Christopher Dean is a Financial Consultant at Fidelity Investments. He brings extensive experience from his various roles within Fidelity, including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, and High Net Worth Representative, spanning from 2007 to the present. As a Certified Financial Planner, Christopher focuses on helping individuals and families address their specific financial needs. He works closely with clients to develop personalized financial plans that align with their goals and objectives, providing guidance to empower informed financial decisions. Christopher holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys activities such as baseball, boating, family activities, fishing, football, and traveling.

Jonathan Edwards is a financial advisor at Fidelity with 18 years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2019 and previously held roles at Bank of America and Merrill. Edwards holds Series 63 and Series 66 designations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Timothy Merritt is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2023, following prior roles at Fidelity Brokerage Services LLC and the University of North Florida. Outside of finance, he has been involved with Merritt Speech & Learning Inc., providing technical support for speech therapy services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm employs proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Michelle Kosin is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage LLC since 2019. Prior to that, she spent over a decade at Robinson Oil Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages multiple registered investment companies and offers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Jerron Goode is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2020. Prior to his advisory role, he held positions in the food service industry and attended Florida State University. 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 to develop model portfolios using mutual funds, ETFs, and ETPs.

Jacqueline Peterson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. She has worked at Fidelity since 2021 and previously held roles at Florida State College at Jacksonville and Walmart. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios and delivers advisory solutions through a range of strategies and sub-advisers.

Michael Schreurs is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, 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 develop model portfolios, and it serves as a formal advisor to multiple registered investment companies while employing systematic methodologies and oversight controls.

Garrett Curley 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 including at Michaels Formalwear and David's Bridal. Outside of his advisory work, he engages in vacuum repair as a personal hobby. 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 combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

David Riberon is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. His prior experience includes roles at Equitable Advisors and Axa Advisors LLC. Outside of the advisory business, he operated David Riberon Farms from 2011 to 2022. Fidelity’s affiliate, Strategic Advisers LLC, 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 develop model portfolios across a range of funds and ETFs.

David Holmes is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Investments and its affiliated entities since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers oversight of sub-advisers while maintaining compliance with regulatory requirements.

Spencer Higgons is a Financial Consultant at Fidelity Investments, where he works collaboratively with clients to develop personalized financial plans that align with their individual goals, interests, and values. His approach centers on assisting clients in achieving their financial objectives through retirement planning, tax-efficient investing, investment strategy considerations, and income planning. Since joining Fidelity Investments in 2018, Spencer has held various roles including Planning Consultant, Workplace Planning Consultant 2, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate. He holds insurance licenses in Arkansas and California. Outside of his professional duties, Spencer has personal interests that include boating, cars, fishing, food, kayaking, and music.

Brian Schaible is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity since 2008 in various roles, including Fidelity Personal and Workplace Advisors. Outside of his advisory work, Schaible is the founder of Postgame Central, a platform focused on reporting and coordinating coverage of sporting events. 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 offers a range of services including discretionary portfolio management, fund advisory, and model portfolio delivery.

Huston VanDoren is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2022, progressing through positions including Investment Solutions Representative II and III. In his role, Huston partners with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. He values forming strong relationships with clients and their families, emphasizing trust, reliability, and competency. Huston holds insurance licenses for Arkansas and California. Outside of his professional work, he enjoys cooking and baking, music, puzzles, and traveling.

Ryan Olsen is a financial advisor at Fidelity with Series 63 and Series 66 certifications and four years of industry experience. Prior to joining Fidelity in 2022, he worked at Caddiemaster Inc. and held roles at the University of North Florida, Ameris Bank, and Cole, Scott, & Kissane P.A. He also works occasionally as a golf caddie at TPC Sawgrass during peak weekends. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jason Szary is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He previously served as a Regional Center Planning Consultant - Premium at Fidelity Investments from 2024 to 2025. Prior to joining Fidelity, Jason was the Managing Director and Financial Advisor at Capital Group Wealth Management within LPL Financial's Private Advisor Group from 2021 to 2024. He also worked as a Financial Solutions Advisor at Merrill Lynch from 2011 to 2021. Jason holds insurance licenses in Arkansas and California. He approaches financial planning with an emphasis on individualized plans, partnering with clients to help achieve their financial goals through a unique planning process. His professional experience spans multiple roles within the financial advisory and wealth management sectors.

Jair Zevallos Zola is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles with Bold City Soccer Academy LLC and involvement in educational institutions such as Trinity College of Jacksonville and Trinity Christian Academy. He is affiliated 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 combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary portfolio management and fund advisory.

Lucia Trescot is a financial advisor with Fidelity, holding the Series 63 and Series 66 designations and having 10 years of industry experience. She has worked with Fidelity Brokerage Services since 2016 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Conner Phillips is a Planning Consultant at Fidelity Investments, where he has been employed since 2026. He has progressed through several roles within the company, including Investment Solutions Representative III, II, and I, and Customer Relationship Advocate, gaining comprehensive experience in financial services since 2022. Conner focuses on helping clients develop comprehensive financial plans that align with their goals. His approach centers on building long-term relationships, establishing trust, and ensuring a smooth and transparent process. He works collaboratively with clients to provide personalized guidance, supporting informed decisions that address both current needs and future aspirations. He holds insurance licenses in Arkansas and California. Outside of work, Conner's personal interests include the beach, football, golf, parenthood, and pets.

Raven Aiken is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2019. Prior to her career in finance, she gained experience in the hospitality sector, including roles at Salt Life Food Shack and P.F. Chang's China Bistro. 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 offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and is noted for its use of systematic methodologies and AI-driven research in managing a diverse range of investment products.

Paige Jensen is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. She has worked at Fidelity Investments since 2021 and has prior experience in retail and customer service roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios. The firm also manages funds, delivers portfolio models to intermediary platforms, and utilizes algorithmic methods and AI in its investment process.