Joseph Jackson is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity since 2021. Outside of finance, he owns and operates Joseph Jackson Photography. 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.

Nancy Hernandez is a Financial Consultant at Fidelity Investments, where she collaborates with clients to develop personalized financial plans tailored to their specific goals. She emphasizes understanding clients' priorities and financial needs to build trusted relationships and support informed decision-making for individuals and families. Nancy has been with Fidelity Investments since 2014, progressing through various roles including Benefits and Planning Consultant for Executive Services, Client Service Associate in Portfolio Advisory Services, Electronic Response Representative, Financial Representative, and Brokerage Operations Representative. She holds insurance licenses in Arkansas and California. Outside of her professional work, Nancy enjoys spending time with her family, gardening, watching movies, and painting.

Micah May is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated brokerage services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its registrations, advisory roles to multiple investment companies, and use of AI-driven methodologies.

Nathan Mills is a Financial Consultant who focuses on supporting clients and their families by advocating for their financial goals and visions. He emphasizes forming strong relationships with clients based on trust and integrity. From 2022 to 2024, Nathan worked as a Workplace Planning Consultant at Fidelity Investments. He holds insurance licenses in Arkansas and California. Outside of his professional life, Nathan engages in family activities, football, social events with friends, parenthood, and running.

Ashley Wright is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity in 2021, Wright worked at DoorDash as a contractor delivering food orders and has held positions in loan services and education. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Lisa Hupp is a Financial Consultant currently with Fidelity Investments, a position she has held since 2023. Prior to this role, she served as a Portfolio Specialist at Fidelity Investments from 2020 to 2023. Lisa has over 20 years of experience in the financial services industry, focusing on assisting high net worth clients in pursuing their financial goals. Her professional background includes roles as Vice President - Financial Consultant at Morgan Stanley from 2014 to 2019 and at RBC Wealth Management from 2007 to 2014. She also held the position of Assistant Vice President - Fixed Income Sales at Piper Jaffray from 2000 to 2007. Lisa holds insurance licenses in Arkansas and California. Lisa earned her MBA from the University of Missouri - Kansas City and her Bachelor's degree from the University of Nebraska - Lincoln.

Aaron Peterson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Point Digital Finance, Inc., Gateway First Bank, PrimeLending, and Gateway Mortgage Group LLC. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jeff Thenayan is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His work history includes several roles at Fidelity Investments since 2021, along with prior positions at Robert Half, Ross, Visiting Angels, Lyft, and Lodel. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios.

Jordan Pemberton is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Cornerstone Wealth Strategies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Julie Holder is a financial advisor at Fidelity with the Series 66 designation and began her industry experience in 2024. Prior to joining Fidelity Investments, she held roles at the DFW Performing Arts Conservatory and Keller ISD. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and systematic portfolio construction methods.

Eleonor Jackson is a Planning Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2022, starting as a Financial Representative, then serving as a Relationship Manager before her current role. Eleonor's work focuses on developing personalized financial plans that align with her clients' values, goals, and future visions. She emphasizes ongoing, thoughtful planning to help clients build investment strategies that provide purpose, confidence, and peace of mind. Eleonor holds insurance licenses in Arkansas and California, supporting her ability to serve clients in those states. Outside of her professional responsibilities, she has interests in beach activities, cooking and baking, football, and music.

Paige Eggers is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Her prior work includes roles at The Ryans and Rebel Rags. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as a registered commodity pool operator with roles in multiple registered investment companies.

Courtney Balduc is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2021. Prior to joining Fidelity, she gained experience in the insurance and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a mix 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 algorithmic methods and AI in its investment process.

Jarrell Jordan is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His career includes roles at Fidelity Brokerage Services LLC, Reynolds & Reynolds Company, PowerHome Solar, Victra, and Cellular Sales LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a diverse client base including registered investment companies and a Charitable Gift Fund.

Carter Weeks is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. He has worked at Fidelity Investments since 2022 and has prior experience with companies including Outdoor Escapes and Veridian Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Sam Drollinger is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior experience includes roles at Grandview Bank and Texas Environmental Technologies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Kassidy Crawford is a Series 66-licensed financial advisor with Fidelity, based in Westlake, TX, and has two years of industry experience. Her prior work experience includes roles at Cole Haan and GAP Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in delivering model portfolios and managing registered investment companies.

Bryan Matson is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 1999, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with an emphasis on systematic methodologies and long-term asset allocation.

Seth Medley is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at Moloney Securities Co. Inc. and work outside finance in food delivery services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Shannon Wiemers is a financial advisor with Fidelity Investments in Westlake, TX. She holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Fidelity, she served in the U.S. Air Force from 2019 to 2021. 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 maintains a formal advisory role to multiple registered investment companies and fund‑of‑funds.