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Gavin H

Series 63, Series 66

Westlake, TX

Fidelity

Chance Hutto is an Investment Solutions Representative III at Fidelity Investments, where he supports clients in achieving their financial goals by tailoring strategies to their unique circumstances. He has progressed through several roles at Fidelity, including Investment Solutions Representative II and I, Stock Plan Associate, and Customer Relationship Advocate since joining the firm in 2022. Prior to his current position, Chance gained experience as a Senior Loan Officer at New American Funding and as a Home Advisor at Mr. Cooper. He also completed an internship at Enterprise Investment and Planning in 2018. His professional background encompasses client relationship management and financial solutions. Outside of his professional career, Chance has interests in cars, food, movies, and reading.

Wealth management Passive / index investing
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Dustin C

Series 63, Series 66

Westlake, TX

Fidelity

Dustin Campbell is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 designations and five years of industry experience. Before joining Fidelity in 2021, he worked at Sigmapro Engineering & Manufacturing LLC and JROBS Sports and Fitness / CrossFit 287. 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 proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Derrick S

CFP®, Series 63

Westlake, TX

Fidelity

Derrick Shipp is a CFP® professional with 27 years of industry experience, currently serving at Fidelity. His tenure at Fidelity includes roles within Fidelity Investments Institutional Services, Brokerage Services, and Personal and Workplace Advisors. Outside of his financial advisory work, he is a commissioned security officer with the Texas Tactical Response Team. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves multiple registered investment companies with sophisticated advisory solutions.

Charitable giving & philanthropy Active portfolio management
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Cynthia C

Series 63, Series 66

Westlake, TX

Fidelity

Cynthia Crow is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she held various roles including teaching positions at the University of Texas at Arlington and Tarrant County Community College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Charitable giving & philanthropy Active portfolio management
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Thomas A

Series 63, Series 66

Westlake, TX

Fidelity

Thomas Andrews is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held various positions primarily in educational institutions and legal organizations. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios that include mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Eddie H

Series 66

Westlake, TX

Fidelity

Eddie Holguin is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2024. Prior to his current role, he held positions in hospitality and media, including at Henry's Tavern and Multiview. Strategic Advisers LLC, a Fidelity Investments company, provides 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 deliver model portfolios and manage funds.

Charitable giving & philanthropy Active portfolio management
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Matthew C

Series 63, Series 66

Westlake, TX

Fidelity

Matthew Crippen is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he worked at Dick's Sporting Goods and has been affiliated with Grand Canyon University since 2018. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. Its approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Charitable giving & philanthropy Active portfolio management
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Goldie A

Series 63, Series 66

Westlake, TX

Fidelity

Goldie Andrews is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, Andrews worked for six years with the Arlington Independent School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Todd E

Series 63, Series 66

Westlake, TX

Fidelity

Todd Edelman is a Wealth Management Planning Consultant at Fidelity Investments, where he serves on the Private Wealth Management Team. In this role, he works with high net worth clients addressing complex and unique financial needs. Todd focuses on multi-generational planning and succession strategies tailored to each family's specific situation through relationship building and a broad range of financial products. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Tier 1 and Tier II positions before his current consultant role beginning in 2025. Prior to joining Fidelity, Todd worked as a Life Insurance Agent at New York Life in 2021. Outside of his professional work, Todd's personal interests include concerts, fishing, hiking, music, parenthood, and running.

Wealth management Multi-generational wealth transfer Business succession planning
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Christopher H

CFP®, Series 63

Westlake, TX

Fidelity

Chris Hammonds is a Financial Consultant at Fidelity Investments, where he collaborates with his wealth management team to develop financial plans tailored to clients' unique priorities and needs. He focuses on building long-term relationships to provide guidance throughout clients' financial journeys. Chris has held various roles at Fidelity Investments since 2019, including Planning Consultant, Active Trader VIP Specialist, Active Trader Services, High Net Worth Representative, and Customer Relationship Advocate. He holds insurance licenses in Arkansas and California. Outside of his professional work, Chris has interests in fitness, golf, outdoor adventures, parenthood, and traveling.

Wealth management Active portfolio management Income planning Financial Professional Parents
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Erika M

Series 66

Westlake, TX

Fidelity

Erika Maye is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked with Fidelity Investments and Fidelity Brokerage Services since 2016. Outside of her advisory role, she serves as the treasurer for a homeowners association management company in Dallas, where she participates in quarterly meetings and assists with community activities. 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 manage a diversified range of mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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David R

Series 63, Series 66

Westlake, TX

Fidelity

David Ryan is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior experience includes roles at Ameriprise and the University of Oklahoma. Fidelity’s Strategic Advisers LLC, where he is based, 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 across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Devin P

Series 63, Series 66

Westlake, TX

Fidelity

Devin Pajeau is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles, including positions at Equitable Advisors and AXA Advisors, as well as involvements with hospitality businesses such as Innisfree Pub and The Creek Pub & Grill. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including serving as an adviser to multiple registered investment companies and utilizing AI-driven methods in its processes.

Charitable giving & philanthropy Active portfolio management
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Christopher T

Series 63, Series 66

Westlake, TX

Fidelity

Christopher Townson 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 offers investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a broad client base including registered investment companies and employs systematic methodologies and oversight controls in its management approach.

Charitable giving & philanthropy Active portfolio management
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Linda T

Series 66

Westlake, TX

Fidelity

Linda Trevino Marroquin is a financial advisor at Fidelity with a Series 66 designation and experience spanning multiple roles, including prior positions at Wells Fargo, AT&T, and service in the Army. She has been with Fidelity since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages model portfolios and serves as an advisor to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Sara T

Series 63, Series 66

Westlake, TX

Fidelity

Sara To is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked with various divisions of Fidelity since 2016. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, charitable funds, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Samantha T

Series 66

Westlake, TX

Fidelity

Samantha Tovias is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Before joining Fidelity, she worked at First Convenience Bank for five years and has previous experience in customer service roles. Strategic Advisers LLC, a Fidelity Investments company, 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 manage portfolios incorporating mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Briana N

Series 63, Series 66

Westlake, TX

Fidelity

Briana Nguyen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, she worked in various roles including at Composure Studios and Grayhouse Events Atelier. Outside of her advisory work, she serves as a shift lead and barista at a teahouse in Euless, Texas. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary services, fund advisory, and model portfolio delivery with oversight controls and specialized roles in commodity pool operation and registered investment company advisory.

Charitable giving & philanthropy Active portfolio management
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Christine A

Series 66

Westlake, TX

Fidelity

Christine Atwell is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Prior to her current role at Fidelity Investments, she was affiliated with Fidelity Brokerage Services, LLC for seven years and has experience as a self-employed professional and in design through Christine & Co. Design, LLC. She was also involved with the Plaza Theater Company for eleven years. Fidelity’s Strategic Advisers LLC, where she is based, provides investment management and advisory services to a broad 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 and serves in advisory capacities to registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
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Liam B

Series 66

Westlake, TX

Fidelity

Liam Broughton is a financial advisor with Fidelity Investments in Westlake, TX. He holds a Series 66 designation and has been in the industry since 2024, with prior experience at Northwestern Mutual and various roles during his studies at Texas Christian University. Outside of advising, he was involved in student activities at Texas Christian University. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees multiple advisory and sub-advisory arrangements.

Charitable giving & philanthropy Active portfolio management
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