Dustin Watkins is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 1999. Fidelity’s Strategic Advisers LLC serves a broad client base including retail and institutional investors, providing investment management and advisory services that utilize a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s offerings include discretionary portfolio management, advisory work, fund advisory, and model portfolio delivery.

Andres Garcia is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fidelity, he worked at Coke Consolidated, Jimmy John's, and Zillow Group. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Joao Paulo Monteiro is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2020. Prior to that, he held positions at Edelweiss Lodge and Resort/US Department of Defense and Centre College. 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 model portfolios across mutual funds, ETFs, and ETPs.

Sara Ahlrichs is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and previously worked at Sheer Technologies, ConstructConnect, and Teksystems. 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, overseeing model portfolios composed of mutual funds, ETFs, and ETPs.

Lewis Curd is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity, he worked at USA Homestays and was involved with Grace Fellowship Church. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios.

Greg Peebles is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity since 2017, previously serving as a Director and Retirement Planner from 2017 to 2020 and as a Portfolio Specialist from 2020 to 2021. In his current position, Greg focuses on understanding clients' goals and financial situations to develop and maintain personalized financial plans using Fidelity's resources. Greg holds insurance licenses in Arkansas and California. Outside of his professional work, he engages in family activities, fishing, football, outdoor adventures, and parenthood.

Christopher Hatfield is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 1998, including Strategic Advisers since 2001. 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’s process combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services and managing fund-of-funds structures.

Dave Torggler is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Brokerage Services, Inc., Fidelity Personal and Workplace Advisors, and Strategic Advisors Inc. since 1991 in various roles. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios constructed from mutual funds, ETFs, and ETPs.

A Mcdougal is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. Their career includes long-term roles at various Fidelity divisions dating back to 1995. 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 employs a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it is noted for its use of AI technologies and formal advisory roles within the industry.

Nichulas Schneider is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He focuses on understanding his clients' personal stories, goals, and preferences to tailor financial plans that address their unique family needs. Nichulas emphasizes building trust and demonstrating competency throughout the planning process to help clients work toward achieving their financial objectives. Prior to his current position, Nichulas held various roles at Fidelity Investments, including Investment Consultant - Solutions Representative III (2022-2023), Fixed Income Specialist (2020-2022), Investment Solutions Representative (2016-2020), and Full Trader (2012-2016). His experience spans multiple aspects of investment and financial consulting. Nichulas holds insurance licenses in Arkansas and California.

Emily Metelko is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work experience includes roles at Loft, Ascena Retail Group, Salon Service Group, Standard Textile, and Kendra Scott, LLC. 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 proprietary fundamental research with quantitative analysis and systematic portfolio construction, employing algorithmic methods and AI in its process.

John Burke is a CFP® with 27 years of experience in the financial services industry. He is currently affiliated with Fidelity and has held various roles within the firm and its subsidiaries since 2011. Prior to joining Fidelity, he worked at Fifth Third Securities, UBS Financial Services, Foster & Motley Inc, and Charles Schwab. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Molly Moore is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Her prior work includes roles at St. Elizabeth Healthcare, Walgreens pharmacy, and Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage a diverse range of portfolios.

Megan Bartell is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity in various capacities since 2016. Prior to her tenure at Fidelity, she was employed by Progress Rail Services for six years. 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, offering discretionary and non-discretionary advisory services, model portfolios, and fund advisory.

Jamie Witherall is a CFP® professional based in Covington, KY, with six years of industry experience. He has worked at Fidelity Investments since 2019 and previously held positions at US Bank, BB Riverboats, Panera Bread, and Eastern Kentucky University. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Matthew Gates 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 divisions since 2014. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Benjamin Morris is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity affiliates since 2015. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Krista Schuh is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations. Her career at Fidelity includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery using proprietary research and algorithmic methods. The firm also serves multiple registered investment companies and employs formal governance procedures.

Michelle Westendorf is a financial advisor with Fidelity Investments based in Covington, KY. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Fidelity in 2024, she worked at UBS Financial Services from 2021 to 2024 and Fifth Third from 2020 to 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves a broad client base including delivering solutions to intermediary platforms.

Kyle Yoest is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2018, progressing through various positions including Regional Center Planning Consultant, PAS FC Relationship Manager, Central Relationship Manager, and HSA Planner. Kyle is focused on understanding his clients' situations to help develop disciplined investment strategies that are adjustable and maintainable over time. His professional experience spans several facets of financial consulting and client relationship management. He holds insurance licenses in Arkansas and California. Outside of work, Kyle's personal interests include fitness, football, social events with friends, and parenthood.