Matthew Ely is a financial advisor at Fidelity with three years of industry experience. He previously worked at Equitable Advisors and has a Series 66 designation. Outside of his advisory role, he performs as a gigging musician. Fidelity’s Strategic Advisers division provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction with a focus on multi-manager and fund-of-funds structures.

Mariesa Patterson is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 designations. Her work history includes various roles within Fidelity since 2007. 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 to deliver model portfolios and manage registered investment companies.

Tyler Zimmerman is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill and multiple Fidelity affiliates since 2011. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and advisory roles to registered investment companies.

Michael Freeman is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2016, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Prior to joining Fidelity, he worked at Edward Jones from 2014 to 2016. 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 research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various asset classes.

Elizabeth Dinger is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, she held various roles in the hospitality and education sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work for 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 that often incorporate mutual funds, ETFs, and ETPs.

Jacob Womble is a Planning Consultant at Fidelity Investments, where he has been working since 2021. In his role, he focuses on establishing and deepening relationships with individuals and families, helping clients to meet their financial goals throughout their careers and into retirement. Prior to joining Fidelity Investments, Jacob worked as a Financial Professional at 49 Financial from 2019 to 2021. Jacob's expertise lies in guiding clients through financial planning by educating them and keeping their plans aligned with their lifestyles and objectives. He engages with clients to ensure their financial strategies remain on track. Outside of his professional work, Jacob has interests in baseball, fishing, golf, reading, and spending time with friends at social events.

Hugo Ramirez is a financial advisor at Fidelity with Series 66 credentials and four years of industry experience. He previously worked at Wells Fargo Bank and Wells Fargo Clearing before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios through a systematic, model-driven approach.

Reggie Davis is an Investment Management Consultant II at Fidelity Investments. In this role, he partners with clients to develop financial plans tailored to their individual needs, focusing on offering investment strategies that aim to empower clients to achieve their financial goals. He has been with Fidelity Investments since 2021, progressing through several roles including Investment Solutions Representative I, II, and III before his current position. This experience has provided him with a solid foundation in investment consulting and client service. Outside of his professional work, Reggie is an instrumentalist, enjoys running, and is involved in parenthood.

Alexander Santaella is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments since 2021 and prior experience at William Janecek and RVC Promotions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers discretionary portfolio management, fund advisory services, and model portfolio delivery with oversight of affiliated and unaffiliated sub-advisers.

Pierre Tran is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at MassMutual and The Hive. Outside of his advisory role, he is the owner of PT Distribution LLC, a reselling business based in Sherwood, Oregon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Kaiz Gidani is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, Kaiz worked in various roles including at MZP Wireless and as a self-employed professional. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors, leveraging proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm manages multi-manager and fund-of-funds structures and offers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Annie La is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Her prior roles include positions at the University of North Texas Health Science Center and Empower Pharmacy. 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. The firm also serves as an advisor to registered investment companies and offers model portfolios through intermediary platforms.

Stephen Koeppen is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Fidelity Investments, Heb, Legends Hospitality, and JetSpeed Studios, as well as involvement with the University of Texas at Dallas and community organizations such as Frisco Paintball and Frisco Soccer Association. Fidelity’s Strategic Advisers LLC division 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Christopher Manning is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at Discount Tire Company for six years. Manning is based in Westlake, Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Melissa Barker is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2023. Her prior roles include positions at Compass Christian Church, National RV Buyers LLC, Mary Kay, DFW Airport, and the Department of Motor Vehicles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its role in managing fund-of-funds, use of AI-driven research, and advisory services to multiple registered investment companies.

Zahna Kindred is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2017, with prior experience at Texas Christian University and in the Overseas Basketball Romanian League. Fidelity’s Strategic Advisers LLC offers 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, including fund advisory and model portfolios.

Juan Chavez is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to his current role at Fidelity, he worked in the food and beverage industry, including positions at Starbucks Coffee Company and Saltgrass Steakhouse. Outside of advising, he has experience serving as a barista at Starbucks. Fidelity’s 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 across diversified portfolios including mutual funds and ETFs.

Jonathan Carr 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 with Denton ISD and was involved with the Blue Stars Drum & Bugle Corps. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Joseph Archer is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2025. He has progressed through several positions within Fidelity Investments, including Investment Solutions Representative II from 2024 to 2025, Investment Solutions Representative I from 2023 to 2024, and Customer Relationship Advocate from 2022 to 2023. In his current role, Joseph works to understand clients' unique financial situations and collaborates with them to develop financial plans tailored to their needs. He aims to be a trusted advisor for clients at any stage of their financial journey.

Matthew Davis is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity affiliates since 2013. Outside of his advisory role, he works independently hanging Christmas lights. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.