Brian Perkins is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and one year of industry experience. His background includes roles at Fidelity Investments and Crowe LLP, as well as positions at Texas A&M University Student Success Center and Tony Jeary International Consulting Firm. 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. The firm offers discretionary and non-discretionary advisory services, manages fund advisory operations, and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Brandon Cox is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He specializes in pre-retirement planning, assisting clients in understanding their retirement options, including social security strategies and personalized financial planning tailored to their goals and lifestyle. Prior to joining Fidelity Investments, Brandon worked as an Investment Consultant at TD Ameritrade from 2008 to 2015. Brandon holds insurance licenses in Arkansas and California and is a Certified Financial Planner (CFP®) with 18 years of experience in the financial industry. His expertise centers on helping clients prepare for retirement and make informed financial decisions. Outside of his professional career, Brandon enjoys family activities, fitness, reading, scuba diving, and traveling.

Dane Hjeltness is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has prior experience including service in the U.S. Navy and roles at Navy Federal Credit Union and Northwestern Mutual. Outside of advising, he is a cofounder and owner of NinetyFive Ventures LLC, an online retail business. 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 and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and fund advisory, serving multiple registered investment companies and delivering model portfolios through systematic methodologies.

Colton Cobb is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining Fidelity, he had roles both within the firm and outside of financial services, including work at 7Brew Coffee. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and other investment vehicles.

Meghan Herrling 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, following roles at Alight Solutions and Texas A&M University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios. The firm is notable for its use of algorithmic portfolio construction, advisory roles to registered investment companies, and registration as a commodity pool operator.

Ryan Cummings is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His background includes roles in mortgage services, nonprofit organizations, and professional sports. 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 serves a diverse range of clients, including an IRS-qualified Charitable Gift Fund and registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles to multiple registered funds.

Timothy Glaser is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 credentials. His career at Fidelity includes roles at Fidelity Investments Institutional Services Company since 1998 and Fidelity Personal and Workplace Advisors from 2018 to 2025. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Jacob Rankin is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various Fidelity divisions since 1999. Outside of his advisory work, he is involved in an oil and gas drilling lease in Texas, overseeing approval for natural gas extraction activities. Fidelity’s Strategic Advisers LLC serves a broad client base, offering investment management and advisory services that combine fundamental research with quantitative and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, employs systematic methodologies, and provides oversight in delegating management to sub-advisers.

Jeanette Houle is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. She has two years of industry experience and has worked at Fidelity Investments since 2022. Her prior roles include various community and educational positions, including involvement with several Catholic churches and a liberal arts college. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of registered investment companies and Charitable Gift Funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.

Collin Maloney is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in home security and has experience as a musician for hire playing bass and lead guitar with local bands. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction for its model portfolios.

Kevin Olszta is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He previously worked at Mr. Cooper for nine years before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Grant Davis is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at multiple Fidelity entities since 2018, with earlier experience including roles at the University of Arkansas and Fitness One. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, with distinctive capabilities including CFTC registration and the use of AI-driven methodologies.

Neal Belcher is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. He has been with Fidelity Brokerage Services LLC since 2017 and joined Fidelity Investments in 2025. Prior to his career in finance, he worked at Academy Sports and Outdoors for one year. 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 combines proprietary fundamental research with quantitative and algorithmic portfolio construction, and it manages model portfolios using a systematic, long-term asset allocation approach.

Darryl Henderson Sr. is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked across multiple Fidelity entities since 2014. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering services that include discretionary management and oversight of affiliated sub-advisers.

Hal Rutledge is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Fidelity Investments and has held prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Sagepoint Financial, and Rutledge Equity Corp. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Justin LaBonte is an Investment Solutions Representative III at Fidelity Investments, where he collaborates with individuals and families to develop financial strategies tailored to their unique goals and circumstances. He emphasizes a personalized approach that fosters trust and transparency to support clients' financial well-being. His career at Fidelity Investments began in 2023 as a Transaction Processor Intern. He then progressed through roles including Client Relationship Advocate and various levels of Investment Solutions Representative, gaining experience in investment services and client relationship management. Outside of his professional role, Justin enjoys activities such as concerts, fitness, football, golf, parenthood, and running.

Reilly Townsend is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. Prior to joining Fidelity, he worked at Globe Life's Liberty National Division and has held various roles including positions at Zoom Roses and the University of Arkansas. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Michael Jones is an Investment Solutions Representative III at Fidelity Investments. He collaborates closely with individuals and families to understand their unique financial circumstances and develop strategies tailored to their short-term priorities and long-term financial goals. He has progressed through various roles at Fidelity Investments since 2023, including Investment Solutions Representative I and II, as well as Retirement Specialist and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Relationship Banker I at Simmons Bank from 2022 to 2023.

Felicia Arnold is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2019. Prior to that, she spent seven years with the Greater Europe Mission. Strategic Advisers LLC, a Fidelity Investments company, 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 is noted for its use of model portfolios, regulatory registrations, and a formal advisory role to multiple registered investment companies.

Jared Phillips is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials, and has five years of industry experience. His prior work includes roles at Campo Verde, Alphalete Marketing, and National Consumer Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.