Keianna Watt is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has worked at several firms, including Key Investment Services, KeyBank, and LPL Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a research-driven investment process that combines fundamental analysis, quantitative methods, and algorithmic portfolio construction. The firm is noted for its advisory roles to multiple registered investment companies and its use of systematic methodologies and AI tools in portfolio management.

Garth Ahern Hendryx is a financial advisor with Fidelity in Portland, OR, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Novogradac, as well as periods devoted to full-time education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Alice Hayhurst is a financial advisor with Fidelity Investments based in Portland, OR, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Fidelity since 2010, including a seven-year tenure at Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC, where she works, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios across a range of investment vehicles.

Alexander Armster-Wikoff is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments, a role he has held since 2024. He focuses on helping clients maximize their use of Fidelity's tools and resources to support their financial goals. Prior to this position, Alexander served as an Investment Solutions Representative at Fidelity Investments from 2022 to 2024. His professional experience also includes working as a Registered Customer Service Associate at Morgan Stanley from 2020 to 2021. This background has provided him with a foundation in customer service and investment solutions within the financial services industry.

Richard Curry Jr. is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at Fidelity and its affiliates since 2001, with a brief tenure at TD Ameritrade in 2010. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad 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 discretionary management and fund advisory for registered investment companies.

Jingying Brazina is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Bank of America, Merrill, and China Citic Bank International Limited prior to joining Fidelity. 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 also manages multi-manager and fund-of-funds structures and delivers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Geoffrey Marvin is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include work at Rosebud Media and Deseret News, as well as a position at Brigham Young University–Idaho. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, leveraging a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Racheal Perry is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and TCW Funds Distributors prior to joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad range of mutual funds, ETFs, and ETPs, and acts as a commodity pool operator registered with the CFTC.

Lillian Berry is a financial advisor with Fidelity in Portland, OR, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, she has held various roles including independent contractor dog sitting. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients, employing a research-driven and algorithmic approach to portfolio construction.

Brad Gabriel is Vice President and Executive Planning Consultant at Fidelity Investments, where he works with executives to design customized financial plans aimed at achieving long-term financial independence. He collaborates with clients to strategically leverage workplace benefits and other financial resources to enhance savings, investment, and wealth growth. Brad began his career as a Financial Advisor at Pacific Capital Resource Group from 2010 to 2011 before joining Fidelity Investments. His roles at Fidelity have included Financial Representative, Investment Consultant, Financial Consultant, and Vice President and Financial Consultant, culminating in his current position since 2018. Outside of his professional activities, Brad's personal interests include camping, fishing, golf, outdoor adventures, running, and traveling.

Joe Cortez is a Planning Consultant at Fidelity Investments, where he works closely with clients to develop personalized financial plans focused on their individual goals. He emphasizes understanding each client's vision for the future to guide them through the resources available at Fidelity. Joe has experience spanning several roles in the financial services industry, including positions as a Financial Consultant at Fidelity Investments from 2022 to 2024, Financial Advisor at Wells Fargo Advisors from 2018 to 2022, Advisory Services Representative at The Standard from 2016 to 2018, and Participant Services Representative at The Standard from 2015 to 2016. He holds a California Insurance License. Outside of his professional work, Joe enjoys hiking, outdoor adventures, and skiing.

Karoll McMullen is a Financial Consultant who collaborates with clients to co-create tailored financial plans that align with their specific goals and objectives. Karoll emphasizes understanding the unique aspects of each client's situation to help navigate the complexities of financial planning and support prudent wealth decisions. Karoll has held multiple roles at Fidelity Investments, including Investment Consultant from 2022 to 2023, Planning Consultant from 2021 to 2022, Relationship Manager from 2020 to 2021, Investment Solution Representative in 2020, and Customer Relationship Advocate from 2018 to 2020. This experience reflects a comprehensive background in investment consulting and client relationship management. Outside of work, Karoll enjoys board games, outdoor adventures, photography, reading, snowboarding, and volunteering.

David Herrell is a financial advisor at Fidelity with six years of industry experience. He holds the Series 65 and Series 66 designations. His prior work includes roles at Fidelity Brokerage Services LLC and Larry Miller Ford. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.