Kathleen Kozakoff is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity divisions since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Lori Wuerth is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2008, including seven years with Fidelity Personal and Workplace Advisors and over a year with Raymond James Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction.

William Jenkins is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at the University of Phoenix and Comcast Cable. 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 combination of fundamental research and quantitative analysis to construct model portfolios, and it serves a variety of clients including registered investment companies and charitable funds.

Krassimir Nikolov is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2023. Outside of his financial career, he is also a speaker and vocalist with published audio content. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers services such as discretionary portfolio management and fund advisory.

Nicholas Warner is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He collaborates with clients to identify goals and opportunities, aiming to develop individualized plans that lead to financial freedom, flexibility, and peace of mind. His role focuses on creating road maps tailored to his clients' unique financial situations. Nicholas has been with Fidelity Investments since 2021, progressing through multiple roles including Planning Consultant, Active Trader VIP Specialist, Trading Execution III Representative, High Net Worth Associate, and Customer Relationship Advocate. This experience has provided him with a broad understanding of financial services and client relationship management within the investment sector. He maintains insurance licenses in Arkansas and California. Outside of his professional career, Nicholas has interests in beach activities, family pursuits, golf, parenthood, and traveling.

James Hay is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been affiliated with various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a proprietary process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and leverages algorithmic methods and AI in its investment approach.

Zackery Carter is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held various roles in education and service industries, including positions at the University of North Florida and Chick-fil-A. Fidelity’s Strategic Advisers LLC 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 manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Pedro Del Rosario is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022. Prior to this, he held positions at Nagler Group Employment Agency, Telelanguage, Bell Tower Home Health Care, Hale Health, and Saint Joseph's College of Maine. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Bianca Lee is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, she held positions at the University of North Florida, Target, and other organizations. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and utilizes systematic methodologies and AI in its investment approach.

Rebecca Blasi is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Her prior roles include positions at Trane Technologies and Robert Half Talent Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Emma Rosa is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. She has worked at Fidelity Investments since 2021 and has prior experience in the hospitality and education sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and its use of AI-driven methodologies in portfolio management.

Stacy Banner is a financial advisor at Fidelity with 24 years of industry experience. She holds a Series 66 designation and has worked at Fidelity and Merrill since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors, utilizing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Logan Knowles is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held various roles in the food service and delivery sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Nichole Cozze is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she held various roles including cleaning an elderly couple’s home once a month. Fidelity’s Strategic Advisers LLC provides 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.

Nathanial Bays is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Augustyniak Insurance Group and Fullsource, LLC, as well as work outside finance in fitness and coffee retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Travis Hyers is a financial advisor at Fidelity with a Series 66 credential and has been in the industry since 2025. His prior experience includes roles at JPMorgan Chase, Navy Federal Credit Union, and Publix Super Markets. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative and algorithmic portfolio construction methods. The firm serves multiple registered investment companies and is noted for its use of systematic methodologies and formal advisory roles uncommon among large institutional peers.

Lauren Greenberg is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to her current role, she has worked with organizations including the Orthodox Christian Mission Center and Laurel River Group LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base including retail and institutional investors, as well as registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

Anthony Porrazzo is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at Concentrix and InSource Performance Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Shawn Gregory is a Financial Consultant at Fidelity Investments, a role he has held since 2020. In this position, he partners with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. Prior to this, he served as an Investment Solutions Consultant at Fidelity Investments Life Insurance Company from 2013 to 2020. His earlier experience includes roles as a Retirement Outcome Specialist at Merrill Lynch from 2007 to 2013, a Financial Specialist at Wachovia Bank from 2006 to 2007, and a Home Loan Processor at Wachovia Mortgage from 2004 to 2006. Shawn holds insurance licenses in both Arkansas and California. Outside of his professional career, he has interests in cars, family activities, football, social events with friends, golf, and music.

Chelsea Kleweno is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. Her work history includes roles at Fidelity Investments since 2021, as well as prior experience at Nemours Children's Health System and The Church of Eleven 22. She 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 fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, also engaging in advisory roles for registered investment companies and utilizing algorithmic methods in its investment process.