Andrew Makransky is a financial advisor with Fidelity Investments based in Houston, TX, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. His prior work includes four years at Ameriprise Financial Services, Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs using systematic, long-term asset allocation strategies.

Alfred Sansores is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 designations and nine years of industry experience. He previously worked at VALIC Financial Advisors and has experience outside finance with the Cy-Fair Fire Department and Southern Glazers Wine and Spirits. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and the use of AI-driven methodologies.

Jonathan Al Sahli is a financial advisor at Fidelity with seven years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities and is a partner in a family residential remodeling business. He holds Series 63 and Series 66 licenses. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Kathy Dinh is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her work history includes roles at Fidelity Investments, Geico, and various other companies, along with several years at the University of Houston. Fidelity's Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and its use of AI and systematic methodologies in portfolio management.

Wenjuan Gao is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2024, following a decade-long tenure at Wells Fargo Clearing and Wells Fargo Bank, NA. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Samantha Aguilar is a financial advisor at Fidelity with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked primarily at Fidelity Investments since 2017, with a brief tenure at Haynes Boone, LLP. 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 portfolios that include mutual funds, ETFs, and ETPs.

Ashley Ferry is a financial advisor with Fidelity in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she worked at Yard House and CMI Rotating Service Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and acts as an advisor to multiple registered investment companies and fund-of-funds.

Alhajie Dumbuya is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Fidelity, he worked at various organizations including Baylor University and FC Dallas. Outside of his advisory role, he serves as an independent contractor officiating soccer games and works as a rideshare driver. Strategic Advisers LLC, a Fidelity Investments company, offers 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 provide discretionary and non-discretionary investment solutions.

Jason Powell is a CFP® with 14 years of industry experience, currently serving at Fidelity. His prior roles include positions at Valic Financial Advisors, Transamerica Financial Advisors, and World Financial Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, offering discretionary portfolio management, advisory work, and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and is noted for its registration with the CFTC as a commodity pool operator and advisory roles to multiple registered investment companies.

Ethan Sherman is a financial advisor with Fidelity Investments in Houston, TX. He holds Series 63 and Series 66 designations and has one year of industry experience. Prior to joining Fidelity, he worked at Western & Southern Life and W&S Brokerage Services, and he is also employed at EOS Fitness, where he provides exercise support and guidance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Leticia Grant Jones is a financial advisor with Fidelity in Houston, TX, holding Series 63 and Series 66 licenses and 22 years of industry experience. Her prior work includes roles at Bank of America and Merrill from 2014 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios and serves as an advisor to registered investment companies and fund-of-funds.

Jarrett Lidell is Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2019. He is a Certified Financial Planner with 19 years of experience in financial services, including 12 years at Fidelity Investments. Jarrett specializes in holistic wealth planning and benefits optimization for executives and their families. His professional experience includes positions as Private Client Investment Consultant at TD Ameritrade from 2017 to 2019, Financial Advisor at Edward Jones from 2015 to 2017 and 2006 to 2007, Account Executive at Fidelity Investments from 2008 to 2015, Personal Banker at JP Morgan Chase Bank from 2007 to 2008, and Financial Services Intern at State Farm in 2006. He holds a California Insurance License. Outside of his professional life, Jarrett enjoys cooking and baking, participating in family activities, fishing, football, movies, and parenthood.

Arthur Valentine is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has worked at UBS Financial Services and the City of Austin Public Health. Prior to his advisory career, he was employed at Prairie View A&M University for four years. 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 to manage portfolios using mutual funds, ETFs, and ETPs.

Claudia Fraga Chavarrieta is a financial advisor at Fidelity with 17 years of industry experience. She holds a Series 66 designation and has worked in various capacities across Fidelity Investments, State Farm Insurance Agencies, Mass Mutual, and New York Life. She 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discriminatory advisory mandates, including model portfolio delivery and fund advisory services.

Troy Mahon is a financial advisor with Fidelity Investments in Houston, TX, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has eight years of industry experience, including prior roles at LPL Financial and Hudson Valley Credit Union. 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 manage discretionary and non-discretionary accounts, model portfolios, and fund advisory services.

Andre Quesnel Vergara is a financial advisor with Fidelity Investments in Houston, TX, holding a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments and Equitable Advisors, LLC, as well as entrepreneurial activities with Skyline Crossfit. 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 combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it maintains a notable advisory role to multiple registered investment companies.

Trevor Warner is a financial advisor with Fidelity Investments in Houston, TX, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Equitable Advisors and Axa Advisors, LLC. He has worked at Fidelity Investments since 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Daniel Shanks is a Series 66 licensed financial advisor with seven years of industry experience, currently with Fidelity Investments. His prior work includes roles at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and JPMorgan entities. Outside of finance, he has worked in event security for concerts and corporate gatherings. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes.

Patrick Mcshay is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors. He is based in Houston, TX. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, while maintaining oversight and addressing potential conflicts of interest.

Christopher Molder is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions, including Fidelity Brokerage Services LLC since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary management with oversight of sub-advisers and a focus on systematic, long-term asset allocation.

Faride Hezni Yamin Abud is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she worked at firms including PNC Investments, BBVA Securities, and Morgan Stanley. 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 manage a variety of fund structures and model portfolios.

Noah Barker is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments and Thrivent Advisor Network. Prior to his advisory career, he held positions at Amazon and several educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks in its investment process.

William Liu is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021 following five years at AIG Valic. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Jannice Kang is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, she worked in hospitality and student health services and operated a small business called Sul Bingsu. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios across mutual funds, ETFs, and ETPs.

Adrian Johnson is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Bank for six years before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios from a diversified investable universe and provides oversight of affiliated and unaffiliated sub-advisers.

Christopher Oconnell is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021, following prior experience at Sagepoint Financial, Inc. from 2018 to 2021. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Adam Behr is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. He previously worked at Wells Fargo Clearing and Mutual of Omaha Bank, and has experience in non-financial sectors including a role at Grane Whiskey Dispensary. He works with 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jonathan Gharis is an Investment Management Consultant II at Fidelity Investments, where he engages in financial planning conversations with clients to understand their financial picture, improve their plans, and help them strive for the best version of their financial life. He has been with Fidelity Investments since 2021, serving in roles including Investment Solutions Representative and Help Desk, Investment Solutions before his current position. Prior to joining Fidelity, Jonathan worked as a Private Wealth Associate at Bernstein Private Wealth Management from 2020 to 2021 and as a Financial Advisor at Merrill Lynch from 2019 to 2020. His experience spans investment solutions and private wealth management. Outside of his professional work, Jonathan has personal interests that include board games, family activities, food, movies, reading, and traveling.

Chase Michna is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Planning Consultant and Investment Solutions Representative at Fidelity Investments from 2021 to 2024. Before joining Fidelity, he worked as a Financial Advisor at Wealth Design Group from 2019 to 2021. Chase partners with clients to develop financial plans tailored to their short and long-term goals. His professional experience spans investment consulting, financial planning, and client advisory services. He holds insurance licenses in Arkansas and California. Outside of his professional work, Chase has interests in fitness, golf, outdoor adventures, and spending time with pets.

Briana Santirosa is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Merrill and Bank of America. Outside of her advisory work, she manages an Airbnb property in Houston, Texas. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on model portfolios constructed through a combination of fundamental research and quantitative analysis. The firm is notable for its use of systematic methodologies, algorithmic portfolio construction, and a formal advisory role to multiple registered investment companies and fund-of-fund structures.

Jesse Pryor is a financial advisor with Fidelity Investments in Houston, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he worked at Purshe Kaplan Sterling Investments and Thrivent Advisor Network. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing multiple registered investment companies and delivering model portfolios that incorporate systematic methodologies and long-term asset allocation benchmarks.

Allison Toups is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has been with Fidelity Investments since 2016, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as funds and model portfolios.

Andrew Green is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and is based in Houston, TX. He has been with Fidelity since 2013, including his current role since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing model portfolios composed of mutual funds, ETFs, and ETPs.

Melissa Vargas is a financial advisor with Fidelity Investments based in Houston, TX, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She has worked at Merrill from 2016 to 2021 before joining Fidelity, where she has been since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, through a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and incorporation of AI-driven tools in its investment approach.

Courtney Cox is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 licenses and is based in Houston, TX. Prior to joining Fidelity, her background includes positions in banking and the restaurant industry, as well as being a full-time student. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a variety of investment vehicles.