Barry Davis is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for 14 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base including registered investment companies and offers specialized services such as fund advisory and model portfolio delivery.

Demarc White is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2007. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jennifer Pianelli is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Her prior roles include working at Equitable Advisors and Envision Science Academy. Outside of finance, she has experience working as a server and bartender at The Cowfish Sushi Burger Restaurant in Raleigh, North Carolina. 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 deliver model portfolios across mutual funds, ETFs, and ETPs.

Muhmad Alzpair is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Bio-Diesel Productions and DeSimone Research Group, as well as a five-year period at the University of North Carolina - Chapel Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and develops model portfolios for Fidelity Institutional Wealth Adviser.

Andrew Shapiro is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Liberty Mutual Insurance and Plymouth Rock Assurance. Fidelity’s Strategic Advisers LLC 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 advisory role to multiple registered investment companies, use of systematic methodologies including AI, and formal governance procedures.

Scott Markel is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for five years and Standard Furniture for seven years. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and actively manages oversight of delegated investment strategies.

Samuel Harris is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he worked at Drakes and SpotOn, among other roles. Outside of financial advising, he is a partner in an online clothing store and a hobby game shop in Durham, North Carolina. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its management of registered investment companies, use of AI in research, and delivery of model portfolios for Fidelity Institutional Wealth Adviser.

Paul Birkenstock is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at Marketing Ventures of America and The Turas Group, as well as several years in educational and camp settings prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad universe of mutual funds, ETFs, and ETPs, and it serves a range of clients through discretionary and non-discretionary advisory services.

Andrew Love is a financial advisor at Fidelity with three years of industry experience. He previously worked for Onemain Financial from 2013 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction with oversight of sub-advisers, and it offers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Larsen Wharton is an Investment Solutions Representative III at Fidelity Investments, a role held since 2026. Larsen has been with Fidelity since 2021, progressing through various positions including Investment Solutions Representative II and I, High Net Worth Service Associate, and Customer Relationship Advocate. This progression reflects extensive experience in client-facing roles within the investment solutions domain. In this capacity, Larsen collaborates with clients to understand their financial goals and develop strategies to support informed decision-making. Larsen leverages both personal experience and Fidelity's resources to assist clients in navigating their financial journeys. Outside of work, Larsen's interests include beach activities, family engagements, outdoor adventures, parenthood, and skiing.

Dylan Howard is a Series 66-licensed financial advisor with Fidelity in Durham, NC, bringing three years of industry experience. His prior work includes roles at United Textile Distribution and Frank Howard's Backhoe Service. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services for retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also provides advisory services to multiple registered investment companies and develops model portfolios for intermediary platforms.

Christine Singer is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at Fidelity Brokerage Services, Cambridge Proofreading, and the State of Florida Department of Business and Professional Regulation. 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, offering discretionary and non-discretionary management along with fund advisory services.

Antoinette Russell is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior work includes roles at Lenovo, Greene Resources, Abrigo, ArchiveSocial, and Best Buy. Outside of advising, she operates an e-commerce business with Amway Vitality Essentials and participates as an Amazon Associate. 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 from mutual funds, ETFs, and ETPs.

Timothy Wolfe is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked within various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. 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.

Mitchell Baker is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at Oasis Outsourcing and several other companies. Outside of his advisory role, he is involved in streaming and entertainment as a host. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to registered investment companies and its use of systematic methodologies and AI in portfolio management.

Kyle Beverly is a Financial Consultant at Fidelity Investments, where he has been working since 2024. Prior to this role, he served as an Investment Management Consultant and a Workplace Planning Consultant at Fidelity Investments from 2019 to 2024. Before joining Fidelity, he worked as an Associate Financial Advisor at Northwestern Mutual from 2016 to 2019. Kyle specializes in tax-efficient investment strategies, retirement distribution planning, and portfolio construction. He focuses on creating financial plans tailored to each client's unique situation and helps clients understand how their financial decisions impact their long-term goals. He holds insurance licenses for Arkansas and California. Outside of his professional work, Kyle enjoys family activities, fitness, football, movies, music, and parenthood.

Connor Miles is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked at Fidelity Investments as a Workplace Planning Consultant I, II, and III from 2022 to 2023. Connor partners with clients to understand their short and long-term financial goals and helps build customized financial plans tailored to their unique needs. He places importance on forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Connor holds insurance licenses for Arkansas and California. Outside of his professional work, he engages in personal interests such as fishing, reading, running, and skiing.

Zane Hill is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked at multiple elementary schools from 2015 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, applying a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Leith Ali is a CFP® professional at Fidelity with two years of industry experience. He has held multiple roles within Fidelity Investments since 2023. Outside of his advisory work, he operates a retail and reselling business focused on collectibles and maintains a music recording and streaming venture as an owner and artist. Fidelity, through its subsidiary Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using a systematic, long-term asset allocation approach.

Shane Rawlings is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes positions at Credit Suisse and roles outside finance with Jordans Heating and Cooling and Raleigh Marketing Consultants. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts.