Natalie Hubbard is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction across a variety of investment vehicles.

Calvin Winchester serves as a PWM, Investment Management Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with clients and their Wealth Management Advisors to align investment strategies with individual situations and goals. His career at Fidelity Investments spans two decades, beginning in 2004. Over the years, he has progressed through various positions, including Investment Management Consultant III and II, Investor Center Financial Consultant, and Senior Investment Representative. Throughout his tenure, Calvin has developed expertise in investment management, providing consulting services tailored to clients' needs. His extensive experience reflects a commitment to supporting clients' financial objectives through informed investment strategies. Outside of his professional responsibilities, Calvin's interests include cars, family activities, fishing, outdoor adventures, reading, and swimming.

Dok Chon is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including HSBC Securities, Asia Pacific, and Xclusive Trading. Dok’s background also includes experience in wireless communications prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various fund structures, delivers model portfolios, and employs systematic methodologies incorporating AI and long-term asset allocation benchmarks.

Monica Wood is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. She has worked with multiple Fidelity entities since 2017 and has prior experience at Hyatt Regency Dallas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm combines proprietary research with quantitative analysis and systematic portfolio construction, utilizing algorithmic methods and AI in its investment process.

Harrison Thornton 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, he worked at Freedom Profit Recovery and has held positions in various other businesses, including Chick-fil-A Roanoke. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage multiple registered investment companies.

Andrea Major is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. Her career includes roles at Fidelity Investments since 2015 and a one-year tenure at Charles Schwab in 2014. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios, and maintains a formal advisory role for multiple registered investment companies.

Alexas Salinas is a Series 66 licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, Salinas held various roles outside the financial sector, including positions at ShareTea HEB and Yardhouse. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

John Hale is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has been associated with Fidelity and its affiliated entities since 2015. Outside of his advisory role, he manages assets for Veyron Acquisitions LLC and oversees Hale Family Enterprise, LLC. 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 across a broad range of funds and portfolios.

Matt Elston is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked in the education sector with Anna ISD and McKinney ISD. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages multiple registered investment companies and fund-of-funds.

Brandon Ives is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, he worked at Nextlink Internet Tim Kappell and held various roles including a fulfillment associate at Amazon. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Wesley Edwards is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Fidelity in various capacities since 2007, including roles with Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Prior to joining Fidelity, he spent a year at Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages multiple registered investment companies and fund-of-funds, with a distinctive use of systematic methodologies and AI-driven research.

Karina Fourte is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and four years of industry experience. Her prior roles include positions at Fourte International Real Estate and Hallmark Business Connections. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research and its advisory roles to multiple registered investment companies.

Pedro Martinez is an Investment Solutions Representative III at Fidelity Investments. He has progressed through multiple roles within the company, beginning as a Customer Relationship Advocate in 2022 and advancing through various Investment Solutions Representative positions from 2023 to the present. Pedro applies the discipline, integrity, and strategic planning skills he developed during his service as a United States Marine to his work in financial advising. His experience emphasizes accountability, resilience, and mission-focused execution, which he brings to his client relationships. Outside of his professional role, Pedro has interests in military service and outdoor adventures.

Trevor Arnold is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. His background includes roles at Fidelity Brokerage Services LLC, Axa Advisors, Mayrath & Company, and the University of North Texas. He works 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 entities. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jeff Lieberman is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2015, progressing through roles including Investment Solutions Representative II, Fixed Income Specialist, Investment Solutions Representative, High Net Worth Service Representative, and Financial Representative. Jeff's professional experience encompasses a range of responsibilities in investment solutions and financial services, reflecting a focus on long-term planning informed by concrete goals. He holds insurance licenses in Arkansas and California. He believes in providing clients with a deep understanding of their financial plans to address their concerns effectively.

Matthew Rhodes is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Fidelity since 2007, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Chelsea Ruland is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity since 2013. Outside of her advisory role, she is a partner in an online retail business based in Bedford, Texas. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and systematic portfolio construction. The firm provides discretionary and non-discretionary advisory services and is involved in managing registered investment companies and fund-of-funds.

Zach Haskin is a Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to help them progress toward their financial goals by understanding their priorities and values, and developing actionable plans tailored to their definition of financial success. Zach has been with Fidelity Investments since 2015, holding various positions including Investment Management Consultant III and PAS Portfolio Specialist. His experience encompasses investment management, portfolio specialization, client management, and workplace planning. He holds insurance licenses in Arkansas and California. Outside of his professional work, Zach has interests in board games, fishing, running, swimming, and traveling.

Tyler Price is a financial advisor with Fidelity, holding a Series 66 designation and currently in his first year in the industry. His prior work experience includes roles at Ten in the Pit Events, Liberty Mutual, LA Fitness LLC, and service in the United States Army. Fidelity’s affiliate, 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 employs a combination of fundamental research and quantitative analysis to construct systematic model portfolios across various investment vehicles.

Jacob Smith is a financial advisor at Fidelity with 21 years of industry experience. He holds a Series 66 designation and has worked at several Fidelity entities since 2006, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of his advisory role, he is a partner in Covered H Home Maintenance, where he contributes to operations, marketing, and strategic development. Strategic Advisers LLC, a Fidelity Investments company, 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 manage diversified model portfolios.