Sudha Das is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Fidelity Brokerage Services LLC since 2020 and was a homemaker prior to that. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages investment operations with oversight and conflict-of-interest controls.

Jeremy Pead is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2014. 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 from a broad investable universe, including mutual funds, ETFs, and ETPs.

Mykel Demel is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fidelity Investments since 2021, following roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. 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. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and development of model portfolios incorporating mutual funds, ETFs, and ETPs.

Derek Scearce is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and TD Ameritrade in various capacities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jordan Haywood is a financial advisor with Fidelity Investments, holding a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he worked in various roles including positions at DoorDash, American Income Life, and Lyft. Outside of his advisory work, he operates Ex Nihilo LLC, a passenger transportation business. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and delivering model portfolios through systematic, long-term investment methodologies.

Myles Fish is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Principal Securities Inc and multiple positions within Fidelity. Outside of his advisory duties, he serves as an ambassador for Bucked Up Supplements, a company specializing in apparel and supplements. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Jamie Ray is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Equitable Advisors and AXA Advisors. Since 2021, he has been associated with Fidelity Brokerage Services and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it serves a distinctive role as a commodity pool operator and advisor to multiple registered funds.

Hannah Molina is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, she held various roles across several companies including Momentum and Buckle. Outside of her advisory work, she operates as an independent contractor creating custom products on Etsy and also works with a delivery service in her free time. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on portfolios.

Jenna Albright is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 designation and has worked across several Fidelity entities since 2014, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Jodi Osiecki is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. She previously worked at Pine Cove and Texas A&M University before joining Fidelity and its affiliated entities. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages multiple funds with formal oversight and governance procedures.

Theresa Chamblee is a financial advisor at Fidelity with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various Fidelity units since 2003. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies and AI-driven research, as well as its role in managing model portfolios and serving registered investment companies.

Corbin Wyatt is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2015, including multiple roles within the firm. Wyatt also has experience with Double Diamond Resort Company. 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 employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI in research, and formal advisory roles to multiple registered funds.

Aastha Chopra is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Greenface, LLC and Glam N Gleam. Outside of her advisory role, she is a partner in consulting businesses FivD Inc and GChopra Inc, as well as an online retail venture, All Ethnic Stuff, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, with distinctive roles including commodity pool operator registration and advisory services to multiple registered investment companies.

Christian Lucas is a financial advisor with Fidelity Investments and holds the Series 66 designation. He has one year of industry experience and previously worked in roofing and construction, as well as real estate with Keller Williams. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it operates as both a registered commodity pool operator and advisor to multiple funds.

Sayeef Huq is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to his current role, he worked at Profectus Insurance and Investments and TD Ameritrade. Outside of advising, he supports his family business through a consulting LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and discretionary accounts.

Charles Stringer is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. His work history includes multiple roles at Fidelity Investments since 2019, as well as positions in education and remediation services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse 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 accounts, model portfolios, and fund advisory services.

Kayla Counts is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she held roles at Home Zone Furniture, Party City - Halloween City, and Things Remembered. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and multiple registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages a range of advisory and fund services.

Kelsey Melton is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2017, where she has served in various capacities including Planning Consultant, Relationship Manager, Investment Solutions Representative, Central Relationship Manager, and High Net Worth Representative. Kelsey partners with individuals and families to build, implement, and maintain financial plans tailored to their goals, needs, and lifestyles. She holds insurance licenses in Arkansas and California.

Tristan Ferdinandi is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked at AutoNation and Gold's Gym, and has an educational background that includes time at TCU. Fidelity’s affiliate, Strategic Advisers LLC, offers 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 is notable for its advisory roles to registered investment companies and its use of AI and systematic methodologies in portfolio management.

Scott Mcclurg is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked for SuitSupply B.V. for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.