Mitchell Vail is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, his work history includes roles at Amazon, DoorDash as an independent contractor, and Citi. 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 that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Benjamin Ratliff is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held roles at Vero Fitness, Synchrony Financial, and Grata Software. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop and manage model portfolios across mutual funds, ETFs, and ETPs.

Kiara Kirton is a financial advisor at Fidelity with Series 63 and Series 66 designations and six years of industry experience. Her previous roles include positions at Fidelity Brokerage Services LLC, Northwestern Mutual, and Apimento Catering Company. Fidelity 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Todd Caraway is an Investment Management Consultant at Fidelity Investments, where he partners with clients and Wealth Management Advisers to design, implement, and monitor investment strategies aimed at achieving long-term investment goals. He has held this role since 2018. Prior to his current position, Todd worked at Fidelity Investments as a Portfolio Specialist from 2013 to 2018 and as a Client Management Associate from 2012 to 2013. His earlier experience includes serving as Vice President of Wealth Management at TD Bank Wealth Management from 2007 to 2012 and as Vice President of Financial Services at Merrill Lynch from 1994 to 2007.

Alan Law is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Fidelity and its brokerage services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

James Tanous is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked at Kubes Enterprises Inc for two years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a process that combines fundamental research with quantitative and algorithmic portfolio construction. The firm serves various clients with discretionary and non-discretionary advisory services, fund advisory, and model portfolios delivered via intermediary platforms.

Alejandro Leal is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior roles include work with the Latin American Agribusiness Development Corporation and several educational institutions. Fidelity’s Strategic Advisers LLC, where he is based, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm also holds distinctive registrations and serves as an advisor to multiple registered investment companies and fund-of-funds.

Aiden Anderson is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held roles at Florida State University and Christian Life School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Kristian Lazi currently serves as an Investment Solutions Representative III at Fidelity Investments, a position held since 2026. He began his tenure with Fidelity in 2023, progressing through roles including High Net Worth Associate and Investment Solutions Representative I and II. In his professional capacity, Kristian partners with clients to understand their financial goals and develop customized financial plans. He places importance on forming strong relationships with clients and their families, emphasizing trust, reliability, and competency. Kristian holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Kristian has interests in comedy, football, and movies.

Jennifer Deas is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2015. Fidelity’s affiliate, 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 to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Frank Claro is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, following prior roles at Wells Fargo Bank and SunTrust Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combined approach of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Janessa Hawk is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 63 and Series 66 designations. Her career includes over a decade at Fidelity Investments and seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Amanda Mcewen is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she worked in the construction industry and hospitality sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management and fund advisory services. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an adviser to multiple registered investment companies.

Krystina Sanders is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. She has worked at Fidelity Investments since 2021 and previously held positions at Florida State College and PetSmart. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Elizabeth Gassner is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 66 designation and has worked within various Fidelity entities since 2006, previously spending two years with Equitable Advisors. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it holds a distinctive role in advising multiple registered funds and deploying AI-driven research methodologies.

David Kim is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2010, starting as a Financial Advisor and progressing to his current role. Over his more than 16 years in the financial services industry, David Kim has focused on building professional relationships based on trust, integrity, and personalized service. He partners with clients to understand their priorities and assists in creating tailored financial plans that address their family's specific needs. David is licensed to provide insurance products in Arkansas and California, holding both the AR and CA Insurance Licenses.

Kathleen Schwalm is a financial advisor at Fidelity with three years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2023. Her prior experience includes roles at Picerne Real Estate Group and Evernest Property Management, as well as a position at the University of Alabama. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Anna Alexander is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked in hospitality and retail sectors including Morton's the Steakhouse and Miami Lakes Jeweler's/Pandora. Outside of her advisory role, she manages small-scale e-commerce sales through platforms like ThredUp and Facebook Marketplace. Strategic Advisers LLC, part of Fidelity Investments, offers investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing diversified portfolios and serves as an advisor to multiple registered investment companies.

Adam Blevins is a Planning Consultant at Fidelity Investments, focusing on helping clients work toward their financial goals. He collaborates with clients to co-create personalized financial plans utilizing Fidelity's planning concepts. Adam has been with Fidelity Investments since 2022, progressing through various roles including Customer Relationship Advocate, High Net Worth I, and Investment Solutions Representative positions before assuming his current role in 2026. He holds insurance licenses in Arkansas and California. Outside of his professional work, Adam enjoys board games, cooking and baking, family activities, football, and social events with friends.

John Hurt is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior work history includes roles at Mitchell Toyota and Fort Bend Toyota before joining Fidelity. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across various asset classes.