Forrest Daly is a Series 66 licensed financial advisor with two years of industry experience. He is currently with Fidelity and has previously worked at Equitable Advisors, Robinhood Financial, and other firms. Outside of his advisory work, he operates a vending machine business in Roseville, California. Fidelity’s 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 to manage discretionary and non-discretionary portfolios, including model portfolios incorporating mutual funds, ETFs, and ETPs.

Jacob Numainville is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His background includes positions at Fidelity Investments, Equitable Advisors, and Montage Healdsburg. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a proprietary research process combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios across various asset classes.

Hayden Sabido is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2020. His prior experience includes roles at New York Life Insurance, Pro Unlimited, and Franklin Templeton Investments. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of investment vehicles.

Cameron Johnson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Principal Financial Group, The Prudential Insurance Company of America, and Pruco Securities LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Travis Barnhard is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill and Wells Fargo Advisors. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.