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Taylor C

Series 66

Conroe, TX

Fidelity

Taylor Cochran is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His prior work history includes roles at AGIA and VALIC Financial Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios using systematic methodologies.

Charitable giving & philanthropy Active portfolio management
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Korey W

Series 66

Conroe, TX

Fidelity

Korey Wilridge is a financial advisor at Fidelity with six years of industry experience and holds the Series 66 designation. His prior experience includes two years at Edward Jones before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process, and serves multiple registered investment companies and intermediary platforms.

Charitable giving & philanthropy Active portfolio management
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Oma W

Series 66

Conroe, TX

Fidelity

Oma Wilson is a Series 66-licensed financial advisor at Fidelity with seven years of industry experience. Before joining Fidelity, Wilson worked at Edward Jones and practiced law at the Law Office of Celeste Blackburn. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios.

Charitable giving & philanthropy Active portfolio management
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Catherine K

Series 63, Series 66

Conroe, TX

Fidelity

Catherine Kuznicki is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing, as well as time spent as a homemaker and at The Little School of Keytone. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Jessica M

Series 63, Series 66

Conroe, TX

Fidelity

Jessica Mcnamara is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at The Vanguard Group for six years. Outside of her advisory role, she was the owner and daily operations manager of Midnight Mocha Reads LLC, a retail bookstore. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Quinetta A

Series 63, Series 65

Conroe, TX

Fidelity

Quinetta Anato Mensah is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Northland Securities, Inc. and RBC Capital Markets. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs. The firm also serves in advisory roles for registered investment companies and employs formal governance and proxy-voting procedures.

Charitable giving & philanthropy Active portfolio management
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