Miguel Turcios is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various roles since 2012. Outside of his advisory work, he is the managing member of MAT Ventures LLC, a company involved in fixing and flipping homes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and systematic portfolio construction across mutual funds, ETFs, and ETPs.

Ricki Evans is a financial advisor with Fidelity Investments in Richmond, TX, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, Evans held positions at Uber Technologies and worked in various other roles including at Southern New Hampshire University and the National Notary Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies.

Michael Lincoln is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked in various roles at Fidelity since 2022. Prior to his financial services career, he held positions at Mackay Marine and CarMax. Outside of advising, he serves as an officer of Amagine Homes Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery with a distinctive use of algorithmic portfolio construction and oversight of multiple registered investment companies.

Lesley Pinney is a financial advisor with Fidelity and holds a Series 66 designation, bringing nine years of industry experience. Her background includes roles at Woodbury Financial Services, Capital One Advisors, and Capital One Bank. Outside of her advisory work, she operates a small design business specializing in planners and agendas. Fidelity’s Strategic Advisers LLC offers 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, providing model portfolios and managing various registered investment companies.

William Chou is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. He has worked at Fidelity Investments since 2025 and previously at New Marco Polo Inc. from 2014 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles to registered investment companies and fund-of-funds.

Danielle Gomez is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked across multiple Fidelity affiliates since 2015, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC, where she is based, provides investment management and advisory services to a diverse client base, including retail and institutional investors, charitable funds, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios and advisory solutions.

Zimbabwe Barnes is a financial advisor with Fidelity in Richmond, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Fidelity, Barnes worked in various roles at JPMorgan Chase Bank, JPMorgan Securities LLC, and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it maintains oversight through affiliated and unaffiliated sub-advisers.