Ashlynne Fitzgerald is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Evermark Commercial Group and was involved with the Pokatok Sports Tech Accelerator. Outside of her advisory role, she coaches young girls aged 12 to 18 at Texas Advantage Volleyball. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Lauren Campbell is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Fidelity Investments since 2012. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage assets, with oversight of affiliated and unaffiliated sub-advisers.

Mitchell Imoudu is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work history includes positions at Wells Fargo Bank N.A. and CarMax, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage and consult on a diverse range of investment products and model portfolios.

Gabriel Camera is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop investment strategies tailored to their unique financial situations, risk tolerance, and objectives. He has held several roles at Fidelity Investments, progressing from Financial Representative in 2021 to Investment Consultant in 2023 before assuming his current position in 2024. His experience at Fidelity Investments spans multiple roles including Relationship Manager and Investment Consultant, providing him with a broad perspective on client financial needs and investment solutions. This progression reflects his ongoing commitment to supporting clients in achieving their financial goals.

Keith Lane is a Financial Consultant at Fidelity Investments, where he has been employed since 2011. In his current role, he collaborates with clients to develop customized financial plans aligned with their goals, utilizing Fidelity's resources. Prior to his current position, he worked as an Investment Consultant at Fidelity Investments from 2011 to 2014. His financial services career began at Edward Jones, where he served as a Financial Advisor from 2009 to 2011.

Alex Caballero is a financial advisor at Fidelity with Series 63 and Series 65 credentials and two years of industry experience. Prior to Fidelity, he held roles at Bill.com, Sewell, AmeriPark, Advantage Solutions, HEB, and C.F.I.S.D. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

David Smetek is a financial advisor at Fidelity Investments, holding a Series 66 designation. He has experience working with Fidelity in multiple periods since 2022 and previously held roles at Sunbelt Securities and academic institutions including Texas A&M College and University of Phoenix. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Carson Gilstrap is a Financial Consultant at Fidelity Investments. He partners with clients to understand their financial goals and utilizes Fidelity's resources to develop personalized strategies that focus on clients' priorities. Carson emphasizes that successful financial planning begins with a client's values and goals to provide clarity, confidence, and control over their financial future. Carson's professional experience includes roles as a Financial Consultant and Investment Consultant at Fidelity Investments since 2022, as well as a Financial Representative at Fidelity from 2019 to 2022. Prior to his roles at Fidelity, he worked as a Financial Advisor at Morgan Stanley in 2019 and completed an Equity Analyst Internship at Ameriprise in 2018. He holds a California Insurance License. Outside of his professional career, Carson has interests in baseball, cars, golf, outdoor adventures, skiing, and tennis.

Christopher Natera is an Investment Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with clients to assess their financial goals and risk tolerance, developing investment strategies that align with their objectives. Prior to this position, Christopher served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. Outside of his professional work, Christopher has personal interests in baseball, bowling, fitness, golf, soccer, and tennis.

Franklin Guanipa Navarro is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. He has worked at Fidelity Investments since 2022 and was previously employed at Pruco Securities LLC and Everise. Outside of his advisory role, he is a partner in a bakery cafe called Small Cakes in Houston, where he handles business development, financial operations, logistics, accounting, and business analysis. Fidelity, through its Strategic Advisers subsidiary, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, delivering model portfolios based on long-term asset allocation benchmarks.

Sofia Guerra is a financial advisor at Fidelity with Series 63 and Series 65 credentials and four years of industry experience. Her background includes positions at Fidelity Investments and the University of Houston. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Michelle Cohen is a Financial Consultant at Fidelity Investments, where she collaborates with clients to develop and implement customized financial plans utilizing Fidelity's technology. She has held this position since 2021. Prior to her current role, Michelle worked at Stavis & Cohen Financial in various capacities from 2015 to 2021, including Financial Advisor, Financial Planner, Client Service Associate, Insurance Coordinator, and Staff Assistant. This experience has contributed to her knowledge in financial planning and client services.

Kassidy Davis is a Planning Consultant at Fidelity Investments, where she collaborates closely with a Vice President Financial Consultant to build trusted client relationships. In this role, she utilizes Fidelity's resources and planning tools to develop and implement strategies tailored to clients' specific needs. Kassidy has been with Fidelity Investments since 2019, progressing through roles including Financial Services Associate, Financial Representative, and Relationship Manager before assuming her current position in 2024. Her experience spans various aspects of financial services within the firm. Outside of work, Kassidy enjoys attending concerts, participating in family activities, hiking, listening to music, engaging in outdoor adventures, and traveling.

Jasmine Garrett is a Planning Consultant at Fidelity Investments, where she has worked since 2020. She has built her career on assisting clients through financial planning to help them achieve their long-term goals. Jasmine partners professionally with families, small business owners, and a diverse audience of clients to ensure they have access to financial support and resources. Prior to her current role, Jasmine was a Wealth Advisor at Morgan Stanley from 2014 to 2020 and a Financial Advisor at Ameriprise Financial from 2012 to 2014. Her professional experience spans over a decade in financial advisory roles. Outside of her professional work, Jasmine has personal interests that include visiting the beach, enjoying comedy, exploring food, visiting museums, and volunteering.

Jonathan Linker is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Cerity Partners LLC, Northstar Wealth Management, and a non-financial position at I Fratelli Pizza Houston. He also has academic experience from Texas Tech University. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and model portfolio platforms.

Scott Staples currently serves as a Market Leader at Fidelity Investments, a position he has held since 2021. In this role, he leads a team of investment professionals focused on helping clients work toward their financial goals. His leadership is guided by a vision to transform lives, supported by a mission emphasizing collaboration, consistency, and commitment to excellence. Scott has an extensive history with Fidelity Investments, holding various roles over more than two decades. His previous positions include Vice President and Branch Manager (2013-2020), Assistant Branch Manager (2011-2012), Vice President and Senior Account Executive (2009-2010), Financial Planning Consultant (2003-2008), and Service Trader (2000-2002). This progression reflects his sustained experience in financial services and client management within the firm.

Dan Neuenfeldt is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he works closely with clients to define and prioritize their financial goals, emphasizing collaboration to develop tailored financial plans. Prior to this, he served as a Planning Consultant and Relationship Manager at Fidelity Investments from 2021 to 2024. His earlier experience includes working as a Financial Advisor at Waddell & Reed from 2015 to 2019. Throughout his career, Dan has focused on understanding clients' individual circumstances to provide personalized financial guidance. Outside of his professional responsibilities, he has interests in military service and running.

Kevin Coad is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, progressing from Investment Consultant to Financial Consultant, and currently holds his vice president role since 2025. Prior to joining Fidelity, Kevin worked as a Financial Advisor at Ameriprise Financial from 2013 to 2015. Kevin's approach to financial advising centers on personalized service combined with disciplined retirement planning. He collaborates closely with clients to build lasting, multi-generational relationships based on trust and service. By understanding each client's unique needs and goals, he helps create customized financial plans aimed at providing financial security and peace of mind for the future. Kevin holds an Arkansas Insurance License. Outside of his professional role, his personal interests include beach activities, family activities, military service, skiing, and traveling.

Farhan Sayani is the Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop and implement customized financial plans tailored to their individual needs, utilizing Fidelity's resources and tools. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Representative-Trader, Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant since 2020. Details about his education, credentials, personal interests, or community involvement were not provided.

Paulina Radpay is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2018, progressing through various positions including Investment Consultant, Relationship Manager, and Financial Representative. Throughout her tenure at Fidelity Investments, Paulina has focused on collaborating with clients to develop and implement sustainable financial plans. She emphasizes building long-lasting relationships based on dependability and trust to support clients in navigating important life events.