Winchell Eagleton 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 2025, Eagleton held positions at Mountain Dell Golf Course, Wasatch Demolition, and the University of Utah. 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 to manage discretionary and non-discretionary accounts as well as model portfolios.

Anthony Hernandez is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. In this role, he partners with individuals and families to develop and maintain customized financial plans focused on their life goals. Prior to his current position, Anthony worked as an Investment Solutions Representative at Fidelity Investments from 2021 to 2023. Before joining Fidelity, he was a Retirement Specialist at SchoolsFirst Federal Credit Union from 2013 to 2021. He holds a California Insurance License.

Griffin Haycock is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. He previously worked at Mountain America Credit Union for five years and has experience in education with Granite School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

William Hunt Jr. is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2010. 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 and quantitative analysis, utilizing systematic methodologies for portfolio construction and oversight.

Cynthia Hernandez is a financial advisor at Fidelity with Series 65 and Series 63 licenses. She has experience working with Fisher Investments and other companies dating back to 2014. 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 portfolios and offers advisory services that include fund management and model portfolio delivery.

Jacob Routh is a financial advisor with Fidelity in Winston-Salem, NC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at State Employees Credit Union and various customer service and educational institutions. 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 across mutual funds, ETFs, and ETPs. The firm also engages in fund advisory and manages model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Jefferson Phillips is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Fidelity since 2007, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and a formal advisory role to multiple registered investment companies and fund-of-funds.

Frank Maltais is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has worked with Fidelity since 2005, progressing through various roles including Senior Account Executive, Account Executive, Financial Planning Consultant, Investments Representative, and Financial Representative. Prior to joining Fidelity, he was an Investment Advisor Representative at John Hancock Financial Services. With more than 20 years of experience, Frank has partnered with families, individuals, and institutions specializing in comprehensive investment and wealth planning. He emphasizes building planning relationships through listening, keeping clients well informed, and providing proactive guidance. Outside of work, Frank and his family spend summers lobstering around Penobscot Bay. His personal interests include boating, family activities, fishing, fitness, reading, and skiing.

Joshua Houghton is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Clearing, DoorDash Inc., and Wells Fargo Bank, among others. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of AI and systematic methodologies in portfolio management.

Ryan Cibull is a financial advisor at Fidelity with Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at AMI Asset Management Corporation, Babson F.W. Olin Graduate School of Business, and the Golden State Warriors. Outside of finance, he has experience in sports-related activities, including work with Excel Basketball Camp and Shoot 360. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is notable for its use of systematic methodologies, oversight practices, and its advisory role to multiple registered investment companies.

Tim Andrews is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Fidelity Brokerage Services LLC, Veritude, and BNY Mellon. Outside of his advisory role, Andrews serves as a pulpit supply minister for the Presbyterian Church in America, providing gospel preaching for ministers on vacation. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and maintains a formal advisory role to multiple registered investment companies and fund-of-funds.

Steve Eluere is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2024 and was a Senior Advice Solutions Representative at Charles Schwab from 2018 to 2023. In his professional practice, Steve emphasizes a partnership approach to financial planning, collaborating closely with clients to develop personalized financial plans aligned with their individual goals and priorities. He focuses on simplifying complex financial concepts and providing tailored guidance to help clients make informed decisions and implement strategies that support their long-term objectives. Clients appreciate his transparency, disciplined process, and commitment to their financial success. Outside of his professional activities, Steve engages in biking, fitness, golf, spending time at the lake, parenthood, and skiing.

Michelle Wong is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2018. She works collaboratively with clients to understand their retirement and investment planning needs. Her experience at Fidelity Investments spans several roles, including Relationship Manager (2017-2018), Workplace Planning and Guidance II (2015-2017), and Workplace Planning and Guidance I (2014-2015). She holds insurance licenses for both Arkansas and California. Outside of her professional work, Michelle enjoys family activities, fitness, music, outdoor adventures, pets, and traveling.

Christina Laplume is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Andrew Matus is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He joined Fidelity Investments in 2022 and has held several roles, including Investment Consultant from 2025 to 2026, Relationship Manager from 2024 to 2025, and Financial Representative from 2022 to 2024. Prior to his time at Fidelity, he worked as a Financial Planner at Northwestern Mutual in 2022. Andrew is licensed with a California Insurance License. His approach focuses on understanding the needs of his clients and their families to collaboratively develop financial road maps that align with their goals. Outside of his professional work, Andrew enjoys baseball, beach activities, family activities, fishing, fitness, and exploring culinary interests.

Evie Manzon is the Branch Leader at Fidelity Investments, a role she has held since 2024. She leads a team of advisors focused on helping clients develop financial plans aimed at achieving their vision of success. Prior to this position, she held various roles at Fidelity Investments including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative from 2018 through 2024. Before joining Fidelity, Evie worked at FocusPoint Solutions where she served as Transition Services Manager and Relationship Manager between 2012 and 2018. She holds a California Insurance License. Outside of her professional career, Evie enjoys spending time with friends, attending social events, caring for pets, reading, and theater.

Foster Kyei is a Financial Consultant at Fidelity Investments, where he has been working since 2022. He has held multiple roles within Fidelity since 2015, including Investment Consultant, Relationship Manager, Central Relationship Manager, and Financial Representative. In his current role, Foster focuses on creating lasting relationships with clients by simplifying complex financial situations and partnering with them to develop and implement personalized financial plans. His goal is to enable clients to make informed investment decisions and feel confident as they work towards their financial objectives. Outside of his professional work, Foster has personal interests in football, golf, soccer, table tennis, tennis, and traveling.

Evan Ruffino is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at FanDuel and held various positions in retail and staffing. Outside of finance, he has worked as a freelance musician for several years. 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.

Joseph O'Connor is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and several other companies. Outside of finance, he is engaged in dog walking and pet sitting as an independent contractor. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

James Duddey is a financial advisor with Fidelity Investments in Miami, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Innovation Partners LLC, ChangePath, LLC, and Strategic Distributions PLLC. He serves as a board director and budget committee participant for the 1060 Brickell Condominium Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and offers advisory services to registered investment companies and other intermediaries.