Stacy Kile is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for five years before joining Fidelity. Fidelity’s Strategic Advisers LLC offers 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Tanner Annis 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 H2E Incorporated and Huther & Associates. Fidelity’s Strategic Advisers LLC specializes in investment management and advisory services for retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Spencer Perley is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he worked in various roles across the airline and hospitality sectors, including American Airlines and Hard Rock Casino. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Kali Casas is an Investment Solutions Representative III at Fidelity Investments, where she collaborates with clients to develop comprehensive financial plans aimed at achieving both short-term and long-term goals. She is focused on creating tailored strategies that help clients feel confident in their financial journeys and emphasizes building strong client relationships. Kali has progressively advanced within Fidelity Investments since 2022, starting as a Customer Relationship Advocate before moving through successive roles as Investment Solutions Representative I and II. This experience has equipped her with a deep understanding of investment solutions and client service within the financial industry. Outside of her professional role, Kali has interests in art, fitness, horseback riding, outdoor adventures, theater, and traveling.

Eboni Green is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at Truist Financial and Asurion. 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 manages model portfolios and serves as an adviser to multiple registered investment companies and fund-of-funds.

Jesse Davis is Vice President and Wealth Planner at Fidelity Investments. He has held this position since 2018, following roles as Vice President, Financial Consultant (2011-2018), Retirement Relationship Manager (2008-2011), and Retirement Solutions Representative (2006-2008) at Fidelity Investments. With twenty years of planning experience, Jesse works with individuals and families to clarify their financial goals and build plans aligned with those objectives. His expertise includes retirement planning, family gifting, and charitable impact strategies. Jesse holds insurance licenses in Arkansas and California. Outside of his professional role, Jesse enjoys spending time at the beach, engaging with cars, cooking and baking, participating in family activities, and volunteering. He values parenthood and community involvement.

Evan Woodruff is a Series 66 credentialed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity Investments, he held positions outside the financial services sector, including roles at Cavender's Boot City and Olla Town Hall. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment entities. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with unique features such as CFTC registration and advisory roles across multiple registered investment companies.

Erika Hanson is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Her prior roles include positions at Cambria and work with Minnesota State University, Mankato. 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 manage portfolios across mutual funds, ETFs, and ETPs.

Sean Morgan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Homewood Mortgage, LLC for six years and at BMW Motorcycles of North Dallas for eleven years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Matthew Parnick is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has held roles at Fidelity Brokerage Services LLC since 2019, as well as previous positions at Stack Sports, ACTIVE Network, and Best Buy. Outside of his advisory work, he operates and maintains a website related to hobbies and collectibles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Kevin Chasteen is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, Inc., Wells Fargo Advisors, and a brief tenure at Dewey Destin's Harborside Restaurant. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Luke Bowen is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes positions at Fidelity Investments, Keller Independent School District, Primerica, and Take 5 Car Wash. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management as well as fund advisory. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

John Filgueres is a Series 66-licensed advisor with Fidelity in Westlake, TX. He has one year of industry experience, having joined Fidelity Investments in 2025. Prior to this, he worked in automotive sales and the restaurant industry. 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 develop model portfolios across various asset classes.

Michael Bilby is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Radwell International for six years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers specialized advisory roles less common among large institutional peers.

Thomas Siewert is a financial advisor at Fidelity with 28 years of industry experience. He has held roles at Fidelity Brokerage Services, Inc. since 1997 and has been with Fidelity Personal and Workplace Advisors and Fidelity Investments since 2018 and 2025, respectively. He holds Series 63 and Series 66 licenses. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, while also serving as a registered commodity pool operator and adviser to multiple fund structures.

Ryan Pate is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and 10 years of industry experience. His career includes roles at several financial firms such as TIAA-CREF, TD Ameritrade, and The Beneficient Company Group. 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 blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory role to multiple registered investment companies and its use of algorithmic methods and AI in research.

Aiden Valdez is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions in automotive sales and telecommunications. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory services, and model portfolios.

Mitchell Ulibarri is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Northwestern Mutual, Albany Door, Johnson Equipment Company, and Merit Advisors LLC. He works with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

Lusine Allen 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 2021 and previously held roles at United Language Group and Central Market. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios.

Jeff Major is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has accumulated extensive experience within the company, holding various roles including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, and Relationship Manager, among others since 2006. Jeff specializes in partnering with clients to navigate their financial planning through a personalized approach that aims to thoroughly understand their individual financial situations. His professional journey at Fidelity Investments spans over a decade, reflecting a deep commitment to client financial education and empowerment. Jeff holds insurance licenses in Arkansas and California, supporting his capacity to provide comprehensive financial advice. Outside of his professional responsibilities, Jeff engages in activities such as camping, family activities, fitness, hiking, outdoor adventures, and volunteering.