Harrison Record is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Dynamic SLR for three years and has held various roles including as a DoorDash driver and in retail positions. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional investors, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Adesola Adebayo is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2020, following prior roles at Edward Jones, Thrivent Financial, and FSDH Merchant Bank. Outside of his advisory role, he serves as President of a local Home Owners Association and works as an independent delivery driver for Amazon on weekends. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Stephanie Bell is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 credential. Her prior work includes roles at Go Health, California Baptist University, Door Dash, and Brenner Fiedler and Associates. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, multi-manager fund structures, and formal advisory roles to registered investment companies.

Courtney Brown is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2009. 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 to create model portfolios. The firm also serves in advisory roles for multiple registered investment companies and integrates advanced methodologies, including AI, in its investment research.

Katie Andrews is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Before joining Fidelity, she worked at FedEx Office and American Solutions for Business. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios and discretionary management with oversight of affiliated and unaffiliated sub-advisers.

Nathaniel Laplante is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity in 2023, he served in the United States Army from 2019 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and use of algorithmic portfolio construction. The firm integrates proprietary research with quantitative analysis and delegates management to sub-advisers while overseeing share class and allocation decisions.

Gregory Gibson is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked as an independent contractor for GOAT, a sneaker reselling platform, and DoorDash. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Cayden Germany is a financial advisor with Fidelity Investments holding Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, he has held positions at Ellis & Ellis Law Firm, Tulsa YouthWorks, and Bok Financial, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of model portfolios comprised of mutual funds, ETFs, and ETPs, as well as its advisory role to registered investment companies and fund-of-funds.

Blake Chelf is a Financial Consultant at Fidelity Investments, bringing with him a progressive career within the company since 2020. He has held multiple roles at Fidelity, including Investment Management Consultant I and II, as well as Investment Solutions Representative. Prior to joining Fidelity, Blake worked as a Financial Advisor at Raymond James & Associates from 2019 to 2020 and as a Retirement Plan Consultant at ANEW 401k TPA, LLC from 2016 to 2019. In his current role, Blake partners closely with clients to develop personalized financial plans that align with their unique goals. He emphasizes understanding clients' priorities, concerns, and financial needs to build relationships grounded in trust, guiding them toward informed financial decisions. Blake holds insurance licenses in Arkansas and California.

Skylar Mccauley is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and possessing five years of industry experience. Prior to joining Fidelity, Mccauley gained work experience in various roles including at Walgreens Pharmacy and the University of North Texas. Strategic Advisers LLC, a Fidelity Investments company, 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 to deliver model portfolios and discretionary management services.

Alex Gelb is a financial advisor at Fidelity with 27 years of industry experience. He has held roles at Northwestern Mutual Investment Management, 1st Global Advisors Inc, and UBS Financial Services prior to joining Fidelity. Gelb holds Series 63, 65, and 66 licenses. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often incorporating model portfolios delivered to intermediary platforms.

Beau Floyd is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at JP Morgan Chase and the University of Texas at Arlington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and utilizes algorithmic methods and AI in its investment process.

Erin Kazmer is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes a role at American Airlines Credit Union before joining Fidelity Brokerage Services LLC, where she has worked since 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage fund advisory roles.

Brandon Tabor is a financial advisor at Fidelity with eight years of industry experience and holds the Series 66 designation. His prior work includes roles at Merrill for 15 years and J.P. Morgan Chase. 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. The firm supports a range of advisory activities including discretionary portfolio management and fund advisory, with a focus on systematic methodologies and long-term asset allocation.

Taryn Maafala Maiava is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, Maiava worked in education and delivery services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a variety of clients including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Jeffrey Burkholder is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He has previously worked as a Central Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Financial Advisor at Eureka Tree Financial from 2021 to 2022 and at First Command Brokerage Services from 2018 to 2020. Jeffrey focuses on coaching his clients and helping them navigate the complexities of building a financial plan, emphasizing strong connections with clients and their families to maintain trust, reliability, and professionalism. His professional experience spans various facets of financial advising and client relationship management. Jeffrey holds insurance licenses in Arkansas and California, supporting his ability to serve clients in these regions. Outside of his professional life, Jeffrey's personal interests include art, board games, comedy, museums, theater, and traveling.

Shahdad Djavaherian is an advisor at Fidelity with a Series 66 designation and industry experience beginning in 2025. His prior roles include positions at Clearpath Lending and LINC Commercial Realty. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and comprehensive fund advisory services.

Antara Mohsin is a Series 66 licensed financial advisor with Fidelity in Dallas, TX, with one year of industry experience. Prior to joining Fidelity Investments, Antara worked at Gartner and held roles at several organizations including the Stephen Stagner Sales Excellence Institute and Adidas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services, with oversight controls and use of AI in its investment process.

Christopher Greenlaw is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has held various roles within Fidelity and its affiliated entities since 2002. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI and algorithmic tools in its investment process.

James Hunter is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. His prior work history includes roles at Thomson Investment Group and various positions during his education at the University of Texas at Dallas and Austin Community College. 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 manage diversified model portfolios.