David Bailey II is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at multiple firms, including Northwestern Mutual and TD Ameritrade. David works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages a range of fund advisory and consulting services.

Michael Georgalas is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads financial professionals with a focus on delivering a higher standard of personal wealth planning. Prior to his current role, Michael served as Executive Director and Market Director of Wealth at J.P. Morgan from 2020 to 2022. He also held the position of Vice President and Private Client Advisor at J.P. Morgan between 2017 and 2020. His career at Fidelity Investments began in 2014 as a Financial Consultant, before advancing to his current leadership role. Michael is motivated by serving clients and supporting professional growth in others.

Alexander Short is an Investment Management Consultant I at Fidelity Investments. In this role, he focuses on understanding clients' personal and financial goals to assist in creating plans aimed at achieving success. He has been with Fidelity Investments since 2020, progressing through roles including Financial Representative and Relationship Manager before assuming his current position in 2024. His experience encompasses client relationship management and financial consulting. Outside of his professional responsibilities, Alexander has personal interests in board games, bowling, cars, football, and music.

Quincey Kimmel is a Financial Consultant at Fidelity Investments, where they collaborate with clients to develop and maintain personalized financial plans tailored to their individual goals. They focus on assessing clients' current financial situations and implementing strategies aligned with both short-term and long-term objectives. Quincey has been with Fidelity Investments since 2020, holding positions including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. Their experience encompasses various aspects of financial advising and client relationship management within the firm.

Dominick Mccallion is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His background includes positions at Ameriprise Financial Services LLC and multiple roles in education and retail prior to entering the financial services industry. He is based in Chicago, IL. Dominick works within Strategic Advisers LLC, a Fidelity Investments company that serves retail and institutional clients through discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its roles as a commodity pool operator and advisor to multiple registered investment companies.

John Wackowski is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has held roles at Fidelity Investments since 2023 and previously worked at Wells Fargo Advisors and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including specialized services for registered investment companies and charitable funds. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and formal advisory roles to multiple registered funds.

Peter Goldstein is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial and within the hospitality industry. 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 to manage portfolios that include mutual funds, ETFs, and ETPs.

Justin Roscoe is a financial advisor with Fidelity in Chicago, IL, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Fidelity Investments since 2021, following prior roles at Bank of America and Merrill. Outside of his advisory work, he is involved in managing rental properties. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Kamryn Maples is an Investment Consultant with experience at Fidelity Investments, where she served as a Financial Representative from 2024 to 2025 and as a Relationship Manager from 2025 to 2026. Her professional approach centers on building meaningful client relationships by understanding individual values, goals, and priorities. Her interest in financial planning was sparked during her time at the University of Michigan, where she led financial literacy workshops focused on budgeting and investing. Kamryn aims to provide personalized guidance that supports clients in making informed decisions and gaining confidence in their financial futures. Outside of her professional work, Kamryn engages in boating, traveling, volunteering, and practicing yoga.

Jackson OBryan is an Investment Consultant at Fidelity Investments, where he partners with clients to develop comprehensive financial plans tailored to their goals and investment experience. He helps clients create strategic blueprints aimed at achieving their financial objectives and guides them through various investment approaches. Jackson has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before becoming an Investment Consultant. His experience spans different aspects of client relationship management and investment consulting. In his personal time, Jackson enjoys boating, family activities, exploring different cuisines, outdoor adventures, caring for pets, and traveling.

Cory Dill is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In his role, he partners with clients to develop, refine, and maintain financial plans that align with their short and long-term goals. Cory has accumulated experience in various roles at Fidelity Investments, beginning as a Customer Relationship Advocate from 2020 to 2021. He then served as an Investment Solutions Representative from 2021 to 2022, followed by a tenure as a Financial Representative in 2022, and as an Investment Consultant from 2022 to 2023 before assuming his current role. Outside of his professional work, Cory enjoys scuba diving, playing tennis, and traveling.

Matthew Helmuth is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2009, including time at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC, with a one-year tenure at Charles Schwab. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Oliver Daddario is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity Investments since 2013, progressing through roles including Investment Consultant, Relationship Manager, Financial Representative, and Intern. His work involves collaborating with clients to design personalized financial plans that address their goals and long-term priorities. Oliver's approach emphasizes disciplined investment strategies, tax efficiency, and estate planning considerations to support informed decision making. He holds an Arkansas Insurance License, which supports his capability to provide comprehensive financial advice. Outside of his professional work, Oliver has personal interests that include art, fitness, music, outdoor adventures, and pets.

Jake Nangle is a Financial Consultant currently working at Fidelity Investments since 2022. He helps clients develop actionable plans to pursue their financial goals and instill confidence in their financial future. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2021 to 2022. Before joining Fidelity Investments, Jake worked at VALIC Financial Advisors, where he held the positions of Financial Advisor from 2017 to 2021 and Sales Assistant from 2016 to 2017. His professional experience spans several years in financial consulting and advisory roles.

Nikolai Tagarov is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Ameriprise Financial Services, the Census Bureau, SinoPowell, and Gateway International. Outside of his advisory work, he also drives for ride-sharing services in Chicago. 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 uses a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Raine Hohman is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, Raine worked at Wells Fargo Clearing and Alera Investment Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios from a broad investable universe and employs formal oversight and governance procedures.

Christopher Avildsen is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has held roles at Fidelity Investments, Bank of America, Merrill, and Weber Grill Restaurants. 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 uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with a noted focus on systematic methodologies and oversight of sub-advisers.

Gerardo Hernandez Rodriguez is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His background includes roles at Bank of America, Merrill, Morgan Stanley, and the University of Illinois. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often utilizing model portfolios built from mutual funds, ETFs, and ETPs.

Connor Hill is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Charles Schwab and Smith Blake Hill LLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Matthew Riedl is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and is based in Chicago, IL. Prior to his current role, his work history includes positions at various firms and ventures outside finance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios across mutual funds, ETFs, and ETPs.