Amy Katz is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at St. Mary’s Bank and held various roles in retail and healthcare-related fields. Outside of her advisory work, she operates an Etsy shop where she crochets and sells handmade items. 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 proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies.

Nicole Estee is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments in various capacities since 2007. Her career includes seven years at Fidelity Personal and Workplace Advisors prior to her current role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for 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 manage portfolios that incorporate mutual funds, ETFs, and ETPs.

Gregory Morgan is a financial advisor at Fidelity with Series 63 and Series 66 designations and six years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Robert Half AccountTemps, and the New Hampshire Housing Financial Authority. He is affiliated 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Elizabeth Thomas is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her prior work includes roles in media and health sectors, such as Fox Business Network and Elevance Health, as well as involvement with the York School District and Studigo LLC. 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. The firm offers a range of services including discretionary portfolio management, fund advisory, and delivery of model portfolios, and utilizes systematic methodologies and oversight controls to manage client assets.

Autumn Bishop is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. She has worked at Fidelity Investments since 2021 and has prior experience in diverse roles including positions at Massage Envy and Southern New Hampshire University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

James Mastrianni is a Planning Consultant at Fidelity Investments. He is committed to helping individuals and families achieve their financial goals by collaborating closely with clients to develop comprehensive financial plans tailored to their unique objectives. His approach centers on building trusting relationships to support clients through various life events. James has held several roles at Fidelity Investments since 2021, including Relationship Manager, Financial Representative, and High Net Worth Associate, gaining experience across diverse areas of financial advising. He holds an Arkansas Insurance License. Outside of his professional responsibilities, James enjoys activities such as fishing, football, golf, skiing, traveling, and participating in social events with friends.

Byron Thresher is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 1998, progressing through various roles including Retirement Relationship Manager, Income Planning Consultant, and Retirement Investment Specialist. His extensive experience spans over twenty-five years, focusing on assisting clients with long-term and disciplined investment strategies. Throughout his career, Byron has worked closely with clients to understand their overall financial situations, providing guidance tailored to their specific needs and goals. He holds insurance licenses in Arkansas and California, supporting his expertise in financial planning and income strategies. Outside of his professional responsibilities, Byron enjoys board games, family activities, hiking, kayaking, skiing, and table tennis.

Jaclyn Provost is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Her prior work includes roles at Northeast Credit Union, Jamberry, Instacart, DoorDash, and Thirsty Moose. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of systematic methodologies, AI in research, and its role as a registered commodity pool operator.

Nicholas Baudo is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Enterprise, John Hancock, and Laz Parking. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, oversight of sub-advisers, and formal advisory roles to multiple registered investment companies.

Gada Asvaraksh is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Gada worked at Comcast for six years, RGH Hospitality for two years, and Hilton Hotels and Resorts for eighteen years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios incorporating mutual funds, ETFs, and ETPs.

Alicia Steere is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research and algorithmic portfolio construction. The firm is noted for its use of model portfolios, formal advisory roles to registered investment companies, and application of AI tools in research.

Andrew McFarlin is a Financial Consultant at Fidelity Investments, where he has held various roles since 2016. His current position involves partnering with clients across all life stages to develop and implement financial plans aimed at achieving their long-term goals. Andrew's professional experience spans several positions at Fidelity Investments, including Planning Consultant, Investment Solutions Representative III, Regional Center Investment Consultant, and Workplace Planning Consultant. Prior to joining Fidelity, he worked at New England Private Wealth Advisors, MFS Service Center Inc, and Boston Partners Financial Group. He holds insurance licenses for Arkansas and California. Outside of his professional career, Andrew has personal interests that include cars, family activities, food, golf, lakes, and pets.

Xavier Rios is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at The Home Depot and other diverse employers before joining Fidelity. 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 combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with specialized capabilities such as commodity pool operation and advisory services to multiple registered investment companies.

Hannah Trask is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with clients and their Wealth Management Advisors to develop and implement financial plans tailored to their unique goals and needs. She has been in this role since 2021. Prior to her current position, Hannah held several roles at Fidelity Investments, including Relationship Manager from 2020 to 2021, Financial Representative from 2019 to 2020, and Customer Relationship Advocate from 2017 to 2019. This progression reflects her experience in client relationship management and financial planning within the firm.

Shelly Gillis is a CFP®-designated financial advisor at Edward Jones with 22 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs featuring discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyler Maider is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked in various roles outside finance, including positions in hospitality and athletic club management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Shona Armstrong is a financial advisor at Fidelity with 23 years of industry experience. She holds the Series 66 designation and has worked at various Fidelity entities since 2006, as well as at PRUCO Securities from 2004 to 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs, with additional oversight and advisory roles uncommon among large institutional peers.

Lucas Spicer is a financial advisor at Fidelity with Series 63 and Series 66 registrations and two years of industry experience. Prior to his current role, he has held various positions including coaching fitness classes at a local gym. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base ranging from retail and institutional investors to registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, delivering model portfolios through intermediary platforms.

Chaz Newton is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Commonwealth Financial Group and various positions outside finance such as at Amazon Logistics and the City of Manchester. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies, utilizing systematic methodologies and AI-driven research in portfolio management.

Eddie O'Grady is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles within Fidelity Investments, including Workplace Planning Consultant III and II, Retirement Solutions Representative, Stock Plan Consultant, and Financial Representative-Full Trader. Prior to his tenure at Fidelity, Eddie was a Wealth Manager at Brophy Wealth Management LLC from 2021 to 2022 and completed a Wealth Management Internship at Merrill Lynch in 2014. Throughout his career, Eddie has focused on helping clients design, implement, and maintain financial plans tailored to their individual needs and aspirations. His approach emphasizes reducing financial stress and enabling clients to pursue their goals with confidence. Outside of his professional work, Eddie enjoys baseball, family activities, fitness, hiking, and outdoor adventures.