Hilah Wheeler is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She has worked with Fidelity Investments and its affiliated entities since 2008. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is also recognized for its use of systematic methodologies, involvement in registered investment companies, and application of AI in research.

Kristyn Shelton is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2016. 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 employs a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves a variety of intermediary platforms.

Chad Meyer is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 2008. Outside of his advisory role, he is involved in a personal real estate activity as a landlord. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Scott Langlais is a CFP®-designated financial advisor with 27 years of industry experience, currently with Fidelity. He has previously worked at LPL Financial and MONECO Advisors and has spent multiple years with Fidelity Investments and its brokerage services. Outside of finance, Langlais is a partner in an indoor golf simulator business in Fairfield, Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Brayden Holker is a Financial Consultant I at Fidelity Investments. In this role, he partners with clients to develop and implement strategies that support their financial goals, aiming to simplify the complexities of financial planning. Brayden has built his experience through several positions within Fidelity Investments since 2021, including Planning Consultant, Relationship Manager, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to this, he worked as a National New Accounts representative at Morgan Stanley from 2020 to 2021. He holds insurance licenses in Arkansas and California. Outside of his professional work, Brayden enjoys family activities, fishing, fitness, golf, and traveling.

Grant Gipson is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019. His prior work includes roles at Western Colorado University, Vail Resorts, and Pedal Power Bike Shop. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes.

Thomas Baker is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2002. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors through investment management and advisory services. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it holds roles unique among large institutional advisors such as CFTC registration and advisory responsibilities to multiple registered investment companies.

Nicholas Calabrese is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Equitable Advisors and AXA Advisors. Prior to his financial career, he was employed by the Philadelphia Phillies and spent four years at St. John Fisher College. 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 model portfolios, advisory roles to registered investment companies, and incorporation of AI and systematic methodologies in its investment approach.

Nick Arora is a Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he collaborates with clients to develop retirement plans, investment strategies, and comprehensive financial reviews. His approach emphasizes working closely with clients and leveraging the resources and specialists available at Fidelity to provide comfort and peace of mind. Prior to joining Fidelity, Nick served as Director of Investments at the United Nations Federal Credit Union from 2018 to 2020. He also held positions as Senior Financial Consultant at TD Ameritrade from 2012 to 2018, and Account Executive at John Thomas Financial from 2010 to 2012. His 15 years of experience have focused on partnering with clients to pursue their financial goals through collaborative planning. Nick speaks Hindi, Punjabi, and Urdu. Outside of his professional work, his personal interests include beach activities, family activities, food, social events with friends, parenthood, and traveling.

William Gill is a Planning Consultant at Fidelity Investments, where he collaborates with wealth management teams to deliver a planning-focused experience to clients. He aims to help clients identify their goals, needs, and concerns, enabling the implementation of tailored plans to work toward their financial success. William has been with Fidelity Investments since 2019, progressing through roles including Customer Relations Advocate, Investment Solutions Representative, Managed Account Support Specialist, and Central Relationship Manager before assuming his current position in 2025. He holds insurance licenses in Arkansas and California. Outside of his professional role, William's personal interests include spending time at the beach, fitness activities, football, social events with friends, running, and traveling.

Mark Yontz is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Fidelity. He has worked across multiple divisions within Fidelity since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including oversight of registered investment companies and model portfolio construction. The firm employs proprietary research and quantitative analysis to create systematic, algorithm-driven investment solutions and serves in a formal advisory capacity to multiple investment funds.

Matt Livengood is a Financial Consultant at Fidelity Investments, where he partners with clients to develop comprehensive financial plans. He aims to provide a trustworthy service that enhances clients' understanding of their investments and builds confidence in maintaining their financial strategies. Matt has been with Fidelity Investments since 2020, holding roles including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Client Associate at Optima Capital Management and Merrill Lynch. He holds a California Insurance License. Outside of his professional work, Matt has personal interests in bowling, fitness, football, and golf.

Brandon Condori is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Ahmed Shiil and Building and Land Technology, prior to joining Fidelity. 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 create model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and employs systematic methodologies alongside established governance procedures.

Hunter McGuire is a Planning Consultant at Fidelity Investments. In this role, he collaborates with lead advisors to assist clients and their families in creating and implementing personalized financial plans tailored to their individual goals. Hunter has held several positions within Fidelity Investments, including Relationship Manager and Financial Representative, accumulating experience in financial planning and client relationship management. Prior to joining Fidelity, he worked as a Sponsor at Cornerstone Capital Planning Group. Outside of his professional duties, Hunter enjoys activities such as board games, family activities, fitness, social events with friends, outdoor adventures, and traveling.

Amanda Brooks is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She has progressed through various roles within Fidelity, including Benefits & Planning Consultant and multiple levels of Workplace Planning Consultant since 2022, demonstrating her commitment to the firm and growth in financial planning expertise. Prior to joining Fidelity, Amanda worked as a Client Relationship Specialist at Charles Schwab from 2020 to 2021. Amanda focuses on helping clients build their financial future by understanding their unique stories, goals, and concerns. She collaborates with families to create and monitor financial plans that reflect their priorities and navigate the everyday challenges of life. Outside of her professional work, Amanda enjoys spending time at the beach, cooking and baking, attending social events with friends, playing instruments, parenting, and caring for pets.

Lance Fravel is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked with various Fidelity divisions since 2012, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, utilizing mutual funds, ETFs, and ETPs to develop model portfolios and provides oversight of affiliated and unaffiliated sub-advisers.

Micah Beth is a Planning Consultant at Fidelity Investments, a position held since 2025. In this role, Micah collaborates with clients to understand their financial goals and develop tailored financial plans aligned with their unique circumstances and objectives. Micah's experience at Fidelity Investments includes roles as an Investment Consultant from 2024 to 2025, Investment Solutions Representative 2 in 2024, Investment Solutions Representative 1 from 2023 to 2024, and Customer Relationship Advocate from 2022 to 2023. This progression reflects a broad range of experience within the company in client-facing and investment-related positions.

Shannon Smith is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with Wealth Management Advisors to understand clients' unique service and financial planning needs and assists them in working towards their personal financial goals. Shannon's career at Fidelity Investments began in 2018 as a Customer Relationship Advocate. She progressed through several roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming her current position in 2024. This progression reflects her experience in client relationship management and financial planning. No additional information about Shannon's education, credentials, personal interests, or community involvement has been provided.

Ryan Chapa is currently a Planning Consultant, specializing in developing disciplined financial planning strategies. He emphasizes building enduring relationships with clients based on trust and integrity, focusing on their long-term aspirations and financial objectives. Prior to his current role, Ryan gained experience as a Wealth Advisor Associate at Morgan Stanley from 2019 to 2024 and as a Financial Services Representative at E*Trade from 2018 to 2019. Ryan holds an Arkansas Insurance License, enhancing his ability to provide comprehensive financial guidance. Outside of his professional career, Ryan has personal interests in fitness, golf, hiking, and caring for pets.

Kelly McMahon is a Series 66-licensed financial advisor with nine years of industry experience. She has worked at Fidelity Investments since 2020 and previously held roles at Raymond James Financial Services and Park National Bank of Southwest Ohio & Northern Kentucky. McMahon also has experience with the United Way of Greater Cincinnati. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.