Houston, TX Office

Maria Hurtado Florez is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Labcorp, State Farm, and The Woodlands Behavioral Health and Wellness Center. Outside of her advisory work, she has been employed as a food delivery driver for Uber Eats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages fund advisory services with oversight and conflict-of-interest controls.

Andrew Makransky is a financial advisor at Fidelity with Series 65 and Series 63 licenses and 10 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2015 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and utilizes systematic methodologies alongside oversight of sub-advisers.

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 prior work includes roles at Geico, Hilton, and the University of Houston. 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 deliver model portfolios across a wide range of investment vehicles.

Wenjuan Gao is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. 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 develop model portfolios composed of mutual funds, ETFs, and ETPs.

Nicholas Little is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. He previously worked at Equitable Advisors and has a background including education and employment gaps. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery.

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 within Fidelity, with a brief tenure at Haynes Boone, LLP. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Ashley Ferry is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked at Yard House and CMI Rotating Service Center. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across multiple asset classes.

Alhajie Dumbuya is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Prior to his current role at Fidelity, he has held various positions in different sectors, including independent contractor work for US Soccer and driving for Uber. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a systematic investment approach that combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

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.

Gregory Basillio serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He has been with Fidelity Investments since 2005, progressing through roles including Financial Planning Consultant, Relationship Officer, and Active Trader Services Representative. Prior to joining Fidelity, Gregory worked as a Financial Advisor at several firms, including Wachovia Securities and Tiger Investment Group, and began his career as a Trader at Waterhouse Securities. With over two decades of experience in the financial industry, Gregory partners with clients to help them understand their unique financial situations and develop sound financial plans. His expertise encompasses various aspects of financial consulting and planning, supported by extensive practical experience. Outside of his professional role, Gregory has personal interests that include being a foodie and parenthood.

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.