Emma Woods is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity in 2023, she held positions at Lululemon, Target, Dillard's, Nordstrom, AtHome, Cinepolis, and L.D. Bell High School. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad investable universe, while also managing conflicts of interest through oversight and evaluation of share classes and allocations.

Magdalena Marinescu is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has worked at Fidelity Investments since 2022 and previously held roles at Verizon and AT&T. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it incorporates advanced methodologies such as AI in its investment process.

Thomas Eyers is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Fidelity Investments since 2013, with prior experience at USAA Financial Planning Services and TIAA-CREF. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its CFTC registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and systematic methodologies in portfolio management.

Joe Slattery is an Investment Solutions Representative III at Fidelity Investments. In his current role, he is focused on understanding each client's unique priorities and circumstances to provide personalized financial guidance. He simplifies complex financial topics to help individuals and families make informed decisions aligned with their objectives. Joe has held multiple roles at Fidelity Investments, progressing from Client Relationship Advocate in 2023 to his current position. His experience includes serving as a High Net Worth Service Associate and advancing through various Investment Solutions Representative roles. Outside of his professional work, Joe has personal interests in football, hiking, and snowboarding.

Ezequiel Feliciano Bonet is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, and Suncoast Credit Union. He also worked at the University of South Florida before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm uses a systematic investment process that incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Jon Coats is an Investment Consultant at Fidelity Investments, where he works closely with clients to develop personalized financial plans tailored to their goals and priorities. He utilizes Fidelity's resources to help clients understand their current financial situations and explore potential opportunities for enhancement. Jon has been with Fidelity Investments since 2021, holding roles including Transition Service Specialist and Workplace Planning Consultant before his current position. Prior to joining Fidelity, he gained experience as a Financial Associate at Thrivent Financial and as a Banker at Bank of America. Outside of his professional work, Jon has interests that include the beach, cars, comedy, football, and golf.

Jeffrey Hancey is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and its affiliated brokerage services since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and model portfolio delivery using mutual funds, ETFs, and ETPs.

Robert Wasson is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Maine Medical Center and held positions at the University of New England and EventSafe Professional Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Levi Wiget is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors. Outside of his advisory work, he owns a business consulting firm that provides coaching to local businesses and is involved in recreational fishing. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advises multiple registered investment companies.

Edward Tencza is a financial advisor with Fidelity Investments and holds Series 66 and Series 63 licenses. He has 22 years of industry experience, including prior roles at Aspect Wealth Management, XZA Works, and Odyssey Engines. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive activities such as commodity pool operation and advisory roles to multiple registered funds.

Dustin Hall is a financial advisor with Fidelity, holding a Series 66 designation and 18 years of industry experience. He has worked at multiple Fidelity entities since 2014, most recently with Fidelity Investments since 2025. Outside of finance, Hall is involved in photography and videography. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Tyler Legault is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2020, progressing from Financial Representative to Investment Consultant before his current position. Tyler works with a diverse clientele including retirees, young professionals, and widows or widowers. His approach focuses on building confidence in financial plans to help clients navigate changing lifestyles and economic conditions. Tyler emphasizes the use of visual tools to educate clients, aiming to help them stay focused and organized during regular check-ins and plan reviews. He holds a California Insurance License, supporting his ability to advise on insurance matters. Outside of his professional responsibilities, Tyler has interests in baseball, football, movies, pets, traveling, and volunteering.

Ian Anderson is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Fidelity Brokerage Services and Fidelity Investments since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

Chase Greeson is a Planning Consultant at Fidelity Investments, where he focuses on enhancing and managing client relationships within the Financial Consultants' team. He works to effectively communicate with clients to address their concerns and complex issues, ensuring they receive priority attention and support. Chase has experience in several roles at Fidelity Investments, including Relationship Manager and Customer Relationship Advocate, positions he held prior to his current role. Before joining Fidelity, he gained experience as a Payroll Intern at Pendo.io. In his personal time, Chase has interests that include beach activities, fitness, food, golf, soccer, and traveling.

Darrick Engel is a financial advisor with Fidelity in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and TD Ameritrade. He also worked at Shop n Save for eleven years before entering the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and systematic portfolio construction. The firm offers a range of services including discretionary portfolio management, fund advisory, and model portfolio delivery, with notable activities such as registration as a commodity pool operator and the use of algorithmic and AI-driven research methods.

Jazzmin Jakubas Kaynak is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Her prior work includes roles at loanDepot.com, Citizens Bank, and other financial and service industry positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm’s distinctive features include roles as a commodity pool operator and advisor to multiple registered investment companies, as well as the use of algorithmic methods and AI in research.

Steven Houle is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2011, progressing through various roles including Financial Services Representative, High Net Worth Services Representative, Financial Representative, Investment Consultant, and currently serving as Vice President, Financial Consultant since 2015. With 15 years of experience, Steven partners with local high-net-worth clients, families, and business owners to develop personalized financial plans. His focus is on helping clients protect, grow, and efficiently transition wealth, aiming to provide confidence and peace of mind at every stage of their financial journey.

Jackson Brimblecom is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity in 2022, he held various roles outside the financial sector, including positions at ABC Therapy and The Guidance Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

John Roberts is Vice President and Financial Consultant at Fidelity Investments, where he has been assisting high net worth clients since 2009. He has worked at the Fidelity Bridgeport Village office for over 16 years, helping clients develop investment strategies and financial plans aligned with their objectives. John's experience at Fidelity includes roles as Vice President, Financial Consultant since 2012, Investment Consultant from 2011 to 2012, Relationship Manager from 2010 to 2011, and Financial Representative from 2009 to 2010. His expertise combines a strong financial planning background with extensive Fidelity experience. He is committed to partnering with clients to understand their goals and support their financial success.

Cynthia Joseph is the Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2018. She is a Certified Financial Planner with over two decades of experience in the financial services industry. In her role, Cynthia partners with individuals and families to create personalized financial plans, leveraging Fidelity's resources to guide clients through the planning process and prioritize their goals and aspirations. Her professional background includes roles such as Financial Consultant and Investment Consultant at Fidelity Investments, Director of Operations at Performance Trust Investment Advisors, LLC, Senior Associate at Performance Trust Capital Partners, LLC, and Wholesaler at First Trust Portfolios L.P. Cynthia's extensive experience spans wealth planning, investment consulting, and operations management. Outside of her professional endeavors, Cynthia enjoys cooking and baking, participating in family activities, fitness, social events with friends, photography, and reading.