Nina Mae Jasmine He is a financial advisor at Fidelity with Series 66 credentials and two years of industry experience. She has held roles at Fidelity Investments since 2021 and has prior experience in the credit union and food service sectors. Strategic Advisers LLC, a Fidelity Investments company, 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 discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Kaitlyn Meiss is a financial advisor at Fidelity with Series 66 and Series 63 credentials and six years of industry experience. She has worked at Fidelity Brokerage Services LLC since 2020. Outside of financial advising, Meiss has experience in community and arts organizations, including roles at Bridgeway Church, Maestro Music Institute, and Phoenix Theatre. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registered commodity pool operator status, advisory role to multiple registered investment companies, and integration of AI-driven research methods.