Braydon Wirth is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Prosperity Bank, Collin College, and Security Service Federal Credit Union. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment platforms.

Tony Hartu is a Financial Consultant at Fidelity Investments, bringing over a decade of experience in financial services. He has held various roles within Fidelity since 2014, including positions such as Financial Consultant I, Investment Management Consultant III, Portfolio Specialist, and Client Management Representative. Prior to joining Fidelity, Tony worked as a teller at Viewpoint Bank and First Community Bank. Tony holds insurance licenses in Arkansas and California. His professional focus includes partnering with families to identify and understand their financial goals and developing personalized plans aimed at providing freedom, flexibility, and peace of mind. Outside of his professional work, Tony enjoys baseball, board games, family activities, fishing, parenthood, and puzzles.

Anthony Kim is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at USI Insurance Services and Hooray Health. 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 utilizes a combination of fundamental research and quantitative analysis, employing systematic methodologies and long-term asset allocation benchmarks in constructing model portfolios.

Jennifer Dean is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she held roles in real estate and banking, including positions at Hillwood Properties and First State Bank of Gainesville. Outside of her advisory work, she teaches two evening Zumba classes in Denton, Texas. 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 across mutual funds, ETFs, and ETPs.

Hannah Rueff is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, she worked in various roles across hospitality and marketing sectors, including positions at Kalahari Resorts and Conventions and Front and Center Marketing. Fidelity’s Strategic Advisers LLC, the firm where she practices, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, managing a range of funds and model portfolios with oversight to address conflicts of interest.

Joshua Wood is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked in various roles including positions at Priority Roofing, FedEx, and Uber. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including model portfolios and registered investment companies.

Kaylee Allsup is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she held various roles across retail and service sectors, including positions at Club Pilates and Texas Tech Orientation Services. She has also been self-employed for ten years and operated a sitting service for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a research-driven, algorithmic approach to portfolio construction and offering discretionary and non-discretionary advisory services across diversified investment vehicles.

Hudson Powell is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at CBS ArcSafe and held various roles including at Robson Communities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Anthony Shanley is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. He has been with Fidelity Brokerage Services LLC since 2019 and joined Fidelity Investments in 2025. Previously, he was involved with Wicked Willow Press, LLC from 2015 to 2017. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable roles in advisory services for registered investment companies and model portfolio delivery.

Narimon Kardani is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at the University of North Texas and Best Buy. 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’s investment approach combines fundamental research with quantitative and algorithmic methods, and it serves as an advisor to multiple registered investment companies and delivers model portfolios to intermediary platforms.

Tanner Smith is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. He previously worked at Carrs Corvettes & Customs for nine years before joining Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including advisory roles for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Mallory Watkins is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Notarize and several school districts. Outside of finance, she spends time baking at Tip Top Bake Shoppe. 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 variety of investment strategies.

Keith Manning is a Series 66 licensed financial advisor with Fidelity, bringing 21 years of industry experience. His career includes roles at Fidelity Personal and Workplace Advisors, TD Ameritrade, Hornor, Townsend & Kent, and Ameriprise. Manning is based in Westlake, TX. He is part of Strategic Advisers LLC, a Fidelity Investments company that 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 deliver model portfolios and advisory solutions.

Jacob Kinnard is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and its affiliate firms since 2004. Outside of his advisory role, he owns and operates Kinnard Farms, where he manages cattle ranching activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Timothy Verriere is a Series 66 licensed financial advisor at Fidelity with one year of industry experience. His prior roles include positions at the University of North Texas and involvement with the Rush Creek Yacht Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Brendan Vogt Wheeler is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Fisher College and involvement with an amateur esports organization. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to provide discretionary and non‑discretionary advisory services, managing model portfolios across a broad investable universe.

Jesse Arias is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2004. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Keric Wynn is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he works as a delivery driver for DoorDash in Dallas, Texas. 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 portfolios across a broad investable universe.

Emil Bagherloo is a financial advisor with Fidelity, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Wells Fargo Bank. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe, employing systematic methodologies and long-term asset allocation benchmarks.

Joshua Franks is an Investment Management Consultant II at Fidelity Investments. In his current role, he works to empower families to implement financial plans tailored to their unique needs by identifying risks and challenging assumptions. Joshua has been with Fidelity Investments since 2019, holding positions including Investment Solutions Representative, Relationship Manager, and Planning Consultant. This progression reflects his experience in investment solutions, client relationship management, and financial planning. No additional information about his education, credentials, personal interests, or community involvement has been provided.