Jonathan Frank is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A., prior to joining Fidelity. Before entering financial services, he spent seventeen years at Walgreens Co. 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 employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Nicholas Carter is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked across several Fidelity entities since 2016. 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 research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Alexis Wilkins is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations. Outside of her advisory role, Alexis is an officer managing a family wealth management business and coaches youth cheerleading in Raleigh, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management and fund advisory. The firm employs a systematic investment process integrating fundamental research, quantitative analysis, and algorithmic portfolio construction.

Tavion Yorke Goins is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity Investments, he held various roles in sectors including automotive sales and hospitality. Fidelity’s 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 with a focus on diversified fund structures and model portfolios.

Matthew Wright is a financial advisor with Fidelity Investments in Durham, NC, holding a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments and Workplace Planning Associate, along with varied experience in other sectors such as hospitality and landscaping. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and has a distinctive role advising multiple registered investment companies and utilizing AI in its research processes.

Michael Lahaye 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 2022. Prior to his current role, he spent time at Cloud Service Partners, Inc. and Recreational Equipment Incorporated. Fidelity’s affiliate, 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. The firm is noted for its role in managing model portfolios and its distinctive registrations and advisory activities within the institutional investment space.

Spencer Smith is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at JP Morgan Chase and Onto Mortgage. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a broad investable universe of mutual funds, ETFs, and ETPs.

Christine Wright is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and FIDELITY iNVESTMENTS. 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 diverse investment vehicles.

Andrea Hinkel is a financial advisor at Fidelity with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill from 2016 to 2022 before joining Fidelity in 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing systematic methodologies and long-term asset allocation benchmarks.

Michelle White is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at LPL Financial, Charles Schwab, and Hilton Worldwide. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a proprietary approach that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

John Messina is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He has been with Fidelity Investments since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research and serves as an advisor to multiple registered investment companies and fund-of-funds.

Terrell Berry is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has prior work experience at Truist Bank and Target. Outside of advisory work, he continues to work one shift per month at a retail store. 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 employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its use of AI-driven methodologies and formal advisory roles to multiple registered investment companies.

Michael Leotsakos 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 Club Worx and The Heart Fitness, among others. 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’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios across a range of investment vehicles.

Nicholas Honeycutt is a financial advisor with Fidelity Investments in Durham, NC, holding a Series 66 designation and three years of industry experience. Before joining Fidelity, he worked for Uber as a rideshare driver and has held positions in the food and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and utilizes systematic methodologies in portfolio management.

Robert Massey is a financial advisor with Fidelity Investments in Durham, NC. He holds Series 63, 65, and 66 licenses and has 24 years of industry experience. Prior to joining Fidelity, he worked at VALIC Financial Advisors Inc and BB&T Investment Services, Inc. Outside of his advisory role, Massey serves as the executor of his late father's estate. Robert Massey 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios, including fund-of-funds and model portfolios.

Aaron Ingram is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity, he worked in various roles including at Customer HD and Neonova Network Services. He is also a mentor for ClimbHire, where he helps individuals understand financial concepts and prepare for the Securities Industry Essentials (SIE) exam. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Luke Pelletier is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. His prior experience includes roles at Virtual Service Operations and Nexu Partners. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, long-term asset allocation-based model portfolios.

Suneed Ahmed is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has held roles at Fidelity since 2021 and has worked in educational and retail settings early in his career. Outside of his advisory work, Ahmed coaches running and volunteers as a scorekeeper and referee for a local ball hockey league. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Zachary Sholtz is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Save-A-Lot Inc. and Publix. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research and quantitative analysis. The firm is noted for its use of algorithmic portfolio construction, management of registered investment companies, and advisory services that include model portfolios and fund-of-funds structures.

Garrett Ellinger is a financial advisor with Fidelity Investments in Durham, NC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Minnesota Life Insurance Co, Securian Financial Services, and a position with the District Attorney for Catawba County. Strategic Advisers LLC, a Fidelity Investments company, offers 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 discretionary and non-discretionary portfolios, with specialized advisory roles in fund structures and model portfolio delivery.