Max Claycomb is a financial advisor at Fidelity with two years of industry experience and a Series 66 designation. Prior to joining Fidelity, he worked at the Copperhead Grille and Ess, and he spent five years with the West-Windsor Plainsboro Regional School District. 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 combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it is noted for its use of algorithmic methods and AI in research as well as its advisory roles with multiple registered investment companies.

Bridget Pucel is a Financial Consultant at Fidelity Investments, a role she has held since 2024. Prior to this, she served as a Planning Consultant from 2022 to 2024 and as a Financial Representative from 2021 to 2022 within the same organization. Bridget focuses on understanding her clients' goals and priorities to develop effective financial plans. She emphasizes client education and collaborative planning to build confidence in financial decision-making. Bridget and her team prioritize clear and consistent communication to support clients throughout the financial planning process. Outside of her professional work, Bridget engages in family activities, fitness, exploring food, traveling, and volunteering.

Brent Davenport is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity Investments since 2010, progressing through roles including Investment Consultant, Retirement Relationship Manager, and working in Retirement Solutions. His career has been focused on financial consulting and retirement planning within the company. Brent's professional approach is centered around his clients' financial goals, emphasizing a process and set of business beliefs aligned with client objectives. His experience spans various aspects of financial advising, particularly in retirement solutions and investment consulting.

Jacob Rothman is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Fidelity, he served in the United States Army Reserve for nine years and worked in healthcare and the restaurant industry. Outside of his advisory role, he works as a delivery driver and online seller on platforms such as DoorDash, Uber, and eBay. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory roles to registered investment companies and fund-of-funds.

Angena Lee is a Financial Consultant currently working at Fidelity Investments since 2021. She also holds a position as a Financial Advisor Trainee at Merrill Lynch, a role she has maintained since 2021. Her prior experience includes serving as a Financial Professional at AXA Advisors from 2018 to 2020 and as a Lead Sales Representative at Liberty Mutual Insurance from 2014 to 2017. Angena focuses on providing personalized financial attention tailored to her clients' changing financial situations. She emphasizes staying current with clients' milestones to maintain or adjust their financial plans accordingly. Additionally, she participates in new groups and organizations to contribute her time and resources, expand her network, and grow her client base. Outside of her professional work, Angena enjoys concerts, family activities, fitness, photography, and yoga.

William Jones is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he was involved in various roles including positions at BEST Crowd Management and LeagueApps. He also serves as head guide in his family’s hunting outfitting business, Sweetwater Creek Ranch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors and maintains oversight through affiliated and unaffiliated sub-advisers, while also managing several registered investment companies and fund-of-funds.

Heather Hart is a financial advisor at Fidelity with 22 years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved in the operations of T48 Wellness & Weight Loss, a direct primary care practice managed primarily by her husband. 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. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolios, incorporating systematic methods and multiple layers of oversight.

Boyana Judkins is a financial advisor at Fidelity with six years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2019. Prior to that, she held positions at Wells Fargo, Jordan Credit Union, and Salt Lake Community College. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and use of AI-driven methodologies in portfolio management.

Hailey Fragoso is currently an Investment Consultant, focusing on assisting individuals and families in achieving their financial objectives. She emphasizes understanding clients' goals, values, and concerns to provide education and guidance tailored to their needs. Hailey works collaboratively with clients to develop plans aligned with their priorities. Her professional experience includes roles at Fidelity Investments, where she served as an Investment Solutions Representative from 2025 to 2026 and as a Customer Relationship Advocate from 2024 to 2025. Prior to that, she worked as an Investor Services Associate at Putnam Investments from 2023 to 2024. These positions have contributed to her understanding of investment solutions and client relationship management.

Jesse Frankland is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within Fidelity Investments, including Planning Consultant in 2024, Fixed Income Representative in 2023, Investment Solutions Representative from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. He holds insurance licenses in Arkansas and California, supporting his work in financial consulting. Jesse is committed to understanding his clients as individuals and helping them achieve financial success and confidence in their future. Outside of his professional role, Jesse's personal interests include biking, gardening, and parenthood.

Matthew Goode is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their financial situations and goals. He assists in updating financial plans, implementing strategies, and making necessary adjustments to support clients in working towards their financial objectives. Matthew has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant. His experience encompasses client relationship management and financial planning. Outside of his professional work, Matthew has personal interests that include cars, concerts, golf, motorcycles, outdoor adventures, and skiing.

Jamila Pugh is a financial advisor with Fidelity who holds Series 65 and Series 63 licenses and has five years of industry experience. Her prior roles include positions at Spire Wealth Management, Paragon Development Systems, Royal Bank of Canada, and Robert W. Baird. Fidelity, through its subsidiary Strategic Advisers LLC, offers 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 deliver model portfolios and fund advisory services.

Gale Northrop is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity and TD Ameritrade. Outside of his advisory role, he is a partner at Sweet But Fearless, an education and mentorship organization focused on women, where he contributes to strategy, training, and podcasting. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Ashlynne Fitzgerald is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Evermark Commercial Group and was involved with the Pokatok Sports Tech Accelerator. Outside of her advisory role, she coaches young girls aged 12 to 18 at Texas Advantage Volleyball. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Eric Wellford is a Benefits & Planning Consultant in Executive Services. He provides benefits guidance and planning support for executives. Eric has been with Fidelity Investments since 2021, starting as a Workplace Planning Consultant I-3 before becoming a Benefits & Planning Consultant in 2026. In his personal time, Eric enjoys art, camping, hiking, photography, and traveling.

Kai Calabretta is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He previously worked as an Investment Solutions Representative at Fidelity Investments from 2021 to 2024. Prior to joining Fidelity, Kai was an Onboarding Specialist at The Vanguard Group in 2021 and served as a Licensing and Commissions Representative at Pacific Life from 2019 to 2020. Kai values clients' opinions and experiences to better understand their individual situations. His professional background includes experience in investment solutions, client onboarding, and licensing and commissions within the financial services industry. Outside of his professional work, Kai has interests in art, fitness, playing musical instruments, visiting museums, and snowboarding.

Rodnetta Chandler is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has previously worked at SunTrust (now Truist) and VyStar Credit Union. Strategic Advisers LLC, a Fidelity Investments company, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jaden Stefanski is a Financial Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Jaden advanced through several positions within Fidelity Investments, including Workplace Planning Consultant III, II, and I, as well as Workplace Planning Associate, demonstrating a progressive career within the firm since 2022. In his role, Jaden focuses on collaborating with clients to understand their unique financial needs and goals, developing personalized strategies aimed at pursuing lifetime financial objectives. He holds insurance licenses in Arkansas and California, supporting his professional capacity to serve clients in these states. Outside of his professional work, Jaden enjoys boating, fishing, golf, and skiing.

Anna Yehushua is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to help clients define their financial goals, understand investment options, and develop clear financial plans. She emphasizes building relationships with clients and their families throughout their financial journeys. Anna has been with Fidelity Investments since 2015, beginning as a Financial Representative, then serving as a Relationship Manager from 2017 to 2022 before assuming her current role as Planning Consultant in 2022. Her experience encompasses client relationship management and financial planning. Outside of her professional role, Anna enjoys biking, snowboarding, outdoor adventures, traveling, exploring food, and volunteering.

Mohammed Ajmeri is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he works closely with clients to simplify financial planning, helping them identify their financial goals and develop strategies to achieve them. He prioritizes building long-lasting and trustworthy relationships to ensure personalized financial planning tailored to each client's interests and aspirations. Prior to his current position, Mohammed gained experience as a Sr. Premier Banker at Wells Fargo from 2021 to 2024, and as a Wealth Relationship Manager, AVP, at Citibank from 2016 to 2020. He is proficient in Gujarati, Hindi, and Urdu. Outside of his professional life, Mohammed enjoys biking, fishing, horseback riding, outdoor adventures, parenthood, and reading.