Daniel Bader is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it also serves multiple registered investment companies through its use of systematic methodologies and oversight controls.

Musa Mahmud is currently a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he supports clients in working toward their financial needs and life goals through a consultative approach to planning and services available at Fidelity. Prior to this, Musa served as a Central Relationship Manager at Fidelity Investments from 2021 to 2023. He has also held positions as a Private Client Banker at JP Morgan Chase (2020-2021), a Financial Advisor at Morgan Stanley (2018-2020), and a Financial Advisor Associate at Edward Jones in 2018. Musa's professional experience spans various roles in financial advising and client relationship management. His background includes assisting clients with their financial planning needs and managing client relationships across multiple firms in the financial services industry. Outside of his professional work, Musa has personal interests in baseball, cars, football, social events with friends, and outdoor adventures.

Justin Bremer is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 21 years of industry experience. He has been with Fidelity Investments since 2010 and has worked within various Fidelity divisions, including Fidelity Personal and Workplace Advisors. In addition to his advisory role, he teaches a university course at the University of Houston’s Bauer College of Business twice a week. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors and maintains a formal advisory role to multiple registered investment companies and fund-of-funds.

Courtney Miller is a financial advisor at Fidelity with 10 years of industry experience. She has held roles at Fidelity Brokerage Services LLC since 2017 and previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC. She holds Series 63 and Series 66 licenses. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios made up of mutual funds, ETFs, and ETPs, with a focus on oversight and conflict-of-interest management.

Brint Galey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at several financial institutions, including Bank of America, Merrill, and Charles Schwab. Outside of his advisory role, he serves as an independent contractor for a family business involved in hazardous remediation, managing vendor payments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Hannah Berthet is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 66 and Series 63 designations and has been with Fidelity and its affiliated entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios composed of mutual funds, ETFs, and ETPs.