Daniella Mawika is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Her prior roles include positions at Liberty Mutual Insurance, Comparion, and involvement with Mayo Street Arts. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Douglas Mccarley is a financial advisor with Fidelity who holds a Series 66 designation and has five years of industry experience. Prior to joining Fidelity, he worked at Samsung Electronics, Kyocera, and LG Electronics. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios that include mutual funds, ETFs, and ETPs.

William Ashman is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at various Fidelity entities since 2011, including Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Megan Pechacek is a financial advisor at Fidelity with seven years of industry experience. Her background includes roles at Fidelity Brokerage Services LLC and prior work in the retail and automotive sectors. Fidelity’s Strategic Advisers LLC offers 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 management of registered investment companies, use of AI in research, and development of model portfolios for intermediary platforms.

Zachary Clark is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and possessing four years of industry experience. Prior to his current role starting in 2021, he worked in various positions across multiple sectors, including athletic clubs and retail management. Outside of finance, he is involved in photography, providing photo services to clients. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using a broad investable universe and maintains oversight to address conflicts of interest, serving a diverse client base including registered investment companies and charitable funds.

Michael Callaway is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has been part of the financial industry since 1998, bringing extensive experience from various roles within Fidelity Investments including Central Relationship Manager, Retirements, High Net Worth Service, Relationship Manager Advisor 401k, Lifetime Solutions 401k, Customer Service 401k, and Transfer of Assets Service. Prior to joining Fidelity, he worked as a Financial Advisor at Waterworth Wealth Advisors and Edward Jones. Michael's approach centers on understanding clients' goals and providing strategies tailored to their needs. He emphasizes educating clients to ensure they are fully aware of their investments and the reasons behind them. He holds insurance licenses in Arkansas and California. Outside of his professional work, Michael enjoys board games, comedy, museums, skiing, traveling, and writing.

Jorge Tueme is a financial advisor at Fidelity with Series 63 and Series 65 credentials and seven years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC since 2020, Fidelity Investments since 2025, and Wells Fargo Clearing and Wells Fargo Bank from 2012 to 2019. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary research with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains a distinctive role in commodity pool operations, fund advisory, and systematic portfolio management.

Phillip Jacobson is a financial advisor with Fidelity Investments, holding a Series 66 designation and 26 years of industry experience. He has worked at Strategic Advisers, a Fidelity Investments company, since 2002 and has been with Fidelity in various roles since 2001. Strategic Advisers LLC provides 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 manage portfolios and offers specialized services such as fund advisory and model portfolio delivery.

Matthew Hull is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its related entities since 2013. Outside of advising, he is a partner at St Lawrence Grill Works, where he coordinates outsourced manufacturing and distribution and creates newsletter content. 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 notable for its work in discretionary and non-discretionary advisory services, its role with registered investment companies, and its use of systematic methodologies including AI and long-term asset allocation benchmarks.

Michaela Austin is a Wealth Management Planning Consultant at Fidelity Investments, where she works on the Private Wealth Management Team to service high net worth clients with complex needs. She focuses on relationship building and utilizes an extensive product offering to assist families in navigating multi-generational planning by identifying and implementing strategies tailored to their unique situations. Her professional experience at Fidelity Investments includes roles such as Wealth Management Planning Consultant since 2026, Wealth Management Service Help Desk from 2025 to 2026, Central Relationship Manager from 2023 to 2025, Client Services Help Desk from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. Outside of her professional work, Michaela has interests in instrumental music, reading, and writing.

Roxann Darani is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019, including her current role at Fidelity Investments. Prior to joining Fidelity, she worked as an independent contractor for three years. 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 employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to multiple registered funds and use of AI-driven research.

Jonathan Newman is a Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2017. In his role, he collaborates with clients to review their financial goals, develop plans, and implement strategies aimed at wealth growth, protection, and enjoyment. Prior to his current position, Jonathan held roles including Relationship Manager and Investment Solutions Representative at Fidelity Investments. His earlier experience includes positions as an Associate at Chalk, Cullum & Associates and John Hancock Financial Network. Jonathan holds insurance licenses in Arkansas and California. Outside of his professional work, he has personal interests that include the beach, fitness, exploring food, outdoor adventures, parenthood, and skiing.

Justin Dummer is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2022, previously serving as a Central Relationship Manager from 2023 to 2024 and as a Customer Relationship Advocate from 2022 to 2023. In his current position, Justin is committed to understanding clients as individuals and assisting them in working toward their financial success and confidence in their future. Justin holds insurance licenses in Arkansas and California, which support his work in financial planning and advising. His experience at Fidelity spans various client service and relationship management roles, providing him with a broad perspective on financial planning and client needs.

Alexandra Miranda is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has worked at Fidelity Investments since 2023 and has prior experience at Fisher Investments and various other roles in different industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs.

John Minco is a financial advisor with Fidelity in Westlake, Texas, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He has been with Fidelity Investments since 2013, including seven years at Fidelity Personal and Workplace Advisors and one year at Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative and algorithmic portfolio construction. The firm manages model portfolios across diverse asset classes and maintains a formal advisory role to registered investment companies and fund-of-funds.

Joshua Campos is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity Investments in 2023, he worked at The Lunch Box from 2018 to 2023. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage and deliver model portfolios using a systematic approach.

Britton Keller is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked in education and the food industry. Outside of his advisory role, Keller provides football kicking lessons as a coach. Strategic Advisers LLC, a Fidelity Investments company, offers 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.

Madison Brunis is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to her current role, she has worked at Fidelity Investments and held positions at The Skolkovo Institute of Science and Technology, BYU Independent Study, and The State Hermitage Museum. She is also the managing member of Luxani Goods LLC, an e-commerce business involved in buying and selling products online. 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 blend of fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs, and serves in advisory roles for multiple registered investment companies.

John Munson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His previous roles include positions in education with the Davis School District and military service in the US Army. Outside of advising, he has experience with entrepreneurial ventures, having been involved with Lucky Slice for four 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 employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Evan Ferry is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Charles Schwab and involvement with University of Arkansas New Student Family Programs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines 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 AI in portfolio management.