Mallory Papp is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, she worked at We Know A Guy, LLC and Pater Real Estate Management Co., Inc. from 2018 to 2023. 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. The firm is noted for its role as a commodity pool operator, its advisory responsibilities to multiple registered investment companies, and its use of algorithmic methods and AI in portfolio development.

Eric Golden is Vice President and Financial Consultant at Fidelity Investments. In this role, he works closely with clients and their families to develop customized financial strategies that integrate various aspects of their financial lives, utilizing Fidelity's resources and technology. Eric has been with Fidelity Investments since 2016, holding several positions including Financial Consultant, Portfolio Specialist, Client Management Representative, Workplace Planning Consultant, Investment Solutions Representative, and Financial Services Representative. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Eric has interests in baseball, beach activities, football, military service, outdoor adventures, and volunteering.

Stephen Gelina is a financial advisor with Fidelity in San Diego, CA, holding a Series 66 designation and 19 years of industry experience. He has been affiliated with various Fidelity entities since 2013. Outside of his advisory role, he is the sole proprietor of CSMJS Great Adventures, LLC, a real estate funding company focused on location research, site investigations, and land analysis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse client groups, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jason Emery is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory work, he owns and operates a photography and multimedia business and Wicked Sweet Farm, where he manages agricultural production and marketing. 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 integrates proprietary fundamental research with quantitative analysis and systematic portfolio construction, employing algorithmic methods and AI in its investment process.

Will Anderson serves as a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He works closely with clients to develop customized financial plans aimed at achieving their individual financial goals. Prior to his current role, he was a Financial Consultant at Fidelity from 2020 to 2023. Before joining Fidelity, Will held several positions at Charles Schwab, including Vice President, Financial Consultant from 2006 to 2020, Active Trader Sales from 2005 to 2006, Specialized Sales from 2003 to 2005, Business Development Specialist from 2000 to 2003, and Customer Service Representative from 1997 to 2000. He holds insurance licenses in Arkansas and California.

Matthew Halfmann is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC, OneMain Financial, TD Bank, and Members First Credit Union NH. Outside of his advisory work, he is a landlord managing a residential rental property in New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering a range of portfolio management and advisory solutions that utilize proprietary research, quantitative analysis, and algorithmic portfolio construction methods.

Thomas Bready is a Financial Consultant at Fidelity Investments, where he has been providing financial advisory services since 2017. His role involves partnering with clients to build, implement, and monitor customized financial plans aligned with their goals. Thomas supports clients and their families by exploring products and services that address challenges such as inflation, market volatility, and tax-efficient investing. He has accumulated extensive experience through various positions at Fidelity Investments, including Planning Consultant, Portfolio Specialist, Workplace Planning Consultant, Investment Solutions Representative, and Customer Relationship Advocate. Thomas holds insurance licenses for Arkansas and California. In his personal time, Thomas enjoys activities with his family, hiking, watching movies, parenthood, theater, and traveling.

Colton Morgan is a Planning Consultant at Fidelity Investments. He currently partners with clients to enhance the efficiency of their financial plans and support them in achieving their financial goals. He has been with Fidelity Investments since 2020, serving in roles including Workplace Planning Consultant from 2020 to 2024, Central Relationship Manager from 2024 to 2026, and Planning Consultant from 2026 to the present.

David Precourt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at The Vanguard Group and held various roles in both the finance and retail sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Nathan Dornoff is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Amazon, Clean Harbors, and the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Joshua Comalli is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In this role, he partners with clients to understand their financial goals and co-creates plans aimed at strengthening their finances through a comprehensive and holistic approach to planning. Joshua's experience at Fidelity Investments includes roles as a Financial Representative from 2024 to 2025, Investment Solutions Representative I from 2023 to 2024, High Net Worth Associate in 2023, and Customer Relationship Advocate in 2022. This progression reflects his involvement in various facets of investment services and client relationship management.

Sophia Eggleton is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Her prior roles include positions at Foster Financial Group and various educational and country club organizations. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, including model portfolios built from mutual funds, ETFs, and ETPs.

Rebekah Neiman is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked for Kimberly Neiman, DDS for six years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees multiple registered investment companies and fund-of-funds.

Jason Clark is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he collaborates closely with clients to develop personalized financial plans tailored to their specific goals. He emphasizes building trust and dependability as the foundation of his client relationships. Jason holds a California Insurance License, supporting his expertise in financial consulting. Outside of his professional work, he has interests in concerts, cooking and baking, golf, parenthood, snowboarding, and traveling.

Matthew Garofalo is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2020, following roles at UBS Financial Services from 2015 to 2020. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, serving a broad client base with a focus on systematic investment methodologies.

Rachel Hupprich Anderson is a financial advisor at Fidelity with eight years of industry experience. She has worked at Fidelity Investments and FIDELITY Brokerage Services LLC since 2017, and previously at Legacy Investment Services from 2015 to 2017. She holds Series 63 and Series 66 licenses. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles as a commodity pool operator, advisor to multiple registered investment companies, and its use of algorithmic methods and AI in research.

Joshua Gilliland is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His background includes service in the United States Army from 2018 to 2022 and various roles at Fidelity Investments since 2023. He has also held positions at Louisiana State University Shreveport and the St. Johns County Board of County Commissioners. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm applies a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

David Murphy is a financial advisor with Fidelity in Greenwood Village, CO, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Fidelity Investments in various capacities since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018. 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 role to multiple registered investment companies and use of systematic methodologies to deliver model portfolios.

Tatyana Gorski is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2024. She is a CERTIFIED FINANCIAL PLANNER™ professional committed to creating personalized wealth plans to help clients pursue their financial goals and dreams. Prior to her current role, she served as Vice President, Financial Consultant at Fidelity Investments from 2023 to 2024 and held several positions at the company since 2014, including Financial Consultant, Investment Consultant, and Financial Representative. Throughout her career at Fidelity Investments, Tatyana has gained extensive experience in wealth planning and financial consulting. She focuses on helping clients take advantage of opportunities and protect against risks through tailored financial strategies. Outside of her professional work, Tatyana has interests in beach activities, golf, movies, outdoor adventures, parenthood, and traveling.

Betty Jo Hutton is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2023. She joined Fidelity in 2018 and has served in various capacities including Financial Consultant and Investment Solutions Representative. Prior to entering finance, she worked as a teacher at Mansfield Independent School District. In her current role, Betty Jo focuses on helping clients navigate important financial decisions by taking an educational approach to financial planning. She aims to simplify financial concepts and empower clients to create and implement confident financial plans. Betty Jo holds an Arkansas Insurance License. Outside of work, she enjoys reading and traveling.