Lauren Bristol is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning her career in the industry in 2025. Prior to joining Fidelity, her work experience includes roles at Doordash, Inc. and Rhino Medical Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. Its approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Nadya Moffatt is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Her prior work includes roles in the food and beverage sector and customer service industries. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in delivering model portfolios and advisory solutions.

Brett Cook is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 designation and has worked with various Fidelity entities since 2016, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 develop model portfolios from mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

Dominic Ontiveros is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments and its affiliates since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a range of funds and investment vehicles.

Patrick Chance is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. He has held roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors since 2015, joining Fidelity Investments in 2025. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and systematic methodologies, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Blake Boughey is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. He has worked at Fidelity since 2021 and has previous experience at companies including Uber, DoorDash, and Amazon. 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 discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Jack Barron is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His work history includes multiple roles at Tyler Stewart and Tyler Little prior to joining Fidelity in 2024. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it holds a distinctive role as a commodity pool operator with formal advisory responsibilities to multiple registered funds.

Conor Shepard is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and having four years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Banner Bank. 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 to manage model portfolios across a broad investable universe.

William Smith is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2011, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios consisting of mutual funds, ETFs, and ETPs.

Joshua Evers is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at the University of Texas at Dallas and was involved with Karate for Kids for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and developer of model portfolios incorporating algorithmic and AI-based methods.

Alexandria Secreast is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her background includes roles at Prime Meridian Bank and prior positions at Fidelity Investments. She has also worked in education at Maclay School and attended Auburn University. 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 offers discretionary and non-discretionary advisory services, managing a diverse range of investment products including mutual funds, ETFs, and ETPs.

Maximus Panday is a Financial Consultant at Fidelity Investments. In his role, he works with clients to co-create and implement tailored, comprehensive plans aimed at progressing toward their financial goals. Maximus has held various positions within Fidelity Investments since 2013, including Investment Management Consultant II and Workplace Planning Consultant III. He holds insurance licenses for Arkansas and California.

Diana Sisk is a CFP®-certified financial advisor with 12 years of industry experience, currently working at Fidelity Investments since 2013. She holds a Series 63 license and is a partner in BRD I Partnership, Ltd. located in Waco, Texas. 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 a broad range of portfolios including multi-manager structures and registered investment companies.

Kianna Estacion is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity, she held various roles including positions at University of North Texas and work in the hospitality sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using systematic methodologies and quantitative analysis. The firm is notable for its advisory roles to registered investment companies, use of algorithmic research methods, and formal governance procedures.

Aadya Ahuja currently serves as an Investment Solutions Representative III at Fidelity Investments. In this role, Aadya collaborates with clients to develop comprehensive financial plans aimed at achieving both short- and long-term goals. Aadya is dedicated to assisting clients throughout their financial journeys and fostering strong relationships through tailored solutions. Aadya has progressed through various positions at Fidelity Investments, beginning as a Customer Relationship Advocate in 2023, then advancing through roles as Investment Solutions Representative I and II before reaching the current position. This experience reflects a continuous commitment to supporting clients' investment needs. Outside of professional responsibilities, Aadya has interests in board games, cooking and baking, fitness, playing musical instruments, caring for pets, and traveling.

Sushen Sehgal is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and previously worked at First Command Insurance Services and related entities from 2019 to 2021. He also engages in property investment as the sole proprietor of Prithvi Capital Holdings, focusing on researching long-term investment opportunities. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios that integrate mutual funds, ETFs, and ETPs.

Matthew Friday is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliated entities since 2010. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Alexander Ranieri Jr. is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC prior to joining Fidelity. 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’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Charles Shelton is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His work history includes multiple roles at Fidelity Investment Solutions and Fidelity Investments, as well as experience in the automotive sector with Sewell Fleet Management and Automotive Resources International. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its involvement with registered investment companies, use of AI in research, and management of model portfolios for Fidelity Institutional Wealth Adviser.

John Etheridge is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services, Inc. since 2012. 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 utilizes proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that incorporate mutual funds, ETFs, and ETPs, often delegating management to sub-advisers and maintaining oversight controls.