Jessica Dupont is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Bb&T and the University of Texas at Arlington. 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 to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves in advisory roles to multiple registered investment companies and uses systematic methodologies and AI in its investment process.

Hyong Koh is a financial advisor at Fidelity with a Series 66 designation and has one year of industry experience. Prior to joining Fidelity, he operated his own health supplement business and served as a director for a homeowners association. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop systematic model portfolios.

Amber Smith is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2019, progressing through various roles including Income Planning Consultant, Planning Consultant, Relationship Manager, and several positions within the Investment Solutions team. Amber specializes in retirement planning, investment strategy, and legacy considerations. She works with clients to develop and implement personalized financial plans that align with their goals and support informed decision-making over time. She holds insurance licenses in Arkansas and California.

Raechel Artz is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Her career includes roles at Fidelity Investments since 2021, as well as positions outside finance at Instacart, Southwestern Adventist University, Crowley ISD, Tarrant County College, and the YMCA of Metropolitan Fort Worth. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with fund advisory and model portfolio solutions.

Benjamin Davis is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2019 in various roles. He has gained experience as an Investment Management Consultant and Client Management Representative at Fidelity, and has also worked as a Private Wealth Advisor at Oakwell Private Wealth Management LLC. Prior to this, he held positions at Charles Schwab and Fidelity Investments focusing on client relationship and financial representation. As a CERTIFIED FINANCIAL PLANNER® professional, Benjamin focuses on understanding clients' financial goals and developing tailored plans to assist them in making informed decisions. His approach emphasizes building strong, trust-based relationships to address clients' financial needs effectively. Benjamin holds insurance licenses in Arkansas and California. Outside of his professional commitments, his personal interests include comedy, football, golf, music, tennis, and volunteering.

Jose Aguiar is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, with prior experience at Auto Rescue Solutions, the University of Texas at Dallas, and F.M. Wireless. 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 also has roles in fund advisory, model portfolio delivery, and maintains regulatory registrations including with the CFTC and NFA.

Regon Jefferson is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held positions at Spark and Regions, and was involved in various delivery and marketing roles. Outside of his advisory work, he continues to work as an independent contractor in ride-sharing and grocery delivery services. 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 to manage a range of portfolios including multi-manager and fund-of-funds structures.

Jakob Brown is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include work at Cornerstone Financial Solutions and various positions outside finance, including at Mau Marine and educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to serve a diverse client base.

William Toller III is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has been with Fidelity Brokerage Services LLC since 2019. Prior to his financial services career, he worked in roles at Southwire Tools and Equipment, Active Network, and Milwaukee Tool. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction and serves as an advisor to multiple registered investment companies.

Jared Fry is a financial advisor at Fidelity with Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Fidelity, he worked at Park Avenue Securities, Guardian Life Insurance Company, Equitable Advisors, and Avis Budget Group. Outside of financial advising, he serves as a trustee for Fry Inventions, an LLC involved in patent filing and inventions. Fidelity, through its affiliate 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 fundamental research and quantitative analysis to construct algorithmic model portfolios from a broad investable universe.

Taylor Timms is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments since 2021, TD Ameritrade, DQB Entertainment, and Timms House. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Jack Donahue is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His background includes roles at Fidelity Investments and prior employment in the technology and hospitality sectors. He has also been involved with Read Youth Charities. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Nicholas Shankle is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2020. Prior to his current role, he worked with Fidelity Talent Source and held positions in various industries including entertainment and property management. 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 serves a diverse client base and is noted for its use of AI-driven methodologies and its formal advisory role to multiple registered investment companies.

Khalid Abdoh is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity in various capacities since 2006. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and the operation of an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Omar Trujillo is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, Empower Retirement, and earlier tenure at Fidelity. Outside of his advisory work, he owns and operates Hey Y’all Barbecue, a BBQ catering business based in Naples, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Michael Sauceda is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Fidelity since 2005, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing discretionary and non-discretionary portfolios and utilizing systematic methodologies for long-term asset allocation.

Ethan Beaty is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, BBVA Wealth Solutions, and multiple BBVA affiliates. His current role at Fidelity began in 2020. 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 serves a diverse client base, including registered investment companies and charitable funds, and employs systematic methodologies along with AI-driven research tools.

Lavanya Bellamkonda is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, she worked at Markem Imaje for five years and was involved with Arka Events and Rentals LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Tristen Chambers is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. Prior to joining Fidelity, he worked at Thomson Reuters in tax and accounting roles and has experience in other industries including food service. Outside of his advisory work, he is employed part-time by DoorDash in food delivery. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Landon Jones is a financial advisor at Fidelity with Series 63 and Series 66 registrations and three years of industry experience. He previously worked at Tract Learning, UpTrade Technologies, DoorDash, the University of Texas at Dallas, and Dietz and Watson. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.