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Nikki Louise C

Series 63, Series 66

Trophy Club, TX

Fidelity

Nikki Louise Coro is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity since 2016. Outside of her advisory work, she is involved with ICOE chip, a pet company based in Florida, where she performs recordkeeping and customer service duties. 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’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Jason J

Series 63, Series 65

Trophy Club, TX

Fidelity

Jason Johnston is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked within various Fidelity entities since 2009, including Fidelity Personal and Workplace Advisors since 2018. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of systematic methodologies, AI tools, and its role as a commodity pool operator and advisor to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Jeremy H

CFP®, Series 66

Trophy Club, TX

Fidelity

Jeremy Heimbigner is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. He specializes in assisting high-level professionals in developing comprehensive wealth plans tailored to their unique goals. Jeremy has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2014, including Benefits & Planning Consultant, Executive Services; Retirement Solutions Representative; Investment Solutions Representative; Retirement Representative; and Financial Representative. Prior to joining Fidelity, he worked as an Associate Financial Planner at Cetera Advisor Networks LLC from 2011 to 2014 and completed an internship at Morgan Stanley Smith Barney from 2009 to 2010. He holds a California Insurance License.

Liquidity event planning Exec comp design Retirement income strategy Wealth management Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Caroline S

Series 66

Trophy Club, TX

Fidelity

Caroline Smock is a financial advisor with Fidelity and holds a Series 66 designation. She has six years of experience at Fisher Investments and joined Fidelity in 2025. Prior to her investment career, she worked at First State Bank and Foley & Lardner. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Domenick C

Series 66

Trophy Club, TX

Fidelity

Domenick Coro is a financial advisor at Fidelity with a Series 66 designation and eight years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and previously with Fidelity Investments from 2016 to 2018. Outside of his advisory role, he is involved in a pet product business, ICOE Chip, based in Melbourne, Florida, where he handles recordkeeping and customer service. 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’s investment approach integrates fundamental research with quantitative and algorithmic portfolio construction, offering both discretionary and non-discretionary advisory services alongside model portfolios built from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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