Jaylin Simmons 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, Simmons was a partner at Era Music LLC, an entertainment media company, where responsibilities included attending performances and marketing. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes.

Sean Patterson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Mr Cooper, United Auto Credit Corp, Texas Toyota, and Erie Roofing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various platforms.

Mason Tapp is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles outside of finance, such as involvement with Sounds Studios Records LLC and The Glen Restaurant & Bar. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and fund advisory services.

Seth Balduc is a Financial Consultant at Fidelity Investments, bringing a progression of experience within the organization since 2018. He joined Fidelity as a Customer Relationship Advocate and has served in roles including Investment Solutions Representative and Benefits & Planning Consultant before his current position starting in 2024. Seth holds insurance licenses in Arkansas and California, which support his role in financial consulting. He aims to assist clients in developing robust financial plans capable of withstanding various challenges. Outside of his professional activities, Seth engages in family activities and enjoys football, golf, hiking, and reading.

Miguel Morales is a financial advisor with Fidelity, holding a Series 66 designation and 11 years of industry experience. He has worked at various Fidelity entities since 2014, 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, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Duncan Lordanich is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab, as well as service in the U.S. Army Reserves. 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 combines proprietary fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios based on mutual funds, ETFs, and ETPs, and holds roles such as commodity pool operator and advisor to multiple registered funds.

Rebecca Streeter is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity Investments in 2022, her background includes roles in various sectors such as public safety and healthcare. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Jeremy Feghali is a financial advisor at Fidelity with Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and a brief tenure at Postino Cafe and Lounge and the North American Mission Board. Fidelity’s Strategic Advisers LLC 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 portfolios and supports these efforts with oversight and evaluation processes.

Michael Davidson is a financial advisor at Fidelity with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 1999. 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 deliver model portfolios, with a distinctive focus on advisory roles for registered investment companies and the use of advanced methodologies such as AI in research.

Joselyn Shulenberger is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Prior to her current role at Fidelity, she worked at Best Buy and Dialog Direct. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Russell Page is currently serving as an Investment Solutions Representative III at Fidelity Investments. In this role, he works closely with clients to develop customized financial strategies tailored to their unique situations and goals. Russell has progressed through various positions at Fidelity Investments since 2019, gaining experience in participant services, retirement brokerage services, fraud customer response, and investment solutions. His professional experience encompasses helping clients navigate the complexities of financial planning and investment. Outside of his professional responsibilities, Russell enjoys family activities, hiking, outdoor adventures, reading, traveling, and volunteering.

John Piper is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Fidelity since 2021 and has prior experience in hospitality and leisure businesses. Outside of his advisory role, he occasionally DJs on weekends. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs.

Kirk Kallin is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments in various capacities since 2012. Outside of his advisory work, Kallin is involved as a disc jockey for a mobile entertainment service. 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 and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Samuel Kirkendoll is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. He has held roles at Fidelity Brokerage Services LLC since 2020 and joined Fidelity Investments in 2025. His prior experience includes positions at The University of Texas at Dallas and The University of Texas at Arlington. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios and managing multi-manager and fund-of-funds structures.

Steven Baker is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 registrations and has worked with various Fidelity entities since 2000. His career includes roles at Fidelity Brokerage Services, 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 process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a range of mutual funds, ETFs, and ETPs.

Marta Salinas is a Financial Consultant I at Fidelity Investments, where she has been employed since 1998. Over the course of her career, she has held various roles including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, and Workplace Planning and Guidance Consultant. Her experience spans more than 18 years working directly with clients in the financial services industry. Marta's approach to financial consulting focuses on organizing money into three essential areas: emergency cash for stability, protection for life's uncertainties, and growth for long-term goals. She holds insurance licenses in Arkansas and California. Outside of her professional life, Marta enjoys cooking and baking, family activities, exploring food, reading, running, and practicing yoga.

Guy Wright is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. He previously worked at Fidelity Brokerage Services LLC and has experience outside finance with roles at Hopdoddy and involvement in a congressional campaign. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI tools in research, and advisory roles for multiple registered investment companies.

Joel Martinez is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked previously at First Command Financial Planning Inc and its affiliated entities. Martinez has served in the US Navy and Navy Reserves since 2008. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Hector Rizo Pruneda is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Before joining Fidelity, he held positions at Grubhub, DoorDash, Crosspoint Wealth Partners, and Uber Technologies. His background also includes work in education and retail sectors. 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 utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, and it is noted for its use of AI-driven methodologies and its formal advisory roles to multiple registered funds.

Jalen Armendariz is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior roles include positions at Equitable Advisors, Morgan Stanley, and Planet Orange. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI in research.