Alexis Graham is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity Investments in 2023, she worked at FedEx Office and held positions at Moon Dove Vintage and Anthropologie. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with oversight of affiliated and unaffiliated sub-advisers.

Christopher Grego is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Planning Consultant and Workplace Planning Consultant at Fidelity Investments from 2021 to 2024. He began his financial services career as a Financial Representative at Northwestern Mutual from 2020 to 2021. Christopher holds insurance licenses in Arkansas and California. His professional approach focuses on providing personalized wealth management strategies that align with his clients' priorities, empowering them to make informed financial decisions. Outside of his professional work, Christopher's personal interests include activities such as going to the beach, fitness, running, and traveling.

Alex Chisholm is a Financial Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Alex served as a Planning Consultant from 2023 to 2024 and as a Client Management Representative from 2022 to 2023 at Fidelity Investments. In these roles, Alex has focused on partnering with clients to design and implement dynamic financial plans tailored to their goals. Alex holds insurance licenses in Arkansas and California, supporting expertise in client financial and insurance needs. Outside of work, Alex enjoys cooking and baking, participating in family activities, and pursuing music as an instrumentalist.

Joseph Walker is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Cafe Alfresco and Olive Garden, as well as experience at the University of Central Florida. 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 proprietary research combined with quantitative and algorithmic portfolio construction methods, managing a range of investment vehicles such as mutual funds, ETFs, and fund-of-funds.

Arman Mazumdar is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Bank of America, Merrill, and multiple divisions within Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery with oversight controls and the use of AI and systematic methodologies.

Kyle Daley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work history includes roles at Reynolds American Inc and PerdoCEO Education Corporation. 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 is noted for its advisory role to registered investment companies and its use of systematic methodologies and AI in portfolio management.

Shilpa Dunn is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2019. Her prior experience includes roles at Voya Financial Partners and involvement with the Hindu Society of North East Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and is noted for its use of model portfolios and AI-driven research.

Irene Fong is an Investment Solutions Representative III at Fidelity Investments. In her role, she works with clients to understand their financial goals and assist in building personalized financial plans. Irene has progressed through several roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2023, advancing to Investment Solutions Representative I in 2024, Investment Solutions Representative II in 2025, and assuming her current position in 2026. She holds insurance licenses in Arkansas and California. Outside of her professional responsibilities, Irene has interests in the beach, cooking and baking, tennis, and traveling.

Hana Elliston is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and five years of industry experience. Prior to her current role, she was involved with Zieg Hospitality DBA Hotel Indigo Jacksonville for eight years. She 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as a commodity pool operator and advisor to several registered investment companies.

Gregory Morrow is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at First Command Insurance Services, First Command Advisory Services, First Command Brokerage Services, H&R Block, and Ecolab. Outside of his advisory role, he serves as an uncompensated board director for a property owners association and remains an inactive licensed real estate agent. 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 is noted for its advisory role to multiple registered investment companies and use of advanced systematic methodologies in portfolio management.

Steven Mcneal is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Champion Brands Inc and Indianhead Biomass Services. He is part of 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 research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products, including model portfolios and fund advisory services.

Austin White is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he spent ten years working in the landscaping industry. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains regulatory registrations and governance procedures uncommon among large institutional peers.

Kristofer Maher is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes multiple roles within Fidelity Investments since 2021 and prior experience in various sectors including recruiting, fitness, and hospitality. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles uncommon among large institutional peers.

Christopher Knoernschild is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at CenterState Bank and Mandarin Home Services, among other roles. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Nishat Hossain is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Hossain worked at Cornerstone Financial Network and held various roles in financial services and related fields since 2016. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages model portfolios and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Richard Palo is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Before joining Fidelity Investments, he worked for Duval County Public Schools and Santa Rosa City Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios using systematic methodologies and combining fundamental research with quantitative analysis and algorithmic portfolio construction.

Carolina Kandel is a financial advisor at Fidelity with a Series 66 license and just over one year of industry experience. Her prior work includes roles at Wells Fargo Bank and VyStar Credit Union. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary management, fund advisory, and model portfolio services.

Fabrizio Argueta is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Fidelity Investments since 2014. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, offering discretionary portfolio management, advisory services, and fund consulting. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive roles in commodity pool operations and advisory services to multiple registered investment companies.

James Hayden is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and previously served in the United States Navy for five years. Hayden also has experience in academia through his roles at the University of New Haven. He works with 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 algorithmic portfolio construction, and is noted for its use of systematic methodologies and advisory roles to multiple registered investment companies.

Amber Lagore is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked in education with Jefferson County Public Schools and held roles at the USPS and North Carolina Farm Bureau. She also has experience in improv entertainment. Fidelity’s Strategic Advisers LLC, where Amber works, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and oversees multiple registered investment entities.