Jeffery Perkins is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked at U.S. Bancorp Investments and Hd Vest Investment Services prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Brent Bradshaw is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity in various capacities since 2008. His current role is with Fidelity Investments, where he has worked since 2025. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, with distinctive features including registration as a commodity pool operator and the use of AI in its research processes.

Ben Haggerty is a Planning Consultant at Fidelity Investments, where he partners with clients to build effective financial plans, support wise investment decisions, and simplify their finances. He has been with Fidelity Investments since 2017, progressing through roles from Investment Solutions Representative to Central Relationship Manager, Relationship Manager, and currently Planning Consultant. Ben holds insurance licenses in Arkansas and California. Outside of work, he enjoys spending time with friends, engaging in social events, gardening, outdoor adventures, parenthood, caring for pets, and traveling.

Zack Barker is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2016 and has held various roles including Financial Representative, Investment Solutions Representative, Client Management Representative, Portfolio Specialist, and Investment Management Consultant III before his current position. Zack provides guidance in areas such as Retirement Planning, Investment Strategies, Tax Efficient Investing, and Income Planning. He holds insurance licenses in Arkansas and California. Outside of his professional work, Zack's personal interests include concerts, football, golf, music, and outdoor adventures.

John Sorensen is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he has worked in retail at Rocky Mountain Chocolate Factory. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Nolan Wallace is a financial advisor at Fidelity with 7 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Brokerage Services LLC and Carlisle and Bray Marine. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary research and algorithmic portfolio construction. The firm offers a range of services from discretionary portfolio management to fund advisory and model portfolio delivery, with a notable focus on systematic methodologies and oversight controls.

Emily Hussey is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and previously worked at Texas Tech University, Fiserv, Summit Hills Country Club, and the University of North Carolina Wilmington. 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 deliver model portfolios and discretionary management.

Amanda Rogers is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. Her work history includes roles at Fidelity Investments and Regal Rexnord, among others. She is part of 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including model portfolios and fund-of-funds structures.

Jarod Asher is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity divisions since 2011. Fidelity’s Strategic Advisers LLC serves retail and institutional clients with investment management and advisory services, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage fund advisory assignments.

Rebecca Zeller is a financial advisor at Fidelity with six years of industry experience. She has worked at Fidelity Brokerage Services since 2019 and previously held roles at Omega Processing Solutions and Infintech LLC. Zeller holds a Series 66 designation. 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 manage portfolios and oversees affiliated and unaffiliated sub-advisers.

Eric Sweet is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in horticultural resources and held roles in publishing and education. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also has a formal advisory role to multiple registered investment companies and employs algorithmic methods and AI in its research processes.

Adam Anderson is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services since 2017. Outside of his advisory role, he performs independent contractor work including rideshare and courier services, as well as voice acting through an online marketplace. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Dalia Baxter is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Fidelity and its brokerage services since 2015. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Lee Ballinger is a financial advisor at Fidelity with 19 years of industry experience. He holds the CFP® designation along with Series 66, Series 63, and Series 65 licenses. His prior experience includes roles at Equitable Advisors, Axa Advisors, The Huntington National Bank, JPMorgan Chase, and FTJ Fundchoice. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Jacob Hufford is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2015, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity's Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm integrates proprietary fundamental research with quantitative and algorithmic portfolio construction, managing a range of discretionary and non-discretionary services and employing systematic methodologies and formal governance procedures.

Barry Millson is a CFP® and ChFC® with 44 years of industry experience. He is currently with Equitable Advisors and has previously worked at OSAIC, Woodbury Financial Services, and Questar Asset Management/Capital Corporation. Outside of his advisory role, he serves as president of a local condominium association and co-owns a tax preparation business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm offers a range of investment programs delivered through a network of representatives, emphasizing tailored solutions with access to both proprietary and third-party managers.

Joseph Rodgers is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2011. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Matthew Kinsella is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been associated with Fidelity Investments since 2006, progressing through positions from Senior Retirement Specialist to Account Executive and Client Management Representative, and then Financial Consultant before his current role. His experience spans over 18 years in retirement planning. Throughout his career, Matthew has focused on guiding clients toward confident and fulfilling retirements by implementing personalized planning strategies. His goal is to help clients protect their assets, support their desired lifestyles, and establish lasting legacies for future generations. He holds an insurance license in Arkansas. Outside of his professional work, Matthew enjoys fishing, fitness, gardening, scuba diving, and traveling.

Christopher Smith is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at Fidelity Investments and the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of algorithmic methods and AI in research.

Eric Wilfong is a CFP® with 12 years of industry experience, currently serving as an advisor at Fidelity Investments. His prior work history includes roles at Paycor, Touchstone Securities, and IFS Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.