Dustin Mccaughey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity Brokerage Services LLC, he held roles at several companies including Shipt Inc., GrubHub Inc., and TaskRabbit Inc. He has also been involved in entrepreneurial ventures such as LoO and LoO Yoga LLC and Embers of Florida, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios featuring mutual funds, ETFs, and ETPs. The firm’s approach includes algorithmic portfolio construction, delegated management, and oversight controls, supporting a range of registered investment companies and charitable funds.

Matthew VanAuker is a Financial Consultant currently working at Fidelity Investments since 2023. He collaborates with clients to understand their financial priorities and co-create personalized plans aimed at helping them pursue their goals. His approach emphasizes clear guidance, consistent support, and building a client experience grounded in trust and long-term partnership. Before his current role, Matthew served as an Investment Solutions Representative at Fidelity Investments from 2021 to 2023. Prior to that, he worked as a Personal Banker at Wells Fargo from 2019 to 2021. He holds insurance licenses in Arkansas and California.

Dominik Maas is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He previously worked at James Miller Financial and served in roles at Western Michigan University and Prestwick Village Golf Club. Fidelity’s Strategic Advisers LLC offers 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, and it is noted for its use of systematic methodologies, formal advisory roles, and integration of AI in its investment process.

Rylee Williams is a Financial Consultant at Fidelity Investments, a position held since 2024. She has progressed through various roles within Fidelity, including Workplace Planning Consultant III from 2023 to 2024, Workplace Planning Consultant II from 2022 to 2023, and Workplace Planning Consultant I in 2022. Her professional focus is on improving the financial wellbeing of her clients by understanding their priorities and those of their families. Rylee holds insurance licenses in Arkansas and California, supporting her expertise in financial and insurance planning. Outside of her professional work, Rylee enjoys outdoor activities such as camping, golf, hiking, and running, as well as watching movies.

Christine Noble is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and is based in Durham, NC. Her prior work includes positions within Fidelity Investments and roles at educational institutions and the New Hampshire Army National Guard. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including those built from mutual funds, ETFs, and ETPs.

James Walker is a Series 66 licensed financial advisor with Fidelity in Durham, NC, and has three years of industry experience. His prior work includes roles at Artz Estate Sales, H&R Block, and a period of full-time education at the University of North Carolina Greensboro. 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 manage discretionary and non-discretionary portfolios, including advisory roles for registered investment companies and delivery of model portfolios.

Tina Miyagawa is a financial advisor at Fidelity with four years of industry experience, holding a Series 66 designation. Her previous work includes roles at Truist and Bank of America. Outside of her advisory duties, she co-manages Rising Sun Retreats LLC with her husband. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Jeremy Pelchar is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016 and at Fidelity Investments since 2025. 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’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that incorporate mutual funds, ETFs, and ETPs.

Harrison Clement is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has held positions at Fidelity Investments since 2022 and previously worked in education and small business operations. Outside of advising, he operates an e-commerce business focused on website design and advertising. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methodologies.

Samuel Poehlmann is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Before joining Fidelity Investments, he worked at L&E Research and Apex Tool Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, incorporating proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of fund structures and model portfolios.

Stephen Maguire Jr. is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at OneMain Financial, Northwestern Mutual, and in academic and clinical settings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolios, with a focus on systematic methodologies and long-term asset allocation.

Patrick Fitzgerald is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Bon Appetit and Southern New Hampshire University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and formal advisory roles to registered investment companies.

Timothy Holland is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at Fidelity Investments and previous involvement with Boise Valley Habitat for Humanity. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Timothy Holt is a Series 66-licensed financial advisor at Fidelity with 19 years of industry experience. He has worked at Fidelity Investments since 2008, including seven years with Fidelity Personal and Workplace Advisors. Prior to Fidelity, he was with Ameriprise for one year. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it holds distinctive roles such as registration with the CFTC as a commodity pool operator and advisory responsibilities for multiple registered investment companies.

Ashesh Chatterjee is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in music education and performance, working as a private music teacher at Rich Music School and playing professionally with Ashesh Chatterjee Music. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm supports a variety of investment structures, including fund advisory and model portfolios, and incorporates systematic methodologies and AI tools in its investment process.

Damian Foreman is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. His prior work includes four years at Truist Financial Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures, and employs systematic methodologies supported by oversight controls and advanced research techniques such as AI.

Brandon Swindell is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase NA for over a decade before joining Fidelity. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm integrates proprietary fundamental research with quantitative and algorithmic methods to construct portfolios and oversees its sub-advisers and share allocations to manage conflicts of interest.

Elizabeth Sternkopf is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 designations and has previous work experience at ChannelAdvisor and Indovance. 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 manage portfolios across a broad investable universe. The firm is noted for its commodity pool operator registration, advisory role to multiple registered investment companies, and use of systematic methodologies including AI in its research processes.

Jake Zilles is an Investment Solutions Representative III at Fidelity Investments. In this role, he assists clients in identifying their unique financial goals and developing tailored investment strategies. He also implements these strategies and provides resources to help clients expand their financial knowledge. Jake has progressed through several positions at Fidelity, starting as a Customer Relationship Advocate in 2023, then advancing through three levels of Investment Solutions Representative from 2024 to the present. This progression reflects his growing experience and expertise in financial planning and client support. Outside of his professional responsibilities, Jake has interests in food, music, outdoor adventures, and pets.

Tarick Odeh is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, he focuses on helping clients invest and plan for their future to strengthen their financial well-being. Prior to his current position, Tarick gained experience as a Premier Banker at Wells Fargo Bank from 2017 to 2019. He holds insurance licenses in Arkansas and California. Outside of his professional work, Tarick has interests in art, cooking and baking, fitness, football, golf, and traveling.