Rebecca James is a financial advisor at Fidelity with three years of industry experience. She holds the Series 63 and Series 66 designations. Outside of her advisory role, she occasionally delivers food and goods as a sole proprietor. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse range of clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory work with registered investment companies and its formal role in constructing and delivering model portfolios using systematic methodologies.

Rebeca Chacko is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has been with Fidelity Investments since 2021 and has prior experience working with United Way and in the hospitality sector. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, distinguishing itself with formal advisory roles to multiple registered investment companies and the use of advanced algorithmic methods in research.

Dina Harvey is a financial advisor at Fidelity with 34 years of industry experience. She holds Series 63 and Series 66 credentials and has worked in various capacities at Fidelity Brokerage Services, Inc. since 1995, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies, use of systematic methodologies, and incorporation of AI and algorithmic tools in portfolio management.

Kristen Mooney is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. She has worked at Fidelity Investments since 2022. Prior to this, her background includes roles in various industries such as production services, cable, and entertainment. 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 portfolios including mutual funds, ETFs, and ETPs.

Sam Luke is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work history includes roles at Wells Fargo, FedEx Ground, Amazon, and Texas Christian University. He is associated with 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Rogan Wynn is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. He works closely with clients and his Wealth Management Team to customize financial plans that address individual and family needs, emphasizing strong relationships built on trust, reliability, and professionalism. Prior to his current role, Rogan gained experience in various positions at Fidelity Investments, including Planning Consultant from 2024 to 2025, Workplace Planning Consultant from 2022 to 2024, and Launch Associate from 2021 to 2022. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Rogan is interested in gardening, hiking, pets, photography, and traveling.

Stephanie Ciancia is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. She previously worked at Globe Life Insurance for two years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers model portfolios built from mutual funds, ETFs, and ETPs and serves as an advisor to multiple registered investment companies.

Jason Leyden is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity divisions since 1995, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and integrates advanced methodologies such as AI in its investment process.

Alejandro Ortiz is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He previously worked at ITW for 12 years before joining Fidelity, where he has been employed since 2022. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and model portfolios. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process, with a noted role in utilizing AI and systematic methodologies.

Marie Gonzalez is a financial advisor at Fidelity with Series 63 and Series 66 designations and six years of industry experience. Her career includes roles at Fidelity Brokerage Services LLC since 2020 and previous positions at various firms and educational institutions. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that 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 research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Jonathan Hertneky is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 65 designations and having 11 years of industry experience. His prior work includes positions at Charles Schwab & Co., USAA Investment Services, and service with the United States Air Force Reserve Command since 2018. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory solutions, including model portfolios and fund advisory services.

Garrett Moss is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2012, progressing through various positions including Investment Solutions Representative, Fixed Income Specialist, and Investment Management Consultant at multiple levels before becoming a Financial Consultant. His experience encompasses wealth planning and investment management, where he collaborates with clients to develop plans aligned with their investment preferences and long-term objectives. Garrett holds insurance licenses in Arkansas and California. Outside of his professional work, Garrett's interests include attending concerts, watching football, socializing with friends, enjoying movies and music, and traveling.

Veronica Boxley is a Financial Consultant currently working at Fidelity Investments since 2021. She partners with individuals and families to develop plans that help them feel confident in their investing and better prepared to handle changes in the markets and their financial lives. Her professional experience includes roles as a Financial Consultant at TD Ameritrade from 2014 to 2020 and as a Senior Relationship Manager at GMAC Mortgage from 2009 to 2014. Veronica holds insurance licenses in Arkansas and California.

Benjamin Morgridge is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Darden Wealth Group, Charles Schwab, and Edward Jones, alongside various educational engagements. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, serving a broad client base with systematic investment methodologies.

Leslie Parker is a financial advisor at Fidelity with four years of industry experience. Parker holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior roles include positions at Texas Christian University and Southeastern Oklahoma State University. 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 portfolios constructed through proprietary fundamental research combined with quantitative analysis.

Claire Young is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her prior work history includes roles outside the financial sector, such as positions at Banana Republic and involvement with Sol Sunless Tanning. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm integrates proprietary research with quantitative analysis and uses algorithmic portfolio construction to manage diversified model portfolios.

Alycea Vitela is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her background includes roles in education and self-employment prior to joining Fidelity. 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 to deliver model portfolios and fund advisory services.

James Gates is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles in healthcare and education prior to joining Fidelity. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles with registered investment companies and use of advanced methodologies such as AI in its investment process.

Binod Joshi is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including JPMorgan Securities LLC and Citizens Bank, N.A. He was also involved with Instructional Connections, LLC from 2020 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of portfolios, including fund-of-funds and model portfolios delivered to intermediary platforms.

David Pool is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he worked in various roles including at Edward Jones and as an independent contractor providing football analytics for Pro Football Focus. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios that include mutual funds, ETFs, and ETPs.