James Brummitt is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles at Fidelity Brokerage Services and Robert Half International. 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 portfolios across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator registered with the CFTC and advises multiple registered investment companies and fund-of-funds.

Brandon Lomax is an advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Alcove by Madtree and Bouquet Restaurant. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies across various platforms.

William Torbeck Jr. is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2015. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Rudy Bamforth is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2000, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage a range of registered investment companies.

William Martin is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at Tier1 Performance Solutions and Macy's Inc. for over three decades. 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 manage a range of investment products and model portfolios.

William Hochleutner is a financial advisor at Fidelity with Series 63 and Series 65 licenses and 39 years of industry experience. He has held various roles within Fidelity’s affiliated entities since 1989, including Strategic Advisers and Fidelity Brokerage Services. Strategic Advisers LLC, a Fidelity Investments company, offers 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 provides discretionary and non-discretionary advisory services, manages fund-of-funds structures, and develops model portfolios for intermediary platforms.

Nicholas Sexton is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity in various capacities since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including model portfolio construction using a blend of fundamental research, quantitative analysis, and algorithmic methods. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI in research.

Charles Davis IV is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked for nearly a decade at Griswold Home Care Cincinnati East. Outside of his advisory role, he is an employee of the Bronson Arroyo Band, participating in rehearsals and performances. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Liam Mcgurran is a financial advisor at Fidelity with a Series 66 license and one year of industry experience. Before joining Fidelity, he worked in various roles including food delivery for DoorDash and positions in education and design. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Jason Hacker is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he partners with the Private Wealth Management Team to provide service and support aimed at fostering strong and lasting relationships with clients and their families. He has been with Fidelity Investments since 2007, holding various roles including Executive Services Associate, Retirement Benefits Coordinator, Retirement Solutions Representative, Investment Solutions Representative, and Financial Services Representative. This extensive experience reflects his involvement in wealth management and retirement planning. No information regarding his education, credentials, personal interests, or community involvement was provided.

Maria Quinn is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has worked at various Fidelity entities since 2012, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently Fidelity Investments. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it holds distinctive roles such as registration with the CFTC as a commodity pool operator and advisory responsibilities for multiple funds.

Gary Lemons is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked across various Fidelity entities, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages conflicts of interest through oversight and evaluation of sub-advisers and share classes.

Mark Seibert II is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2012. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions, with a notable use of AI and systematic methodologies.

Nicholas Eastham is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Morehead Parks and Recreation, Midway University, and Kroger. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Patrick Hill is a financial advisor at Fidelity with one year of industry experience. He holds Series 63 and Series 66 designations and previously worked at Snap Finance, LLC and Southern Glazer's Wine & Spirits. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves a diverse client base, including registered investment companies and charitable funds, and employs systematic methodologies with oversight controls and proxy-voting governance.

Ramon Roig is a financial advisor with Fidelity in Covington, KY, holding a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked in the restaurant industry, including a role as a dining room server at Jeff Ruby's Culinary Entertainment. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse range of clients from retail investors to institutional entities. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Andrew Royse is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity, he served in the United States Coast Guard from 2016 to 2020. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm integrates proprietary research, quantitative analysis, and algorithmic methods in its investment process and serves as an adviser to multiple registered investment companies.

Benton Gurley is a financial advisor at Fidelity with 14 years of industry experience and holds Series 63 and Series 66 licenses. His career includes roles at Fidelity Brokerage Services, LLC since 2012, Fidelity Personal and Workplace Advisors from 2018 to 2025, and Fidelity Investments since 2025. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, and has a notable role in advisory services for multiple registered investment companies and fund-of-funds.

Miles Diehl is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at ISCO Industries and held various positions in different sectors, including roles at Cracker Barrel and Brown Forman. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and offers advisory services that include discretionary management and fund consulting.

Benjamin Esser is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to joining Fidelity, he was employed at P.F. Chang's China Bistro and the University of Cincinnati. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including managing fund-of-funds and model portfolios. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with additional roles in commodity pool operation and advisory services to registered investment companies.