Anthony Mesquit is an Investment Management Consultant III at Fidelity Investments. He has been with Fidelity since 2006, holding various roles that demonstrate his progression and commitment within the financial services industry. With over 18 years of experience, Anthony has supported clients by offering comprehensive financial services and advocating for customized financial plans tailored to meet unique family needs. His career at Fidelity includes positions such as Financial Consultant, Managed Solutions Consultant, Senior Portfolio Specialist, and Private Client Group Relationship Manager, highlighting his expertise in portfolio management and client relationship management. Throughout his tenure, Anthony has focused on helping clients identify strategies to improve their financial plans while ensuring they feel confident and comfortable working toward their financial goals.

Leonard Embry is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Watson Mortgage Corp, Community First Credit Union, Bank of America, and Duval County Public Schools. He works within 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 deliver model portfolios and advisory solutions.

Sandi Abernethy is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at McKibbon-Pollay Inc and The Kessler Collection, as well as entrepreneurial experience with Blackeyed Susan Catering. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios that include mutual funds, ETFs, and ETPs.

Jason Banks is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He works closely with clients and their families to help define their vision of financial success, focusing on understanding their unique situations and providing the knowledge and resources necessary to make informed financial decisions. Prior to his current position, Jason served as a Workplace Planning Consultant and High Net Worth Service Representative at Fidelity Investments from 2020 to 2025. Jason's professional experience spans various roles in the financial industry, including positions as an Insurance Agent and Registered Representative at New York Life and NYLIFE Securities, as well as Fixed Income Trader roles at Insigneo Financial and Northeast Securities. He also has experience as an Equity Trader and Trader with Ivy Securities and Northeast Securities. Jason holds insurance licenses in Arkansas and California. Outside of his professional career, Jason enjoys spending time at the beach, engaging in outdoor adventures, traveling, and participating in social events with friends.

Zachary Ballas is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and their families to develop comprehensive financial plans tailored to their needs and goals. His role involves building trust, transparency, and care to provide clients with a high-quality experience. He has held multiple positions at Fidelity Investments since 2018, including Planning Consultant, Relationship Manager, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate, gaining a diverse range of experience in the financial services industry. Zachary holds insurance licenses in Arkansas and California. Outside of his professional work, Zachary has interests in fitness, food, football, golf, reading, and traveling.

Gregory Roush is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Fidelity in various roles since 2007, including a seven-year tenure with Fidelity Personal and Workplace Advisors. Outside of his advisory work, he is the sole proprietor of Silver Shakers, a small-scale business focused on designing product inserts and managing online retail operations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis. The firm is noted for its use of algorithmic portfolio construction and its advisory role to multiple registered investment companies.

Joseph Registre is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliate, FIDELITY Brokerage Services LLC, since 2016. 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 registered as a commodity pool operator, advises multiple registered investment companies, and integrates AI and algorithmic methods in its research and portfolio management.

Felicia Teater is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and previously worked in retail roles at Free People, Aerie, and Old Navy. Outside of her advisory work, she is engaged in reselling clothing through Poshmark. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Jackson Durant is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles in various companies before joining Fidelity, including work at MSL CPAs and Advisors and Pinch-A-Penny. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Susan Hutto is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity in 2025, she worked at Lyft, Inc. and Ess, both from 2024 to 2025, and spent 18 years at CSX Transportation. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its CFTC registration as a commodity pool operator, advisory roles for multiple registered investment companies, and use of algorithmic and AI-based methods in portfolio management.

Nicolas Lopez is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Fidelity Investments since 2021 and has prior experience in the hospitality and service sectors. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jeffrey Sapit is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at Sigma Marketing and Home Depot Pro. 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, including the use of model portfolios composed of mutual funds, ETFs, and ETPs.

Jaime Millian is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2014. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company accounts. The firm combines proprietary research with quantitative and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Tyler Diniro is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked in the United States Navy for multiple years and has experience in academic roles at California State University East Bay and Oxnard College. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Nicholas Dosen is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has previously worked at Bank of America, Merrill, and various Fidelity entities. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its role as a commodity pool operator, advisory services to registered investment companies, and use of AI-driven research techniques.

Taylor Borges is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 11 years of industry experience. His tenure at Fidelity includes roles with Fidelity Brokerage Services LLC since 2015 and Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios consisting of mutual funds, ETFs, and ETPs.

Stephen Hoskins is an Investment Solutions Representative III at Fidelity Investments. In this role, he partners with clients to understand their unique circumstances, priorities, and financial goals. He applies personalized guidance, planning tools, and investment expertise to help clients develop strategies aligned with their evolving needs and long-term objectives. Building strong relationships with clients and their families is central to his approach, and he focuses on earning their trust through reliability, professionalism, and thoughtful financial guidance. Stephen's professional experience includes progressive roles at Fidelity Investments, starting as a Customer Service Representative in 2023, advancing to Investment Solutions Representative I with the US Army in 2024-2025, then Investment Solutions Representative II in 2025-2026, and currently serving as Investment Solutions Representative III since 2026. This progression reflects his developing expertise in investment solutions and client service. Outside of his professional responsibilities, Stephen has interests in beach activities, fitness, social events with friends, military service, surfing, and traveling.

Mark Schweitzer is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and is based in Jacksonville, FL. Schweitzer has been with Fidelity since 2007. 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 to manage portfolios, and it serves a distinct role in advisory services, including proxy voting and the use of AI in research.

BK Choi is a Planning Consultant at Fidelity Investments, a role held since 2026. Prior to this, BK served as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2026. In these positions, BK focuses on helping clients navigate the complexities of finance by building thoughtful plans that address both immediate priorities and long-term financial security. BK holds insurance licenses for Arkansas and California, which support their ability to provide informed financial guidance. BK emphasizes trust, integrity, and personal connection in their work to understand each client's unique needs. Outside of their professional role, BK is interested in fitness, golf, and hiking.

Kurt Butler is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked at One Ocean Resort and Starbucks Corporation. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios and delivering advisory services.