William Dow Jr. is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 34 years of industry experience. He has been associated with various Fidelity entities since 1993, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as a registered commodity pool operator while advising multiple registered investment companies.

Darren Sapp is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He has worked with various Fidelity entities since 2006, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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. The firm serves a diverse client base and is noted for its use of systematic methodologies, delegation to sub-advisers, and involvement with registered investment companies.

Ethan Machnic is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 10 years of industry experience. His career includes positions at Merrill from 2016 to 2020 and with Fidelity Brokerage Services LLC since 2020. 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 employs a blend of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios, and it serves in advisory roles for multiple registered investment companies and fund-of-funds.

Victoria Kanevsky is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. She previously worked at Edward Jones for two years and has been with Fidelity since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves as an adviser to multiple registered investment companies and offers discretionary and non-discretionary portfolio management.

Brian Armstrong is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity Brokerage Services since 2019 and joined Fidelity Investments in 2025. Prior to that, he was employed at Interline Brands from 2016 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions, with an emphasis on systematic methodologies and oversight of affiliated sub-advisers.

George Gonzalez is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been associated with Fidelity in various capacities since 1999, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research and quantitative analysis with algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory services, and model portfolios.

Abishek Eagala is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior work includes roles at the University of Dayton and Dreamer Trading LLC. Fidelity’s Strategic Advisers LLC, where Abishek is based, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines fundamental research with quantitative and algorithmic portfolio construction, managing multi-manager fund structures and employing systematic methodologies in its investment approach.

Taylor Welsh is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC and Ovation Credit Services LendingTree. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services and fund advisory roles.

Mason Davis is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked for Baptist Medical Center and Whataburger. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including mutual funds, ETFs, and fund-of-funds.

Adrian Aleksandrowicz is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Walmart and has experience in academic roles at Fresno Pacific University and Emmanuel University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across multiple asset classes.

Kevin Thomas is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Bass Pro Shop, FHIA Remodeling, and operated a professional partnership group under his own name. 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 utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Kenneth Williams is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Fidelity in various capacities since 2007, including seven years with Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

George Faris is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with individuals and their families to co-create and implement financial plans and investment strategies, focusing on building deep relationships to help clients with their wealth strategies and lifetime goals. He has been with Fidelity Investments since 2015, progressively advancing through various roles including Financial Consultant, Regional Center Planning Consultant, Relationship Manager for Portfolio Advisory Services, Workplace Planning Consultant II, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative-Full Trader. George holds insurance licenses in Arkansas and California.

Jose Ramos is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2018. Prior to joining Fidelity Investments in 2025, he had roles at TCC Wireless and Comcast. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from mutual funds, ETFs, and ETPs.

Adam Owens is a Financial Consultant at Fidelity Investments, where he has been employed since 2026. Prior to this role, he held positions at Fidelity Investments including Planning Consultant from 2023 to 2026, Retirement Planner from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. His professional experience encompasses various aspects of financial advising and planning. He holds insurance licenses in Arkansas and California. Adam emphasizes a collaborative approach in his work, aiming to provide insights tailored to his clients' unique needs to support informed financial decisions. His commitment is centered on building long-term relationships based on trust, integrity, and transparency. Outside of his professional career, Adam's personal interests include biking, fitness, parenthood, and volunteering.

Zachary Mccarthy is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked in various roles within the food and beverage sector, including positions at Trilogy Coffee Roasting Co. and Copperline Cafe. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and use of systematic methodologies in managing model portfolios.

Antonio Castaneda is the Vice President, Wealth Planner at Fidelity Investments. He focuses on helping clients organize their wealth, protect important assets, and develop financial plans that support their goals across generations. He utilizes Fidelity's tools and resources to assist clients in making decisions aligned with their values. Antonio has been with Fidelity Investments since 2013, serving as a Portfolio Specialist from 2013 to 2018 and as a Financial Consultant from 2018 to 2025. He holds insurance licenses in Arkansas and California. Outside of his professional work, Antonio enjoys activities such as comedy, concerts, hiking, kayaking, skiing, and traveling.

Harvey Clowers is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at Fidelity Brokerage Services LLC since 2019, Directed Services LLC, and Voya Financial. 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 across a broad range of mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and acts as an adviser to multiple registered investment companies.

Carter Day is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and two years of industry experience. His background includes roles outside of finance, such as working as an Amazon Flex driver and in the food service industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm utilizes proprietary research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Chad Gullett is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity divisions since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs.