Justin McMahon is a Financial Consultant currently working at Fidelity Investments since 2020. In his role, he partners with clients to understand their personal financial situations and develops comprehensive financial plans tailored to individuals and families. He leverages his deep knowledge of financial planning to assist clients in navigating the challenges of investing. Prior to joining Fidelity Investments, Justin worked as a Financial Consultant at E*TRADE from 2019 to 2020. He has also held positions at Charles Schwab, serving as an Associate Financial Consultant from 2017 to 2019 and participating in the Financial Consultant Academy from 2015 to 2017.

Mckenna Reed is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Reed held positions at Utah Valley University, Utah Community Credit Union, and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a systematic investment approach that incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Byron Harris is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Fidelity Investments and prior positions at Shipt Inc., Aflac, and Target. He also worked at Windsor Parke Golf Club and has teaching experience from the University of North Florida and Lafayette High School. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Garren Schultz is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to his current role, he held various positions including as an independent contractor delivery driver for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Scot Herrmann is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with various Fidelity entities since 1998 and is currently based in Covington, KY. Outside of his advisory role, Herrmann is a race announcer for live sporting events and a business partner at Loveland Bike Shop and Rental, where he provides consultation and occasional shop support. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an adviser to multiple registered investment companies and funds.

Brett Gigliotti is a Series 66 licensed advisor with Fidelity in Westlake, Ohio, bringing 15 years of industry experience. He has been affiliated with Fidelity Investments since 2010 and currently provides one-on-one coaching through Magis Consulting LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Jake White is a Financial Consultant at Fidelity Investments, where he currently partners with clients to develop financial plans and investment strategies. He aims to assist clients in pursuing their financial goals by leveraging his experiences to provide support for better financial outcomes. Jake has held various roles at Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, spanning from 2021 to the present. Prior to his time at Fidelity, he worked as a Financial Representative at Northwestern Mutual from 2020 to 2021. Outside of his professional work, Jake has interests in comedy, fitness, football, reading, and soccer.

Giuseppe Anemone is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services LLC and JP Morgan. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Julia Gurzenda is a Planning Consultant at Fidelity Investments, where she partners with clients and their primary advisors to understand their financial goals and priorities. She develops personalized financial plans leveraging Fidelity's resources to support clients' unique financial journeys over time. Julia emphasizes clear and thoughtful communication to simplify financial decisions and build client confidence. Julia has been with Fidelity Investments since 2022, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, Relationship Manager, and currently Planning Consultant. Her experience within Fidelity has provided her with a comprehensive understanding of client relationship management and investment solutions. Outside of her professional responsibilities, Julia enjoys golf, hiking, horseback riding, reading, running, and skiing.

Eugene Etzel III is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Chelsea Financial Services, ULLR Holdings, and Scottrade, Inc. Outside of his advisory work, he is a partner at Saga Consulting LLC, assisting with administrative and regulatory filings. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios, often employing algorithmic methods and AI-driven tools in its investment process.

Juan Molina is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 66 and Series 63 designations and is based in Albuquerque, NM. Molina has been with Fidelity Investments since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Jared Noble is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. Before joining Fidelity, he worked at Standard Textile, Superior Staffing, and IGS Energy. 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 uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Dago Nunez Nieto is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to develop and implement comprehensive financial plans addressing both short-term needs and long-term financial goals. In his current role, he utilizes Fidelity's platforms to offer tailored financial solutions in collaboration with his team. Dago has extensive experience within Fidelity Investments, having held multiple positions since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. This progression reflects his broad understanding of financial services and client relationship management. Outside of his professional work, Dago has interests in fitness, movies, music, soccer, and traveling.

Raven Key is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, Key worked at Mennonite Mutual Insurance Company and has held various roles across education, construction, and mortgage industries. Outside of finance, Key is involved in dog breeding as the sole proprietor of Fraser Bernese Mountain Dogs and serves as Vice President of the North Coast Bernese Mountain Dog Club of Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Lindsey Kent is a Financial Consultant at Fidelity Investments. She has held multiple roles within Fidelity since 2021, including Financial Consultant, Financial Consultant I, Planning Consultant, Relationship Manager at PAS, and Workplace Planning Consultant II and I. Her experience encompasses advising clients on financial strategies and managing workplace planning initiatives. Kent holds insurance licenses in Arkansas and California. Her work focuses on empowering individuals and families to develop personalized financial strategies aimed at achieving their unique financial goals. Outside of her professional responsibilities, Lindsey Kent engages in activities such as camping, family activities, hiking, reading, traveling, and yoga.

Devan Harris is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. Prior to his current role, he held positions at Fidelity Brokerage Services, LLC, Lyft, Inc., Uber Technologies, CHG Healthcare, and Locums Unlimited. Outside of financial advising, he owns DNA Collectibles, LLC, dealing in rare collectibles and gemstones, and sells collectibles and jewelry online through the platform Whatnot. Fidelity Strategic Advisers provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination 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 roles in multiple registered investment companies.

Joel Jeffson is Vice President, Wealth Planner at Fidelity Investments, where he works closely with clients to develop tailored financial plans that support their personal goals. He holds the Certified Financial Planner™ designation and emphasizes creating flexible and resilient strategies for his clients. Joel began his financial advising career after serving 25 years in the US Army as an Infantry and Military Intelligence Officer. His experience in both the military and financial services spans roles at Fidelity Investments since 2016 and previously at USAA from 2013 to 2016. He holds an Arkansas Insurance License. Joel is married and a father of two.

Ali Khalifa is an Investment Consultant at Fidelity Investments, a position held since 2026. In this role, he collaborates with clients to create financial plans that employ strategies aimed at assisting them in meeting their financial priorities and goals. His work focuses on planning and implementation to develop personalized financial plans. Khalifa has extensive experience within the financial services industry, having held multiple roles at Fidelity Investments since 2022, including Planning Consultant and Relationship Manager. Prior to that, he worked as a Financial Services Representative at State Farm and served as a Personal Banker II at Wells Fargo Bank, N.A., from 2019 to 2021. He is proficient in Arabic, French, and Spanish. Outside of his professional work, Khalifa has interests in art, museums, music, outdoor adventures, reading, and social events with friends.

Taylor Hoelscher is a financial advisor with Fidelity Investments, holding a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Hoelscher held various roles outside the financial sector, including positions at Amazon and in education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Michael Valenzuela is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. He has held multiple roles within Fidelity Investments, including Investment Consultant, Relationship Manager, and Workplace Planning Consultant, gaining a breadth of experience in financial services since 2021. Michael specializes in retirement planning, tax-efficient investing, and children's education planning. He emphasizes education and communication to help clients make informed investment decisions and feel confident in their financial strategies. He holds a California Insurance License, supporting his work in comprehensive financial planning. Outside of his professional role, Michael enjoys hiking and reading.