Jeff Lee is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Bank of America and Merrill Lynch prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Ryan Das is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill from 2013 to 2021 before joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, utilizing systematic methodologies and oversight controls.

Adam Wold is a Series 66 licensed financial advisor at Fidelity with two years of industry experience. His prior work includes roles at Arizona Home Based Services, AZ Staffing Partners, Westpac Wealth Partners, and Walgreens, among others. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Tanner Cypress is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors. Outside of his advisory role, he participates as an independent contractor writing product reviews for the Amazon Vine program. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, incorporating proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process. The firm also engages in fund advisory, model portfolio delivery, and oversight of sub-advisers.

Anthony Fisher is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. He has worked at several firms including Fidelity Investments, OneAmerica Securities, Citizens Securities, Bank of America, and Merrill. Outside of finance, he owns and manages Breezy Clean Cleaning Services, a remote cleaning business. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery.

Eddie Parra is a CFP® with nine years of industry experience, currently serving as a financial advisor at Fidelity. His prior experience includes roles at Morgan Stanley and Vanguard Group, Inc., as well as professional involvement with Forest Highlands Golf Club and Northern Arizona University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across a broad investable universe. The firm also manages model portfolios, serves as an advisor to registered investment companies, and utilizes advanced technologies including AI in its research methodologies.

Andi Hernandez is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role held since 2025. In this capacity, Andi collaborates with participants to develop engagement strategies tailored to their unique planning needs, preferences, and goals, supporting the maintenance of long-term financial plans. Andi has been with Fidelity Investments since 2017, progressing through various positions including Financial Representative, Relationship Manager, Planning Consultant, and Director, Retirement Planner. This progression reflects experience in client relationship management and retirement planning. Outside of work, Andi's interests include family activities, fitness, social events with friends, pets, and traveling.

Colby Homec is a Series 66-licensed financial advisor with Fidelity in Gilbert, AZ, and has 16 years of industry experience. He has been with various Fidelity entities since 2012, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of his advisory role, he is a partner in Backpacking Grub, an online sales business where he handles order fulfillment and content creation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios for Fidelity Institutional Wealth Adviser.

Lindsey Colosey is a Series 66-licensed financial advisor with seven years of industry experience, currently with Fidelity in Gilbert, AZ. Their prior roles include positions at E*TRADE Capital Management and Bank of America, among others. Lindsey has held various roles within Fidelity since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of fundamental research and quantitative analysis with algorithmic portfolio construction, and it serves several registered investment companies and an IRS-qualified Charitable Gift Fund.

Justin Larson is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Bank of America and Merrill from 2014 to 2020, before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its oversight of multiple registered investment companies and use of algorithmic methods and AI in research.

Darcie Brown is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to her current role, she worked at Better Homes and Gardens Influence Partners Brokerage and was a fitness coach specializing in weightlifting and nutrition. She continues to be involved in fitness coaching on a part-time basis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.