Robert Foret 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 work includes a brief tenure at Jefferson Financial and various non-financial roles. 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. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers discretionary and non-discretionary advisory services.

Dante Jefferson is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently with Fidelity, having previously worked at Fisher Investments, Raymond James Financial Services, Lyft, JTB International and Global Advisor Group, and Edelman Financial Services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio services.

James Smith is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he worked at Chick-fil-A and has experience with Southwestern Baptist Theological Seminary. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and advisory roles to multiple registered investment companies.

Garrett Fender is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and in various roles outside the financial sector, including at Brigham Young University Dining Services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients through a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, managing a range of portfolios including multi-manager and fund-of-funds structures.

Jamie Beck is a Financial Consultant at Fidelity Investments, where they have been serving clients since 2012 in various roles including Investment Consultant, Senior Relationship Manager, and Relationship Manager. In their current position, Jamie partners with clients to develop and maintain comprehensive financial plans aimed at enabling clients to enjoy their lives more fully. Throughout their career at Fidelity Investments, Jamie has gained extensive experience in financial planning and investment consulting. They focus on understanding clients' needs and desires to create tailored financial plans and provide transparent guidance through the complexities of financial planning. Jamie holds a California Insurance License. Outside of their professional work, Jamie is an instrumentalist with an interest in music.

Yazan Abu Hijleh is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Fidelity and Carter Mackenzie International, as well as time affiliated with Curb Records and Bybee College Prep. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative and algorithmic portfolio construction across a range of funds and model portfolios.

Andrew Lace is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior work experience includes roles at Republic Finance, Capital One Bank, and LSU Shreveport. 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 deliver model portfolios and manage funds.

Kathleen Mccann is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Her prior work includes roles at HomeSpire Mortgage, Elite Financing, Mr. Cooper, and Biolife. 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 deliver model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator, advises multiple registered investment companies, and utilizes AI and systematic methodologies in its investment process.

Lane Larsen is a CFP® and Series 63 credentialed financial advisor with 28 years of industry experience. He is currently with Fidelity Investments and Fidelity Brokerage Services, Inc., where he has worked since 1997. Outside of his work in finance, Larsen is a self-published author of fiction novels. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Kaleb Boehm is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked for Primerica Advisors and held various other roles including driving for Uber. 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 deliver model portfolios across mutual funds, ETFs, and ETPs.

Noah Lewis is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has been with Fidelity Investments since 2022 and previously worked at Powerhouse Retail Services and Amazon. 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 fundamental research with quantitative analysis and algorithmic portfolio construction, and serves a variety of investment companies with oversight and delegated management.

Victoria Pierce is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2012, including seven years at Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, AI-driven research methods, and its advisory roles with multiple registered investment companies.

Makayla Brewington is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. Her career includes roles at Fidelity Investments and Verizon Business. 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 across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and algorithmic methods in portfolio management.

Christopher Bozyk is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. He has worked at Fidelity Investments since 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies, utilizing systematic methodologies and AI-driven research.

Antione Willis is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has held various roles within Fidelity and its affiliated entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of proprietary research, quantitative analysis, and systematic portfolio construction using mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research, its role with registered investment companies, and its delivery of model portfolios to intermediary platforms.

Muraly Jayaram is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 1995. Over his 30-year tenure, he has worked extensively with high net worth clients to develop, implement, and maintain financial plans tailored to their needs. His expertise includes customizing strategies that position investments for growth and income while helping clients maintain financial independence through personalized one-on-one relationships. Muraly holds insurance licenses in Arkansas and California. Outside of his professional work, he has personal interests in cars, fitness, and social events with friends.

Catherine Leonardo is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2015. 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 fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios while maintaining oversight and governance across its advised funds.

Chad Barber is a Planning Consultant who works closely with clients to develop financial plans aimed at helping them achieve their life goals. He prioritizes understanding clients' objectives and needs by applying established financial principles with empathy. Chad has experience in various roles within Fidelity Investments, including Investment Solutions Representative from 2022 to 2026, High Net Worth Client Service Associate in 2022, and Customer Relationship Advocate from 2021 to 2022. This background has provided him with insights into client service and investment solutions. Further educational background, credentials, and personal interests have not been provided.

Frank Weiss is the Vice President, Wealth Planner at Fidelity Investments. In this role, he partners with clients to create comprehensive financial plans centered around their personal and family goals. He emphasizes a collaborative approach, continually evolving and adapting plans to reflect clients' current situations and future directions. He has been with Fidelity Investments since 2011, holding positions as Financial Consultant since 2024, Planning Consultant from 2018 to 2024, and Portfolio Advisory Service Relationship Manager from 2011 to 2018. Frank holds insurance licenses in Arkansas and California. Outside of his professional work, Frank enjoys outdoor activities such as camping, fishing, hiking, and other adventures, as well as reading.

Kathryn Starnes is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Before joining Fidelity, she worked in the hair and spa industry and in roofing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.