Toribio Lopez Jr. is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC. In addition to his advisory role, he has been affiliated with Texas A&M University-Commerce since 2021. 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 manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Alexei Nechiporenko is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes positions at First Watch and UPS before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Hunter Martinez is a Planning Consultant based in the Plano office, specializing in assisting clients with the development and implementation of their financial plans. He has been with Fidelity Investments since 2021, progressing through roles from Workplace Planning Associate to Workplace Planning Consultant III by 2025. Prior to joining Fidelity, he worked as an Associate Banker at JP Morgan Chase from 2020 to 2021. Throughout his career, Hunter has focused on workplace planning, gaining experience in various aspects of financial advisory services. His progression within Fidelity Investments reflects his commitment to supporting clients' financial goals through effective planning strategies. Outside of his professional role, Hunter enjoys activities such as beach outings, fitness, exploring food, social events with friends, golf, and outdoor adventures.

Rebecca Boden is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at the Owen County and Grant County Boards of Education, as well as work at Answers in Genesis and Georgetown College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Adam Preston is Vice President, Wealth Planner at Fidelity Investments, where he partners with affluent clients and their families to develop comprehensive financial plans. In this role, he focuses on understanding clients' needs to empower them in making meaningful decisions aligned with their life goals. Adam has been with Fidelity Investments since 2015, holding various positions including Financial Consultant, Investment Consultant, Relationship Manager, Trading Execution Representative, and High Net Worth Representative. His experience encompasses wealth planning, client relationship management, and investment consulting. He holds a California Insurance License. Outside of work, Adam's personal interests include baseball, beach, football, golf, music, and traveling.

Chris Wall is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, Wall worked in the medtech sector and spent five years at Colorado State University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI-driven research methods.

Yvette Mills is a financial advisor at Fidelity with 20 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at TIAA-CREF and Procurement & Contract Services Solutions (PCSS). Outside of her advisory role, she serves as a board member of the Jamaican American Cultural Association and acts as a financial officer for PCSS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Neil Johnson is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2005 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Matthew Nelson is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he partners with local individuals and their families to develop and implement comprehensive financial plans tailored to their unique circumstances and goals. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2021 to 2023. Matthew's professional experience includes positions at Wells Fargo as a Premier Banker from 2018 to 2021, and at JP Morgan Chase where he held the roles of Branch Manager, V.P. from 2015 to 2016 and Relationship Banker from 2011 to 2015. He holds an Arkansas Insurance License.

Alexi Papadopoulos is a Planning Consultant at Fidelity Investments. In this role, Alexi provides clients with clear and transparent guidance to support their long-term financial decisions. Alexi's approach focuses on understanding each client's unique financial journey and prioritizing their interests to deliver honest insight and thoughtful planning, particularly in retirement planning. Alexi's professional experience at Fidelity Investments includes serving as a Financial Representative from 2024 to 2025, then as a Relationship Manager in 2025, before becoming a Planning Consultant in 2025. This progression reflects a breadth of experience in client relationship management and financial planning within the firm.

Eunbee Suida is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. Her prior roles include positions at Robert W. Baird & Co. Incorporated and Scottrade. She has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Daniel Elizondo is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, manages fund-of-funds structures, and supports intermediary platforms with model portfolios.

Dylan Schaetzel is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022. Prior to this, he held roles at Elon University and various companies in different sectors. Strategic Advisers LLC, a Fidelity Investments company, 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 discretionary and non-discretionary accounts and model portfolios.

Evelyn Velasco is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She works closely with clients and their families to develop tailored financial plans that address both short- and long-term goals. Her professional experience includes several positions at Fidelity Investments, where she served as Planning Consultant, Relationship Manager, and Financial Representative between 2022 and 2025. Prior to joining Fidelity, she worked at Deloitte as a Tax Consultant II and Tax Intern, as well as a Tax Intern at BDO. Evelyn holds a California Insurance License. Outside of her professional work, she enjoys golf and running.

Abigail Emmett is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and two years of industry experience. Her background includes roles at Fidelity Investments, Wells Fargo Clearing, and Vacasa, along with earlier positions in hospitality and university settings. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, leveraging a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies across mutual funds, ETFs, and ETPs, and provides advisory services including fund management and consultant roles.

Troy Dostal is a financial advisor at Fidelity with 11 years of industry experience. He previously worked at Ameriprise Financial Services from 2015 to 2021 before joining Fidelity. Outside of his advisory role, he serves on the board of directors for Optimist International, a nonprofit focused on youth development, and is involved in restaurant and cleaning businesses. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Miosha York is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop financial plans tailored to their specific goals and needs. She works within a team dedicated to supporting clients and addressing their unique financial situations. Prior to her current role, Miosha served as a Relationship Manager at Fidelity Investments from 2023 to 2024. She holds a California Insurance License.

Matthew White is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Fidelity Investments since 2015 in various capacities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to registered investment companies, use of systematic methodologies, and integration of AI and machine learning tools in its research.

Osmar Hernandez is a Financial Consultant currently working at Fidelity Investments since 2024. He has built his career in financial advisory roles, previously serving as a Private Client Financial Advisor at Citizens Bank from 2023 to 2024 and as a Financial Consultant at E*Trade from 2019 to 2023. He focuses on empowering clients to achieve their financial goals through personalized planning and strategic guidance. In his role, Hernandez collaborates with clients and wealth management teams to develop tailored financial strategies, emphasizing transparency and education to help clients make confident decisions. His experience spans various aspects of financial consulting, aiming to meet the unique aspirations of each individual client. Outside of his professional work, Hernandez engages in activities such as attending concerts, spending time with family, fitness, parenthood, and volunteering.

Adam Steinmetz is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He works closely with individuals and families to develop customized financial plans that align with their unique situations and personal goals. Prior to his current role, Adam held positions at Fidelity Investments as a Planning Consultant from 2021 to 2024 and as a Financial Representative from 2017 to 2021. He also gained experience as a Personal Banker at Commerce Bank from 2016 to 2017. Throughout his career, Adam has focused on building strong client relationships and providing tailored financial guidance. His approach centers on collaboration and comprehensive planning to support clients in striving for improved financial well-being for themselves and their families.