Hanna Johnson is a financial advisor at Fidelity with five years of industry experience. She holds the Series 63 and Series 66 licenses. Prior to her current role at Fidelity, she worked briefly at Veritude and has experience in the food service industry. Outside of financial advising, she creates and sells pet portraits through her business, Pets by Hanna. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Hassan Ivey is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles outside the financial sector at firms such as Alliance Hyundai and Vandergriff Hyundai. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage and deliver model portfolios, and maintains oversight through delegated sub-advisers and conflict-of-interest controls.

Matthew Tatum is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at TD Ameritrade and Merrill Lynch. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Christine Piero is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 2006, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages multiple registered investment funds with oversight procedures and the integration of AI and systematic methodologies.

Cristina Meza is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill, Grand Prairie Ford, and Autonation. She 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios and oversees multiple registered investment companies and fund-of-funds.

Tiffany Balaban is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and one year of industry experience. Her prior work includes roles at Foresters Financial and Allianz Global Assistance, as well as involvement in event coordination and municipal positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, serving multiple registered investment companies and intermediary platforms.

Caroline Ayers is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity Investments, she held various roles including positions in education and nonprofit organizations such as Capitol Hill High School and the Boys and Girls Club of Lawrence, Kansas. Her firm, Strategic Advisers LLC, a Fidelity Investments company, 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 model portfolios across a broad investable universe.

Brysen Knapp is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2020, serving in various roles including Planning Consultant, Benefits Planning Consultant, and Workplace Planning Consultant. Prior to joining Fidelity, Brysen worked as a Financial Advisor at BBVA from 2018 to 2020. His professional experience encompasses banking, workplace and personal investing, and working with executives on their compensation plans. This background has equipped him to assist clients at various stages of their financial planning journey. Brysen holds insurance licenses in Arkansas and California. Outside of his professional work, Brysen has interests in baseball, comedy, football, music, and soccer.

Charles Landrum is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work history includes positions at Graham Associates Inc, Levitz Mattress, and Amrock. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios built from mutual funds, ETFs, and ETPs.

Jonathan Williams is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at Amazon.com, Inc., A.H. Belo, and State Farm Mutual Automobile Insurance Company. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary research with quantitative and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Cristian Limon 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 ONEMAIN FINANCIAL and The North Face. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Benjamin Mathew is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work experience includes roles in mortgage lending and real estate. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, employing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Evan Hannan is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 designations. He has four years of industry experience, including prior roles at Nexpoint Securities Inc and Mr. Cooper. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Harinder Singh is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held various roles in technology and mobility companies, including Uber and Lyft. Fidelity’s 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 create model portfolios across mutual funds, ETFs, and ETPs.

Daniel Widrich is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Bank of America, TD Ameritrade, and Fidelity. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Kaybeen Joshi is a Planning Consultant at Fidelity Investments, where they collaborate with clients to develop and maintain financial plans tailored to their individual needs. Since joining Fidelity Investments in 2023, Kaybeen has progressed through roles including Customer Relationship Advocate and Central Relationship Manager before assuming their current position in 2026. Throughout their tenure at Fidelity Investments, Kaybeen has gained experience across client relationship management and financial planning, contributing to their expertise in creating customized financial strategies. Their professional focus is on partnering with clients to address their financial goals through personalized planning. Outside of their professional work, Kaybeen engages in activities such as family activities, fitness, golf, caring for pets, reading, and traveling.

Jamal Turner is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he owns and operates a personal training business called The Lab, where he provides fitness training and nutrition consultations. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Cole Hanson is a Planning Consultant currently working at Fidelity since 2019. In his role, he focuses on helping clients work toward their personal and professional goals by understanding their unique motivations and providing personalized strategies. He holds an Arkansas Insurance License and has experience in workplace planning. Outside of his professional work, Cole has personal interests that include baseball, comedy, concerts, hiking, lakes, and museums.

Corbin Disney is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. Prior to joining Fidelity Investments, he worked at several golf-related organizations, including Troon Country Club and Golftec. Outside of his advisory role, he is the sole proprietor of Aces Indoor Golf Club, providing PGA golf instruction. Fidelity’s Strategic Advisers LLC delivers 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 model portfolios across various asset classes.

Miguel Aguirre is a financial advisor with Fidelity, holding a Series 66 credential and one year of industry experience. His prior work includes roles at JPMorgan Chase, Automated Sales Tools LLC, and EECU. He is part of 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 model portfolios delivered to intermediary platforms.