Richard Mills is a financial advisor with Fidelity Investments based in Durham, NC. He holds Series 63 and Series 66 credentials and has three years of industry experience. His prior roles include positions at First Citizens Investor Services, RGA Investments, and FedEx. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Andrea Paton is a financial advisor with Fidelity Investments in Durham, NC, holding a Series 66 designation and having two years of industry experience. Her previous roles include positions at the North Carolina Department of Health & Human Services and various private companies. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory, and model portfolios.

Scott Carnes 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 2018, including Fidelity Brokerage Services and Fidelity Investments. Prior to that, he was employed at Workplace Options for two years. Fidelity’s Strategic Advisers LLC, where Scott provides services, offers investment management and advisory solutions 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, and is notable for its use of systematic methodologies, AI tools, and its advisory role with multiple registered investment companies and model portfolio delivery to intermediary platforms.

Christian Fitzhugh is a CFP® professional with 14 years of industry experience. He is currently with Fidelity Investments and has worked at Morgan Stanley, Commonwealth Financial Network, and Pathfinder Wealth Consulting. 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 employs a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Imani Thompson is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, she held various roles including positions at North Carolina Central University and Integral Resources Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Robert Sander is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Fidelity Investments since 2022 and previously spent seven years at Poling & Cutler Marine Transportation. Outside of finance, he owns and maintains a pet grooming business in Raleigh, North Carolina. Strategic Advisers LLC, a Fidelity Investments company, 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 proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Clementine Cigna is an Investment Solutions Representative III at Fidelity Investments. In this role, she collaborates with clients to build confidence around financial goals and investment decisions, helping them clarify priorities, understand risk, and set clear, measurable objectives for long-term growth. She provides ongoing support and perspective as markets change, maintaining focus on what matters most to her clients and their families. Clementine has been with Fidelity Investments since 2022, progressing through roles from Customer Relationship Advocate to Investment Solutions Representative II and I before her current position. Prior to joining Fidelity, she gained experience as a Mortgage Loan Officer at AmeriFirst Financial and Revolution Mortgage, as well as serving as a Financial Services Officer at State Employees’ Credit Union. Outside of her professional work, Clementine enjoys art, camping, concerts, gardening, hiking, and visiting museums.

Parrish Goodman is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and with two years of industry experience. Prior to joining Fidelity, he held positions in real estate and automotive services and was employed at North Carolina State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, 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 advisory and model portfolio delivery.

Patrick Towne is a Financial Consultant currently working at Fidelity Investments, where he has been serving clients since 2023. Prior to this role, he was a Workplace Planning and Advice Consultant at Fidelity Investments from 2016 to 2023 and a Financial Consultant at PNC Bank from 2014 to 2016. His mission is to help clients navigate uncertainty and work toward better futures through financial planning. Patrick holds insurance licenses in Arkansas and California, supporting his work in providing financial and insurance advice. Outside of his professional career, he has personal interests in comedy, hiking, music, and traveling.

Timothy Mcguirk is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked for New South Pizza for nine years. Outside of his advisory role, he is involved in buying and selling collectibles through eBay and Facebook groups. 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 drawn from mutual funds, ETFs, and ETPs.

Chelsea Gibson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. She previously worked at Barnes & Noble Inc. from 2009 to 2018 before joining Fidelity Brokerage Services LLC in 2018. Since 2025, she has been with Fidelity Investments in Durham, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Pamela Fonseca is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and has previously worked at Olmaz Jewelers, Robert Half, Sigma Xi, Penmac Spaces, and AT&T. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves multiple registered investment companies with formal advisory roles and governance procedures.

Jeffrey Hamilton is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Investments across multiple periods since 2014. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Barak Rutledge is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked for The Persian Carpet Inc. for 25 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios, and maintains formal advisory roles with multiple registered investment companies.

David Gall is a financial advisor with Fidelity Investments, holding a Series 66 designation and 10 years of industry experience. He has been associated with various Fidelity entities since 2016, including Fidelity Brokerage Services LLC, FIDELITY Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its registration with the CFTC as a commodity pool operator and its advisory role to multiple registered investment companies and fund-of-funds.

Kevin Scott is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including USAA Financial Advisors and USAA Investment Services prior to his current role. He serves on the finance committee of the Compassionate Tabernacle of Faith Baptist Church in Raleigh, assisting with financial reporting and fundraising. Kevin 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 blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including registered investment companies and model portfolios for intermediary platforms.

Trent Storino is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021, following roles at Principal Financial Services, Principal Life Insurance Company, and First Citizens Investor Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services, fund consulting, and model portfolio delivery.

Tyler Carter is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process, and serves multiple registered investment companies and fund-of-funds.

Patrick Newsome is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and two years of industry experience. His work history includes various roles at country and tennis clubs before joining Fidelity in 2023. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and discretionary management through affiliated or unaffiliated sub-advisers.

Curtis Brazile is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to that, he was employed by Kelly Services, LLC and Enterprise Rent-a-car. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven research.