Dylan Mackenzie is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His background includes roles at Fidelity Investments and prior work in various industries including automotive and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

John Dortch is a financial advisor with Fidelity Investments in Durham, NC. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Fidelity, he held various roles including positions at Enterprise Rent-a-Car, Mellow Mushroom, and NC State University. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Luke Rogers is a financial advisor at Fidelity with Series 66 and Series 63 designations and one year of industry experience. His prior roles include positions at Financial Symmetry Inc and North Carolina State University. He has also worked at Chick-fil-A Heritage Village and has a decade of experience in education. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Geoffrey Poisson is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Cambridge Village of Wilmington and Apex, University of North Carolina Wilmington, and several other organizations. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Barry Conover is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes positions at MassMutual, Mutual of Omaha, and Prudential. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Larry Williams is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked in healthcare at Southeastern Healthcare of NC and held positions at Amazon and several other organizations. Outside of finance, he has experience working as a seasonal sales associate at a retail clothing store. 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 to deliver model portfolios across a broad investment universe.

Greyson Reitmeier is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. He has worked at Fidelity Investments and Fidelity Investment Canada, as well as Clifton Larsen Allen. Strategic Advisers LLC, a Fidelity Investments company, 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. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies and utilizes AI-driven research methods.

James Green is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2015, transitioning to Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management along with fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios made up of mutual funds, ETFs, and ETPs, while also maintaining oversight and governance functions.

Michael Sandy is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Blackbeard Cigars, the ECU School of Art and Design, East Carolina University, and Fiverr. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment structures.

Shane Tidd is a financial advisor at Fidelity Investments with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo. His background also includes roles outside finance, such as working with the North Carolina Museum of Natural Sciences and involvement in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver systematic, long-term asset allocation strategies.

Donovan White is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2022, contributing to the firm's financial services and client support. Donovan focuses on helping clients navigate important financial considerations and make informed decisions. He emphasizes meaningful conversations as the foundation for understanding each individual's priorities, aiming to provide ongoing communication and support that fosters informed and confident financial decision-making. Outside of his professional role, Donovan has interests in cooking and baking, football, traveling, volunteering, and practicing yoga.

Drew Davis is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and three years of industry experience. His prior roles include work at TPUSA (Liberty Mutual Insurance), SelectQuote, Progressive Leasing, and NuHome Promotions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

William Sutton is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2020, progressing through various positions including PAS Portfolio Specialist, Client Management Representative, Workplace Planning Consultant, and Workplace Planning Associate. His professional journey at Fidelity has provided him with a broad range of experience in financial consulting and client management. William holds insurance licenses in Arkansas and California. He emphasizes a straightforward, thorough approach to financial planning, focusing on clear communication and helping clients understand and have confidence in their financial plans. His goal is to connect all aspects of a client's financial situation to create clear, actionable plans that lead to shared success. Outside of his professional work, William enjoys activities such as board games, family activities, fitness, parenthood, running, and traveling.

Owen MacIntyre is an Investment Solutions Representative III at Fidelity Investments. He has held various roles within the company, progressing from Customer Relationship Advocate in 2023 to Investment Solutions Representative I in 2024, then to Investment Solutions Representative II in 2026, and currently holds the Investment Solutions Representative III position starting in 2026. In his current role, Owen focuses on connecting with clients to understand them as individuals and investors, aiming to grasp their definitions of financial success. This approach allows him to actively listen and engage with clients, helping them work towards their financial goals. Details regarding Owen's education, credentials, personal interests, or community involvement were not provided.

Troy Konzen is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Outside of his advisory role, he sells Pokémon and Yu-Gi-Oh cards on eBay during his spare time. 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 to manage model portfolios across mutual funds, ETFs, and ETPs.

Alexander Ruffin is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Eno River State Park and Fast Forward. He has been with Fidelity Investments since 2022. 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 employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

James Castleman is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including AdvisorTrust Partners LLC and various roles outside finance such as at Carolina Ale House and Nicola's Italian Restaurant. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

David Arrington is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Policygenius and various companies outside the financial sector, such as Fullsteam Brewery and Restaurant Provence Inc. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI-driven research, and advisory roles to multiple registered funds.

Tan Tang is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Tan worked at First Citizens Bank and has operated as a sole proprietor. Outside of advisory services, Tan occasionally assists with client reception at a family-owned nail salon. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Patrick Weller is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to his current role, he worked at Coach's Cuts Lawncare and Your Event Source. He also has a background in education, having worked with Wake County Public Schools and attended the University of South Carolina. 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 research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.