Alyssa Munoz Vella is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Her prior roles include positions at Goosehead Insurance, TD Ameritrade, JP Morgan Chase, and self-employment. Fidelity’s Strategic Advisers LLC 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 develop model portfolios using mutual funds, ETFs, and ETPs.

Andres Navarro Jr. is a financial advisor with Fidelity who holds a Series 66 designation and has three years of industry experience. His prior work includes roles at The Mortgage Lab INC and Keller Williams Pacific Estates. Strategic Advisers LLC, a Fidelity Investments company, 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 develop model portfolios, and it maintains a formal advisory role to multiple registered investment companies and fund-of-funds.

Mauricio Soto is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held roles at Dallas Jack Seventy Seven LLC, Stirr Dallas, and Savor Gastropub. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios of mutual funds, ETFs, and ETPs.

Nathaniel Burnham is a financial advisor with Fidelity Investments who holds Series 63 and Series 66 credentials and has 16 years of industry experience. His prior work includes a year at Edward Jones before joining Fidelity in 2011. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Tanner Lakey is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Consolidated Electrical Distributors, Inc. and Saltgrass Steakhouse. Outside of his advisory role, he is a partner in Sakura Sips Mobile Bar, a mobile bartending service in Texas. Fidelity, through its subsidiary Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jose Rodriguez is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His work history includes positions at Fidelity Investments, Ally Financial, and Liberty Mutual Insurance. Fidelity's Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Connor Wilson 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 the Texas A&M Transportation Institute and held various other roles outside the financial sector. 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 research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Joshua Hodges is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. He began his career at Fidelity in 2022 as a Launch Associate and progressed through several roles within the company, including Investment Solutions Representative I and II, before assuming his current position. Prior to joining Fidelity, Joshua worked as a Teller at Michigan Schools and Government Credit Union in 2021. In his role, Joshua partners with clients to understand their personal goals and develop investment strategies aimed at providing peace of mind about their financial future during significant moments. His experience spans various client-facing positions focused on investment solutions and financial services.

Mcconnell Albert is a financial advisor with Fidelity, holding a Series 66 designation and beginning his career in 2026. His background includes roles at Texas Christian University, Louis Dreyfus Company, and the United States House of Representatives. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Adam Ballard is an Investment Solutions Representative III at Fidelity Investments, where he has been working since 2017 in various roles. He partners with clients to develop holistic financial plans tailored to their specific goals, values, and life stages. Adam focuses on providing clarity and confidence to clients through a comprehensive and personalized approach to financial decision-making. He has progressed through multiple positions at Fidelity Investments, starting as a Client Relationship Advocate in 2017 and advancing to his current role as Investment Solutions Representative III in 2025. His experience includes serving as an Investment Solutions Representative and working in Personalized Planning & Advice. No information regarding Adam's education, credentials, personal interests, or community involvement was provided.

John O'Connors is a financial advisor at Fidelity with 12 years of industry experience and holds a Series 66 designation. His prior work includes roles at Patelco Credit Union, U.S. Bancorp Investments, and CUSO Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration with the CFTC as a commodity pool operator and its advisory role to multiple registered investment companies and fund-of-funds.

Jess Nieves is Vice President and Financial Consultant at Fidelity Investments, a position held since 2014. In this role, Jess fosters relationships with an existing client base by collaborating with various business partners to address a broad range of investment needs. Jess works closely with clients to identify their needs and concerns, utilizing Fidelity's open architecture platform and industry resources to develop strategies and promote client relationships. Jess's professional experience includes roles at Fidelity Investments beginning in 2011, including Investments Representative, Retirement Solutions, and Investments Consultant, prior to the current position. Before joining Fidelity, Jess served as Vice President Financial Advisor at JP Morgan from 2010 to 2011. Jess holds insurance licenses in Arkansas and California.

Kevin Ely is a financial advisor at Fidelity with Series 63 and Series 66 certifications and two years of industry experience. Prior to joining Fidelity Investments, he held roles in retail and sports-related businesses, including Pure Hockey and Pro Sports Tickets. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Austin Blackburn is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles at Fidelity Investments and experience in mortgage and exterior services sectors. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction.

B.J. Cox is a Financial Consultant at Fidelity Investments, where he has worked since 2017. In his role, he collaborates with high-net-worth families to develop comprehensive financial plans aimed at fostering confident and secure financial futures. Prior to his current position, B.J. served as a Relationship Manager at Fidelity Investments from 2016 to 2017 and worked with the High Net Worth Tier II segment from 2014 to 2017. He holds insurance licenses in Arkansas and California, which support his advisory capabilities. Outside of his professional duties, B.J. has interests in fitness, football, golf, hiking, and traveling.

Jagger Bloom 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 various roles including positions at SouthState Bank, James Wood Motor Co, and Alex Martco. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

James Price is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He has held several roles within Fidelity Investments since 2016, including Planning Consultant, Relationship Manager, and Workplace Planning Consultant II. He partners closely with individuals and families to provide holistic financial planning that aligns with their goals, values, and life transitions. He offers personalized guidance and support to help clients navigate major financial milestones. James holds insurance licenses in Arkansas and California. Outside of work, he enjoys family activities and playing golf.

Lisa Dagley is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at 1800Flowers/Family Floral for two years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight and allocation with attention to conflict of interest controls.

Josiah Reneau is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked exclusively within Fidelity-affiliated entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Parker Marshall is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at Boomer Benefits and various other businesses outside the financial sector. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across multiple platforms.