Alexander Sacco is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, his background includes roles in diverse industries such as digital marketing, pest control, and hospitality. Outside of his advisory work, he operates a freelance digital marketing business focused on content creation and online advertising. He is part of 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a broad investable universe.

Jacob Oconner is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His background includes diverse roles in education and property management prior to joining Fidelity. He works at 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 model portfolios across mutual funds, ETFs, and ETPs.

Noah Hines is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Fidelity Investments and Fidelity Brokerage Services, he worked at Baileys Health and Fitness and has been affiliated with Florida State College of Jacksonville for over a decade. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers 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 manage portfolios and provides oversight through affiliated and unaffiliated sub-advisers.

Jamilahre Mcdowell is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. Prior to joining Fidelity, Mcdowell worked as a hairstylist and barber at Lady Jane’s salon in Raleigh. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a systematic investment approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Thomas Park is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at TNT Construction, Skagit County Drainage District 19, and Washington State University. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm serves a range of clients, including registered investment companies, and utilizes systematic methodologies with oversight controls in its model portfolio offerings.

David Trca is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments in 2024, he held diverse roles across several organizations, including Oakwood Country Club and Auburnlea Catering. Outside of his financial advisory work, he has experience in various service and mission-related activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that incorporates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing model portfolios, its registration as a commodity pool operator, and its advisory services to multiple registered investment companies.

Anna Cantwell is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she held various roles at Ohio University and UNC Health. Outside of her advisory work, she operates an Etsy shop creating t-shirt designs and provides dog walking and sitting services. 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. The firm serves a diverse client base and engages in delegated management, fund advisory, and model portfolio delivery.

Joshua Beese is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and having one year of industry experience. Prior to joining Fidelity, he was self-employed and has experience working in various roles outside the financial industry. Outside of his advisory work, he operates a private coaching business focused on developing hockey and skating skills for both youth and adults. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors as well as registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model investment strategies.

Blaise Haubert is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles from Customer Relationship Advocate to his current position. In his role, Blaise focuses on understanding clients' priorities and working collaboratively to develop personalized financial plans tailored to their needs, ensuring they receive comprehensive support from Fidelity. Blaise brings experience in investment solutions and customer relationship management within the financial services industry. His professional background includes advancing through several roles at Fidelity, demonstrating his commitment to client service and financial planning. Outside of his professional work, Blaise has interests that include baseball, beach activities, football, social events with friends, pets, and running.

Maura Wyatt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she held various roles in the service and retail sectors and was involved with the NC State University Crafts Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also advises multiple registered investment companies and constructs model portfolios for intermediary platforms.

Brittany Hughes is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her prior work includes roles at Merrill and Bank of America, as well as non-financial experience at Walt Disney World and in education. Outside of her advisory work, she bakes goods for friends on a regular basis. She is part of Strategic Advisers LLC, a Fidelity 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 manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Kenneth Debutts is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and previously worked at Harker Research, Inc. for seven years. 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, and is noted for its registration as a commodity pool operator and its use of AI in research.

David Smith is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining Fidelity, he worked at Jewish for Good and Thought Leader Select LLC. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products.

Jeremy Lamm is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and four years of industry experience. Prior to his work at Fidelity, he held positions in the retail and service sectors, including roles at Bailey's Fine Jewelry and Home Care Pulse. Outside of advising, he has experience driving sales and assisting customers in fine jewelry retail. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves both retail and institutional investors and is noted for its use of systematic methodologies and its advisory roles with registered investment companies.

Hayden Leonard is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including The Vanguard Group, TD Ameritrade, and First Citizens Investor Services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including registered investment companies and fund-of-funds.

Allison Shumar is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has previously worked at Duke University from 2016 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios delivered to intermediary platforms.

Eric Schroeder is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has been with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, model portfolios, and its advisory role to multiple registered investment companies.

Aiyahna Edwards is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she worked at Good Steward Financial Company for two years. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

William Gregory is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including Edward Jones, Merrill, Bank of America, and Raymond James Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a methodology that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies, use of algorithmic and AI-driven research, and formal proxy-voting and governance procedures.

Stephen Freeman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at Jersey Mikes and East Carolina University. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as advisor to multiple registered investment companies and fund-of-funds.