James Lowczyk is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Securities LLC for five years before joining Fidelity. 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 to develop model portfolios from mutual funds, ETFs, and ETPs.

Richard Hernandez is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Wells Fargo Bank NA and Wells Fargo Clearing Services LLC before joining Fidelity. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Marta Solis is a financial advisor at Fidelity Investments with five years of industry experience. She holds a Series 66 designation and has previously worked at Equitable Advisors LLC, JP Morgan Chase Bank, and Golden State Overnight. Outside of her advisory role, she operates Valensol Cafe, a small business selling coffee via curbside pickup in Sacramento. 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 across diversified model portfolios.

Devin Crandall is a financial advisor at Fidelity with Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at Bankers Life and related entities, as well as experience as a professional stock trader and work with Jumpstart CPU. 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 is noted for its advisory role to registered investment companies, use of AI in research, and systematic model portfolio development.

Jasmine Wysingle is a financial advisor with Fidelity in Sacramento, CA, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at Fidelity Investments since 2025 and previously held roles at Franklin Distributors, LLC, and Franklin Templeton Companies, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients including retail and institutional investors, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research, as well as its roles as a commodity pool operator and advisor to multiple registered investment companies.

Brandon Collins is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked at Cuna Brokerage Services Inc. and has experience in the financial services and hospitality sectors. He is a partner and treasurer at Ujamaa Endeavors, a commercial leasing business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Dmitrij Maslovskij is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2012, including Fidelity Investments and Fidelity Personal and Workplace Advisors. 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 offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, and it is noted for its use of systematic methodologies and AI-driven research in managing investments.

Erin Ragsdale is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including JPMorgan Chase, Merrill, and Urban Wealth Management. In addition to her advisory role, she is the founder and CEO of Rising Tide Financial LLC, an educational mobile application focused on U.S. financial literacy. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies.

Wonwyne Hale is a financial advisor at Fidelity with three years of industry experience and holds the Series 66 designation. His prior roles include positions at The Golden 1 Credit Union, LPL Financial LLC, and World Financial Group. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across multiple investment platforms.

Alexandro Duran is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, LLC, Strategic Wealth Advisors Group, LLC, and State Street. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies and intermediary platforms.

Dusharme Thomas is a financial advisor at Fidelity with 26 years of industry experience and holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Cambridge Investment Research, Inc., as well as founding DLT Wealth Advisory Services. He has served as treasurer for the Sacramento Area Black Caucus, assisting with the organization's closure. Fidelity Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from a diverse range of mutual funds, ETFs, and ETPs.

Michael Baril is the Vice President Private Wealth Management Advisor. He provides strategic planning and consulting on complex wealth planning topics, focusing on helping clients integrate their workplace benefits with their personal financial goals to pursue financial wellness. He places importance on understanding his clients, their families, and all aspects of their lives. Michael has held various roles in the financial industry, including Vice President, Executive Planning Consultant at Fidelity Investments since 2018. He has previously worked as a Senior Wealth Advisor at Reilly Financial Advisors (2017-2018), Wealth Manager at USAA Wealth Management (2011-2016), Vice President, Wealth Advisor at J.P. Morgan Chase (2009-2011), Financial Advisor at Morgan Stanley (2008-2009), Vice President at Bear Stearns & Co. (2006-2007), Associate at J.P. Morgan (2003-2006), Financial Consultant at Merrill Lynch (2000-2002), Trader at Ameritrade (1999-2000), Financial Advisor at Equitable (1998-1999), and Trader at Fidelity Investments (1997). He holds a California Insurance License.