Samuel Silvestri is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Fidelity Investments, he worked at Grapevine Golf Course and was involved with the Southlake Baseball Academy. 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, including fund advisory and model portfolio delivery.

Lindsey Wynn is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity divisions since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and develops model portfolios employing systematic methodologies and long-term asset allocation benchmarks.

Nicole Luce is a financial advisor at Fidelity with six years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Fidelity Brokerage Services, LLC, Staff Pro, and Farmers Insurance Exchange. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, using systematic methodologies and long-term asset allocation benchmarks.

Austin Baker is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. He previously worked at RBFCU from 2014 to 2020 before joining Fidelity in 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Lauren Bowman is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. She has been associated with Fidelity Investments and its affiliated entities since 2007. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to diverse clients, including retail and institutional investors, with an investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Brittany Anderson is a Financial Consultant at Fidelity Investments, where she has been working since 2018. In her role, she partners with clients to understand their definitions of long-term financial freedom and evaluates strategies that meet their individual needs. Prior to her current position, Brittany held several roles at Fidelity Investments, including Director, Retirement Planner from 2015 to 2018, working in Retirement Solutions between 2014 and 2015, and in Investment Solutions from 2013 to 2014. She holds insurance licenses in Arkansas and California.

Dominique Wallace is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Dominique held roles at several companies including ComplexityHR LLC and Dream Pursued LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of funds and model portfolios.

Hunter Lunsford is an Investment Solutions Representative III at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans aimed at achieving both short and long-term goals. He focuses on helping clients navigate their individual financial journeys and building strong, tailored relationships. Hunter has progressed through multiple roles at Fidelity Investments since 2023, starting as a Customer Relationship Advocate and advancing through positions as Investment Solutions Representative I and II before attaining his current role. Prior to joining Fidelity, he gained experience as an Accounting Intern at L. Samuel Williams Jr. CPA in 2023.

Shannon Sheeley is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and six years of industry experience. Her prior work includes roles at Fidelity Brokerage Services LLC, Weaver and Tidwell, Cedar Hill ISD, and the University of Dallas. Sheeley is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Osiola Henderson is a financial advisor at Fidelity with 20 years of industry experience and holds Series 63, 65, and 66 licenses. Prior to Fidelity, Henderson worked at Northwestern Mutual Wealth Management Company and has held various roles in financial services since 2002. Outside of advising, Henderson is involved with the McKinney Park, Recreation, and Open Space Advisory Board and operates as an author, coach, and consultant focusing on youth sports. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Amy Oneil is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and previously worked for Green Farm Juicery, Body Alive, and J. Michael Companies. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and employs oversight controls to address conflicts of interest.

Rory Blair is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2011, including seven years at Fidelity Personal and Workplace Advisors. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies.

Austin King is a financial advisor at Fidelity with Series 63 and Series 66 credentials. He has held positions at J.P. Morgan Securities LLC, Lemnis Capital, and Heartland Collegiate Summer League LLC, among others, with experience spanning several firms since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Savannah Breen Molina is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. She has been associated with various Fidelity entities since 2016, including Fidelity Brokerage Services, LLC and FIDELITY Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and charitable funds. The firm employs a methodology that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Zac Engel currently serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He collaborates with clients to develop financial plans tailored to their long-term goals and priorities, focusing on identifying and addressing the unique needs, concerns, and risks related to their family's financial security. Zac's professional experience at Fidelity Investments spans several roles, starting as a Financial Representative: Full Trader in 2017, progressing through positions including Central Relationship Manager, Investment Solutions Representative, Relationship Manager, and Planning Consultant before his current position. He holds insurance licenses in Arkansas and California.

Leo Diegel is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at The Rawls Golf Course for three 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 discretionary and non-discretionary portfolios, as well as fund advisory services.

Avedis Altunian is a financial advisor at Fidelity with 16 years of industry experience. He has held various roles within Fidelity Investments since 2012 and previously worked at Chase Investment Services Corp. from 2011 to 2012. He holds Series 63 and Series 66 designations. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating day-to-day management to sub-advisers while maintaining oversight.

Cameron Pate is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He previously served as a Planning Consultant at Fidelity Investments from 2023 to 2024, a Relationship Manager from 2021 to 2023, and a Central Relationship Manager from 2020 to 2021. Prior to joining Fidelity, Cameron worked as a Financial Representative at TD Ameritrade from 2018 to 2020. Cameron holds insurance licenses in Arkansas and California. He focuses on connecting with clients and their families on both personal and professional levels to understand their prioritized goals and to help develop tailored financial plans. This approach guides his work in providing financial consultation and planning services.

Robert Smithley 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 Investments since 2015, with additional experience at Unum, Nutrition World, and Sprouts Farmers Market. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolios developed through a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Karen Mcconnell is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she worked at Delta Air Lines for 13 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often employing affiliated or unaffiliated sub-advisers.