Toni Lee is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Her prior work includes roles at Saint Francis Home Health and TTCU Federal Credit Union. Fidelity’s 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. The firm also serves multiple registered investment companies and delivers model portfolios using proprietary methodologies.

Cameron Oberholtzer is an Investment Solutions Representative III at Fidelity Investments. He has been serving in this role since 2025. Cameron has been with Fidelity Investments since 2022, progressing from Customer Relationship Advocate to Investment Solutions Representative I before his current position. He focuses on assisting clients in creating plans to work toward their financial goals. Outside of his professional work, Cameron has personal interests in baseball, fitness, football, movies, music, and snowboarding.

Daniel Mcfarlane is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Charles Schwab and Enterprise Holdings. 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 a diverse range of funds and model portfolios.

Bryan Stiverson is a Financial Consultant at Fidelity Investments, where he assists clients in implementing strategies to achieve their financial goals. He has been with Fidelity since 2017, progressing through various roles including Investment Consultant, Investment Management Consultant, Managed Account Support Specialist, Transition Services Representative, and Customer Relationship Advocate. His experience encompasses investment management and client support within the financial services industry. Bryan holds insurance licenses for Arkansas and California. Further educational background and personal interests have not been provided.

Jonathan Gonzalez-Millan is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. Prior to his current role, he held various positions at Fidelity Investments, including Planning Consultant, Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. His career in financial services began with roles at Empower Retirement as a Bilingual Financial Customer Service Professional, followed by positions at Jp Morgan Chase & Co as a Personal Banker and Wells Fargo as a Bank Teller. Jonathan holds insurance licenses in Arkansas and California. He approaches financial consulting with a strategic, client-centered mindset, focusing on simplifying complex financial matters and building long-term relationships based on trust and personalized guidance. Outside of his professional life, Jonathan enjoys cars, family activities, social events with friends, outdoor adventures, pets, and traveling.

Miller Malone is a financial advisor with Fidelity, holding a Series 66 credential and four years of industry experience. Prior to joining Fidelity Investments, Malone worked in the hospitality sector, including roles at Hapa Sushi Grill & Sake Bar and Temple Hills Country Club. Outside of finance, Malone is active as a social media influencer on TikTok. 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 employs a combination of fundamental research and quantitative analysis, utilizing systematic methodologies and long-term asset allocation benchmarks.

Alejandro Trujillo is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Costco and Metropolitan State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm serves both retail and institutional investors and holds distinctive registrations and advisory roles uncommon among large institutional peers.

Randall Corwin is a financial advisor at Fidelity Investments with seven years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes roles at Ilending, Amazon Inc, Farmers Financial Solutions, and FIMAC Solutions 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, while maintaining oversight of sub-advisers and addressing conflicts of interest.

Katlyn Briggs is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, LLC since 2015. Outside of her advisory role, she owns Curiosity Killd Designs LLC, a 3D design and printing service. She is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates proprietary research with quantitative and algorithmic methods and serves as an adviser to multiple registered investment companies.

Anna Buchine is a financial advisor at Fidelity with three years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services and Fidelity Investments in various roles. Fidelity’s affiliate, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies while maintaining formal oversight and governance procedures.

Lia Cervantes is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Fidelity Brokerage Services, LLC since 2018 and at Fidelity Investments since 2025. Prior to her financial career, she was involved with Dark Millennia Tattoo Studio from 2016 to 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, often delegating management to sub-advisers while maintaining oversight and conflict-of-interest controls.

Brian Harvey is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities since 2013. 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 discretionary and non-discretionary portfolios, fund advisory work, and model portfolio delivery.

Catherine Jardee is a Planning Consultant at Fidelity Investments, where she has been working since 2023. She previously held roles as a Relationship Manager from 2022 to 2023 and as a Financial Representative from 2021 to 2022 at Fidelity Investments. Her professional focus is on helping clients create and maintain financial plans aimed at supporting their family and financial goals. Throughout her career at Fidelity Investments, Catherine has developed experience in financial planning and client relationship management. She is committed to empowering clients through tailored financial strategies. Outside of her professional responsibilities, Catherine enjoys boating, attending social events with friends, listening to music, and traveling.

Josephine McCann is a Financial Consultant at Fidelity Investments, where she provides personalized financial guidance to families and individuals. She focuses on co-creating financial plans that address clients' goals both today and in the future. Josephine joined Fidelity Investments in 2022 and has held several roles, including Relationship Manager and Planning Consultant, before becoming a Financial Consultant in 2024. Prior to joining Fidelity, she gained experience as a Financial Planning Intern at Montana Retirement Income Advisory from 2017 to 2019. She holds insurance licenses in Arkansas and California.

Jeremy Montag is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity divisions since 1998, including Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Alexander Charipar 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 since 2018. Prior to joining Fidelity, he held roles at EZ Park and the University of Iowa Hospitals & Clinics. 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, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Thomas Fox is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, gaining experience in various roles including Planning Consultant, Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. His professional focus is on helping clients work toward achieving their personal and financial goals. Thomas holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys golf and movies.

Owen De Leon is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Fidelity, he worked at BGME, LLC and Capital Consultants Management Corporation, and he has an academic background from Duke University. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, including oversight of affiliated and unaffiliated sub-advisers.

Jonathan ten Bosch is a Financial Consultant at Fidelity Investments, where he currently assists clients in prioritizing and planning their financial goals. He collaborates with clients to identify strategies tailored to their individual financial needs. He has been with Fidelity Investments since 2021, initially serving as a Regional Center Planning Consultant before becoming a Financial Consultant in 2024. Prior to that, he worked as a Financial Adviser at Northwestern Mutual from 2019 to 2020. Jonathan holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys camping, golf, spending time with pets, puzzles, snowboarding, and soccer.

Albert Boerman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held various roles in real estate, retail, and food service industries. Outside of his advisory work, he owns and operates a drone photography and videography business based in Denver. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.