Charlotte, NC Office

Michael Sullivan is a financial advisor with Fidelity Investments in Charlotte, NC, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Wells Fargo Bank NA and Vanguard. He works at 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 discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Yvette Mills is a financial advisor at Fidelity with 20 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at TIAA-CREF and Procurement & Contract Services Solutions (PCSS). Outside of her advisory role, she serves as a board member of the Jamaican American Cultural Association and acts as a financial officer for PCSS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Justin Howard is a financial advisor at Fidelity with 10 years of industry experience. He has worked at Fidelity Investments since 2022 and previously held positions at Northwestern Mutual and NC State Employees Credit Union. Outside of his advisory role, Howard is the sole proprietor of Howard & Co, a financial counseling and therapy practice based in Charlotte, NC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor to multiple registered investment companies.

Ryan Ash is a financial advisor with Fidelity in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Fidelity Investments and Robert Half Inc. Outside of finance, he was involved with Local Lunchbox, a community-oriented business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a broad investable universe.

Okwuchi Uhiara is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including AllState Financial Services, JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. 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 to deliver diversified model portfolios.

Dante Sammarco is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 credential and has worked at several firms including VALIC Financial Advisors and Lighthouse Planning Consultants. Outside of his advisory role, he serves as a sports league official for local YMCA soccer and basketball leagues in Charlotte, NC. Fidelity, through its Strategic Advisers LLC division, 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 deliver model portfolios and advisory solutions.

Zachary Chitwood is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Robinhood Financial and Burlington Beer Works. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs using systematic methods and long-term asset allocation benchmarks.

Ariana Larriviere is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Her work history includes roles at Fidelity Investments and Raymond James and Associates, as well as experience outside finance at a psychiatry office and Florida Atlantic University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction to develop model portfolios, often delegating management to sub-advisers while maintaining oversight and addressing conflicts of interest.

Tyler Fortanascio is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2018, with prior experience at Black Diamond Networks and Enterprise Holdings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also employs systematic methodologies and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies and fund-of-funds.

Steven Balerna is a financial advisor at Fidelity with 14 years of industry experience. He has held roles at Fidelity Investments since 2021 and previously worked at TIAA and TIAA-CREF from 2011 to 2020. Outside of his advisory work, he owns and manages INTERIE LLC, a business that sells products on Amazon. Fidelity’s Strategic Advisers LLC 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 across a broad range of mutual funds, ETFs, and ETPs.

Jesus Molina is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities at Fidelity Brokerage Services LLC since 2012, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Maire Doyle is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, she worked at The Vanguard Group and has held various roles including self-employment and positions in technology and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Jamahal Singh is a financial advisor at Fidelity with 12 years of industry experience. He holds the CFP® designation and securities licenses Series 65 and Series 63. Prior to joining Fidelity, he worked at SeCU Life Insurance Company and Credit Union Investment Services, among other roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Anton Nichvidyuk is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. His career includes roles at Bank of America, Merrill, and Commercial Bank "Kuban Credit" LLC. He is currently based in Homosassa, FL. Strategic Advisers LLC, a Fidelity Investments company, offers 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 maintains a formal advisory role to multiple registered investment companies.

Kyndall Moore is a financial advisor at Fidelity with 18 years of industry experience. Moore holds Series 63 and Series 66 licenses and has previously worked at Captrust Financial Advisors, Capfinancial Securities LLC, F&M Bank, and LPL Financial. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles to multiple registered investment companies and fund-of-funds.