Reuben Gamboa is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Fifth Third Bank and The Walt Disney Company. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its involvement with registered investment companies and its use of systematic methodologies and AI in portfolio management.

Jacob Abbs is a financial advisor at Fidelity with eight years of industry experience. He has held roles at Fidelity Brokerage Services LLC since 2017 and previously worked at GMI Insurance from 2015 to 2017. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its role as a commodity pool operator, advisory services to registered investment companies, and use of AI in research.

Jeffrey Nieman is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and nine years of industry experience. His work history includes roles at Fidelity Brokerage Services and Fidelity Investments, as well as a prior position at Larger Than Life. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing multiple registered investment companies, use of systematic methodologies, and incorporation of AI in its research processes.

Titus Moore is a financial advisor with Fidelity Investments, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Radiant Global Logistics and the University of Louisville. 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 to develop model portfolios. The firm serves a range of clients, including charitable funds and registered investment companies, and includes distinctive features such as registration as a commodity pool operator and use of AI-driven research methods.

Montgomery Kroger is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2017. Prior to joining Fidelity, he was employed at Total Quality Logistics for two years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and maintains roles such as commodity pool operator registration and advisory functions to multiple registered investment companies.

Tim Galbraith is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2007. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage and consult on a variety of investment products and model portfolios.

Thomas Bryan is a financial advisor with Fidelity Investments based in Covington, KY, holding Series 63 and Series 66 licenses and 7 years of industry experience. Prior to joining Fidelity in 2018, he worked at F648 Consulting for four years and was affiliated with the Greater Cincinnati Northern Kentucky Apartment Association for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios constructed from mutual funds, ETFs, and ETPs.

Matthew Salzer is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 license and has prior experience with Principal Financial Group and Anthem, Inc. Outside of advisory roles, he has worked as a freelance insurance agent and has experience in the insurance and diagnostic sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, using systematic methodologies, and incorporating advanced technologies such as AI and large language models in its research.

Ray Ramicone is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2010. Outside of his advisory role, Ramicone is involved as a limited partner and operating manager of Anthony Bella Holdings, LLC. 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 to manage portfolios across mutual funds, ETFs, and ETPs.

Jeffrey Alford is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 1999, including Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Kaitlyn Meyer is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked in law enforcement with the Northern Kentucky University Police Department and was employed at the Cincinnati Art Museum. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios.

Michael Evans is a financial advisor at Fidelity with Series 66 credentials and three years of industry experience. He previously worked with Heavenly Monitoring and Back2Back Ministries. He advises through Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Susana Duffy is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2021. Prior to her advisory role, she held positions at UC Health, Solar Tint, IKEA, and College Hill Coffee. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and maintains a formal advisory role to multiple registered investment companies.

Alexander Mentzer is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he collaborates with Wealth Management Advisors and their clients to develop financial plans aimed at achieving their financial goals. He has been with Fidelity Investments since 2016, initially working in Managed Account Operations from 2016 to 2018, then as a Managed Account Support Specialist from 2018 to 2022, before assuming his current position in 2022. His experience spans various aspects of wealth management support and planning. Outside of his professional responsibilities, Alexander has interests in food, puzzles, and yoga.

Andre Cook Jr. is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His prior roles include positions at Washington University in Saint Louis and Algonquin Country Club. Outside of his advisory work, he also performs grocery shopping and delivery services for Instacart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering a range of portfolio and fund advisory services that utilize proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction.

Todd Hater is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been part of Fidelity Investments since 1997, 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 charitable funds and registered investment companies. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using a systematic, long-term asset allocation approach.

Nathan Phu is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021. Prior to that, he held roles at TSC Apparel, Zid Zid, Aroma, and Ruby Tuesday. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on using proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and its use of AI and algorithmic methods in portfolio management.

Michael Luft is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role at Fidelity, he worked for the Nassau County School Board for 15 years. 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 with quantitative analysis and algorithmic portfolio construction to manage model portfolios and oversees affiliated sub-advisers in its investment process.

Sean Plagens is a Series 66-credentialed advisor at Fidelity with prior experience at Fifth Third Bank from 2016 to 2025. He joined Fidelity in 2025 and is based in Covington, KY. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Mary Rich Nugent is a financial advisor at Fidelity with 8 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Drs. Levin & Fetner. 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 investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios based on long-term asset allocation benchmarks.