Taiseng Ly is an Investment Solutions Representative III at Fidelity Investments. In this role, Ly works closely with individuals and families to develop retirement strategies that align with their unique goals and needs. Ly emphasizes building meaningful relationships and providing clear, thoughtful guidance to help clients navigate complex financial decisions. Ly's experience at Fidelity Investments includes several progressive roles since 2024, starting as a Customer Relationship Advocate before advancing to Investment Solution Representative positions. Ly holds an Arkansas insurance license, supporting their capability in the financial services field. Outside of work, Ly enjoys fitness, social events with friends, movies, and traveling.

Amy Rhodes is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2016, progressing through several positions including Planning Consultant, Relationship Manager, Financial Representative, and Central Relationship Manager. Her professional experience encompasses client relationship management and financial planning. Amy holds insurance licenses in Arkansas and California. Outside of her professional career, Amy enjoys activities such as going to the beach, attending concerts, gardening, listening to music, surfing, and traveling.

Brendan Bargeron is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Bankers Life and Florida Educators Insurance, as well as work with Central Florida Aerospace Academy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolio delivery, with a focus on systematic methodologies and long-term asset allocation.

Jeremiah Andryusky is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked previously at PNC Bank, TIAA Bank, LifeSouth Community Blood Centers, and Lyons HR. Outside of his advisory role, he works part-time as an independent contractor for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Taylor Bennett is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has previously worked at Community First Credit Union and Bank of America. Bennett is based in Jacksonville, FL. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Matthew Barker is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Fidelity entities since 1999. 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 discretionary and non-discretionary portfolios, funds, and model portfolios.

Venus Horan is a Series 66-licensed financial advisor with Fidelity in Jacksonville, FL. She has been in the financial industry since 2021, with prior experience at Sun Life of Canada, Philippines Inc., and Kohl's Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and formal advisory roles to multiple registered investment companies.

Connor Jakelis is an Investment Solutions Representative III at Fidelity Investments, where he partners with clients to develop financial plans aimed at helping them reach their financial goals. He has been with Fidelity Investments since 2022 and has progressed through several roles within the company, starting as a Customer Relationship Advocate before advancing to his current position. Connor's experience at Fidelity includes roles as Investment Solutions Representative I and II, reflecting his continued development and expertise in investment solutions over the years. His professional journey demonstrates a consistent focus on client partnership and financial planning. Outside of his professional role, Connor enjoys a range of personal interests including beach activities, fitness, hiking, movies, and soccer.

Kristi Mato is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior work experience includes roles at Best Buy, DoorDash, and Johnson and Johnson Vision. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Nicholas Aliff is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, he worked for the Department of Human Services in the Commonwealth of Pennsylvania for eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios using systematic methodologies.

Michael Ray is a financial advisor at Fidelity with a Series 66 designation. He has held positions at Fidelity Investments since 2023 and previously worked in education and retail sectors. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Jeffrey Dupuis is a Planning Consultant at Fidelity Investments, where he partners with individuals and families to help them identify their financial goals and develop strategies to achieve them. He joined Fidelity Investments as a Central Relationship Manager in 2019, later serving as a Relationship Manager before assuming his current role in 2024. Throughout his career at Fidelity Investments, Jeffrey has focused on building effective financial plans and providing guidance that supports clients' confidence and clarity in their financial decisions. He holds insurance licenses in Arkansas and California. Outside of his professional role, Jeffrey enjoys attending concerts, cooking and baking, participating in family activities, fitness, visiting museums, and traveling.

Jarvis Williams Jr. is a financial advisor at Fidelity with one year of industry experience. He previously worked at Magmutual Insurance Company and The Doctors Company. He holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Dylan Stringer is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill from 2016 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, using a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad universe of mutual funds, ETFs, and ETPs. The firm also utilizes algorithmic methods and AI in its investment process and serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Paula Crow is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 certifications and eight years of industry experience. She has worked at Fidelity Brokerage Services since 2017 and previously held roles at Amelia Underwriters and in the restaurant industry. Outside of her advisory work, she is involved as a shareholder in a pizza restaurant business. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and model strategies.

Matthew Romano is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Fidelity brokerage Services LLC since 2019 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies.

Coranita Carter is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary fundamental research and quantitative analysis, utilizing algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Vincent McClellan is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2015, progressing through roles including Investment Management Consultant II, Client Management Representative, Retirement Solutions Representative, and Investment Solutions Representative. Vincent brings over 10 years of experience in financial planning to his current role. Throughout his career, Vincent has focused on designing financial plans that meet the needs of his clients and their families, emphasizing transparency and trust in client relationships. He holds insurance licenses in Arkansas and California. Outside of his professional work, Vincent enjoys activities such as fitness, food, football, golf, outdoor adventures, and traveling.

Perry Hess is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Club Corp/TPC Piper Glen and Morris Business Solutions before joining Fidelity. 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 systematic investment process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction.

Gavin Smith is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC since 2020, TruGreen, Inc, and Dean Steel Buildings, Inc. He is also affiliated with Liberty University and served five years in the United States Marine Corps. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and the delivery of model portfolios. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, managing portfolios through both affiliated and unaffiliated sub-advisers while maintaining oversight and governance procedures.