Mark Mccauley is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Fidelity Investments and its affiliates since 2007. Strategic Advisers LLC, a Fidelity Investments company, offers 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, while providing model portfolios through intermediary platforms.

Kari Riis is a financial advisor at Fidelity with three years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2023. Her prior experience includes a role at Mr. Cooper / Nationstar Mortgage LLC and six years at Campus Box Media. 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 combines proprietary research with quantitative analysis and systematic methodologies, and it has a formal advisory role to multiple registered investment companies and fund-of-funds.

Abdoulie Saye is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Fidelity Investments and TD Ameritrade, as well as prior employment at Nestle Waters. 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 is noted for its use of model portfolios, oversight of sub-advisers, and advisory roles with multiple registered investment companies.

Brian Mccormick is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His career includes over two decades at Citibank and several years with Fidelity Brokerages Services LLC before joining Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various asset classes.

Matthew Bowles is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work experience includes roles at Legacy Housing, The Funky Door, Take 5 Oil Change, Uber, and Wildwood Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Steven Marshall is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various Fidelity divisions since 1996, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Lori Richards is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2018, progressing through various positions including Financial Associate, HSA Service & Planning, Fixed Income Specialist, Investment Solutions Representative II and III, and Financial Consultant 1. Her professional experience spans multiple areas of financial services, including fixed income, investment solutions, and health savings account planning. Lori holds insurance licenses in Arkansas and California. Outside of her professional work, Lori enjoys spending time at the beach, camping, and playing soccer. She is also a pet owner.

Tyler Dixon is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Northwestern Mutual and multiple positions at Southern Methodist University. 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. The firm serves a diverse client base, including registered investment companies and charitable funds, and utilizes formal governance and proxy-voting procedures in its advisory activities.

Eliseo Armijo Jr. is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 designations and two years of industry experience. His prior work history spans multiple roles in different sectors, including positions at Valet Living, Screen Tex, and McMahan's Flooring Inc. Fidelity's Strategic Advisers LLC, where he is employed, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Mikaela Walker is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. She has been with Fidelity Investments since 2023 and has prior experience working with Fellowship Church, US Gold Gymnastics and Cheer Academy, and Varsity Tutors. Fidelity’s Strategic Advisers LLC division 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 across mutual funds, ETFs, and ETPs.

Nicolas Albertini is a financial advisor at Fidelity with Series 63 and Series 66 credentials. He has been in the industry since 2024, holding prior roles at The Ranger Group and several other firms. 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 across mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI-driven research methods.

Kimberly Smay is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. She has worked at Fidelity Investments since 2023 and has prior experience in diverse roles including positions at Gritr Sports and Starbucks. 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 deliver model portfolios and manage multiple registered investment companies.

Samantha Ozminkowski is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Her background includes roles at Fidelity Investments as well as positions with Uber Eats, Salad and Go, RPM Living, Dunkin', and Facebook Marketplace. Prior to her financial career, she spent eight years in full-time education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees multiple sub-advisers, with a notable role in developing AI-driven research and formal governance procedures.

Trevor Simms is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant from 2024 to 2025 and as a Workplace Planning Consultant from 2020 to 2024 within the same company. His professional experience has been focused on financial planning and consulting. Trevor holds insurance licenses in Arkansas and California. He applies discipline and perseverance in his financial planning approach, drawing from his background in professional baseball. He emphasizes building authentic relationships with clients to guide them toward financial confidence. Outside of his professional work, Trevor enjoys camping, cars, fishing, outdoor adventures, traveling, and volunteering. He values family and outdoor activities, reflecting his personal interests in his approach to financial advising.

Vanessa Samples is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Fidelity, she worked in various roles at Staples, Goodtree Healthcare, Qualfon, and McDonald's. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base and is noted for its formal advisory role to registered investment companies and use of systematic methodologies in portfolio management.

Fernando DeGracia is a Financial Consultant at Fidelity Investments, a role he has held since 2017. He partners with clients to develop and maintain personalized financial plans aimed at growing, protecting, and managing their wealth over time. His experience within Fidelity Investments includes serving as Workplace Planning and Guidance Manager from 2015 to 2017, Guidance Support Specialist in 2015, and Workplace Planning and Guidance Consultant from 2014 to 2015. This progression reflects his comprehensive knowledge of financial planning and client guidance. Fernando holds insurance licenses for Arkansas and California, supporting his capacity to provide informed advice concerning insurance matters.

Brian Bolger is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at National Financial Services and various engagements related to the University of Texas at San Antonio and Utah Football. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Jacob Madu is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Fidelity, his work experience includes roles in retail and logistics companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Jacob Curtis is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has worked at Fidelity Investments since 2022 and has prior experience with Goosehead Insurance and various roles linked to the University of Arkansas. 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 combines proprietary fundamental research with quantitative analysis and systematic methodologies, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Tasha Ji is a Planning Consultant at Fidelity Investments, where she assists clients in making important financial decisions through personalized planning and guidance tailored to their unique goals. She has been in this role since 2026. Prior to this, Tasha served as a Central Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Customer Relationship Advocate at the same firm from 2024 to 2025. Before joining Fidelity, she worked as an Account Manager at State Farm Insurance from 2021 to 2024. Tasha holds insurance licenses for both Arkansas and California. Outside of her professional work, she enjoys beach activities, spending time with family, fitness, culinary experiences, and social events with friends.