Patricia Beard is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliated firms since 2009. 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. The firm also serves as an advisor to multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks.

Andrey Korotkov is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior roles include positions at The Vanguard Group and involvement with Sankor Productions L.L.C. and Multivista Systems L.L.C. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across various investment platforms.

Dennis Radek is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 66 and Series 63 designations. His work history includes roles at Fidelity Investments since 2021, as well as prior positions at USAA Financial Advisors and Western Southern Life. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and has notable involvement in commodity pool operations and algorithm-driven research.

Nicholas Speldrich is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Avantax Legacy Wealth Group and a long tenure at MGM Grand Hotel & Casino. Outside of advising, he works as an independent contractor providing rideshare services in Henderson, Nevada. He is affiliated with 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, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including oversight of multiple registered investment companies and fund-of-funds.

Michael Grays is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Ameriprise Financial Services. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, delivering model portfolios built through proprietary fundamental research combined with quantitative analysis and systematic methodologies.

Nick Gergov is a financial advisor with Fidelity in Henderson, NV, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Ameriprise Financial Services, and Aflac. 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 through systematic, research-driven investment processes.

George Werly is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he was involved in multiple ventures including operating George’s MacBooks, a business focused on tech refurbishing and repair. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to a diverse range of clients including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary advisory mandates, and it holds distinctive roles such as commodity pool operator registration and advisory services to registered investment companies.

Danny Jaimes is a financial advisor at Fidelity with eight years of industry experience. He has worked at Fidelity Investments since 2022 and previously held positions at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he is the sole proprietor of DanEffects, a photography and videography editing business based in Las Vegas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, applying a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

David Tanaka is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at Raymond James Financial Services and First Hawaiian Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with distinctive features including its registration as a commodity pool operator and use of AI in research.

Quinn Bozzano is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and the University of Nevada Las Vegas. Outside of advising, he is involved with Peoples Card Shop in Las Vegas as a floor judge, overseeing event rulings and operations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Saleh Elhendi is a financial advisor with Fidelity Investments, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Ameriprise and involvement with several small businesses. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Teresa Ludwick is a financial advisor at Fidelity with 10 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Ameriprise Financial Services, Inc. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a formal advisor to multiple registered funds while utilizing AI and algorithmic methods in its research.

Wilky Reyes is a financial advisor with Fidelity Investments in Henderson, NV, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Fidelity, Reyes worked at Wells Fargo Clearing and Wells Fargo Bank, and has experience as a caregiver to elderly clients through El Sube LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Leslie Lozano is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2021, Leslie worked at Bank of America and Verizon Wireless. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as an advisor to registered investment companies and employs formal oversight and governance procedures in its operations.

Michael Gana is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2021 before joining Fidelity. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across various asset classes.

Porfirio Carlos is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and Amway. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios drawn from mutual funds, ETFs, and ETPs, and serves a diverse range of clients through both discretionary and non-discretionary advisory services.

Ian Rinde is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services and Tesla. He is associated with Strategic Advisers LLC, a Fidelity Investments company, which 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 in its investment process.

Lamberto Quintero is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. He has 10 years of industry experience with previous roles at J.P. Morgan Securities, Citi Bank, and Citigroup. Quintero has been with Fidelity since 2021. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Landon Mcallister is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Coldwell Banker from 2016 to 2023. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, manages multiple registered investment companies, and employs systematic methodologies including the use of AI and algorithmic models.