Ryan Marquardt is a CFP® with 18 years of industry experience currently at Fidelity. He has held various roles within Fidelity Investments and its affiliates since 2007. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an adviser to multiple registered investment companies.

Heath Parkman is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has worked across several Fidelity entities since 2016. Outside of finance, he owns and operates a custom farming and shredding business in Texas. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios.

Theodore Walker III is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2014. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses proprietary fundamental research combined with quantitative and algorithmic methods to construct portfolios and serves in advisory roles for multiple registered investment companies.

Kenneth Roberts is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 28 years of industry experience. His career includes positions at Edward Jones and multiple roles within Fidelity since 2008. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Ryan Ewing is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at various Fidelity entities since 2012. Outside of his advisory role, Ewing coaches competitive youth soccer for ages 6 to 18 with the Dallas Texans Soccer Club. 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 and quantitative analysis, using algorithmic portfolio construction and model portfolios that include mutual funds, ETFs, and ETPs.

Bobby DOYAL is a Wealth Management Planning Consultant at Fidelity Investments, a role he has held since 2022. In this position, he collaborates with clients and their Wealth Management Advisors to develop tailored comprehensive plans addressing the unique and complex needs of individuals and families. His focus is on providing high-level service and support to foster strong, meaningful, and long-lasting relationships with clients and their families. Prior to his current role, Bobby served as a High Net Worth Service Associate at Fidelity Investments from 2021 to 2022. Before joining Fidelity, he worked at Wells Fargo Bank N.A., where he held positions as a Licensed Relationship Banker from 2018 to 2021 and as a Service Manager from 2017 to 2018. Outside of his professional responsibilities, Bobby has personal interests that include baseball, cooking and baking, family activities, fishing, music, and outdoor adventures.