Ethan Plaisance is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His career includes roles at Fidelity Investments and prior experience at Asset Campus Housing, Blinn College, and The Scion Group. He has also been involved with Texas A&M University since 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work and fund management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Anthony Vasquez is a Series 66 licensed financial advisor at Fidelity with one year of industry experience. Before joining Fidelity, he worked at Nebraska Furniture Mart and Marco’s Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

James Bailey is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. He has progressed through multiple roles within Fidelity, starting as an Investment Solutions Representative I in 2021, advancing to level II in 2022, and then to his current role in 2025. Prior to his tenure at Fidelity, James worked as a Financial Representative at North Florida Financial from 2020 to 2021, and as an Advisor Services Representative at Waddell & Reed, Inc. from 2018 to 2020. In his current role, James collaborates with clients to develop personalized financial strategies that cater to investing for the future, retirement planning, and wealth management. He aims to simplify the financial process, provide clear guidance, and serve as a trusted partner throughout his clients' financial journeys. James holds insurance licenses in Arkansas and California. Outside of his professional career, James has interests that include camping, golf, hiking, military service, music, and traveling.

Moniqua Pruitt is a financial advisor at Fidelity with a Series 66 credential and experience in the financial services industry beginning in 2020. Her prior roles include positions at Guardian Life, AIL, Goosehead Insurance, Nordstrom.com, and Flaire Extra. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its management of registered investment companies and use of systematic methodologies and AI tools in its investment process.

Kyoungmin Lee is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked at American National Insurance and other firms before joining Fidelity. Outside of finance, Lee is involved in music through teaching and recording activities with Arkadia Music Group and 32 Generation Records. Fidelity's Strategic Advisers LLC, where Lee is affiliated, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers services such as discretionary portfolio management and fund advisory.

Brooke Whigham is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Her work history includes roles at Fidelity Investments, Equitable Advisors, Advalorem Tax, Metabologix, and Kemah Escape. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

John Hayes is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He is also a CERTIFIED FINANCIAL PLANNER™ and collaborates with his wealth management team to create customized financial plans aimed at helping clients progress toward their retirement goals. His professional experience includes several roles at Fidelity Investments from 2020 to 2023 as a Workplace Planning Consultant I, II, and III. Prior to that, he held various positions at TD Ameritrade between 2015 and 2020, including Client Service Specialist and roles in Investment Management Services and Investor Services. Earlier in his career, he was a District Leader at PFS Investments from 2011 to 2013. John holds insurance licenses in Arkansas and California. Outside of his professional work, his personal interests include cars, movies, music, soccer, tennis, and traveling.

Amanda DeLisse currently serves as a Wealth Management Planning Consultant at Fidelity Investments. In this role, she supports Fidelity Private Wealth Management teams by assisting with account service and maintenance requests and helps clients build their financial plans. Amanda has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, Wealth Management Senior Service Specialist, and Planning Consultant before her current position. Her experience spans client service and financial planning support within the wealth management sector. Outside of her professional responsibilities, Amanda's personal interests include comedy, family activities, fitness, parenthood, Pilates, and reading.

Kristyn Shelton is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2016. 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 mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves a variety of intermediary platforms.

Megan Lawrence currently serves as a Planning Consultant at Fidelity Investments, a role she has held since 2026. She has comprehensive experience within the company, having progressed through positions including Central Relationship Manager from 2024 to 2026, Customer Relationship Advocate from 2023 to 2024, and an internship in the same area in 2022. Her professional focus is on assisting clients by understanding their individual financial situations and guiding them toward improved financial outcomes. Megan emphasizes personalized service aimed at fostering clients' confidence in their financial futures.

Joshua Alexander is a financial advisor at Fidelity with the Series 66 designation and three years of industry experience. He has worked at Fidelity Investments since 2021 and before that was employed by United Supermarkets LLC and Slims BBQ. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Iqra Jafri is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. She has been with Fidelity Brokerage Services LLC since 2017 and joined Fidelity Investments in 2025. Prior to her advisory career, she worked at VIPkid and the University of Texas at Austin. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Cecilia Ortiz Santos is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and seven years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, nA. Cecilia is currently based in Westlake, Texas. 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 integrates fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Danny Munoz is currently a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He has nearly two decades of experience in the financial services industry, all of which has been with Fidelity. Throughout his career, Danny has held multiple positions including Financial Consultant, Senior Portfolio Specialist, Retirement Relationship Manager, and 401k Specialist. Danny's expertise spans various aspects of financial consulting and portfolio management. He holds insurance licenses in Arkansas and California. He is committed to ethical practices and financial literacy, focusing on delivering a high level of service to help clients make informed financial decisions. Danny aims to positively impact his clients and the people important to them through his work.

Matthew Nicholson is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and having 12 years of industry experience. He has worked at various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors from 2018 to 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios across mutual funds, ETFs, and ETPs.

Sydney Sheehan is a financial advisor at Fidelity with 10 years of industry experience. She holds a Series 66 designation and has been with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory services, model portfolios, and fund advisory, with distinctive roles in commodity pool operation and fund governance.

Ihsaan Kamal is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2026, he worked at Best Buy for nine years. 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 discretionary and non-discretionary advisory solutions, including model portfolios built from mutual funds, ETFs, and ETPs.

Levi Hitchcock is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial industry, he held positions at several technology and service firms, including Splunk, ZScaler, and Uber. 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 to manage diversified investment strategies.

Hayden Wooters is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he has held various roles outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage diverse investment funds.

Alexa Situ is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2016. Outside of finance, she has experience with Fuller Rhythm Studio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.