Matthew Mejia is a financial advisor at Fidelity with Series 66 and Series 63 licenses and six years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., MML Investors Services, MassMutual Life Insurance Co., Prancer Capital, Trustco Bank, and the University of Central Florida. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors as well as registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves notable roles including registered investment company advisory and registered commodity pool operator.

Eugene Rubow is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2008. 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 proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across multiple asset classes and employs oversight controls to address conflicts of interest.

Daniel Mirto is a financial advisor with Fidelity in Orlando, FL, holding Series 65 and Series 63 credentials and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and USLM Financial. Outside of his advisory career, he works as an independent contractor streaming video game content on Twitch. Daniel is part of 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Christopher Chong is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 17 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. He is also the sole proprietor of Iron Age Fitness LLC, a fitness apparel business based in Orlando, Florida. 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. Its investment process combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on systematic methodologies and oversight of sub-advisers.

James Mcqueeney is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with Fidelity and has previously worked at PRUCO Securities, Prudential Insurance Company of America, and Edward Jones. Mcqueeney serves as Vice President and Director of the Rotary Club of Avalon Park in Orlando, Florida. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to a broad range of clients, employing a proprietary investment process that blends fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of algorithmic methods and AI in research.

Luke Dougherty is an Investment Solutions Representative III at Fidelity Investments, where he has been working since 2021. In this role, he collaborates with clients to develop personalized financial plans aimed at helping them achieve their financial goals. His professional experience centers on investment solutions and client-focused financial planning.

Kaylyn Van Meter is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity since 2019, serving in various roles including Investment Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, Kaylyn worked as a Business Development Consultant at Raymond James from 2017 to 2019 and as a Relationship Specialist at Charles Schwab from 2016 to 2017. Her approach to financial guidance emphasizes building trust and understanding through an ongoing partnership with clients. Kaylyn focuses on listening to her clients to gain a deep understanding of their financial and personal priorities, partnering with them to create comprehensive financial plans that provide clarity and confidence throughout different stages of life. She maintains close connections with clients to support them as their goals evolve. Outside of her professional work, Kaylyn enjoys cooking and baking, participating in family activities, following football, gardening, and traveling.

Austin Goody is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Wells Fargo Clearing and Wells Fargo Bank, nA. Fidelity’s Strategic Advisers LLC 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 systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Ignacio Bartolomei is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked for firms including PNC Investments and Wells Fargo Advisors 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 delivery, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also has roles as a commodity pool operator and advisor to multiple registered investment companies.

John Phaneuf is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He focuses on building lifetime relationships between clients and Fidelity by providing investment guidance and assisting with goal implementation to create a unique planning experience and identify opportunities for deeper client engagement. John has held various roles within Fidelity Investments since 2017, including Investment Consultant, Planning Consultant, Relationship Manager, Workplace Planning Consultant II and I, Investment Solutions Representative, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Workplace Retirement Plan Associate at T. Rowe Price from 2015 to 2017.

Ethan Mendoza is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Edward Jones and Wells Fargo. Outside of his advisory role, Mendoza is an online content creator and live streamer focused on gaming. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management along with fund advisory and model portfolio delivery. The firm uses proprietary fundamental research combined with quantitative and algorithmic methods in constructing portfolios.

Stephen Magee is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory work, he owns Magee Aerial Media, a drone video and photography business based in Orlando, Florida. Fidelity, through its subsidiary Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage multi-manager funds and model portfolios.

Christine Pinto is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2021, with prior roles at Raymond James Financial Services and Cowen Execution Services. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees multiple registered investment companies and fund-of-funds.

Steve Miranda is a financial advisor at Fidelity with 22 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers specialized services such as model portfolios and advisory roles to registered investment companies.

Seth Rowe is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments and Charles Schwab, including roles with Schwab Private Client Investment Advisory. 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 diverse portfolios and serves as an advisor to multiple registered investment companies.

Zainab Smith is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2022. She is dedicated to providing personalized and attentive financial planning services tailored to each client's needs. Zainab's career at Fidelity Investments began in 2020, progressing through roles including Customer Relationship Advocate and multiple levels of Workplace Planning Consultant before assuming her current position. She holds a California Insurance License, supporting her expertise in financial consulting. Outside of her professional work, Zainab has interests in fitness and caring for pets.

Leticia Clough is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliated advisory entities since 2016. Strategic Advisers LLC, a Fidelity Investments company, 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, offering services such as discretionary portfolio management, fund advisory, and model portfolios tailored to intermediary platforms.

Sidney Linehan is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He previously served as an Investment Consultant (2022-2023) and Planning Consultant (2021-2022) at Fidelity Investments. In his current position, Sidney acts as a point of contact to help guide clients through customized financial plans tailored to meet the unique needs of individuals and their families. Sidney works closely with clients to specify their retirement goals, develop strategies to build towards retirement, identify short-term and long-term opportunities, and maintain ongoing relationships for future financial planning needs. His experience spans a range of client-focused financial consulting roles within Fidelity Investments. Outside of his professional work, Sidney’s personal interests include beach activities, camping, fishing, fitness, movies, and outdoor adventures.

Fritjof Stei is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. His work history includes roles at Fidelity Investments, Thrivent Financial, and as a self-employed business consultant. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Tamara Rodriguez is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and uses systematic methodologies and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Amit Raninga is a financial advisor with Fidelity in Orlando, FL, holding Series 66 and Series 63 licenses and having two years of industry experience. He has worked at several firms including Charles Schwab, Fifth Third Bank, and operated his own consulting business, Greenlight Consulting, where he managed business operations and inventory for a farm. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment solutions.

Tanner Anderson is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Before joining Fidelity, he worked at Charles Schwab & Co., Inc. and held positions in the solar energy and technology sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a research-driven and algorithmic approach to portfolio construction and management.

Janet Buley is a financial advisor at Fidelity with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior roles include positions at FourthThought Private Wealth, Wells Fargo Advisors, Cetera, and Regions Bank. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a range of asset classes.

William Cherry is a financial advisor with Fidelity based in Orlando, FL, holding Series 63 and Series 66 licenses and two years of industry experience. His career includes roles at Charles Schwab and US Health Group prior to joining Fidelity. Fidelity's Strategic Advisers LLC, where he works, offers 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 diversified model portfolios.

Kieran Paulino is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors, Swan and Dolphin, Universal Studios, and Rosen Shingle Creek. Outside of his advisory role, he has experience working as a catering server at Universal Studios. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction.