Brennan Mcinnis is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Bernies Beach Bar and Genesis Healthcare, along with several years affiliated with Merrimack College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its use of systematic methodologies and its role as a formal advisor to multiple registered investment companies.

Evan Scooler is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He partners with clients to develop and maintain personalized financial plans that prepare them for life events and adapt to changing market conditions. Prior to his current role, Evan held multiple positions within Fidelity Investments, including Workplace Planning and Guidance Consultant II and I, Customer Resolution Manager, Interim Manager-Tax Exempt, Solutions Lead, and Retirement Services Representative. Evan holds insurance licenses in Arkansas and California. His professional experience spans various aspects of financial consultation and workplace planning, reflecting a comprehensive understanding of retirement services and client guidance. Outside of his professional career, Evan enjoys biking, board games, concerts, fitness activities, music, and spending time with his pets.

Craig Adkison is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various divisions of Fidelity since 2007. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it also serves as an advisor to multiple registered investment companies and fund-of-funds.

Patrick Conway is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity for over 20 years, during which he has held several positions including Investment Management Consultant II, Director Retirement Planner, Workplace Planning Consultant III, Retirement Relationship Manager, and roles in Retirement Investment Services. His extensive experience covers areas such as retirement planning, investment management, and workplace financial planning. Patrick holds insurance licenses in Arkansas and California. Outside of his professional work, Patrick's personal interests include baseball, family activities, hiking, spending time at the lake, music, and traveling.

Philip Martin is a Financial Consultant at Fidelity Investments, where he currently advises clients on financial planning and investment strategies. He has been with Fidelity Investments since 2007, serving in various roles including Investment Management Consultant III, Senior Portfolio Specialist, Private Client Group Representative, and 401k Representative. His professional experience spans over a decade in the financial services industry. Philip's approach to financial planning involves leading with a financial plan, assessing the current financial state of clients, and co-creating plans that work towards their individual goals. He holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial advice.

Amanda Mara is a financial advisor at Fidelity with 9 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, following previous roles at Charles Schwab and Putnam Retail Management. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI in its investment process.

Jooson Kim is a financial advisor at Fidelity with 13 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2014. Outside of his advisory role, he is the sole proprietor of Supah Trading Card Games, a business involved in buying and selling sports and trading cards. Fidelity's Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI tools in portfolio management.

James Mcgowan is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with various Fidelity affiliates since 2016, including Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. No additional outside activities were noted. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its registered commodity pool operator status, advisory roles to multiple registered investment companies, and use of AI-driven methodologies in portfolio management.

Ronald Pemberton is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked at Comcast Corporation for ten years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator and adviser to multiple registered investment companies.

Lore Ford IV is a Series 66-registered financial advisor at Fidelity with five years of industry experience. He previously worked at First Command Brokerage Services, Inc., First Command Advisor Services, Inc., and First Command Insurance Services, Inc. He also served in the New Hampshire National Guard for 18 years. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Colin Gonzales is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Market Basket, and multiple financial services firms. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Christopher Brien is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior work includes roles at Princor Financial Services Corp and Principal Life Insurance Co. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios made up of mutual funds, ETFs, and ETPs.

Stanley Carter is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Cornerstone Masonry and RSIG Security, as well as academic experience at Merrimack College and Franklin High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Justin Ivins is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience in security services and community college education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Christopher Mullen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Fidelity Investments since 2021, as well as positions at Amazon, Riverstone LLC, and the University of Connecticut. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

James Sargavakian is a financial advisor at Fidelity with a Series 66 designation and has been with the firm since 2025. Prior to joining Fidelity, his background includes various roles primarily in education and short-term entrepreneurial activities. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory mandates, including fund advisory and model portfolio delivery.

Andrew Madi is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His work history includes roles at Fidelity Investments and Chase Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and holds registrations and advisory roles that distinguish it among large institutional peers.

Katherine Cushing is a financial advisor with Fidelity Investments who holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Fidelity, she worked at Anthropologie and held various positions in retail. 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. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

David Schultz is a Financial Consultant at Fidelity Investments. With over 16 years of experience, he focuses on building personal relationships to understand clients' needs and goals, working closely to create customized strategies that support their financial objectives over time. His career at Fidelity Investments includes roles such as Investment Management Consultant III, Portfolio Specialist, Client Management Representative, Relationship Manager, Premium Service Representative, and Financial Representative, spanning from 2010 to the present. David holds insurance licenses in Arkansas and California. Outside of his professional work, he has interests in beach activities, bowling, fitness, golf, skiing, and traveling.

Andriana Nyzio is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 credential. Her prior work includes roles at TD Bank and Carlson Wagonlit Travel. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage a range of investment products, including multi-manager and fund-of-funds structures.