Grayson Travis is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at Raymond James, PNC Bank, and Dallas Baptist University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

John Finnell is a financial advisor with Fidelity Investments based in Westlake, TX. He holds Series 63 and Series 66 credentials and has 11 years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with notable regulatory registrations and the use of advanced technologies such as AI and algorithmic methods in its investment approach.

Kevin Hosecloth is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, gaining experience in various roles including Financial Consultant, Fixed Income Specialist, and Investment Solutions Representative. Kevin holds insurance licenses in Arkansas and California. His approach focuses on providing tailored financial guidance and empowering clients through financial education, emphasizing the importance of trust and strong relationships. Outside of his professional work, Kevin has interests in football, movies, music, parenthood, puzzles, and reading.

Ryan Kennedy is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2021, progressing through roles from Investment Solutions Representative I to his current position. Ryan works with individuals and families to navigate financial complexities and market conditions, focusing on creating personalized and sustainable financial plans. His professional experience centers on assisting clients in growing, protecting, and managing their wealth over time. Ryan emphasizes collaboration with clients to develop financial roadmaps tailored to their unique needs. Outside of his professional role, he has interests in concerts, movies, music, parenthood, and pets.

Lindsey Harter is a Series 66 licensed financial advisor at Fidelity with 17 years of industry experience. She has worked at Ameriprise Financial Services, Inc. for 10 years before joining Fidelity Brokerage Services in 2019 and Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of clients, including registered investment companies and charitable funds, and is noted for its use of systematic methodologies and AI-driven research in portfolio management.

Mike McGrath is a Financial Consultant currently working at Fidelity Investments since 2017. He specializes in helping wealthy individuals and families create durable lifelong financial plans. He has extensive experience in the financial services industry, having held positions including Private Client Advisor at Umpqua Investments, Inc. from 2013 to 2016, Private Bank Advisor at Wells Fargo Advisors, LLC from 2010 to 2013, and Investment Consultant at Wells Fargo Investments, LLC from 2007 to 2010. Mike holds insurance licenses in Arkansas and California. Outside of his professional work, Mike has interests in baseball, football, music, pets, and reading.

Logan Reynolds is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at Fidelity since 2021 and previously held roles at Oklahoma State University and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Nicholas Curnutt is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles at Barley and Board, The Biscuit Bar, and Pluckers Wing Bar. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Alison Evanzo is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various roles, including positions at Fidelity Brokerage Services LLC and Amazon Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model portfolios.

Jerry Smith is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 1997. Outside of his advisory work, he is the sole proprietor of EcoScan Home Inspections LLC, where he conducts home inspections. 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, quantitative analysis, and algorithmic portfolio construction. The firm oversees and delivers model portfolios from mutual funds, ETFs, and ETPs, and serves multiple registered investment companies and fund-of-funds.

Austin Pittman is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2013, advancing through various roles including Financial Consultant, Planning Consultant, Relationship Manager, Central Relationship Manager, Private Client Group Representative, and High Net Worth Representative. Austin's professional focus involves collaborating with clients to develop strong financial plans that reflect their values and support their lifetime goals. He holds insurance licenses for Arkansas and California. Outside of his professional work, Austin has interests in fishing, football, music, social events with friends, parenthood, and traveling.

Brent Houser is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His career includes multiple roles at Fidelity Investments since 2021 and previous positions at the University of Denver and Trace3. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Adam Ampaipitakwong is a Planning Consultant at Fidelity Investments. He works with clients to develop financial plans tailored to their specific goals and needs, emphasizing the importance of building strong and trusting relationships to ensure clients feel supported and understand the value he provides. Adam's experience at Fidelity Investments includes roles as a Workplace Planning Consultant from 2022 to 2025, a High Net Worth Associate from 2021 to 2022, and a Customer Relationship Advocate in 2021. He holds insurance licenses in Arkansas and California.

Jacob Pottle is an advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Nautical Boat Club and BlueSky Sports. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios and serves as a registered commodity pool operator with formal advisory responsibilities to multiple funds.

Jeremy Buttell is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2017. Prior to joining Fidelity, he was affiliated with Keemotion LLC and the University of Illinois at Chicago. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios with a focus on long-term asset allocation and serves as an advisor to multiple registered investment companies and fund-of-funds.

Ryan Willey is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Fidelity and its affiliated entities since 1999, including roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, delivering model portfolios through intermediary platforms.

Omar Malik is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity divisions since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a methodology that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Kewanis Runnels is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2020, with prior roles at TD Ameritrade and several other companies. 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 manage multi-manager and fund-of-funds strategies, and it maintains a distinctive role as a registered commodity pool operator and advisor to multiple registered investment companies.

Ambre Caperton is a financial advisor at Fidelity with Series 66 credentials and less than one year of industry experience. Prior to joining Fidelity, Ambre held roles at multiple companies in real estate, debt relief, and business services, including Sigma Relocation Group LLC and Freedom Debt Relief LLC. She has also worked as an independent contractor in real estate brokerage. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Sean Stallings is a financial advisor with Fidelity Investments, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Edward Jones and Keller Williams Realty. Stallings is based in Westlake, TX. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios and delivering model solutions.