Zachary Mouser is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Fidelity Investments in multiple capacities since 2020, with prior experience at Eddie Bauer. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains a formal advisory role to several registered investment companies.

Damian Kramer is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Wallington Asset Management LLC and various divisions within Fidelity Investments. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, often delegating management to sub-advisers while maintaining oversight and addressing conflicts of interest.

Robin Herman is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, Herman held positions at UnitedHealthcare, Comcast Corporation, Dish Network, Angi Homeservices, RetirementHomeTV, and Culinary Software Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services alongside model portfolios built from mutual funds, ETFs, and ETPs.

Caleb Ray is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held various positions outside the financial sector, including roles at Northwestern Mutual and several retail and service industry jobs. 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 develop model portfolios using mutual funds, ETFs, and ETPs. The firm serves a diverse client base, including registered investment companies and an IRS-qualified Charitable Gift Fund.

Julius Arthur Bontigao is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2021. Prior to this, he held positions in various companies including Spectrum Communications and Dentsply Sirona. Outside of his advisory role, he is involved in cryptocurrency mining through a mobile application. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advisor to multiple investment companies.

Andrew Davis is a financial advisor with Fidelity Investments and holds Series 63 and Series 66 licenses. He has two years of industry experience, including prior roles at Northwestern Mutual and Freshprints. He has also worked in education and the golf industry. 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 utilizes proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Drew Hopkins is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to develop and implement financial plans aimed at building and preserving wealth according to their personal definitions of financial freedom. He has been with Fidelity Investments since 2016, holding various roles including Relationship Manager, Central Relationship Manager, Workplace Planning Consultant, Investment Solutions Representative, and Financial Representative Full Trader. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Drew enjoys camping, cooking and baking, golf, music, scuba diving, and skiing.

Kyle Martin is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2016. 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 across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and provides advisory services to multiple registered investment companies and fund-of-funds.

Angela Gaetano is a Financial Consultant at Fidelity Investments, where she focuses on helping families and individuals align their financial goals with personalized wealth planning strategies. She began her career with Fidelity Investments in 2021 and has served in multiple roles including High Net Worth Representative, Managed Account Support Specialist, and Planning Consultant before her current position. Prior to joining Fidelity, Angela gained experience as an Investments Apprentice at The Vanguard Group from 2020 to 2021. Angela holds insurance licenses in Arkansas and California, supporting her expertise in financial services. She emphasizes building relationships and collaborating with clients to pursue their financial objectives. Outside of her professional pursuits, Angela enjoys camping, kayaking, outdoor adventures, photography, soccer, and traveling.

Julian Kidd is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2019, progressing through roles including Planning Consultant, Relationship Manager, Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate. His professional experience spans various aspects of financial services, enabling him to assist clients by connecting complex markets with actionable financial strategies tailored to their specific needs. Julian holds insurance licenses in Arkansas and California. Outside of his professional work, Julian has personal interests that include cooking and baking, hiking, parenthood, snowboarding, soccer, and volunteering.

Samita Warner is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2024. In this role, she collaborates with clients to provide dedicated service and works to build strong relationships with clients and their families through open communication, trust, and dependability. Prior to her current role, Samita gained experience in various capacities at Fidelity Investments, including Wealth Management Operations Specialist from 2022 to 2024, Service Support Group Specialist from 2021 to 2022, and Customer Relationship Advocate from 2019 to 2021. This progression reflects her deepening expertise in wealth management and customer service. Outside of her professional career, Samita has personal interests that include caring for pets, reading, scuba diving, skiing, and traveling.

Jack Sheehy is an Investment Management Consultant I who collaborates with clients and their families to assist in achieving their personal and financial goals through goals-based conversations. He is currently with Fidelity Investments, having progressed through roles from Investment Solutions Representative I to III since 2022. His professional experience includes positions at Neuberger Berman as a Client Associate from 2021 to 2022 and as a Financial Advisor at Merrill Lynch Wealth Management from 2017 to 2021. Jack holds an Arkansas Insurance License. Outside of his professional work, Jack's personal interests include fishing, football, golf, hiking, and snowboarding.

David Barber is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2015, progressing through positions including Financial Consultant and Portfolio Specialist. Prior to his tenure at Fidelity, Mr. Barber held various roles in the financial services industry, including Regional Director at Longboard Asset Management, Sales Director at Advisor Partners, Regional Vice President at Scout Investments, and Private Wealth Consultant at Janus Capital Group. Mr. Barber holds insurance licenses in Arkansas and California. His experience encompasses financial consulting, portfolio management, and regional leadership. He focuses on partnering with clients to develop customized financial plans aligned with their long-term goals and emphasizes quality customer service. Information regarding Mr. Barber's education and personal interests was not provided.

Alec Mcqueeney is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held positions in media production at ESPN and in various service roles. 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, including fund advisory and model portfolio delivery.

Evan Bickford is a Financial Consultant at Fidelity Investments, where he has held various roles since 2019, including Planning Consultant and Investment Consultant. He focuses on helping clients develop, implement, and maintain financial plans aimed at achieving their financial goals. Throughout his career at Fidelity Investments, Evan has emphasized an educational approach to financial advising, striving to make complex topics understandable for all clients. He conducts his practice guided by the principle of treating clients as he would want to be treated in the same situation. Evan holds insurance licenses in Arkansas and California. Outside of his professional work, Evan enjoys camping, cars, comedy, concerts, hiking, and movies.

Braun Salazar is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. He was previously associated with Fidelity Brokerage Services and has held roles in education and tutoring. Salazar is based in Greenwood Village, Colorado. He works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using ETFs, mutual funds, and ETPs, and it serves a diverse client base including charitable funds and registered investment companies.

Brandon Gardner is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His work history includes roles at Fidelity Investments since 2021 and prior experience in the seafood and restaurant industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and it serves in advisory roles for multiple registered investment companies and fund‑of‑funds.

Michael Ryan is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity divisions since 2014, with prior roles at Merrill and B. C. Ziegler and Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration with the CFTC as a commodity pool operator and its use of AI in research.

Jeffrey Carrillo is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity affiliates since 2011. Outside of his advisory role, he is a partner in JJ Evans LLC, an LLC involved in condo maintenance. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, utilizing model portfolios built from mutual funds, ETFs, and ETPs.

Chazz Hier is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at U.S. Bancorp Investments, Premier Home Loans, and Aslan Home Lending. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory services, including model portfolios and fund advisory.