Larry Stevens III is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Equitable Advisors and various other positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration with the CFTC as a commodity pool operator and its advisory role to multiple registered investment companies.

Sheik Collins is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at HSBC Securities (USA) Inc. for 13 years. Collins is based in Brooklyn, NY. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios built from mutual funds, ETFs, and ETPs.

Kenzie Hechtel is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her background includes roles at Fidelity Investments, Sixty Vines, and Clemson University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jesse Leach is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and in the fitness industry for several years. Outside of financial services, he is the sole owner of Gear Garage, an online store based in Brooklyn. 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. The firm is notable for its regulatory registrations and its role in delivering model portfolios and advisory services to multiple registered investment companies.

Ronan Cooke is an Investment Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2024, and as a Financial Representative at Northwestern Mutual in 2019. In his current role, Ronan focuses on understanding his clients' unique financial situations, goals, risk tolerance, and long-term aspirations. He emphasizes a collaborative approach to co-create personalized financial plans aligned with his clients' priorities. Outside of his professional work, Ronan's interests include comedy, football, social events with friends, movies, museums, and skiing.

Rachael Touayl is a Planning Consultant at Fidelity Investments, a role she has held since 2022. She collaborates with clients to develop personalized financial plans that support their lives, families, and legacies, focusing on creating goal-driven strategies aimed at helping clients achieve clarity, confidence, and peace of mind. Rachael has built her career in the financial services industry, starting as an Investor Service Representative at Putnam Investments from 2015 to 2017. She joined Fidelity Investments in 2018, where she has held several roles including Financial Associate I - Defined Contribution, Retirement Brokerage Services Representative, Financial Representative, and Relationship Manager before becoming a Planning Consultant. No information about her education, credentials, personal interests, or community involvement was provided.

Patrick Rodriguez is a Series 66-credentialed financial advisor at Fidelity with two years of industry experience. His prior work includes roles at Parachilna Lighting and various nightclubs, as well as being a university student until 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Drew Frey is an Investment Consultant at Fidelity Investments, a role he has held since 2025. He supports clients by guiding them through Fidelity's planning process to develop personalized financial strategies tailored to their individual situations and goals. Drew emphasizes providing clear and actionable advice that helps clients make informed decisions with confidence. Before his current position, Drew served as a Financial Representative at Fidelity Investments from 2023 to 2025 and worked in Client Consulting for the Tax-Exempt Market in 2022. His experience is focused on client service and investment consulting within Fidelity. Outside of his professional responsibilities, Drew enjoys biking, cooking and baking, visiting museums, running, swimming, and traveling.

Max Depalo is an Investment Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as a Planning Consultant at Fidelity Investments from 2024 to 2025 and as a Workplace Planning Consultant at the same company from 2021 to 2024. Max specializes in helping families develop financial plans aimed at providing peace of mind. His professional experience spans multiple roles within Fidelity Investments, where he has focused on financial planning and investment consulting. Outside of his professional work, Max has interests in fitness, hiking, music, skiing, and traveling.

Maximilian Nettesheim is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at National Financial Network and Equitable Advisors. 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 to manage portfolios including mutual funds, ETFs, and ETPs.

Dylan Maggio is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and previously worked at Goldman Sachs and Merrill Lynch. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. 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 systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Maxine Seif is a Financial Consultant at Fidelity Investments, where she focuses on building tailored financial plans for clients. She emphasizes creating relationships based on trust and understanding each client's unique financial goals. Maxine has been with Fidelity Investments since 2023, holding roles including Financial Representative, Investment Consultant, and currently Financial Consultant. Her work involves detailed planning to support clients in achieving their financial objectives. Outside of her professional role, Maxine enjoys activities such as cooking and baking, attending social events with friends, practicing Pilates, skiing, and traveling.