Eric Gregoire is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. In this position, he partners with clients to understand their overall financial goals and needs, collaborating to develop plans that address both short-term and long-term savings objectives. Eric focuses on fostering strong client relationships and aims to provide valuable experiences through comprehensive financial planning. Eric has progressively advanced within Fidelity Investments, beginning his career there as a Customer Relationship Advocate in 2022. He was promoted to Investment Solutions Representative in 2023, then to Investment Solutions Representative II in 2024, before reaching his current role. This progression reflects his growing expertise in investment solutions and client engagement within the company.

Matthew Brown is an advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity Investments in 2024, he held positions at Sam Houston State University and worked in various roles including community and retail settings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

William Duhon is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 designations and bringing eight years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Axa Advisors, LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, and is noted for its use of systematic methodologies, delegated sub-advisers, and integration of AI and algorithmic tools in its investment process.

Brandon Nguyen is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to his current role, he was affiliated with the University of Texas at Arlington and had business involvement with Mr Wok. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable use of model portfolios and AI-driven methodologies.

Lucy Benschoter is a Planning Consultant at Fidelity Investments, where she works to empower individuals and families to take control of their financial futures. She serves as a trusted advisor, helping clients define and pursue their goals through personalized strategies that align with their values and life aspirations. Lucy has held multiple roles at Fidelity Investments since 2021, including Relationship Manager, Central Relationship Manager, and Workplace Planning Associate. Her experience at the firm has provided her with a broad understanding of financial planning and client relationship management. She holds an Arkansas Insurance License. Outside of her professional work, Lucy enjoys cooking and baking, exploring food, running, and traveling.

Cierra Stewart is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Her work history includes roles at Fidelity Investments, Walmart, Baylor University, and First Convenience Bank. 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 mutual funds, ETFs, and fund-of-funds.

Trey'von Webster is a financial advisor at Fidelity with Series 63 and 66 licenses and five years of industry experience. His prior work includes roles at NBCUniversal and as a lead musician at River of Life Christian Ministries, where he continues to serve in an unpaid capacity. Strategic Advisers LLC, a Fidelity Investments company, 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 advisory role to multiple registered investment companies and its use of systematic methodologies and advanced technologies in portfolio management.

Lee Hosler Jr. is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at various Fidelity entities since 2000. Outside of his financial career, he was involved with Spunky Huester Designs from 2018 to 2019. Fidelity’s Strategic Advisers LLC 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 manage model portfolios and undertakes advisory roles to multiple registered investment companies.

Karlee Hale is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity in 2025, she worked at TIAA from 2021 to 2025 and TIAA Bank from 2020 to 2021. Outside of finance, she was involved with Sister STEM Co. from 2020 to 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios that utilize systematic methodologies and long-term asset allocation strategies.

Jarrod Lux is a financial advisor at Fidelity with 16 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments in various capacities since 2011, including Fidelity Personal and Workplace Advisors. Prior to that, he was with Equitable Advisors for one year. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment approach that combines proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Claudia Kindred is a Planning Consultant at Fidelity Investments, a role she has held since 2026. In this capacity, she collaborates with clients and the wealth management team to develop comprehensive financial plans aimed at helping clients achieve their financial goals. Prior to her current position, Claudia served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2026. She holds an Arkansas Insurance License, enabling her to provide expertise in insurance-related financial planning. Beyond her professional endeavors, Claudia's personal interests include beach activities, fitness, parenthood, and traveling.

Jason Dugan is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Oklahoma Locker Room, A&A Marketing, and the University of Oklahoma. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a systematic investment process that incorporates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Fares Gebremichael is a financial advisor at Fidelity with seven 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 finance career, he held positions at the University of Texas at Arlington Central Library and in retail roles. 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 managed funds.

Ralston Billiot is a Financial Consultant currently working at Fidelity Investments. In this role, he partners with clients to develop comprehensive financial plans tailored to their goals and family needs. He focuses on creating plans that evolve over time to reflect clients' changing situations. Prior to his current position, Ralston served as a Planning Consultant and Investment Solutions Representative at Fidelity Investments from 2020 to 2026. Before joining Fidelity, he worked as a Financial Consultant at Redwood Financial between 2019 and 2020. He holds an insurance license in Arkansas (AR Insurance License). Outside of his professional work, Ralston has interests that include the beach, football, golf, museums, and parenthood.

Jill Earley is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and having seven years of industry experience. She has been with Fidelity and its related entities since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, including the use of algorithmic methods and AI, to deliver model portfolios and manage a variety of fund structures.

Bradley Heller is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Edward Jones and has held various roles outside the financial industry, including positions at Amazon and teaching at Kingwood High School. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, offering a range of portfolio management and advisory solutions that integrate fundamental research with quantitative and algorithmic techniques.

Zachery Moreau is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has worked at Fidelity Investments since 2019 and held previous roles at Veritude, TD Ameritrade, and Power Home Remodel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing a range of investment vehicles and employing oversight controls to address conflicts of interest.

Kevin Howard is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at New York Life and NYLIFE Securities LLC. Before entering the financial sector, he spent ten years with Entertainment Partners. 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 manage portfolios and serves a range of clients through discretionary and non-discretionary advisory services.

Carson Albright is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2014. Outside of finance, he operates an agricultural business focused on growing vegetables and raising livestock. 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 uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios and deliver model strategies through systematic methodologies.

Adam Jess 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 FedEx, BYU Idaho, Towne Park Ltd., The Orange Peel, Captioncall, and Zumiez Inc. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it serves a diverse client base including charitable funds and registered investment companies.