Joe Sanchez is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Citi, Raymond James Associates, and AllianceBernstein. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using a systematic, long-term approach.

Jacob Washburn is a financial advisor with Fidelity Investments in San Antonio, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. His prior roles include positions at Raymond James Financial Services, Southwestern Investment Advisory Services, and the Gonzalez Wealth Team. Outside of finance, he has experience with Andy's Sprinkler & Drainage and Favor Delivery. 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 work with multi-manager fund structures, model portfolios, and use of AI-driven research tools.

Kevin Oliver is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Victory Capital Services, Millennium Group, and JPMorgan Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, use of advanced technologies in research, and its registration as a commodity pool operator.

Lisa Martinez is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Sendero Wealth Management, LLC. Outside of her advisory role, she serves as president of her neighborhood homeowner’s association in San Antonio, Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Jason Davis is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Eagle Strategies LLC, Bank of America Merrill Lynch, Wells Fargo Bank, and Keller Williams Realty. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Michael Perrine is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, USAA Financial Advisors, Inc., and M&T Contracting, LLC. In addition to his advisory role, he provides freelance data analyst services through Upwork. Fidelity’s Strategic Advisers LLC offers a range of investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its involvement with registered investment companies, use of systematic methodologies, and advisory services supporting model portfolios for Fidelity Institutional Wealth Adviser.

Danielle Rios is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. She has worked primarily at Fidelity Investments since 2022, with prior experience at Charles Schwab & Co., Inc. and Kohl's. 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 deliver model portfolios across various platforms. The firm is also registered with the CFTC as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

David Coolbaugh is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 35 years of industry experience. His prior roles include positions at Citigroup and USAA Investment Management Company. Fidelity’s Strategic Advisers LLC, where he works, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Janis Gonzalez is a financial advisor at Fidelity with seven years of industry experience. She previously worked at JP Morgan Securities LLC and Hot Noize before joining Fidelity in 2025. Gonzalez holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Michael McDonald is a Planning Consultant at Fidelity, where he has worked since 2022. In his role, he partners with individuals and their families to build and implement financial plans aimed at growing and protecting their assets. His focus is on helping clients work toward their financial goals through tailored financial strategies. Michael's professional experience is centered on financial planning and consulting, with a commitment to supporting clients in managing their financial futures. Further details about his education, credentials, and personal interests have not been provided.

Louis Barnes is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley. 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 utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jose Monterroso is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Fidelity, Monterroso held roles at Brick House and Garden Bar and Bistro. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a diverse range of mutual funds, ETFs, and ETPs.

Christopher Olsen is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 13 years of industry experience. He has been with Fidelity Investments since 2012, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe, with oversight and the application of systematic methodologies.

Charlotte Pawel is a financial advisor with Fidelity Investments in San Antonio, TX, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Wells Fargo. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Steven Romero is a financial advisor with Fidelity Investments in San Antonio, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His background includes roles at Fidelity Investments, Charles Schwab, and as an officer in the U.S. Army Reserve, where he continues to serve. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and multi-manager structures.

Prashant Sahni is a financial advisor at Fidelity with eight years of industry experience and holds the Series 66 designation. His prior work includes roles at Victory Capital Services, USAA Investment Management Company, New York Life, and Thrivent Financial. Outside of his advisory work, he is a partner and co-owner of Alamo Preferred LLC, a company involved in buying, rehabbing, and renting single-family homes. 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 deliver model portfolios, and it maintains oversight of affiliated and unaffiliated sub-advisers.

Sheila Tondre is an Investment Management Consultant II at Fidelity Investments, where she focuses on developing comprehensive financial plans tailored to each client's unique goals. She emphasizes a collaborative process that fosters strong client relationships and trust, which she considers essential to addressing clients' evolving financial needs. Sheila has accumulated extensive experience in financial consulting and wealth management, having worked as a Financial Consultant at Fidelity Investments since 2022. Prior to this role, she served as a Private Client Advisor at J.P. Morgan Securities LLC from 2019 to 2022 and as a Wealth Management Advisor at TIAA from 2015 to 2019. Outside of her professional work, Sheila engages in activities such as biking, family activities, fitness, parenthood, running, and volunteering.

Thayer Rogers is a financial advisor with Fidelity Investments based in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His tenure at Fidelity spans multiple entities since 2013, including Fidelity Personal and Workplace Advisors and Fidelity Investments. He is affiliated 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Denice Benavidez is a financial advisor at Fidelity with 26 years of industry experience. Her career includes roles at USAA Investment Management Company and Charles Schwab & Co. Outside of her advisory work, she operates a business focused on buying and renting residential properties in San Antonio. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serve its clients.

Ifeoluwa Moyosore is a financial advisor at Fidelity with seven years of industry experience. Moyosore holds the Series 65 and Series 63 credentials and has previously worked at J.P. Morgan Securities and Allstate Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its roles in managing registered investment companies and delivering model portfolios supported by systematic methodologies and regulatory oversight.

Ashley Wilson is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC, where she is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, and it is noted for its use of systematic methodologies and formal advisory roles across multiple investment platforms.

William Mclaughlin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. He has worked at several firms, including B. Riley Wealth Management, Income Solution Partners, NYLIFE Securities LLC, and New York Life Insurance Co. prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and delivery of model portfolios. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction and serves as an advisor to multiple registered investment companies and fund-of-funds.

Janella Moya is a financial advisor at Fidelity with 11 years of industry experience. She has worked at J.P. Morgan Securities LLC and USAA Financial Advisors, among other firms. Outside of her advisory role, she works as a food and grocery delivery driver in Austin, Texas. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary investment solutions.

Harry Austin is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Victory Capital Advisers, USAA Investment Management Company, and USAA financial planning services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management along with fund advisory services. The firm employs a blend of fundamental research and quantitative analysis, using systematic methodologies and algorithmic portfolio construction to develop model portfolios.

Arturo Calvillo is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities LLC and JP Morgan Chase. 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 employs proprietary fundamental research combined with quantitative and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.