Houston, TX Office

Andrew Makransky is a financial advisor with Fidelity Investments based in Houston, TX, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. His prior work includes four years at Ameriprise Financial Services, Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs using systematic, long-term asset allocation strategies.

Alfred Sansores is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 designations and nine years of industry experience. He previously worked at VALIC Financial Advisors and has experience outside finance with the Cy-Fair Fire Department and Southern Glazers Wine and Spirits. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and the use of AI-driven methodologies.

Jonathan Al Sahli is a financial advisor at Fidelity with seven years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities and is a partner in a family residential remodeling business. He holds Series 63 and Series 66 licenses. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Kathy Dinh is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her work history includes roles at Fidelity Investments, Geico, and various other companies, along with several years at the University of Houston. Fidelity's Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and its use of AI and systematic methodologies in portfolio management.

Wenjuan Gao is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2024, following a decade-long tenure at Wells Fargo Clearing and Wells Fargo Bank, NA. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Samantha Aguilar is a financial advisor at Fidelity with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked primarily at Fidelity Investments since 2017, with a brief tenure at Haynes Boone, LLP. 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 to manage portfolios that include mutual funds, ETFs, and ETPs.

Ashley Ferry is a financial advisor with Fidelity in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she worked at Yard House and CMI Rotating Service Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and acts as an advisor to multiple registered investment companies and fund-of-funds.

Alhajie Dumbuya is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Fidelity, he worked at various organizations including Baylor University and FC Dallas. Outside of his advisory role, he serves as an independent contractor officiating soccer games and works as a rideshare driver. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to provide discretionary and non-discretionary investment solutions.

Jason Powell is a CFP® with 14 years of industry experience, currently serving at Fidelity. His prior roles include positions at Valic Financial Advisors, Transamerica Financial Advisors, and World Financial Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, offering discretionary portfolio management, advisory work, and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and is noted for its registration with the CFTC as a commodity pool operator and advisory roles to multiple registered investment companies.

Ethan Sherman is a financial advisor with Fidelity Investments in Houston, TX. He holds Series 63 and Series 66 designations and has one year of industry experience. Prior to joining Fidelity, he worked at Western & Southern Life and W&S Brokerage Services, and he is also employed at EOS Fitness, where he provides exercise support and guidance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Leticia Grant Jones is a financial advisor with Fidelity in Houston, TX, holding Series 63 and Series 66 licenses and 22 years of industry experience. Her prior work includes roles at Bank of America and Merrill from 2014 to 2021. 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. The firm manages model portfolios and serves as an advisor to registered investment companies and fund-of-funds.

Jarrett Lidell is Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2019. He is a Certified Financial Planner with 19 years of experience in financial services, including 12 years at Fidelity Investments. Jarrett specializes in holistic wealth planning and benefits optimization for executives and their families. His professional experience includes positions as Private Client Investment Consultant at TD Ameritrade from 2017 to 2019, Financial Advisor at Edward Jones from 2015 to 2017 and 2006 to 2007, Account Executive at Fidelity Investments from 2008 to 2015, Personal Banker at JP Morgan Chase Bank from 2007 to 2008, and Financial Services Intern at State Farm in 2006. He holds a California Insurance License. Outside of his professional life, Jarrett enjoys cooking and baking, participating in family activities, fishing, football, movies, and parenthood.

Arthur Valentine is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has worked at UBS Financial Services and the City of Austin Public Health. Prior to his advisory career, he was employed at Prairie View A&M University for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs.

Claudia Fraga Chavarrieta is a financial advisor at Fidelity with 17 years of industry experience. She holds a Series 66 designation and has worked in various capacities across Fidelity Investments, State Farm Insurance Agencies, Mass Mutual, and New York Life. She 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discriminatory advisory mandates, including model portfolio delivery and fund advisory services.

Troy Mahon is a financial advisor with Fidelity Investments in Houston, TX, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has eight years of industry experience, including prior roles at LPL Financial and Hudson Valley Credit Union. Fidelity’s Strategic Advisers LLC provides 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, model portfolios, and fund advisory services.