Austin, TX Office

Anastasia Desyatnik is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Her prior work history includes roles at Merrill and Bank of America. She is based in Austin, TX. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Elias Morales is a financial advisor at Fidelity with Series 63 and Series 65 credentials and six years of industry experience. He has worked at several firms including Tesla and Equitable prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across multiple asset types.

Susan Rohe is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to her current role, she worked at BlackRock Investments, Inc. for a total of 11 years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Ryan Hoehn is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at Equitable Advisors and various companies outside finance, such as DoorDash, Lyft, and Viacom. 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. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it manages funds with oversight controls and systematic methodologies.

Natalie Anderson is a financial advisor with Fidelity in Austin, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of her advisory work, she is the sole proprietor of a spiritual coaching business, meeting with individuals on a minimal basis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, with a focus on blending fundamental research, quantitative analysis, and algorithmic portfolio construction.

Brian Ablutz is a financial advisor at Fidelity with 23 years of industry experience. He holds the Series 66 designation and has worked previously at TIAA-CREF. Outside of his advisory role, he is involved as an independent contractor with Arbonne International, supporting administrative and promotional efforts in health, wellness, and beauty products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios that utilize mutual funds, ETFs, and ETPs.

Noah Chambers is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His career includes roles at Fidelity Investments and prior positions at Crouzet and Target. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Gabriel Fuentes is a CFP® professional with Series 63 registration, currently serving as a financial advisor at Fidelity in Austin, TX. He has three years of experience at Fidelity Investments, following prior roles at Charles Schwab & Co., Inc, Discount Tire, Sam's Club, and others. 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 to manage discretionary and non-discretionary accounts as well as model portfolios.

Michael Johnson is a financial advisor with Fidelity in Austin, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Fidelity Investments since 2022, Charles Schwab from 2019 to 2021, and USAA Federal Savings Bank from 2012 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of model portfolios constructed through proprietary research, quantitative analysis, and systematic methodologies. The firm also serves multiple registered investment companies and employs algorithmic and AI-driven tools in its investment process.

Vi Phung is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, she worked at The RealReal and Yelp, Inc. Outside of her advisory role, she provides dog walking services through the Rover app. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts.

Camren Hayden is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, Camren worked at Charles Schwab and has a background that includes roles at Red Bull and Anheuser-Busch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Babak Haghighi is a financial advisor with Fidelity Investments in Austin, TX, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at The Vanguard Group, Wells Fargo Bank, and PNC Investments. 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 employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Mitchell Boyd is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has worked at Fidelity Investments since 2023 and previously held roles at Gerson Lehrman Group and other organizations. 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 combines fundamental research with quantitative analysis and systematic portfolio construction, using algorithmic methods and oversight to manage a range of model portfolios.

Andrew Spahn is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab and USAA Financial Advisors. Outside of his advisory role, he is a partner in Lindrew Holdings Inc., a quick service restaurant business based in Austin, Texas. 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 systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Dung Quach is a financial advisor with Fidelity in Austin, TX, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role, he was involved in a family-owned restaurant business, HAO-Q Asian Kitchen, for over two decades. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm’s distinctive features include its registration as a commodity pool operator, advisory roles for multiple registered investment companies, and use of advanced AI methodologies in research.