from 2013 to 2014. His professional experience is centered around financial consulting and investment services. Adam's personal values include compassion, integrity, and trust.

Thomas Woods is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Total Quality Logistics, Jared, and Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work and fund management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Vannyda El Ani is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. She has been with Fidelity Brokerage Services LLC since 2015 and concurrently with Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including IR S-qualified Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Jacquelyn Calandriello is a Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2021. In this role, she works closely with individuals, families, and businesses to develop and implement customized financial plans aimed at achieving their specific goals and financial peace of mind. She holds the CERTIFIED FINANCIAL PLANNER™ Practitioner designation. Before joining Fidelity Investments, Jacquelyn gained experience as a Financial Advisor at Ameriprise Financial Services, LLC from 2016 to 2021, MetLife Premier Client Group of New York City from 2010 to 2016, and Ameriprise Financial, LLC from 2008 to 2010. She also holds a California Insurance License. Her approach involves a holistic financial planning process that includes developing strategies aligned with clients' needs, tracking progress, and making adjustments as necessary. Jacquelyn emphasizes a client-first commitment in her practice.

Stephane Johnston is a Financial Consultant at Fidelity Investments, where he has been assisting clients since 2020. He specializes in wealth planning using a goals-based planning approach to help clients achieve their financial objectives. Prior to this role, Stephane served as a Vice President Senior Private Client Advisor at Bank of the West from 2016 to 2020 and as an Investment Counselor at Fisher Investments from 2014 to 2016. Stephane holds a California Insurance License, supporting his ability to provide comprehensive financial advice. Outside of his professional responsibilities, he engages in various personal interests including family activities, golf, running, soccer, traveling, and volunteering.