Guillermo Chavez is a financial advisor with Fidelity Investments based in Westlake, TX, holding Series 63 and Series 66 licenses and possessing five years of industry experience. Prior to his current role starting in 2021, his work history includes positions outside the financial sector. Fidelity’s Strategic Advisers LLC 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 portfolios across a range of mutual funds, ETFs, and ETPs. The firm is noted for its role in managing commodity pools, advising multiple registered investment companies, and utilizing AI-driven research methodologies.

Gianni Salamone is a financial advisor at Fidelity with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity and Charles Schwab throughout his career. Outside of his advisory role, he works as a bartender at a restaurant in Fort Worth, Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Luke Bartel is a financial advisor at Fidelity with Series 63 and Series 66 credentials. He has been with Fidelity since 2025 and previously worked in various roles including self-employment and positions at Aarjay Products LLC, Bear Creek Imports LLC, Fort Worth Independent School District, and Fellowship Church. 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 across mutual funds, ETFs, and ETPs.

Marlon Abraham is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Before joining Fidelity, he worked at Uber and in healthcare administration roles at Medical City Dallas and Medical City of McKinney. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm serves a broad client base and acts as a formal advisor to multiple registered investment companies and fund-of-funds.

Courtney Kanady is a Financial Consultant at Fidelity Investments, where she has been working since 2026. She collaborates with clients to develop and maintain financial plans tailored to their individual needs. Courtney has held several positions at Fidelity Investments, including Planning Consultant from 2024 to 2026, Central Relationship Manager from 2022 to 2024, and Customer Relationship Advocate from 2021 to 2022. She holds insurance licenses in Arkansas and California. Outside of her professional work, Courtney has interests in fitness, pets, reading, and traveling.

John Kurilecz is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Fidelity Investments since 2025 and has a long tenure with National Financial Services LLC dating back to 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using a systematic approach informed by long-term asset allocation benchmarks.

Natasha Moses is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Her work history includes roles at Fidelity Investments, the University of Dallas Business Office, and Target Corporation. 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 across mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, CFTC registration as a commodity pool operator, and a formal advisory role to multiple registered investment companies.

Chris Gove is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 30 years of industry experience. His career at Fidelity includes roles at Fidelity Brokerage Services, Inc. since 1996 and Fidelity Personal and Workplace Advisors from 2018 to 2025. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Frank Bennett is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022. Prior to his career in finance, he held roles at Moody Gardens, Houston Baptist University, Pepperonis, and Ridge Point High School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including multi-manager and fund-of-funds structures, and it applies systematic methodologies and long-term asset allocation benchmarks.

Briana Armstrong is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Fidelity, she held positions in various companies including Junction 35 Spirits LLC and Sammy's Beach Bar Rum - Sammy Hagar Brands. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Manfred Wagner is a financial advisor with Fidelity who holds Series 63, 65, and 66 licenses and has 25 years of industry experience. His career includes roles at Fidelity Investments, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Wells Fargo Investments, and E*TRADE Advisory Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, combining proprietary fundamental research with quantitative and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolio delivery, with distinctive involvement in commodity pool operations and the use of advanced algorithmic methods in research.

Eric Swierc is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2015. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its roles as a commodity pool operator and advisor to registered investment companies.

Dillon Russell is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at Fidelity since 2025 and is also involved with AIK Innovations LLC. Prior to his advisory career, he held positions in the food and retail sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work and model portfolio delivery. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves a range of clients including registered investment companies and an IRS-qualified Charitable Gift Fund.

Aubrey Garner is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Lowe's Home Improvement before joining Fidelity. 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, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Drake Lichti is Vice President and Financial Consultant at Fidelity Investments, where he has been working since 2015. In his role, he consults with clients to build and implement financial plans aimed at helping them identify and work toward their goals. Prior to becoming Vice President, he held positions as Relationship Manager, Private Client Group Representative, and Client Services Representative within the company. Drake holds insurance licenses in Arkansas and California. Outside of his professional work, he engages in personal interests such as family activities, fitness, football, golf, and social events with friends.

Christina Cho is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 licenses and has prior experience working in various roles including positions at dental practices and educational institutions. 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 across mutual funds, ETFs, and ETPs.

Wesley Rollins is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at various organizations such as Bell's Music Shop and Stephen F. Austin State University. 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 combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Andrew Hoetker is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 credentials. His career has been with Fidelity and its affiliated entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves multiple registered investment companies and fund-of-funds.

Alisha Joshi is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, she worked at AT&T and has experience managing a real estate maintenance business through AJ Pro Management LLC. Fidelity, through its Strategic Advisers division, offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds strategies.

Matthew Gann is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019, including his current role at Fidelity Investments beginning in 2025. His prior experience includes a year at Edward Jones and a position at the University of Oklahoma. 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary and non-discretionary advisory services.