David Ashwell is a CFP® professional with 19 years of industry experience. He has worked with Strategic Advisors Inc. and Fidelity Brokerage Services LLC since 2007 and joined Fidelity Investments in 2025 after seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles for multiple registered investment companies.

Miguel DeAnda is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2024. He has progressed through various roles within Fidelity Investments, including Investment Solutions Representative II and I, Retirement Representative, and Customer Relationship Advocate, gaining extensive experience in investment and retirement solutions over several years. Miguel holds insurance licenses in Arkansas and California. He partners with clients to understand their goals and design comprehensive plans tailored to their unique needs, aiming to provide reliable guidance that empowers confident financial decision-making. Outside of his professional work, Miguel enjoys activities such as camping, fitness, music, snowboarding, swimming, and traveling.

Anthony Cino is a Planning Consultant at Fidelity Investments, a role he has held since 2025. His professional journey within Fidelity Investments includes previous positions such as Workplace Planning Consultant II from 2024 to 2025, Workplace Planning Consultant I from 2023 to 2024, and High Net Worth Associate from 2022 to 2023. Prior to joining Fidelity, he worked as an Account Executive at Spartan Capital Securities from 2019 to 2020. Anthony holds insurance licenses in Arkansas and California. He focuses on helping individuals and families navigate financial uncertainty through personalized planning that aligns with their priorities, enabling confident decision-making for long-term financial well-being. Outside of his professional career, Anthony's personal interests include baseball, cars, family activities, fitness, golf, and traveling.

Megan Speeth is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity in various capacities since 2013, including roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Prior to joining Fidelity, she worked at T. Rowe Price Advisory Services, Inc. Megan is also listed as a party on an LLC established with her spouse. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Aidan Kelly is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Fidelity Investments and experience in various sectors such as retail and education. Kelly has also been involved in several unrelated businesses including a golf club and a tavern. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment vehicles.

Zachary Prince is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked for nine years at Contentment Pizza LLC (Mellow Mushroom). He also spent five years at the University of North Florida. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, 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 discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Brooke Will is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Fidelity, Brooke worked at Wells Fargo Clearing and Wells Fargo Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm is also registered with the CFTC as a commodity pool operator and serves as a formal adviser to multiple registered investment companies and fund-of-funds.

Michael Purcell is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Lendinghouse and Florida Real Estate Loans. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also has distinctive roles such as serving as a commodity pool operator and advising registered investment companies, and it incorporates AI-driven methods in its investment process.

Tyler Rochester is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2016, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Prior to joining Fidelity, he worked at West Marine for three years. Fidelity’s affiliate, 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 portfolios that include mutual funds, ETFs, and ETPs.

Brandyn Gonzalez is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to his current role, he was employed at Auto Chlor Systems of Jacksonville and Verizon Wireless. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using a range of mutual funds, ETFs, and ETPs.

Donna Fielding is a financial advisor at Fidelity with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2006, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025 and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC offers 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 AI and systematic methodologies, its role as a commodity pool operator, and its advisory work with registered investment companies and fund-of-funds.

Clara Tamayo is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. She has worked at Fidelity Investments since 2021 and previously held a position with the State of Florida from 2015 to 2021. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Raghdan Georgis is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at CIT Bank, Citibank, and Publix. Outside of finance, he operated Rayjax Detail LLC, a car detailing service, as sole proprietor. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Macgregor Mitchell is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2018. Prior to that, he held positions at Level Office LLC and Cowork Jax. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Patrick Harm is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 22 years of industry experience. His career includes roles at Fidelity Personal and Workplace Advisors, Strategic Advisors Inc, Fidelity Brokerage Services LLC, and Wells Fargo Clearing. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, providing model portfolios and advisory services with oversight of affiliated and unaffiliated sub-advisers.

Malcolm Calloway is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He has been with Fidelity Investments since 2021 and previously held roles outside the financial sector. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages investments with oversight of affiliated and unaffiliated sub-advisers.

Ainex Ruiz is a financial advisor at Fidelity with four years of industry experience. Ruiz holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Prior to joining Fidelity, Ruiz held roles in the performing arts and other sectors, including positions with Carolina Ballet, Atlas Stageworks Lighting, Burning Coal Theatre Company, and Uber. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a variety of clients, 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 accounts and model portfolios.

Austin Gunter is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes roles at UPS, the University of North Florida, and Walgreens. 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 portfolios, including delegated management to sub-advisers, and is noted for its use of systematic methodologies and AI-driven research.

Jack Anorue is an Investment Solutions Representative III at Fidelity Investments, where he has been employed since 2023. He works closely with clients to co-create and implement financial plans aimed at improving their financial wellbeing. His approach involves fully understanding clients' goals and needs to establish effective investment strategies and overall financial plans. Jack has progressed through multiple roles at Fidelity Investments, starting as a Customer Relationship Advocate before advancing to Investment Solutions Representative II and then to his current position. This experience has given him insight into client engagement and investment solutions. Outside of his professional responsibilities, Jack's interests include fitness, museums, outdoor adventures, running, swimming, and traveling.

Alec Wisely is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions with the Cleveland Indians, Blue Sky Golf Club, and Florida Prime Sports. 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.