Eric Picard is an Investment Solutions Representative III who collaborates with clients to develop personalized financial plans aimed at achieving their financial goals. He emphasizes the importance of educating clients about planning concepts to ensure they feel confident in their financial strategies. Eric has professional experience as a Financial Representative at Northwestern Mutual from 2020 to 2021, followed by a role as Associate Financial Representative at the same firm from 2021 to 2023 before assuming his current position. Outside of his professional work, Eric's personal interests include cooking and baking, fitness, motorcycles, movies, and music.

Charles Dugan is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2020, following three years at Morgan Stanley and Morgan Stanley Private Bank. Fidelity’s Strategic Advisers LLC delivers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund‑of‑funds.

Paloma Limones is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 credential and has worked at The Vanguard Group and Fidelity Investments. Outside of her advisory role, she has experience managing rental property. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Eshaan Chawla is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at BMO Capital Markets and served on the Hillsborough Board of Education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages multi-manager funds and model portfolios, using systematic methodologies and oversight to address conflicts of interest.

Amy Helmuth is a financial advisor with Fidelity in Chicago, IL, holding Series 63 and Series 66 licenses and 18 years of industry experience. Her career includes multiple roles within Fidelity and a one-year tenure at Morgan Stanley. She is part of Strategic Advisers LLC, a Fidelity Investments company that 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 serves a diverse client base and manages model portfolios using systematic methodologies and oversight controls.

Jacob Schaffer is a Financial Consultant who helps clients pursue their financial goals through tailored investment planning and holistic planning. He emphasizes client education, providing coaching and information to ensure clients feel confident in their financial decisions. Jacob's professional experience includes roles as a Planning Consultant and Relationship Manager at Fidelity Investments, a Financial Advisor at MML Investors Services, LLC, and an Assistant Financial Professional at The Eppy Group. These positions have contributed to his expertise in financial planning and client relationship management. Outside of his professional work, Jacob has interests in concerts, football, playing instruments, movies, music, and traveling.

Rachel Botshtein is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked with Fidelity Investments since 2020. Outside of her advisory role, she is involved with iLIFE and has prior experience at the University of Wisconsin-Madison and Malka Makeup. 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 also has a distinct presence as a commodity pool operator and serves multiple registered investment companies.

Alfredo Ellzey is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as a Financial Advisor at UBS from 2024 to 2025 and at Merrill Lynch Wealth Management from 2022 to 2024. He is a graduate of the University of North Carolina at Chapel Hill. In his professional approach, Alfredo emphasizes partnering with clients through a comprehensive process that starts with understanding their financial situations and personal priorities. He has a particular interest in market research and investment strategies. Outside of his professional life, Alfredo enjoys outdoor adventures and running. He is involved with non-profit organizations, engaged in travel, and active in his church community. He shares these interests with his wife and their rescue dog.

Laurie Webb is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Swanson Martin and Bell LLP. Her background also includes a year in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Kevin Egan is a financial advisor with Fidelity in Chicago, IL, holding Series 63 and Series 66 licenses and seven years of industry experience. His background includes roles at Fidelity Brokerage Services, TSC Apparel, Uber Technologies, and Enterprise Holdings. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

David Glicker is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Merrill, Bank of America, and Fifth Third Bank. 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 across mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of AI and algorithmic methods in portfolio management.

Quinton Becker is a financial advisor at Fidelity with credentials including Series 63 and Series 66 and one year of industry experience. His prior work includes roles outside the financial sector with firms such as J&Q Enterprises and Jimmy Johns. Fidelity Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and systematic methodologies. The firm is noted for its advisory roles to registered investment companies and use of algorithmic methods and AI in its investment processes.

Joe Flamer is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. In this role, he partners with clients to understand their financial goals and helps build customized plans to meet their unique needs. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Joe brings extensive experience in the financial industry, having previously worked as a Relationship Manager at Merrill Edge from 2016 to 2019, Branch Manager at Charles Schwab from 2013 to 2016, Resolution Manager at Charles Schwab from 2010 to 2013, and Active Trader at Charles Schwab from 2007 to 2010. Outside of his professional responsibilities, Joe has interests in baseball, football, outdoor adventures, parenthood, and pets.

Corey Hubbard is a financial advisor with Fidelity in Chicago, IL, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Fidelity Investments since 2021 and prior experience with firms such as New Hampshire Distributors and KinderEnergy. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

William Sherry is a Market Leader at Fidelity Investments, where he supports associates and leaders in maximizing their talents to assist clients in achieving their long-term financial goals. He has held his current role since 2021. William has been with Fidelity Investments since 2005, progressing through various positions including Financial Representative, Fixed Income Specialist, Senior Investment Representative, Investment Representative, Financial Planning Consultant, Account Executive, VP Senior Account Executive, Assistant Branch Manager, and VP Branch Leader. His extensive experience within the company spans over 15 years. Outside of his professional role, William enjoys attending concerts, exploring different cuisines, hiking, snowboarding, and traveling.

Eeshie Wang is a financial advisor with Fidelity in Chicago, IL, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Wang worked at Scale Virtually and Ishii King, where she was involved in modeling and acting. Outside of her advisory role, she operates an online apparel store and engages in modeling, acting, and promotional events. 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 across mutual funds, ETFs, and ETPs.

Julia Ruth is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. She has worked at Fidelity Investments since 2023 and previously was a student at the University of Delaware. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory, and model portfolios.

Michele Klanian is a financial advisor at Fidelity with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various Fidelity entities since 1998, as well as a one-year tenure at TIAA-CREF. Fidelity's Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles managing registered investment companies, developing model portfolios, and employing systematic methodologies including AI and algorithmic tools in its investment process.

Joseph Duea is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Thrivent Financial for Lutherans and Western & Southern Life. He serves as a non-paid board member of the Jefferson Park Chamber of Commerce in Chicago. 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 offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery with oversight of affiliated and unaffiliated sub-advisers.

Dylan Heathman is currently serving as Vice President and Financial Consultant at Fidelity Investments, where he has been contributing since 2014 in various roles. His professional journey includes positions such as Financial Consultant, Investment Consultant, Fixed Income Specialist, Retirement Solutions Representative, Investment Solutions Representative, and Full Trader. Through these roles, Dylan has developed a comprehensive understanding of financial planning and investment solutions. In his practice, Dylan partners with clients to develop, implement, and maintain financial plans tailored to their individual definitions of success. He emphasizes the importance of forming strong relationships and educating clients about financial concepts as integral parts of the planning process. Dylan holds an Arkansas Insurance License, supporting his expertise in the field. Outside of his professional responsibilities, Dylan engages in activities such as comedy, family activities, and outdoor adventures.