Violet Sabino is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Fidelity and its brokerage services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Nicholas Bremer is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His background includes roles at Fidelity Investments and Blink Fitness, as well as concurrent work at the University of North Texas. 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 analysis and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolio delivery, distinguishing itself with registrations and advisory roles less common among large institutional peers.

Katherine Nash is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2021. She joined Fidelity in 2019, initially serving as a Workplace Planning Consultant, then as a Portfolio Specialist before advancing to her current role. Prior to her tenure at Fidelity, Katherine worked as a Financial Advisor at Edward Jones from 2017 to 2019. Katherine holds insurance licenses in Arkansas and California. She is dedicated to providing a supportive environment where clients can develop financial plans that support growth across generations. Her approach emphasizes understanding clients as individuals to help them achieve financial success and confidence in their future and legacy. Outside of her professional work, Katherine enjoys board games, puzzles, reading, traveling, and volunteering. She also values spending time with friends and participating in social events.

Nina Hollowell is a financial advisor at Fidelity with 30 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Fidelity Investments since 2010. 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 research with quantitative analysis and systematic methodologies, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Kyle Trammell is a Planning Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he collaborates with clients to develop financial plans that align with their values and work towards achieving their lifetime goals. Kyle holds insurance licenses in Arkansas and California, enabling him to provide informed guidance in these areas. Outside of his professional responsibilities, Kyle enjoys activities such as exploring different cuisines, following football, participating in social events with friends, playing golf, and spending time with his pets.

Brandon Goodwin is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 21 years of industry experience. His prior work includes roles at J.P. Morgan Securities for nine years, and positions at Uber and Lyft in 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery, with distinctive features such as registration as a commodity pool operator and use of AI in investment research.

Todd O'Sullivan is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 26 years of industry experience. He has worked with various Fidelity entities since 1999, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jennifer Shoo is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes positions at 7-Eleven, Inc., and teaching roles at The University of Texas at Arlington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Daniel Matlock is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Fidelity Personal and Workplace Advisors and Strategic Advisers. 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 uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it has a formal advisory role to multiple registered investment companies.

Joshua Wills is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity in 2021, he worked at JP Morgan Chase from 2020 to 2021 and has held roles at the University of Hawaii at Manoa, LIDS, and Windward Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, oversight controls, and a formal advisory role to multiple registered investment companies and fund-of-funds.

Jennifer Gunn is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes roles at First Federal Community Bank, SSB, and Guaranty Bank & Trust, N.A. She is based in Westlake, TX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive capabilities including registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Nikolaus Ladner is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. His prior work experience includes roles at Lawry's The Prime Rib and the University of Texas at Dallas. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with distinctive capabilities including commodity pool operation and formal advisory roles to multiple registered investment companies.

Caleb Williams is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His prior roles include positions at Plainscapital Bank and an entrepreneurial venture with Rent-A-Frog Valet LLC. He has been with Fidelity Brokerage Services LLC since 2019 and joined Fidelity Investments in 2025. 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 analysis and algorithmic portfolio construction. The firm also serves in advisory roles for registered investment companies and utilizes advanced methodologies, including AI and systematic oversight.

Aden Woodard is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Fisher Investments and has served in the US Army Reserves since 2020. His background also includes roles outside finance, such as work with Cantina Laredo and teaching at Baylor University. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in its investment process.

Raylee Chandler is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios that incorporate mutual funds, ETFs, and ETPs.

Oscar Casas III is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, Casas is involved in several entrepreneurial activities, including owning a vehicle sales and repair business where he also teaches high school students auto repair. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI in research, and its advisory role to multiple registered investment companies.

Trevor Romine is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. Before joining Fidelity, he worked in various roles including with Travel Nurse Across America and The Ranger Group. Outside of advisory work, he has experience as an independent contractor delivering food for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, use of AI in research, and advisory services to multiple registered investment companies.

Stephen Smith is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and with 13 years of industry experience. He has worked at various Fidelity entities since 2012, including Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a research-driven process that combines fundamental analysis, quantitative methods, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies, use of AI in research, and management of model portfolios for Fidelity Institutional Wealth Adviser.

Joseph Glass is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles at Lumen Technologies/Centurylink, Apple Inc., and the University of Texas at Arlington. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative and algorithmic portfolio construction. The firm is also noted for its roles in commodity pool operations, advisory services to registered investment companies, and the use of AI and algorithmic methods in its investment research.

Kyra Juliano is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at Fidelity Investments and teaching at Trophy Lakes Academy and Temple Christian Academy. Fidelity's Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory role to registered investment companies and its use of algorithmic methods and AI in research.