Marci Prather is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Denali Wealth Management, New York Life, and LHC Group, Inc. before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios and discretionary management with oversight controls and formal governance procedures.

Mark Meyer is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked within various Fidelity entities, including Fidelity Brokerage Services LLC since 2001 and Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also acts as a commodity pool operator and serves multiple registered investment companies, incorporating algorithmic methods and AI in its investment process.

Peter Bloch is a Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 2016, progressing through various roles including Financial Representative - Full Trader, Investment Solutions Representative, Client Management Representative, PAS Portfolio Specialist, Senior PAS Portfolio Specialist, Financial Consultant, and currently Vice President, Financial Consultant since 2026. His experience encompasses client management, portfolio specialization, and financial consulting. He holds insurance licenses for Arkansas and California. Peter aims to understand clients as individuals, supporting their financial success and confidence. Outside of work, Peter has interests in beach activities, fitness, painting, and parenthood.

Christian Gardner is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Pinnacle Bank, First Service Residential, Autozone, and Navarro. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, serving a broad range of investors.

George Webb is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. He has been with Fidelity since 2023 and previously attended Baylor University. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and maintains oversight of delegated sub-advisers.

Adam Heaton is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In his role, he collaborates with clients and Wealth Management Advisors to design, implement, and monitor investment strategies aimed at achieving long-term investment goals. Heaton has been with Fidelity Investments since 2008, holding several positions including Fixed Income Specialist, Managed Accounts Portfolio Specialist, Managed Solutions Consultant, and Managed Accounts Senior Portfolio Specialist prior to his current role. This extensive experience reflects his focus on investment management and portfolio consulting. Outside of his professional work, Heaton engages in activities such as camping, golf, outdoor adventures, volunteering, and yoga.

Lisset Padron is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she held positions at various fitness and wellness businesses, including Richardson Fit Body Boot Camp and Rock Steady Boxing Dallas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Michael Carrizales is a Vice President Financial Consultant at Fidelity Investments, a position he has held since 2015. In this role, he assists clients and their families with wealth growth and protection, investment decision-making, and simplifying financial matters. Prior to this, he worked as a Financial Consultant at TD Ameritrade from 2008 to 2015. He holds insurance licenses in Arkansas and California. Outside of his professional work, Michael's personal interests include fishing, fitness, football, golf, and soccer.

Ivanna Tomashchuk is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management as well as fund advisory. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles to registered investment companies and fund-of-funds.

Sara Stoll is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, she worked at Sewell Automotive Companies for eight years. Sara 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 discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Leslie Standridge is a financial advisor at Fidelity with Series 63 and Series 66 designations and 10 years of industry experience. Their background includes roles at Fidelity Brokerage Services LLC, FIDELITY Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, 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 serves a diverse client base, including registered investment companies and operates with distinctive features such as CFTC registration and formal advisory roles for multiple funds.

Bradley Riche is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes roles at APEX Supply Company and Best Buy, as well as time at American University. Fidelity’s Strategic Advisers LLC, where he is employed, provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Isaac Elimian is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has over a decade of experience in the financial services industry, having previously worked as a Portfolio Specialist and Workplace Planning Consultant at Fidelity Investments, as well as a Client Relationship Consultant at TIAA. Throughout his career, Isaac has focused on helping clients develop and implement tailored, comprehensive financial plans aimed at achieving their financial goals. He holds insurance licenses in Arkansas and California.

Sivakumar Sitaraman is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Trillium Square Advisors, LLC and Prudential Advisors, as well as a long tenure at Verizon Communications. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI and algorithmic methods in its investment process.

Kevin Cloud is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity in 2024, he worked at ECI Software Solutions, Kayo Energy, Lifetime Fitness, and Albertsons. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods to manage portfolios and serves as an advisor to multiple registered investment companies.

Haley Goodman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Her prior roles include positions at PACCAR Financial Corp. and Charles Schwab. Outside of finance, she has worked with companies such as Wag! and DoorDash. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, providing investment management and advisory services through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of AI and systematic methodologies in managing model portfolios and its advisory role to multiple registered investment companies.

Brady Harris is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, progressing through various roles including High Net Worth Service Associate, Help Desk in Client Services, Workplace Planning Consultant, Benefits & Planning Consultant in Executive Services, and Financial Consultant I before assuming his current position in 2025. His professional experience encompasses financial consulting and benefits planning, with a focus on helping clients plan for long-term financial well-being. Brady holds insurance licenses in Arkansas and California. Outside of his professional work, Brady has interests in food, movies, music, pets, photography, and traveling.

Sandra Davidson is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2001. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Clayton Greer is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to his financial career, he spent five years at Pluckers Wing Bar. 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. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI-driven research methodologies.

Ernest Trader is a financial advisor with Fidelity, holding Series 63 and Series 66 certifications and bringing 26 years of industry experience. He has worked across several Fidelity divisions, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors, through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its regulatory registrations, advisory roles to investment companies, use of AI in research, and model portfolio delivery to intermediary platforms.