Lisa Stephens is a Series 66-credentialed financial advisor with Fidelity, based in Westlake, TX, and has three years of industry experience. Her prior experience includes roles with Denton Independent School District and Denton Fitness Center. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Wilson Ambrose is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2014. 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, and it holds a distinctive advisory role with several registered investment companies and fund-of-funds.

Charmaine Pinto is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked with various Fidelity entities since 2004, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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. The firm is noted for its advisory roles for registered investment companies, use of systematic methodologies, and incorporation of AI tools in its investment process.

Meara Kelleher is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she worked at Benley Arrow and has a background that includes roles outside the financial industry. Meara also operates a freelance photography business specializing in senior, family, and couples portraits. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is notable for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Kaden Herring is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. His prior work includes roles at Abilene Christian University, McKesson Corporation, Heb, and Deemaxx Components Inc. 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 accounts, model portfolios, and fund advisory services.

Jacob Mcafee is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at American Airlines, Don Davis Auto Group, GTC Technology, and American Ceramics Supply. 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 to manage portfolios across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios using systematic methodologies.

Madalyn Johnston is a financial advisor at Fidelity with seven years of industry experience. She has held roles at Fidelity Brokerage Services and Salmon Sims Thomas & Associates, PLLC. Johnston also has a background working with Liberty University and ETTL Engineers & Consultants. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction, and it serves as a registered commodity pool operator and adviser to multiple registered investment companies.

Jaxon Pizana is a financial advisor at Fidelity with one year of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Starbucks Coffee Company and involvement with small business ventures in the food and beverage sector. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers services including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery to intermediaries.

Cole Thompson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity in 2024, he held roles at Highland Park Village Management and Alkami Technology. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Michael Handal is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 15 years of industry experience. He has worked at various Fidelity entities since 2010, including Fidelity Personal and Workplace Advisors and Fidelity Investments. 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. The firm offers discretionary and non-discretionary advisory services and engages in model portfolio development using systematic methodologies and long-term asset allocation strategies.

Eden Lafko is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, she worked at Starbucks Corporation and Acosta Employee Hold LLC. She is based in Westlake, TX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Gregory Fields is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Schneider, Statewide Appeal, Cinemark, and the University of North Texas. He 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios for Fidelity Institutional Wealth Adviser.

To Gia Phu Dang is a financial advisor with Fidelity holding a Series 66 credential and two years of industry experience. Prior to joining Fidelity, Dang worked at the University of North Texas in Denton and held roles at Nissan of Rockwall and Metro By T-Mobile. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and systematic portfolio construction. The firm is noted for its use of algorithmic methods and AI in research, its role in managing model portfolios, and its advisory services to registered investment companies and fund-of-funds.

Marcy Zabala is a financial advisor at Fidelity with four years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2022, with prior experience at Robinhood Markets, Grand Prairie ISD, Walmart Inc., and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Haroutun Torosyan is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at The Walt Disney Company and CoBird Inc., as well as a period at California State University, Northridge. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

Hershini Paray is a financial advisor at Fidelity with a Series 66 designation and one year of experience in the industry. Prior to joining Fidelity Investments, Paray worked at PNC Bank for two years and was involved with Taiyaki Sweets for one year. 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 advisory solutions.

Roberto Gonzalez Jr. is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at the U.S. Census Bureau, Gamestop Corp., YouTube LLC, and Texas A&M International University. Outside of advising, he is a content creator reviewing audio equipment and a partner in a pharmaceutical supply chain company. 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 mutual funds, ETFs, and ETPs.

Nathan Strumpfer is a Planning Consultant at Fidelity Investments, where he assists clients by co-creating financial plans tailored to their unique needs and goals. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Service Associate, Central Relationship Manager, and currently as a Planning Consultant. Nathan holds insurance licenses in Arkansas and California, supporting his expertise in the financial planning field. Outside of his professional work, he has personal interests in fitness, outdoor adventures, and traveling.

Bryann Johnson is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at American Airlines for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios that incorporate mutual funds, ETFs, and ETPs.

Ashley Walters is a financial advisor at Fidelity with credentials including Series 63 and Series 66 and three years of industry experience. Prior to joining Fidelity, Walters held roles at Energy Home Pros and Bob Mills Furniture. Walters also has a background in collegiate softball, playing for Texas A&M University and its softball program over several years. 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 to manage diversified portfolios and deliver model portfolios to intermediary platforms.