Jordan Brock is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work history includes roles outside finance such as EMS services and healthcare. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a blend of fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs.

William Mccain is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Fidelity Investments since 2020 and prior work in education and legal environments. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Jerid Buttell is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity Investments since 2006, progressing through various roles including Financial Consultant, Retirement Solutions Representative, Lifetime Solutions Representative, Retirement Investment Solutions Representative, and 401k Customer Service Representative. In his current role, Jerid assists clients in developing personalized, goal-based financial plans. He works closely with clients to help navigate the changing financial landscape, leveraging his planning experience and Fidelity's financial services capabilities. Jerid holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Jerid has interests in baseball, family activities, food, outdoor adventures, and skiing.

Mariangela Garcia is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she worked at The Children's Place for two years and was a full-time college student. 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 a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and develops model portfolios for intermediary platforms.

Devon Maxey is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2022. Prior to joining Fidelity, he held positions at Amerisourcebergen in healthcare-related roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Jeffrey Kazuk is a financial advisor at Fidelity with 10 years of industry experience. His background includes roles at JPMorgan Chase Bank, JPMorgan Securities LLC, Fisher Investments, and currently Fidelity Investments. He holds Series 63 and Series 65 designations and is based in Westlake, Texas. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with involvement in commodity pool operations and advisory roles to multiple registered investment companies.

Brett Biddle is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2010. 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 is noted for its registered commodity pool operator status, use of AI in research, and advisory roles with multiple registered investment companies.

Erik Rubel is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His career background includes roles at Fidelity Investments, Best Buy Co. Inc, Uber, and several positions at the University of Texas campuses. He works at Strategic Advisers LLC, a Fidelity Investments company that provides 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 fund advisory and model portfolios.

Destiny Cooper is a Series 66 licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, Destiny worked at Wells Fargo for three years. Fidelity’s Strategic Advisers LLC 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 deliver model portfolios across a broad investable universe.

Lance Wilson is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity Investments in 2025, he worked with Fidelity Brokerage Services LLC since 2018, and has held positions at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions to intermediary platforms.

Carlos Quinteros is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked previously in various roles across logistics, retail, and education sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Camille Maloy is a Planning Consultant at Fidelity Investments, where she works closely with families to develop personalized financial plans. She focuses on fostering financial awareness within families and educating them about the advantages and challenges of managing their finances collectively. Camille has held several roles at Fidelity Investments since 2020, including Relationship Manager, PAS; Fixed Income Specialist; Investment Solutions Representative; and Customer Relationship Advocate. Prior to joining Fidelity, she worked as an Analyst at Roosevelt Management Company from 2019 to 2020. She holds insurance licenses in Arkansas and California. Outside of her professional work, Camille enjoys board games, cooking and baking, family activities, spending time at the lake, watching movies, and swimming.

Jeffery Moss is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and nine years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2017 and previously at Wells Fargo Bank from 2014 to 2017. He also spent seven years at Texas Christian University in an earlier role. Fidelity’s affiliate 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Austin May is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Avinger Inc and the University Athletic Association. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Christopher Eifler is a Planning Consultant at Fidelity Investments, where he focuses on helping clients maximize their relationship with the firm by utilizing the available tools and resources. He aims to support clients in planning for their long-term financial well-being. Christopher has experience in financial advisory roles, having served as a High Net-Worth Associate at Fidelity Investments from 2021 to 2022 and as a Team Financial Advisor at Morgan Stanley from 2020 to 2021. He holds insurance licenses for Arkansas and California. Outside of his professional work, Christopher enjoys camping, cooking and baking, exploring food, watching movies, running, and traveling.

Jackson Painter is a Financial Consultant currently working at Fidelity Investments. In his role, he partners with clients to organize and understand their finances, co-creating holistic financial plans and identifying investment strategies to help clients track toward their goals. Jackson has been with Fidelity Investments since 2022, initially serving as a Planning Consultant before becoming a Financial Consultant in 2024. Prior to joining Fidelity, he worked as an Associate at 49 Financial from 2019 to 2022. He holds insurance licenses for Arkansas and California.

Kyle Neuhaus is a financial advisor with Fidelity in Westlake, Texas. He holds a Series 66 designation and has four years of industry experience. Prior to joining Fidelity, his background includes service in the United States Navy and roles at Siena College and Adirondack Community College. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm advises multiple registered investment companies and is notable for its use of AI and systematic methodologies in portfolio management.

Olivia Dunlap is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with the Wealth Management team to provide support aimed at fostering strong client relationships and advancing clients' financial objectives. She has been with Fidelity Investments since 2018, serving in various roles including Customer Relationship Advocate, High Net Worth Representative, Central Relationship Manager, and currently as a Wealth Management Planning Consultant.

Matthew Smith is a financial advisor at Fidelity with Series 63 and Series 66 designations and 10 years of industry experience. His prior roles include positions at HD Vest Investment Services and Symmetry Financial Group. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that 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 and serves as an advisor to multiple registered investment companies.

Juan Pina is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Uber Technologies Inc., Andy's Frozen Custard, and various positions at Texas Christian University related to student development and housing. He also has experience in the food service industry, including nearly a decade at Cancun Mexican Restaurant. 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 to develop model portfolios and provides oversight for affiliated and unaffiliated sub-advisers.