Bibhor Regmi is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Atlas Capital Trade and the USPTO within the Department of Commerce. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional investors, employing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage a range of portfolios.

Phillip Elder is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at Fidelity Brokerage Services LLC and Fidelity Investments, as well as earlier positions in education at the University of Texas at Arlington and Denton Independent School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research and quantitative analysis to construct algorithm-driven model portfolios across mutual funds, ETFs, and ETPs.

Luke Harper is an Investment Solutions Representative III at Fidelity Investments. He currently assists individuals and families in developing personalized financial strategies aimed at meeting their evolving goals. Luke focuses on understanding each client's unique needs to provide guidance, education, and ongoing support for confident financial decision-making. He has been with Fidelity Investments since 2022, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative I and II, before his current position. His experience centers on building long-term client relationships and delivering service that helps clients navigate financial opportunities and challenges. Outside of his professional responsibilities, Luke's personal interests include beach activities, camping, cooking and baking, snowboarding, and traveling.

John Lorica is a financial advisor at Fidelity with Series 63 and 66 credentials and 18 years of industry experience. He has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Outside of his advisory work, he is a silent partner and capital provider for a business process outsourcing firm based in Texas. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Angel Ramirez 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 logistics and marketing roles at Revit Logistics, Vantage Marketing, and PTC Air Freight. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing model portfolios, its registrations with the CFTC and NFA, and the use of advanced methods such as AI in its research processes.

Alexander Chasteen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Uber and Kohl’s, as well as an extended period at Glasa. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also employs systematic methodologies and AI tools in developing model portfolios and serves in formal advisory roles to multiple funds.

Grace Heid is a financial advisor at Fidelity with 8 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to her advisory role, she worked as a talent scout and independent contractor for the New York Film Academy, evaluating performances for admission and scholarship potential. 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 portfolios including mutual funds, ETFs, and ETPs.

Chase Henderson is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2012. 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 manage model portfolios. The firm is also registered as a commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Mark Dunaway is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity in 2022, he held various roles in retail and education sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Benjamin Meth is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2014. He specializes in partnering with families to develop and implement financial strategies aimed at building, preserving, and transferring wealth. Prior to his current role, he held positions including Portfolio Specialist at Fidelity Investments and Investment Consultant at TD Ameritrade, accumulating extensive experience in financial consulting since 2003. Benjamin holds insurance licenses in Arkansas and California. His professional background includes roles as a Consultant at Douglas Scott Securities and a Financial Representative at RBC Dain Rauscher. Outside of his professional career, Benjamin enjoys activities such as spending time at the beach and lake, cooking and baking, engaging in family activities, exploring culinary interests, and traveling.

Jeremy Ottens is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Outside of finance, he is the owner of Denton Coffee Collab, a coffee roastery where he manages operations, sales, and distribution. 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 from mutual funds, ETFs, and ETPs.

Joshua Kelsey is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles with Power Home Remodeling and service in the U.S. Army from 2020 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies and its roles as a commodity pool operator and advisor to multiple registered investment companies.

Meng Boulware is a financial advisor at Fidelity with seven years of industry experience. Their prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, TD Ameritrade, and academic positions at Peking University’s Guanghua School of Management. 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. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Duncan Strickland is an advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has worked at Fidelity Investments since 2021 and previously held roles in academia at the University of Texas at Arlington and Tarrant County College. Outside of finance, he spent seven years with Prime Landscape Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm utilizes proprietary research combined with quantitative analysis and algorithmic portfolio construction, managing model portfolios through systematic methodologies and oversight controls.

Jonathan Whitfield is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he focuses on understanding the personal and financial goals of his clients and leverages Fidelity's resources and strategies to help them work toward those objectives. He has a professional background that includes roles as a Portfolio Specialist at Fidelity Investments from 2019 to 2021, Financial Advisor at Edward Jones from 2018 to 2019, and various positions at TD Ameritrade and First Command Financial Services dating back to 2013. Jonathan holds insurance licenses in Arkansas and California. Outside of his professional work, Jonathan's personal interests include baseball, football, golf, family activities, parenthood, and reading.

Allison Hughes is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fidelity Brokerage Services since 2007. Hughes is based in Westlake, TX. 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 combines fundamental research with quantitative and algorithmic portfolio construction, delivering model portfolios across various platforms.

Oscar Zepeda is a Financial Consultant with extensive experience in the financial services industry. He has held various roles at Fidelity Investments, including Portfolio Specialist from 2021 to 2025, Client Management Representative in 2021, Workplace Planning Consultant from 2018 to 2021, and Retirement Relationship Manager from 2011 to 2018. Oscar approaches his work by listening carefully to each client's goals, values, and life circumstances to provide personalized strategies aimed at protecting their assets and helping them achieve their financial objectives. His approach is centered on building long-term partnerships based on trust, transparency, and education. He holds insurance licenses in Arkansas and California. Outside of his professional work, Oscar enjoys cooking and baking, family activities, hiking, running, skiing, and soccer.

Todd Love is an Investment Solutions Representative III at Fidelity Investments, where he partners with clients to understand their financial goals and provides personalized investment guidance tailored to their unique needs. He employs a consultative approach to deliver insight, education, and ongoing support to help clients make informed decisions and build long-term relationships founded on trust, integrity, and service. Todd's professional experience includes progressive roles at Fidelity Investments, starting as an Investment Solutions Representative I in 2025 and advancing to his current position in 2026. Prior to that, he served as a Financial Service Representative at Charles Schwab and worked as a Loan Consultant at Caliber Home Loans from 2021 to 2023.

Michael Morgan is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual and Amazon.com Services, and he has involvement with Tidalwave Auto Spa. 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 manage diversified portfolios and model offerings.

Samuel Bustamante is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he is the owner and chief designer at Elevated Design & Naturescapes, a design consulting business based in Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios and serves as an advisor to registered investment companies with a focus on systematic methodologies and long-term asset allocation.