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 with Fidelity, holding Series 66 and Series 63 registrations and six years of industry experience. She has worked at Fidelity Brokerage Services LLC since 2020 and has a background that includes roles outside finance, such as positions at Bridgeway Church, Maestro Music Institute, and Peaksware LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery across multiple platforms.