Lashawnda Crouch is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at OE Enterprises and Richmond Community Support. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Adrian Marshall is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity brokerage services roles since 2006. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Roseena Hardcastle is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes positions at Maxim Healthcare Staffing, Wake County Public Schools, and the University of Central Florida. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with fund advisory and model portfolio delivery.

Ashton Hohnstein is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at First Citizens Bank and Trust Company and held various roles in hospitality and education sectors. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Demetria Richardson is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she has worked in various roles across education, public service, and corporate sectors. She is also a partner in Neat Freaks Cleaning Services, providing residential and commercial cleaning. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products and model portfolios.

Michael Cornwell is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 21 years of industry experience. He has worked within various Fidelity entities since 2005, including roles at Fidelity Personal and Workplace Advisors and currently at Fidelity Investments in Durham, NC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Daniel Ashe is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Blue Raven Solar and the Vermont Department of Corrections. He works at Strategic Advisers LLC, a Fidelity Investments company that 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 portfolios and advisory services.

Seidy Rivas Rosales is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Fidelity, she worked at Wells Fargo and has experience in bookkeeping through an employee role at SED Services LLC, a residential remodeling company in Durham, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with model portfolios built from mutual funds, ETFs, and ETPs, and manages advisory roles for multiple registered investment companies.

Keegan Coolbaugh is a Series 66 licensed financial advisor with Fidelity in Durham, NC, with three years of industry experience. His prior roles include positions at Solomon Edwards Group and various non-financial experience before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Kiana Wright is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 licenses and has a background that includes six years at Walmart prior to entering the financial services industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm serves a diverse client base and employs systematic methodologies alongside algorithmic portfolio construction and oversight controls.

Tyler Vining is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His background includes roles at educational institutions and various short-term positions before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing proprietary research combined with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs.

Quinn Gruber is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and First Citizens Asset Management. Quinn is based in Durham, NC. 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. The firm’s approach includes discretionary portfolio management, fund advisory services, and the delivery of model portfolios to intermediary platforms.

Jonathan Pope is a financial advisor at Fidelity with over 26 years of industry experience. He holds a Series 66 designation and has previously worked at Scottrade, Fortress Private Ledger, and WoodBridge Advisors. 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 and is noted for its use of systematic methodologies, AI-driven research, and formal advisory roles to multiple registered investment companies.

Robert Mullen is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fisher Investments, Liberty Mutual Insurance, Northwestern Mutual, and Liberty University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Melquan Fair is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2017, following a one-year tenure at Veritude. In addition to his advisory role, he is a co-owner of Fair Capital Management, a business involved in accounts receivable outsourcing. 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 systematic portfolio construction using proprietary research and algorithmic methods.

Grayson Kapiko is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Fidelity, his work history includes roles outside finance such as with Moving for the Coast and Seegars Fencing Company. 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 systematic investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jeremy Witmer is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and previously worked at Walgreen Company for thirteen years before joining Fidelity. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight and advisory functions for multiple funds and intermediary platforms.