Patrick Ruane II is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Morgan Stanley, and various divisions within Fidelity since 2011. Strategic Advisers LLC, a Fidelity Investments company, 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 notable for its use of systematic methodologies, AI tools in research, and its advisory roles to registered investment companies and fund-of-funds.

Darren Pepper is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Marriott Vacations Worldwide. Fidelity’s Strategic Advisers LLC 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, offering discretionary and non-discretionary advisory services as well as model portfolios.

Michael Lehman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has worked at Fidelity Investments since 2023 and has prior experience at Marriott, McCaffrey's Food Market, UPS, Coastal Carolina University, and New Hope-Solebury High School. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios built from mutual funds, ETFs, and ETPs.

Justin Copeland is a Financial Consultant currently working at Fidelity Investments. He collaborates with clients to understand their short- and long-term objectives and develops financial plans tailored to their individual circumstances. He emphasizes building strong, lasting relationships with clients and their families while maintaining high standards of professionalism. Justin has experience in various roles within the financial industry, including Investment Management Consultant at Fidelity Investments from 2021 to 2024, Investment Advisor at Merrill Edge from 2019 to 2021, Investment Consultant at Merrill Edge from 2017 to 2019, and Investment Services Representative at Fidelity Investments from 2015 to 2017. He holds insurance licenses in Arkansas and California.

Ryan Spencer is a financial advisor at Fidelity with credentials including Series 63 and Series 66 licenses. He has three years of industry experience, having worked previously at LoanCare and TIAA Bank. Strategic Advisers LLC, a Fidelity company, 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 is noted for its use of systematic methodologies and its advisory roles with registered investment companies and fund-of-funds.

Ashton Campbell is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, beginning as a Workplace Planning Consultant, then serving as a Planning Consultant before his current position. Prior to joining Fidelity, Ashton worked as a Universal Banker at Truist Bank from 2020 to 2021. His professional experience encompasses financial planning and consulting, with a focus on developing financial plans tailored to clients' goals, whether it involves wealth building, retirement transition, or legacy construction. Ashton holds insurance licenses in Arkansas and California. Outside of his professional work, Ashton engages in family activities and enjoys fishing, football, movies, and music.

Saeid Ejmali is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes roles at Fidelity Investments and prior experience in insurance and education sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios for intermediary platforms.

Nathanael Jones is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2020. His prior roles include positions at Amerilife of North Florida and AMS Retail Solutions. 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, managing portfolios through a systematic approach and oversight of sub-advisers.

Edi Mustafallari is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked in various roles outside the financial sector, including at Fanatics and Precision Barber Shop. Outside of his advisory work, Mustafallari collects and trades sports cards on eBay. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Sarah Hall is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. She previously worked at NDM Hospitality, Magna and Associates, and Atlantic Beach Country Club. Sarah also serves as an officer managing the Durbin Crossing Community Development District in St. Augustine, Florida. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines proprietary research with quantitative analysis and systematic methodologies, incorporating algorithmic portfolio construction and oversight of sub-advisers.

Jason Delay is a CFP® with 13 years of industry experience, currently serving at Fidelity. He has worked with Fidelity Brokerage Services, LLC since 2012 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 employs a proprietary investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Brandon Remley is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior experience includes roles at TD Bank, VyStar Credit Union, and Trustline Mortgage. 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 systematic investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various fund structures.

Ashishkumar Patel is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at NewRez LLC and Pharmakon LLC, along with time spent with Fidelity Investments since 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also specializes in fund advisory and model portfolio delivery, with distinctive regulatory registrations and advisory roles for multiple registered investment companies.

William Hunt Jr. is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Fidelity in various roles since 2010, including positions at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its documented use of algorithmic methods and AI in research.

Evan Ruffino is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at FanDuel and held various positions in retail and staffing. Outside of finance, he has worked as a freelance musician for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Zachary Armour is a financial advisor with Fidelity Investments based in Jacksonville, FL. He holds a Series 66 designation and has two years of industry experience, including prior roles at Diamonds Direct and several jewelry and marketing firms. Outside of finance, he is the founder of Bold City Salsa, where he teaches dance classes and hosts community events, and creates content for ComicVentures, a comic book community blog. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Daniel Rollan is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various divisions of Fidelity since 2015. Outside of finance, he performs as a freelance trumpeter with groups in the Jacksonville, Florida area. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Christopher Vickers is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at various Fidelity divisions since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, often delegating management to sub-advisers and maintaining oversight controls.

Fauss Tatoute is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, Tatoute held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, and Publix. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm supports discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery for intermediary platforms.

Zachary Hardy is a financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he worked for eight years at Montgomery County Public Schools. Outside of his advisory role, he operates small online stores on eBay and Teachers Pay Teachers as part-time ventures. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple platforms.