Colin Benson is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Fidelity since 2013. 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 an advisor to multiple registered investment companies and utilizes AI and systematic methodologies in its investment process.

Kimberly Osowsky is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, she worked at The Conference Exchange and spent ten years at Northwest ISD - Lakeview Elementary. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Alexander Wallington is a Series 66-licensed financial advisor with Fidelity, based in Westlake, TX, and has two years of industry experience. Prior to joining Fidelity, he held positions at The Container Store and the University of Texas. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers specialized advisory services to registered investment companies and intermediary platforms.

Kevin Mcminimy is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Colonial National Mortgage and has held roles in education and various other sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Andrew Osborn is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked in the hospitality and service industries, including roles at Chili's Bar and Grill and Chuy's Tex Mex. 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. The firm manages discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

David Mejia is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Life Time Fitness as a membership concierge, assisting members and connecting them with trainers and instructors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Eric Jeffries is a financial advisor with Fidelity Investments in Westlake, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Fidelity since 2010. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with roles advising registered investment companies.

Jason Benitez is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2007. His career includes roles at Fidelity Personal and Workplace Advisors from 2018 to 2025 and at Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory, with distinctive features including commodity pool operation registration and use of AI-driven research methods.

Peyton Schriner is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His prior work includes roles at Buildertrend and Kinsey Rowe Becker & Kistler. He is part of 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 fundamental research and quantitative analysis, using systematic methodologies and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Jacquelyn La Monte Gin is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Designer Shoe Warehouse and BC Renovations. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including fund advisory and model portfolios.

Lester Robinson III is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity affiliates since 2015. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Andrew Brown is a financial advisor with Fidelity Investments, holding a Series 66 designation and six years of industry experience. He has worked with Fidelity Brokerage Services, LLC since 2018 and previously was employed at Cellular City LLC from 2015 to 2018. 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 manage a broad range of investment products and model portfolios.

Cat Beimesch is a financial advisor at Fidelity with Series 63 and Series 66 registrations and two years of industry experience. Prior to joining Fidelity Investments, Cat held roles in hospitality and education sectors and has worked with various companies including Movement Gyms and the University of North Texas. Outside of advising, Cat is employed with Keystone AV, a metal fabrication company, and also works as a delivery driver for Uber and Instacart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Edward Whalen is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliates since 2007. 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 employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Levi Looper is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has prior work experience at Samsung Electronics of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Toby Rockett is a financial advisor at Fidelity with one year of experience. He holds a Series 66 designation and previously worked in the U.S. Army Reserves and Sewell Automotive Companies. Toby has also worked as an independent contractor for Uber. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles to multiple registered investment companies.

Maitland Griffith is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2013, including time at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI and long-term asset allocation strategies.

Michael Countryman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at C.H. Robinson and First American by Deluxe, as well as time at the University of North Texas. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse 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 registrations and advisory roles with multiple registered investment companies and its use of systematic methodologies and AI-driven research.

Adrian Dawson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked for 17 years at Southside Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment process integrates fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios for intermediary platforms.

Nataliya Isenhart is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. She has worked at Fidelity Brokerage Services LLC since 2022 and was self-employed for 15 years prior to that. 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 manage portfolios and provide model strategies for intermediary platforms.