Anthony Young is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and having eight years of industry experience. Prior to joining Fidelity, he worked for Best Buy for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Dustin Mikkelson is a financial advisor at Fidelity with a Series 66 credential and one year of experience at the firm. His prior work includes roles at Myth and Mortar Media LLC, Century 21 Judge Fite Company, and Quiktrip. 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 blend of fundamental research, quantitative analysis, and systematic methodologies in portfolio construction and serves as a registered commodity pool operator with advisory roles in multiple registered investment companies.

Dawn Nguyen is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a research-driven approach that integrates quantitative analysis and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Matthew Blozis is a financial advisor at Fidelity Investments with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior work experience includes roles outside the financial industry before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies, and uses systematic methodologies with oversight controls to manage and deliver model portfolios.

Danyel Taylor is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 designations and has worked in various roles including at the UNT Career Center and Keep Denton Beautiful. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors as well as registered investment companies. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Janina Perdue is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 21 years of industry experience. She has been affiliated with various Fidelity entities since 2005, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolios, and is noted for its use of systematic methodologies and AI-driven research.

Linzy Swink is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2020, serving in various roles including Planning Consultant, Relationship Manager, and Central Relationship Manager. Prior to joining Fidelity, she worked as a Senior Financial Sales Advisor at BBVA USA from 2016 to 2020. Linzy focuses on understanding her clients' unique goals and values to help them manage financial risks and pursue their objectives with confidence. She holds insurance licenses in Arkansas and California, supporting her ability to address diverse client needs. Outside of her professional work, Linzy has interests in board games, family activities, food, parenthood, and pets.

Wyatt Mccollum is a Series 66 licensed advisor at Fidelity with 22 years of industry experience. He has worked at Fidelity Investments since 2008, including seven years at Fidelity Personal and Workplace Advisors and has prior experience at Ameriprise. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Camden Motley is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2020, including his current role at Fidelity Investments. His prior experience includes positions at Legend Bank, Aflac, and Texas A&M University at Corpus Christi. 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 develop model portfolios from a broad investable universe.

Geneva Echeverria is a financial advisor with Fidelity Investments, holding a Series 66 designation and eight years of industry experience. She has worked at Fidelity Brokerage Services since 2020 and spent prior years at TD Ameritrade. She is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Sawyer Horton is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has been with Fidelity Investments since 2016. Fidelity’s Strategic Advisers LLC, where Horton works, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios drawn from mutual funds, ETFs, and ETPs.

Hunter Nucci is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Equitable Advisors, Two Rivers Credit Union, and various educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Julie Hatton is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work experience includes roles at Orangetheory Fitness and periods as a homemaker and caregiver. Fidelity 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Ana Fiedler is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Fidelity, she worked with the Fort Worth Independent School District and Southern Methodist University. 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 to manage model portfolios across mutual funds, ETFs, and ETPs.

Austin Knorpp is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked in construction and aquatic solutions companies before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a methodology that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm advises multiple registered investment companies and uses systematic approaches, including AI and long-term asset allocation benchmarks, to manage model portfolios.

Eric Riley is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and having 31 years of industry experience. He has worked at various Fidelity entities since 1995. Outside of his advisory role, he is involved as a wholesale member with Young Living, discussing essential oils, and as an affiliate member for Live Good, engaging occasionally about discounted health products. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages various advisory and fund-related activities.

Liam Ohrvall is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2021, progressing through various positions including Planning Consultant and multiple Workplace Planning Consultant roles. Liam holds insurance licenses in Arkansas and California. He emphasizes honesty and open communication in his work, focusing on delivering an excellent client experience and providing guidance to high net worth clients to assist with important life decisions. Outside of his professional career, Liam has personal interests in photography, running, and scuba diving.

James Kelleher is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. Before joining Fidelity Investments in 2021, he worked at Barnes & Noble Bookstore and the University of Kentucky. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, serving a broad range of investors through systematic and multi-manager strategies.

Jon Vineyard is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and over 32 years of industry experience. He has worked at various Fidelity entities since 1994, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, 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 portfolios and funds.

Dana Cosper is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Fidelity, Cosper held roles in educational institutions and a medical practice, including positions at Texas Woman's University and Lake Worth ISD. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of model portfolios, algorithmic methods including AI, and its advisory role to multiple registered investment companies.