James Liggett is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Fidelity Brokerage Services, LLC since 2014. Strategic Advisers LLC, a Fidelity Investments company, offers 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 is noted for its use of model portfolios, its registration as a commodity pool operator, and its advisory role to multiple registered investment companies.

Leslie Barry is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Fidelity, Leslie worked at Purshe Kaplan Sterling Investments and 49 Wealth Management LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing model portfolios, its use of AI and systematic methodologies, and its advisory services to registered investment companies.

Tumi Pufong is a financial advisor at Fidelity with five years of industry experience. Prior to joining Fidelity, they worked at Citigroup and Equitable Advisors, among other firms. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Chase Atkinson is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 credentials. His prior work includes roles at Fidelity Brokerage Services and experience outside finance with 280 Fitness and Game Truck. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of investment vehicles.

Julian Gambino is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes multiple roles at Fidelity since 2019 and prior experience at Mainstream Painting and MD Placement. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves as an advisor to registered investment companies and fund-of-funds, with a focus on systematic portfolio management and oversight.

Anna Johnson is a financial advisor at Fidelity with Series 63 and Series 66 licenses. She has one year of industry experience, including prior roles at Charles Schwab & Co., Inc. and Wells Fargo. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Charlie Whitaker is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various Fidelity affiliates since 2010. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model offerings.

Michaela Toboso is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Her prior roles include positions at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A. She also worked as a driver for Spark. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including advisory roles for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Austin Reed is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2025 and worked as a Financial Services Representative at TD Ameritrade from 2021 to 2022. He holds insurance licenses in Arkansas and California. Austin focuses on a personalized, goal-based approach to financial planning, prioritizing client relationships built on trust and open communication. He is committed to providing clear guidance and ongoing support to help clients make informed decisions and stay on track with their financial goals. Outside of his professional responsibilities, Austin enjoys activities such as camping, fitness, gardening, snowboarding, and spending time with his family and pets.

Eamon Devlin is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Frost Brokerage Services and Elite Financial Management, as well as work with the Dallas Independent School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and delivers model portfolios through systematic methodologies and oversight controls.

John Uhl is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Brokerage Services, LLC since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including oversight of registered investment companies and delivery of model portfolios through systematic, algorithm-driven methodologies.

John Flynn is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Fidelity Investments and USAA financial services in various advisory roles. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Brantley Young is a Financial Consultant currently working at Fidelity Investments. He has held several roles at Fidelity, including Financial Consultant, Planning Consultant, Relationship Manager, and Investment Solutions Representative since 2021. Prior to joining Fidelity, Brantley worked as an Analyst at Goldman Sachs from 2019 to 2021. His professional experience centers on consulting with clients to develop and implement financial plans aimed at helping them identify and achieve their financial goals. He holds insurance licenses in Arkansas and California. Outside of his professional role, Brantley has interests in biking, board games, family activities, fishing, and parenthood.

Aaron Young is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he spent seven years at TCR Chiropractic PLLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies. 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.

Jared Helms is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has a background that includes roles at Publix and involvement with North Richland Hills Baptist Church and Southwestern Baptist Theological Seminary. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers 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 discretionary and non-discretionary portfolios, including serving as an advisor to registered investment companies and delivering model portfolios for intermediary platforms.

William Pass IV is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Fidelity Investments since 2010. Outside of his advisory work, he is involved in music as a songwriter and performer, regularly recording and performing live. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs, and maintains formal advisory roles for multiple registered investment companies.

Therese Hastings is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include teaching positions at the University of Dallas and involvement with The Nelson Golf and Sports Club. 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. The firm manages model portfolios across mutual funds, ETFs, and ETPs and serves as an advisor to multiple registered investment companies and fund-of-funds.

Chase Owens is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and one year of industry experience. His work history includes roles at Fidelity Investments, State Farm VP Management Corp., and the Steve Nanez Insurance Agency. Owens has also held academic positions at The University of Texas at San Antonio and Oklahoma Wesleyan University. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Michael Frantz is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 1999, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing proprietary fundamental research combined with quantitative and algorithmic portfolio construction methods. The firm manages various investment vehicles, including model portfolios, funds, and multi-manager structures, with oversight controls and a focus on conflict-of-interest mitigation.

Jessica Verduzco is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2020. Prior to her current role, she was involved with Maskcara Beauty and physical therapy practices. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages portfolios using systematic methodologies and serves both retail and institutional investors.