Paul Shaddock Jr. is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 employs a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Joseph Caras is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been associated with various Fidelity entities since 2010, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to diverse clients, including retail and institutional investors, utilizing a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and provides model portfolios with oversight to address potential conflicts of interest.

James Dwyer is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at United Postal Service, American Truck Business Services, and other companies. Outside of his advisory work, he has experience working as a delivery driver for Uber Eats. 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 systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Dylan Gould is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. His previous roles include positions at NYLIFE Securities LLC, New York Life Insurance Co, and The Jager. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and manages model portfolios delivered to intermediary platforms.

Nathan Smith is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 designation and has worked at Fidelity Brokerage Services since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Ian Nicholson is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, following roles at Bank of America and Merrill. His background includes diverse positions outside finance, such as with Lexington Legends Baseball and Indianapolis Motor Speedway. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, deploying model portfolios consisting of mutual funds, ETFs, and ETPs.

Shawn Irwin is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 designations and has worked at Fidelity Investments since 2024. His prior work history includes positions at WR Grace, Trinity Consultants, and Evonik Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Kevin Pater is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors. 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 across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies, employing systematic methodologies and AI-driven research tools.

Jessica Reid is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2021 and has held various roles including Planning Consultant and Investment Consultant. Prior to joining Fidelity, she was a Registered Person at Vanguard Group from 2019 to 2021. Jessica's work focuses on assisting clients in pursuing their financial goals by building relationships and analyzing their overall financial picture to develop financial strategies. She holds insurance licenses for Arkansas and California.

Lauren Hernandez currently serves as a Financial Consultant at Fidelity Investments, a position she has held since 2026. She has multiple years of experience within Fidelity Investments, progressing through roles including Planning Consultant, Wealth Management Service Specialist I, Relationship Manager, High Net Worth Associate, and Customer Relationship Advocate from 2021 onward. Lauren holds insurance licenses in Arkansas and California. Her approach to financial consulting emphasizes building unique relationships, maintaining open communication, and transparency throughout her process. Outside of her professional career, Lauren enjoys outdoor activities such as camping, fishing, football, lake-related pursuits, outdoor adventures, and traveling.

Amanda Soucie is a financial advisor at Fidelity with four years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Fidelity, she worked at Alliance Data and Nordstrom FSB. Outside of her advisory role, she manages a small side business selling honey. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Dwayne Walker is a financial advisor with Fidelity, holding the Series 66 and Series 63 designations and five years of industry experience. His prior work includes roles at T. Rowe Price and Wide Open West (WOW!). Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Nathan States is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held positions at Liberty Ford Inc. and various educational institutions, including the University of Tennessee and Walters State Community College. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of discretionary and non-discretionary investment solutions.

Luke Engel is a financial advisor with Fidelity in Greenwood Village, Colorado. He holds a Series 66 designation and has one year of industry experience. Prior to joining Fidelity, he worked at FCB Global and has a background that includes freelance video editing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, managing a variety of portfolios including registered investment companies and fund‑of‑funds.

Michael Stanford is a financial advisor at Fidelity Investments with two years of industry experience. He holds Series 66 and Series 63 credentials. His prior work experience includes roles at Total Quality Logistics, AutoPay, American Income Life, and Brown Note Productions. 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 deliver model portfolios and advisory services.

Charlotte Nelson is a financial advisor at Fidelity with Series 63 and Series 66 designations and eight years of industry experience. She has been with Fidelity Brokerage Services since 2017 and joined Fidelity Investments in 2025. Prior to her career in finance, she worked at BusinesSolver and AT&T DirecTV. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers advisory services to multiple registered investment companies.

Najuk Jain Brown is a financial advisor at Fidelity with 15 years of industry experience and holds Series 63 and 66 licenses. Prior to his current role at Fidelity Investments since 2025, he has worked with Fidelity Brokerage Services, LLC since 2013. Outside of his advisory work, he serves as a trustee for the Jefferson County Public Library and as vice chairwoman of the Board of Directors for the Boys and Girls Clubs of Metro Denver. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of model portfolios, oversight of sub-advisers, and formal advisory roles with multiple registered investment companies.

Kevin Pierce is a financial advisor at Fidelity with 7 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to joining Fidelity Investments in 2025, his background includes roles in real estate and the food service industry, as well as studies at the University of Colorado - Boulder. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including oversight of model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm serves a diverse client base and maintains a formal advisory role to multiple registered investment companies and fund-of-funds.

Andrew Bartlett is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked in various capacities within Fidelity’s affiliates since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and documented use of algorithmic methods and AI in portfolio management.

Addison Dobbs is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked with Fidelity Brokerage Services since 2013 and recently began his role at Fidelity Investments 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 combines fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs, and maintains a formal advisory role to multiple registered investment companies and fund-of-funds.