Mark Kelley is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior roles include positions at Uber, Steier Group, DataNexus, and Mprove Security. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, incorporating systematic methodologies and oversight controls.

Christopher Wiser is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked in various roles, including prior positions in mobile sales and staffing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Thomas Carmody is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has a background that includes roles in hospice and home health care prior to joining Fidelity in 2025. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs.

Samuel Derrickson is a financial advisor with Fidelity and holds Series 66 and Series 63 licenses. He has three years of industry experience, including his current role at Fidelity Investments since 2023. Prior to joining Fidelity, he worked in various service and retail positions. Fidelity’s Strategic Advisers LLC, the firm with which he is affiliated, provides investment management and advisory services to retail and institutional clients, including advisory services for registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment portfolios.

Jenifer Trujillo is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across various Fidelity entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research and its advisory role to multiple registered investment companies.

Nicholas Jourdan is a financial advisor at Fidelity with two years of industry experience. He has previously worked at JP Morgan Chase Bank, Charles Schwab, and Florida Financial Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management with a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Nitin Beri is a financial advisor at Fidelity Investments with three years of industry experience and holds a Series 66 designation. Prior to his current role, he was involved with Beri Associates (USA) Inc., an engineering consulting firm where he served as an independent contractor updating the company website. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and its advisory role to multiple registered investment companies.

Matthew Kneeskern is a financial advisor at Fidelity with a Series 66 credential and no prior industry experience. Before joining Fidelity in 2025, his work history includes roles outside the financial sector, such as positions at Schomp BMW and Whole Foods. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kylie Rold is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to her current role, she held various positions including work at Lewis & Clark College and Canon Business Process Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and the use of AI-driven research methods.

Payton McLachlan is an Investment Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Payton served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2025. In these roles, Payton focuses on retirement planning and wealth accumulation, working closely with clients to develop customized investment strategies that adapt to their evolving life events. Payton's approach involves understanding clients' unique personal and financial goals to ensure investment plans provide security during critical times. Outside of work, Payton enjoys baseball, football, golf, movies, outdoor adventures, and spending time with pets.

Julia Winterhalter is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. She has worked at Fidelity Investments since 2021 and has previous experience in interior design and community service roles. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, 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, including fund-of-funds structures.

Ian Smith is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to his current role, he worked for West Flanders Brewing Co for eight years. 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’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Hannah Hensley is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to her current role at Fidelity, she worked at Whole Foods Market and Jumpstart Autism Center. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Wayne Watts is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various roles within Fidelity since 2014. Outside of his advisory work, he is a partner in an antique restoration business, assisting with restoration, marketing, and sales. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Warren Coulson is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2013, progressing through roles including Senior Portfolio Specialist, Portfolio Specialist, and Client Management Representative. Prior to that, he worked as a Financial Advisor at Edward Jones from 2010 to 2013. Warren's experience spans various aspects of wealth planning and portfolio management. He focuses on building long-term relationships with clients and their families, collaborating with them to co-create comprehensive wealth plans and provide education about financial markets and strategies. He holds insurance licenses in Arkansas and California. Further details about his education or personal interests are not provided.

Abigail Tran is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at ImprintID and academic institutions such as George Mason University and Northern Virginia Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its management of registered investment companies, use of AI and algorithmic methods, and advisory role in model portfolio delivery for Fidelity Institutional Wealth Adviser.

John Witkop is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 and Series 63 designations. Prior to his current role, he operated a small landscaping business, Greener Mountain LLC, where he served as sole proprietor. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing 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.

Nicholas Eidler is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes positions at the University of Colorado - Boulder and Doordash. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advises multiple registered investment companies.

Nicholas Baird is a CFP® professional with five years of industry experience, currently serving at Fidelity Investments. His career includes roles at Colorado State University Global Campus and Arapahoe Community College. 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 to manage diversified portfolios and fund advisory services.

Christopher Hood is a financial advisor at Fidelity with one year of industry experience. He previously worked at Axos Advisor Services for two years and has a Series 66 designation. Hood’s background includes time abroad traveling and involvement with Colorado State University’s Interfraternity Council. Fidelity’s affiliate, 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.