Nicholas Williams is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments since 2014. 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 algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund‑of‑funds.

William Thomson is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at DoorDash, Fuzzy's Tacos, U.S. Aviation Academy, Uber, and six years in the United States Air Force. 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 variety of clients, including registered investment companies and an IRS-qualified Charitable Gift Fund, and is noted for its use of systematic methodologies and formal advisory roles uncommon among large institutional peers.

Matthew Smith is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at various Fidelity entities since 2016, including Fidelity Brokerage Services LLC, FIDELITY Personal and Workplace Advisors, and currently Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, with oversight controls designed to manage conflicts of interest.

Brittney Hopkins is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms, including USAA Financial Advisors and Charles Schwab Corporation, before joining Fidelity. 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 manage a range of portfolios including mutual funds, ETFs, and fund-of-funds.

Isaac Busshaus is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Before joining Fidelity, he worked at Guadalupe Bank for three years and held positions at Walmart and Harbor Freight. 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 uses a combination of proprietary fundamental research, quantitative analysis, and systematic portfolio construction methods, managing model portfolios comprised of mutual funds, ETFs, and ETPs.

Ryan Laughlin is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019. His prior experience includes roles at Edward Jones and Northwestern Mutual Life Insurance, as well as employment at Stephen F Austin State University. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios and serves as an advisor to registered investment companies and fund-of-funds, incorporating systematic methodologies and oversight controls in its investment process.

Benjamin Balduc is a financial advisor at Fidelity with seven years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., TD Ameritrade, and the Northside Independent School District. He holds Series 63 and Series 66 designations. 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 offers discretionary and non-discretionary advisory services, including fund advisory and model portfolio delivery, with a focus on systematic methodologies and oversight of affiliated sub-advisers.

Ramon Romero is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliated entities since 2000. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, use of systematic methodologies, and incorporation of AI in its research processes.

Danella Timlin is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. Her prior roles include positions at Fidelity Brokerage Services, Personal Money Planning, LLC, and Lacefield Compliance Consulting. Outside of advisory work, she serves as an independent contractor performing timekeeping and judging for amateur mixed martial arts events in California. 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 across mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, its role as a commodity pool operator, and its advisory services to multiple registered investment companies.

William Robinson is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing seven years of industry experience. His background includes roles at Guardian Life Insurance and the Texas Veterinary Medical Diagnostic Lab in endocrinology prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and a formal advisory role to multiple registered investment companies.

Andrew Sherrill is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various parts of Fidelity since 2011. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including specialized advisory roles for registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across multiple asset classes.

Gabriela Tyler is a financial advisor at Fidelity with six years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2020. Prior to joining Fidelity, her experience includes roles at Wells Fargo Bank and several service industry positions. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create diversified model portfolios.

Ryan Carroll is an Investment Solutions Representative III at Fidelity Investments. In this role, he assists individuals in creating comprehensive financial plans that align with their unique goals, values, and life stages. His approach focuses on providing clarity and confidence to clients' financial decisions. Ryan has progressed through multiple roles at Fidelity Investments, beginning as a Customer Relationship Advocate in 2023, then advancing through three levels of Investment Solutions Representative from 2024 to the present. Prior to joining Fidelity, he worked as a Mortgage Loan Officer at Caliber Home Loans from 2020 to 2022 and at New American Funding from 2022 to 2023.

Benjamin Engstrand is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he operated Engstrand Enterprises, a baseball umpiring and instruction business, and served as a partner and general manager at Official Training Partners LLC, a sport official education consultancy. He has additional work experience with West Des Moines Community Schools and Wendelstedt Umpire School. 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 manage diversified model portfolios across mutual funds, ETFs, and ETPs.

Christian Johnson is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with various Fidelity entities since 2015, most recently with Fidelity Investments since 2025. 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 to deliver model portfolios across multiple platforms.

Tony Brown is a Financial Consultant currently working at Fidelity Investments since 2023. He specializes in retirement planning, tax-efficient investing, and organizing clients' financial pictures alongside his Wealth Management team. Tony has extensive experience in financial services, having held several roles including Senior Financial Planning Manager at Ameriprise from 2020 to 2023, and multiple positions at TIAA from 2010 to 2020 such as Centralized Wealth Management Advisor and Client Relationship Consultant. Prior to that, he worked at Wells Fargo as a Personal Banker and Teller. He holds insurance licenses in Arkansas and California. Outside of his professional career, Tony enjoys baseball, football, running, singing, playing musical instruments, and spending time with his family.

Quentin Santo currently serves as an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He has progressively advanced within the company, previously working as an Investment Solutions Representative II from 2025 to 2026, Investment Solutions Representative I from 2024 to 2025, and as a Customer Relationship Advocate from 2023 to 2024. In his role, Quentin partners with individuals and families to develop comprehensive retirement strategies tailored to their unique goals. He focuses on understanding clients' specific situations, challenges, and desires to provide clarity in making complex financial decisions across all stages of life. Quentin is dedicated to assisting clients and their families in creating a path toward financial well-being.

Rodelio Catahan is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2014. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including multi-manager funds and model portfolios. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Jeremy Nowell is a financial advisor at Fidelity with 22 years of industry experience. He has held various roles within Fidelity since 2000, including positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. He holds Series 63 and Series 66 licenses. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Anthony Fink is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Apex Systems, Lockheed Martin, F&I Express, and Circle L Solar. Outside of finance, he is the CEO and President of Scratch Comedy Kitchen in Weatherford, Texas, and also works at Rexs Bar and Grill in Fort Worth. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across various mutual funds, ETFs, and ETPs.