Brittany Cecil is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity Brokerage Services since 2015. Fidelity’s affiliate, 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

James Gardner is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Gardner is a minority owner and voting member of an LLC involved in purchasing and investing activities. Fidelity, through its affiliate Strategic Advisers LLC, offers 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 discretionary and non-discretionary portfolios, as well as model portfolios delivered to intermediary platforms.

Michael St. John is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative and algorithmic portfolio construction across a broad investable universe. The firm is noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of algorithmic and AI-driven research methods.