Ryan McCully is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their financial goals and develop tailored financial plans utilizing Fidelity's resources. His role focuses on co-creating plans that clients can feel confident in pursuing. Ryan has experience in various roles within Fidelity Investments, including Investment Solutions in Fixed Income from 2024 to 2025 and Customer Relationship Advocate from 2022 to 2024. Prior to joining Fidelity, he worked as a Financial Services Professional at Synergy Wealth Solutions in 2021. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Ryan enjoys golf, outdoor adventures, soccer, traveling, and volunteering.

Kun Kim is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Merieux Nutrisciences and was involved with MK's Sushi. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Jordan Podval is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 66 designation and has been with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Victor Suazo is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 designations and having two years of industry experience. Prior to joining Fidelity, he worked at New York Life Insurance Company, NYLIFE Securities LLC, and Legacy Housing Corporation among other firms. He served in the Asamblea Legislativa de El Salvador for twelve years before beginning his career in financial services. 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. The firm is noted for its use of systematic methodologies, multiple registered investment company advisory roles, and formal governance procedures.

Benjamin Roberts is an Investment Management Consultant at Fidelity Investments within the Private Wealth Management division. In this role, he collaborates with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at achieving long-term investment objectives. Roberts has been with Fidelity Investments since 2004, progressing through various roles including Health and Insurance Specialist, Pension Specialist, Retirement Investment Specialist, High Net Worth Retirement Specialist, Proactive Retirement Representative, Retirement Relationship Manager, Client Management Representative, Portfolio Specialist, Senior Portfolio Specialist, and most recently, Investment Management Consultant. This extensive experience spans over two decades and encompasses diverse aspects of retirement and investment management.

Ivey Yonnie is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, Yonnie worked at Wells Fargo for four years. Outside of advisory work, Yonnie occasionally takes delivery opportunities with services such as Shipt, Instacart, and DoorDash. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it maintains oversight and governance procedures for the funds it advises.

Jared McKinney is a Financial Consultant at Fidelity Investments. He collaborates with clients and their families to develop comprehensive financial plans aimed at pursuing their goals and providing peace of mind. He has been with Fidelity Investments since 2020, holding positions including Customer Relationship Advocate, Investment Solutions Representative, Investment Consultant, and currently Financial Consultant. Jared holds insurance licenses in Arkansas and California.

Yotam Yakir is an Investment Solutions Representative III at Fidelity Investments, based in Dallas, Texas. He has been with Fidelity for six years, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, Fixed Income Specialist, and Investment Solutions Representative II before his current position. Yotam has a background in Finance and Accounting, which underpins his work in investment consulting. He is committed to helping individuals and families develop successful and meaningful retirement plans to achieve their financial goals. Outside of his professional interests, Yotam enjoys sports, nature, and exploring new food spots.

Amanda Khanhkham is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. Her diverse work background includes roles outside of finance, such as involvement with SOTA Weight Loss and US Pro Nails ETC LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios.

Christopher Tiner is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Fidelity Investments since 2019, preceded by positions at Ally Financial and First National Bank (Texas). He also operated Tiner Financial Coaching from 2024 to 2026. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and systematic methodologies. The firm’s offerings include discretionary and non-discretionary portfolio management, fund advisory services, and consulting, with a noted use of algorithmic methods and AI in its investment process.

Mark Andersen is a Financial Consultant currently working at Fidelity Investments since 2004. In his role, he collaborates with clients to develop financial plans aimed at helping them achieve their financial objectives. He holds insurance licenses in Arkansas and California. Outside of his professional work, Mark has interests in fitness and movies.

Dylan Knight is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior roles include work at Knight Wealth Services and the Cohn Law Firm. He also has experience related to Baton Rouge Country Club and academic involvement at Louisiana State University. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios with oversight and conflict-of-interest controls, and it is noted for its registration as a commodity pool operator and its advisory roles with multiple registered investment companies.

Nancy Torres is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked within various Fidelity entities since 2012. 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 also noted for its advisory role to registered investment companies and its use of systematic methodologies and AI-driven research tools.

David Kagen is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity divisions since 2016, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Prior to his financial services career, he worked at Omni Hotels and Resorts for three years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and uses systematic methodologies supported by AI and algorithmic tools in its investment process.

Paul Bonzagni is a financial advisor with Fidelity, holding a Series 66 designation and six years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC since 2019 and Knights of Columbus from 2015 to 2019. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on systematic methodologies and long-term asset allocation.

Nicholas Smith is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at The Woodlands of College Station and Nobles Realty Group, LLC. Fidelity’s Strategic Advisers LLC 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Lynda Bote 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 Brokerage Services LLC since 2010 and Fidelity Investments since 2025. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary strategies, including model portfolios built from mutual funds, ETFs, and ETPs.

Justin Starr is the Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2007, progressing through roles including Client Service Representative, Portfolio Specialist, and currently Vice President Financial Consultant since 2017. With over 18 years at Fidelity, Justin brings experience in wealth planning and financial strategy development aimed at benefiting clients and their families both now and in the future. He holds insurance licenses in Arkansas and California, supporting his advisory capabilities. No further education information or personal interests have been provided.

Mckennon Hodge is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Bank and Wells Fargo Clearing. Outside of his advisory role, he owns Hamilton Daniel, LLC, an eBay and Amazon seller of consumer goods. Fidelity’s Strategic Advisers LLC 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 deliver model portfolios and managed fund solutions.

Timothy Gandy is a financial advisor at Fidelity with 2 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Veritude for one year. Outside of his advisory work, he provides mobile DJ services at a trampoline park in Fort Worth, Texas. Fidelity, through its subsidiary Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.