Angel Stout is a financial advisor at Fidelity with four years of industry experience and holds Series 63 and Series 66 designations. Prior to joining Fidelity, Angel worked in various educational institutions from 2014 to 2022. Outside of advising, Angel operates an online resale business, buying and selling used items. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Rachel Cathey is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has worked at firms including Ayco/Goldman Sachs and Advent GX. 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 in managing a broad range of portfolios, including fund-of-funds and multi-manager structures.

David Mcleod is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Victoria Balderas is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. She has worked at Fidelity Investments since 2022 and has prior experience in real estate and insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Grant Peters is a Series 66-licensed financial advisor with Fidelity Investments, based in Westlake, TX, and has three years of industry experience. His background includes roles at Black, Mann, & Graham L.L.P. and teaching positions at the University of North Texas and North Central Texas College. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Jacob Ritchie is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at WoahZone and Altitude Trampoline Park. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Gregory Dey is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he has worked in various roles including at the Longhorn Center of Academic Equity and The University of Texas at Austin. Outside of finance, he is involved in a small business selling plates and works as a cook. 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. The firm is noted for its advisory roles to registered investment companies and use of systematic methodologies in portfolio management.

Robbie Kuykendall is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, he worked in roles including at Museum Fabrication Group and 5th Gen Woodworks, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and deliver advisory solutions.

Joshua Snively is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with Fidelity Brokerage Services since 2012 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, a charitable gift fund, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on diversified portfolios.

Andy Moreau is a Private Wealth Management Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at pursuing long-term investment goals. Andy has extensive experience within Fidelity Investments, having held various positions since 2000. His roles have included Investment Management Consultant III, Senior Portfolio Specialist, Portfolio Specialist, Account Executive, Financial Consultant, Senior Investment Representative, Fixed Income Specialist, Investment Representative, and Service Trader. Outside of his professional responsibilities, Andy's personal interests include family activities, fitness, social events with friends, and parenthood.

Vanessa Acevedo is an Investment Solutions Representative III at Fidelity Investments. In her role, she partners with clients to develop financial strategies that align with their goals and evolving needs throughout every stage of life. She assists clients in areas including building wealth, preparing for retirement, and living in retirement, helping them navigate important financial decisions with clarity and confidence. Vanessa has held various positions at Fidelity Investments since 2021, progressing from Defined Contribution Representative I to her current role. Her experience spans investment solutions and retirement brokerage services, providing her with a broad understanding of financial planning and client service within the investment industry. Outside of her professional work, Vanessa engages in family activities, social events with friends, outdoor adventures, and volunteering.

John Geno is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2011. In his current role since 2017, he partners with clients to define their financial goals, make strategic investments, safeguard their wealth, and plan for income needs. Prior to this, he held various positions at Fidelity, including Portfolio Specialist, Fixed Income Specialist, Investments Representative, and Financial Representative. Before joining Fidelity, he was a Senior Financial Reporting Analyst at Capital Analytics from 2008 to 2011. John holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, he enjoys bowling, family activities, football, and soccer.

Xavier Nanez is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes multiple roles at Texas Tech University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and advisory roles with registered investment companies.

Camryn Venters is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across several Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and maintains roles as a registered commodity pool operator and advisor to multiple fund‑of‑funds.

Robert Hicks is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at First Financial Bank and spent eight years in the education sector. He also has a minor involvement with Dynata LLC unrelated to investment activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios. The firm offers discretionary and non-discretionary advisory work and serves multiple registered investment companies, with a notable use of systematic methodologies and oversight controls.

Clinton Sterling is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Texas Air Authorities for nine years. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a range of mutual funds, ETFs, and ETPs.

Stephen Weah is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes roles at IST and Sykes Enterprise. Fidelity’s Strategic Advisers LLC division 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 also serves registered investment companies and Charitable Gift Funds through discretionary and non-discretionary advisory services.

Emily Navaro is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. Prior to joining Fidelity, she held various roles including serving at Condado Tacos. Outside of her advisory work, she worked as a server at Condado Tacos. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it plays a formal advisory role to multiple registered investment companies.

Erin Mellott is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation. Her prior work includes multiple roles at Bar Louie and The Melting Pot before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction with a focus on model portfolios using mutual funds, ETFs, and ETPs.

Nathan Alexander is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 1998. He partners with families to build, preserve, and transfer their wealth, utilizing available resources to help clients work towards their financial goals. Nathan has held the position of Vice President, Financial Consultant since 2005. Prior to that, he served as an Account Executive at Fidelity Investments from 1998 to 2005. He holds insurance licenses in Arkansas and California.