Cade Lubojasky is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual and several non-financial businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also operates as a commodity pool operator and advises multiple registered investment companies.

Akshay Rao is a Planning Consultant at Fidelity Investments, where he has been working since 2025. He has held multiple roles within Fidelity, including Director, Retirement Planner from 2023 to 2025, Retirement Planner from 2022 to 2023, Retirement Brokerage Services Trader from 2021 to 2022, and Financial Associate - Defined Contribution in 2021. Prior to joining Fidelity, he worked as a Client Services Associate at Fisher Investments from 2018 to 2020. In his current role, Akshay focuses on co-creating, implementing, and monitoring tailored financial plans that address both short-term and long-term goals. He is committed to improving financial education through individual client interactions. Akshay holds insurance licenses in Arkansas and California. Outside of his professional work, Akshay has interests in comedy, fitness, food, movies, pets, and soccer.

Keandrique Payne is a Financial Consultant at Fidelity Investments, where he works with clients to develop comprehensive financial plans tailored to their long-term goals and wealth management needs. He emphasizes building long-term relationships and strives to provide a client experience that respects each individual's unique circumstances and priorities. His role involves guiding clients through important financial decisions to support their overall financial well-being. Keandrique has held multiple positions within Fidelity Investments since 2020, including Financial Representative, Relationship Manager, Central Relationship Manager, and currently Financial Consultant. He holds insurance licenses in Arkansas and California, which support his ability to serve clients across different regions. Outside of his professional work, Keandrique's personal interests include golf, reading, and tennis.

Thanh Nguyen is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Fidelity, he worked in healthcare and education-related roles for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including 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 and algorithmic portfolio construction methods, and serves as an adviser to multiple registered investment companies.

Alyssa Krol is a financial advisor at Fidelity with Series 63 and Series 66 certifications and four years of industry experience. Her career includes roles at Fidelity Investments and prior positions in education with several independent school districts in Texas. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Luis Cordova is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he was involved in entrepreneurial activity with Without Borders Gourmet Pops LLC and held various roles in education and sports organizations. 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 across a broad range of funds and model portfolios.

Patricia Velasquez is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior work includes roles at PNC Bank and various positions in education and hospitality. 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 serves a diverse client base and is notable for its use of systematic methodologies, management of multiple registered investment companies, and development of model portfolios incorporating AI-driven research.

Stephen Stetz is a CFP®-certified financial advisor with 15 years of experience, currently serving at Fidelity Investments. He has worked at various Fidelity entities since 2011, including Fidelity Personal and Workplace Advisors. In addition to his advisory role, he teaches CFP exam preparation courses at Zahn Associates, Inc and the University of Dallas. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a systematic process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its involvement with registered investment companies and its use of advanced methodologies including AI in its investment approach.

Shannon Bluhm is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2015. Outside of her advisory role, she works as a server at Brio Italian Grille in Southlake, Texas. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Robin Kim is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments and Northwestern Mutual, as well as academic positions at Korea University and the University of Texas at Dallas. Robin is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Justin Andersen is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with Fidelity Investments since 2011, including his current role since 2025. He works at 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies across various investment vehicles.

Jordan Powell is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held various roles in the hospitality and retail sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of fund structures and model portfolios.

Bryan Perez is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Uvalle Law Firm PLLC and various entrepreneurial activities as a sole proprietor for lifestyle product sales and grocery delivery services. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs.

Robert Thompson is a Vice President, Financial Consultant with the Private Client Group at Fidelity Investments. He has been with Fidelity Investments since 2000 and currently works to develop financial plans and investment strategies to assist clients in achieving their lifetime goals. His professional experience includes roles as Vice President, Financial Consultant since 2010, Relationship Officer in Portfolio Advisory Services from 2005 to 2009, and Financial Planning Consultant from 2000 to 2004, all with Fidelity Investments. He holds insurance licenses in Arkansas and California. Outside of his professional work, Robert has personal interests in concerts, football, movies, outdoor adventures, parenthood, and traveling.

Ciarra Orallo is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and three years of industry experience. She has been with Fidelity Brokerage Services LLC since 2022 and previously worked at Kroger Co. for ten years. Fidelity’s affiliate, 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 to manage discretionary and non-discretionary portfolios, and offers unique services such as advisory roles to registered investment companies and delivery of model portfolios for intermediary platforms.

Jordan Simon is a financial advisor at Fidelity with nine years of industry experience. He has worked at Fidelity Brokerage Services since 2019 and previously held positions at Merrill and AT&T. Simon holds a Series 66 designation. Fidelity’s Strategic Advisers LLC 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 combination of proprietary fundamental research and quantitative analysis, employing algorithmic portfolio construction and long-term asset allocation benchmarks in its investment process.

Wade Grubbs is a Financial Consultant at Fidelity Investments, a position he has held since 2017. In his role, he partners with families to help them evaluate complex decisions across a wide range of financial topics. His work focuses on implementing personalized plans that enable clients to pursue sound financial stewardship while maintaining peace of mind. Wade holds insurance licenses in Arkansas and California, which support his professional activities in the financial services sector. Outside of his professional life, he engages in various personal interests including family activities, fitness, football, parenthood, reading, and skiing.

Russell Yarwood is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple Fidelity entities since 2015, as well as at TD Ameritrade from 2011 to 2015. 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 to manage discretionary and non-discretionary portfolios. The firm is notable for its use of systematic methodologies, AI-driven research tools, and advisory roles with registered investment companies and fund-of-funds.

Thomas Marquez is a financial advisor at Fidelity with 8 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Charles Schwab and TD Ameritrade. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Cathrine Essary is a Private Wealth Management Investment Management Consultant at Fidelity Investments. In her current role, she collaborates with clients and their Private Wealth Management Advisors to develop investment strategies aimed at honoring the values, wishes, and long-term goals of clients and their families. She has been with Fidelity Investments since 2013, holding various positions including Senior Portfolio Specialist, Client Management Representative, Client Service Associate, and Retirements Representative. This experience has contributed to her expertise in investment management and client service within the wealth management sector. Outside of her professional responsibilities, Cathrine is interested in camping, cooking and baking, hiking, pilates, traveling, and volunteering.