Jeff Mcfarland is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across various Fidelity entities since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs.

Jennifer Alloway is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2014 and at Fidelity Investments since 2025. 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 combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Rachael House is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 credentials 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 charitable funds and registered investment companies. The firm integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction into its investment process, and serves in advisory roles uncommon among large institutional peers.

George Nofel is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Fidelity Brokerage Services LLC since 2014 and Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Jenny Falhaber is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity in various capacities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegated sub-advisers, and a formal advisory role for multiple funds.

Amanda Rogers is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her prior roles include positions at Regal Rexnord, Gap, Inc., and Northern Kentucky University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios drawn from mutual funds, ETFs, and ETPs.

Alex West is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2014. Alex is based in Covington, KY. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a commodity pool operator registered with the CFTC.

Amanda Harris is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. She has been with Fidelity Investments since 2014. 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 serves a diverse client base, including registered investment companies and offers model portfolios utilizing systematic methodologies and long-term asset allocation benchmarks.

Stacie Whalen is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Connor Fox is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes positions at Performance Lexus RiverCenter and Jaguar Land Rover Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and adviser to multiple registered investment companies.

Olivia Croft is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Fidelity Brokerage Services LLC since 2017. Outside of her advisory work, she owns and operates Spellbound Bread Co., a small micro bakery in Covington, Kentucky. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Robert Seetin is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities since 2013. Outside of his advisory role, he assists with sports card sales by helping his son manage online postings and shipping. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees sub-advisers while managing potential conflicts of interest.

Emily Dannemiller is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2004. Outside of her advisory role, she is the owner and designer of a jewelry business and serves as an independent marketing executive for a wellness company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolios.

Christopher Hatfield is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 1998, including Strategic Advisers since 2001. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s process combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services and managing fund-of-funds structures.

Mark Murphy is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity divisions since 2003, including Fidelity Investments Institutional Services Company, Inc. There are no additional outside activities noted. Mark is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Raymond Erpenbeck is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, incorporating proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model investment solutions.

Jeffrey White is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments, TIAA, PNC Wealth Management, and Fifth Third Securities. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to multiple registered investment companies and its use of advanced methodologies such as AI and long-term asset allocation benchmarks.

Zachary Bitzer is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2008, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios across multiple platforms and maintaining oversight through affiliated sub-advisers.

Timothy Wallin is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked in various capacities at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments since 2001. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios from a broad investable universe while maintaining oversight and incorporating advanced methodologies such as AI in its processes.

Kathryn Lafay is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2008. Outside of her advisory role, she operates a small business making and selling handmade crochet blankets and clothing. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, offering discretionary and non-discretionary advisory services, fund advisory, and model portfolio construction using proprietary research and systematic methodologies.

Mark Humpert is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, use of systematic methodologies, and advisory services involving model portfolios.