Joshua Ashley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at CitiBank for eight years and has experience in higher education at Thomas More University. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Samuel Goulet is a financial advisor at Fidelity with Series 63 and Series 66 designations and eight years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and previously spent ten years at The Home Depot. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process that integrates proprietary research with quantitative analysis and algorithmic portfolio construction, and it is noted for its use of AI-driven methods and formal advisory roles to multiple registered investment companies.

Derek Henry is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments and prior positions in the automotive retail sector. 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 across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and implements systematic methodologies including AI in its investment approach.

William Moehring is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 credentials with four years of industry experience. His prior work experience includes roles at DoorDash, Inc., Kings Island, and Chipotle. Outside of his advisory role, he works as an independent contractor for DoorDash, handling food delivery with flexible hours. 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 and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also manages model portfolios and holds distinctive registrations and advisory roles within the institutional investment space.

Joshua Finley is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Fidelity Investments and Georgetown College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jeremy Bricking is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, his work history includes positions at Amazon, UPS, Chipotle, and Mac's Pizza Pub. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary advisory services, develops model portfolios, and serves multiple registered investment companies with oversight and governance protocols.

Karley Leist is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Fildeity Investments, Daniels Textile Rental, Rue21, and Northwest High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration with the CFTC as a commodity pool operator, advisory roles to registered investment companies, and the use of algorithmic methods and AI in research.

Kyle Kubera is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2016. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a mix of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Cherry Mcdavid is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, Mcdavid worked in various roles including staffing and gig economy positions. Outside of advising, Mcdavid streams shows and games on Twitch in their free time. 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 diversified portfolios.

Grant Geswein is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and Fidelity Brokerage Services LLC since 2018. Prior to that, he held positions at Edward Jones, Dicks Sporting Goods, Northwestern Mutual, and Miami University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs, and it serves in an advisory capacity for multiple registered investment companies.

Drew Louden is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Louvino, TUC Dock, and the City of Fishers. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Brent Love 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 GoGoMeds Pharmacy, Promevo, Double Helix, Cengage, and Citi. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Alan Green is a financial advisor with Fidelity in Covington, KY, holding a Series 66 designation and one year of industry experience. His prior work includes roles in transportation and entertainment management, and he currently works as a commercial driver in logistics alongside his advisory duties. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a mix of proprietary research, quantitative analysis, and algorithmic portfolio construction.

T'cheka Davis is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across multiple asset classes and serves as an advisor to registered investment companies, incorporating systematic methodologies and oversight controls in its investment approach.

Joseph Quigley is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2008 and Fidelity Investments Institutional Services Company, Inc. since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Jerry Moody is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, Moody worked at Fidelity Brokerage Services LLC and has experience outside finance at Morton's Steak House and Medpace. He also works part-time as a bartender at GlendAlehouse Brewery in Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Robert Thomasson III is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior work experience in diverse fields including financial therapy clinics and the Kentucky Cooperative Extension Service. Outside of his advisory role, he has been involved with Thomasson Landscape for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios through systematic methodologies.

David Sehlhorst is a Financial Consultant at Fidelity Investments, where he collaborates with clients to help them achieve their financial goals through tailored planning and ongoing support. He has been with Fidelity Investments since 2018, holding various roles including Investment Solutions Representative and Fixed Income Specialist, which have contributed to his comprehensive understanding of investment strategies and client relationship management. David holds insurance licenses in Arkansas and California, supporting his ability to provide a range of financial services. Outside of his professional work, he engages in family activities and enjoys fitness, golf, hiking, and traveling.

Samantha Mccomas is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Fifth Third Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Justin Maldonado is Vice President and Wealth Planner at Fidelity Investments. In this role, he focuses on building sustained relationships with clients and their families, aiming to understand their priorities and goals. He collaborates with clients to develop comprehensive wealth plans tailored to their personal definitions of success. Justin joined Fidelity Investments in 2013 and has held multiple positions within the company, including Director of Executive Services Officer, Benefits and Planning Consultant for Executive Services, Fixed Income Specialist, Senior Stock Plan Executive Services Specialist, and Stock Plan Consultant. This progression reflects his extensive experience in wealth planning and financial services. He holds an AR Insurance License.