Alejandra Benavides Morin is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She previously held roles at Fidelity as a Planning Consultant from 2021 to 2023, and has experience as a Wealth Management Consultant at U.S. Bancorp Investments from 2019 to 2021. Alejandra began her financial advisory career at First Command Financial Planning in 2018. Her work focuses on developing financial strategies tailored to clients' individual goals and circumstances, utilizing Fidelity's technology and planning resources to provide clear and straightforward guidance. Alejandra holds a California Insurance License. Outside of her professional endeavors, she enjoys various outdoor activities including board games, camping, hiking, kayaking, outdoor adventures, and swimming.

Michael Calise II is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Before joining Fidelity in 2021, he worked at Buffalo Wild Wings and studied at the University of Rhode Island. 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. The firm offers discretionary and non-discretionary advisory services and manages multi-manager and fund-of-funds structures, with notable use of systematic methodologies and AI in its investment process.

Haley Kohl is a financial advisor with Fidelity Investments based in Covington, KY. She holds Series 63 and Series 66 credentials and has four years of industry experience. Prior to joining Fidelity, she worked at Beechmont Toyota and has a side hobby painting nails under the name High Fashion Nails by Hales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad 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.

Eugene Rubow is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across multiple asset classes and employs oversight controls to address conflicts of interest.

Matthew Olson is a Series 66-licensed financial advisor with 15 years of industry experience. He currently works at Fidelity Investments, where he has been employed since 2021. His prior experience includes roles at Ameriprise Financial Services and Lowe's Home Improvement. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

JT Torres is an Investment Consultant who collaborates with individuals and their families to address their financial priorities through clear communication and trust-based relationships. JT focuses on understanding clients' goals and objectives to co-create and implement tailored financial plans and investment strategies. JT has been with Fidelity Investments in various roles, including Workplace Planning Consultant III from 2021 to 2025, Workplace Planning Consultant II in 2020-2021, Workplace Planning Consultant I in 2020, High Net Worth from 2018 to 2020, and Full Trader from 2016 to 2018. Outside of work, JT enjoys activities such as board games, camping, family activities, fishing, outdoor adventures, and soccer.

Timothy Liu is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he partners with clients and their families to develop customized financial plans tailored to their unique situations, implementing strategies aimed at pursuing their financial goals. He serves as a primary resource for comprehensive wealth management planning at Fidelity. Prior to joining Fidelity, Timothy worked as a Senior Private Client Advisor at Bank of the West from 2015 to 2022. He holds a California Insurance License, which supports his work in providing financial advisory services. Outside of his professional work, Timothy has personal interests in boating, cars, fishing, and traveling.

Robert Haug serves as a Branch Leader at Fidelity, a position he has held since 2025. Prior to this role, he gained experience as a Team Leader for Investment Solutions at Fidelity from 2021 to 2025 and briefly served as an Interim FC Leader in 2022. Before joining Fidelity, Robert worked as a Wealth Management Banker at US Bank from 2018 to 2021. His professional focus centers on understanding clients' unique financial needs through active listening and empathy. Robert emphasizes building strong relationships and creating an environment conducive to discussing financial goals. He prioritizes transparency and education to ensure clients are well-informed about their options and views financial planning as an ongoing process that requires regular reviews to adapt to changes. Robert aims to be a reliable partner to his clients, guiding them to pursue their long-term financial goals with confidence.

Thayvi Ganeshalingam is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Thayvi worked as a Planning Consultant at Fidelity Investments from 2022 to 2025, a Relationship Manager from 2021 to 2022, and a Financial Representative from 2020 to 2021. Thayvi holds a California Insurance License. Thayvi focuses on working with clients to develop clear and personalized financial strategies. By understanding clients' goals, concerns, and priorities, Thayvi aims to simplify the financial planning process and support clients through major life transitions or long-term security planning. The goal is to help clients feel more confident and organized about their financial future and maintain focus on what matters most.

Hunter Kasarjian is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Nasuni, Subway, and Holliston Superette. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its model portfolios.

John Skillings is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various Fidelity divisions since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and oversight to manage and consult on investments.

Garrett Hargis is an Investment Consultant at Fidelity Investments, where he partners with clients to establish their financial goals and create personalized investment strategies aimed at long-term success. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, Financial Representative, and Relationship Manager before his current position. Throughout his tenure at Fidelity, Garrett has developed expertise in client relationship management and investment solutions. His experience spans multiple facets of financial services, enabling him to support clients effectively in achieving their financial objectives. Outside of his professional work, Garrett has interests in baseball, football, golf, music, and skiing.

Alexander Merrill is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and 8 years of industry experience. He has worked at various entities within Citizens Bank and Fidelity Investments since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods, and serves in advisory roles to multiple registered investment companies and funds.

Nicholas Cherchio is an Investment Consultant at Fidelity Investments, a position he has held since 2026. He serves as a financial partner, assisting clients in navigating their financial journeys and working toward personally significant financial goals. Nicholas collaborates with clients to review their financial situations, discuss priorities and timelines, and co-create financial plans aimed at providing confidence for them and their families. Prior to his current role, Nicholas gained experience as a Financial Representative and Financial Services Representative at Fidelity Investments from 2024 to 2026. He also worked as an Associate Mortgage Banker at BNY Wealth from 2020 to 2024 and held the position of Associate Vice President at Citi Private Bank from 2015 to 2020.

Matthew Broad is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior experience includes roles at Equitable Advisors, AXA-Advisors, and Equitable. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm’s approach includes managing model portfolios across mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

David Brown is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities, including Strategic Advisers, LLC, since 2026. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight and delegation with attention to potential conflicts of interest.

Katherine Squadroni is the Branch Leader at Fidelity Investments in Carmel, IN. In this role, she leads a team of financial advisors to deliver personalized financial experiences aimed at building lifelong relationships with clients. Her professional experience includes serving as a Planning Consultant and Relationship Manager at Fidelity Investments, as well as working as a Financial Advisor at WestPoint Financial Group. Katherine holds a California Insurance License.

Amber Girtman Jones is a Financial Consultant currently at Fidelity Investments since 2024. She has over 20 years of experience working with individuals and families to clarify their financial goals and provide collaborative support throughout their financial journey. Prior to her current role, she was a Financial Advisor at Corebridge Financial from 2022 to 2024 and at VALIC Financial Advisors, Inc from 2005 to 2022. Amber takes an educational and open approach to financial consulting, emphasizing trust, transparency, and clear communication to help clients better understand and navigate personal finance. She supports clients at every step, facilitating confidence in their financial decisions. Outside of her professional work, Amber's personal interests include family activities, social events with friends, parenthood, theater, traveling, and writing.

Alexander Groff is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as a Financial Consultant from 2019 to 2022 and as an Investment Consultant from 2018 to 2019, all within Fidelity Investments. In his role, Alexander works closely with clients to develop customized financial plans tailored to their unique family needs. He emphasizes forming strong client relationships and aims to be a primary trusted advisor by maintaining trust, reliability, and competency. Further information about his education, credentials, personal interests, or community involvement was not provided.

Estela Rodriguez Rangel is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Fidelity and Nationwide Investment Services Inc. prior to her current role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies and formal advisory roles with registered investment companies and fund-of-funds.