Tanner Windholz is a financial advisor at Fidelity with a Series 66 designation and one year of experience in the industry. His prior work experience includes roles at Bank Midwest/NBH Bank and service in the U.S. Army and Department of Defense. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.

Sean Barrett is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2015. Barrett is based in Greenwood Village, Colorado. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, advisory roles to registered investment companies, and integration of AI in research processes.

Martin Keithline is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at iLending for three years and AT&T for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with oversight of affiliated and unaffiliated sub-advisers.

Daniel Hayden is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at The Control Room and DoorDash. 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 discretionary and non-discretionary portfolios, while serving multiple registered investment companies and delivering model portfolios to intermediary platforms.

Lucas Budde is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions in diverse fields including hospitality and logistics. He has worked with Comedy Works and Men in Kilts, among other roles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, applying systematic methodologies and long-term asset allocation benchmarks.

Hunter Poitras is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and three years of industry experience. He has held multiple roles within Fidelity since 2021 and has operated a YouTube channel and worked as an Amazon affiliate. 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.

Kevin Winland is a CFA® charterholder with 12 years of industry experience. He has worked at Goldman Sachs from 2013 to 2024 and joined Fidelity in 2024. Outside of his financial career, he has been involved in artwork framing and furniture restoration businesses that are currently in the process of dissolution. 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 systematic investment process combining fundamental research and quantitative analysis, and it serves as an advisor to various registered investment companies and fund-of-funds.

Tanner Pressel is a financial advisor at Fidelity with six years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Cambridge Investment Research, Paladin Financial Services, and Buffalo Wild Wings. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

John Champion is a financial advisor at Fidelity with one year of industry experience. He previously held roles at Dish and Comcast. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Robert Dennis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles across multiple industries including event staffing, logistics, and technology. 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 to manage portfolios across mutual funds, ETFs, and ETPs. The firm serves a diverse client base including registered investment companies and operates with oversight controls to address conflicts of interest.

Derek Chandler is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. Prior to this role, he held positions as a Planning Consultant from 2024 to 2026 and as a Workplace Planning Consultant from 2022 to 2024, all within Fidelity Investments. His professional experience also includes a five-year tenure as a Senior Relationship Manager at Bank of America from 2017 to 2022. Derek's approach focuses on understanding his clients' financial plans comprehensively, collaborating with them to co-create and implement strategies aimed at achieving their financial goals. He holds insurance licenses in Arkansas and California, supporting his capacity to serve clients in these areas. Outside of his professional life, Derek is engaged in family activities and enjoys interests such as football, social events with friends, caring for pets, and traveling.

Joseph Mondello is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019 and Fidelity Investments since 2025. Prior to his financial services career, he held roles at Lowes and Michael Bennett Trucking LLC. 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 to manage model portfolios, with oversight controls and delegated management to affiliated or unaffiliated sub-advisers.

James Mendieta is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop and implement comprehensive financial plans tailored to their personal goals. His approach focuses on creating strategies that align with the unique needs of individuals and their families. James has been with Fidelity Investments since 2014, progressing through several roles including Financial Representative, Investment Solutions Representative, Workplace Planning Consultant, Portfolio Specialist, and Senior Portfolio Specialist before assuming his current position in 2023. His extensive experience within the firm spans various aspects of financial planning and portfolio management. He holds insurance licenses in Arkansas and California.

Robert Armistead is a Planning Consultant at Fidelity Investments. He works with individuals and families to help them understand their financial situations and pursue their financial goals. Robert has held various roles within Fidelity Investments since 2022, including Central Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as an Associate Financial Representative at Northwestern Mutual from 2017 to 2019. He holds insurance licenses in Arkansas and California.

Patricia Weeks is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, she was self-employed and operated a baking business in Denver, Colorado, where she baked and decorated cakes for clients. Fidelity, through its affiliate Strategic Advisers LLC, 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 manages a range of portfolios including multi-manager and fund-of-funds structures and employs systematic methodologies and oversight controls in its investment process.

Wayne Windholz is a financial advisor at Fidelity with 13 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior roles at E*TRADE Capital Management, E*TRADE Securities, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various fund structures and model portfolios and employs systematic methodologies and oversight to address conflicts of interest.

Aaron Storiale is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to his current role, he was employed at Insur Group and King Soopers. 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 uses a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight through affiliated and unaffiliated sub-advisers.

Miranda Ravin is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services, LLC since 2019. Her prior experience includes roles at OppenheimerFunds, Distributor, Inc., and operating as a self-employed advisor. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Bryce Brandvold is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he was involved with Ocumulgee Brewpub and Chick-Fil-A. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with oversight controls and a focus on addressing conflicts of interest.

Timothy Reid is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked with firms including Lyft and Hedge Row. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, its advisory role to multiple registered investment companies, and its use of systematic methodologies and long-term asset allocation benchmarks.