Allyssa Bridges is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and five years of industry experience. She has worked with Fidelity since 2020 and previously was employed at Trophy Lakes Academy. 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 portfolios across various asset classes. The firm also serves in advisory roles for multiple registered investment companies and utilizes systematic methodologies including AI in its investment process.

Matthew Craciun is a financial advisor with Fidelity in Westlake, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Fidelity, he worked in various roles including positions at Global Event Group and Texas A&M University. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offer advisory services.

Greyson Huff is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he spent seven years at the University of Oklahoma. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that 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 to manage portfolios across various investment vehicles.

Lanre Fashakin is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliates since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery using proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of AI in its research processes.

Richard Glass is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, ranging from retail and institutional investors to registered investment companies. The firm employs a research-driven investment process that combines fundamental analysis, quantitative methods, and algorithmic portfolio construction.

Bryce Whittaker is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Fidelity Investments, California State University: Chico, and the Church of Christ. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an adviser to multiple registered funds and model portfolios.

Michael Sordini is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, PNC Bank, and Comerica Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and advisory role to multiple registered investment companies.

Jonathon Fu is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked at LifeTime and Airrosti. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, oversight of sub-advisers, and advisory roles to multiple registered investment companies.

David Woods is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Signtroop and Sonic Device Repair. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Rodrigo Saenz is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Achieve (formerly Freedom Financial Network) and Nationstar Mortgage (Mr Cooper) before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various fund structures.

Aidan Connors is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and one year of industry experience. His prior work includes roles at American Fidelity and various businesses outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios with systematic methodologies and long-term asset allocation benchmarks.

Nichelle Thrower is a financial advisor at Fidelity with two years of industry experience. Her prior roles include positions at Goldman Sachs and Guaranteed Rate. Outside of her advisory work, she has also worked as an independent contractor for Uber. 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.

Brandon Jacob is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked in cardiology-related roles and operated an event photography and videography freelance business outside of work hours. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction methods.

Brian Crissey is a Financial Consultant at Fidelity Investments, where he has been working since 2006. Prior to this role, he served as a Financial Representative at Fidelity Investments from 2000 to 2006. In his current position, Brian works with families, individuals, and businesses to develop financial plans and adjust investment strategies aimed at helping clients achieve their financial goals. Brian holds insurance licenses in Arkansas and California, enabling him to provide a range of financial services across these states. His professional experience spans over two decades in the financial services industry, focusing on personalized financial planning and investment management. Outside of his professional work, Brian is engaged in family activities, swimming, and volunteering, reflecting his commitment to community involvement and personal well-being.

Yaneli Escobar is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, she worked in aviation-related roles, including positions at Envoy Air and the US Aviation Academy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also manages multiple registered investment companies and utilizes algorithmic methods and AI in its investment process.

Daniel Salas is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and is based in Westlake, TX. Salas has been with Fidelity Investments since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Shawn Bozile is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and JB Hunt Transportation before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Laurin Kleeman is a financial advisor at Fidelity with 12 years of industry experience. He has held roles at Fidelity Brokerage Services LLC since 2019, and previously worked at Fisher Investments and Valic Financial Advisors. He holds Series 63 and Series 66 credentials. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, model portfolios, and fund advisory services.

Garrett Davis is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Fidelity Brokerage Services LLC since 2017 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios through intermediary platforms.

Lori Berry is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Fidelity Brokerage Services LLC and a counseling and coaching business she operated in 2017. 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 is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of AI-driven methodologies in portfolio management.