Marianne Tidwell is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2006. Fidelity’s affiliate, 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its role in advising multiple registered funds and delivering model portfolios using advanced methodologies.

Ginger Avitt is a financial advisor at Fidelity with 22 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity since 2004, including roles at Fidelity Personal and Workplace Advisors. 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 manages model portfolios built from mutual funds, ETFs, and ETPs, and acts as an advisor to multiple registered investment companies and fund-of-funds.

David Taylor is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 2000. He is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering systematic model portfolios and managing relationships with sub-advisers.