Katy, TX Office

Marco Ramirez Garcia is a Series 66-licensed financial advisor with Fidelity, based in Katy, Texas, and has one year of industry experience. Prior to joining Fidelity, he worked at First National Bank Texas and held roles in business consulting and education. Outside of advisory work, he is an independent rideshare contractor and serves as an operations manager for a consulting and management firm. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, often employing model portfolios composed of mutual funds, ETFs, and ETPs.

Ifeanyichukwu Iwuji is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked in fitness and education sectors, including roles at Blink Fitness, Inner Strength Fitness, and Wylie Independent School District. 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. The firm is noted for its use of systematic methodologies, its advisory role to multiple registered investment companies, and incorporation of AI tools in research and portfolio management.

Jonathan Bui is a Financial Consultant at Fidelity Investments, where he works closely with clients to understand their situations and needs. He focuses on developing holistic financial plans that help clients work towards their goals. He has held several roles at Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This experience has contributed to his expertise in client relationship management and financial planning. Outside of his professional work, Jonathan has personal interests in board games, football, golf, and parenthood.

Kaitlyn Pickens is a financial advisor at Fidelity with Series 66 credentialing and approximately one year of industry experience. Prior to joining Fidelity, she held various roles in the retail and hospitality sectors, including positions at Lululemon Athletica and Benny Chows. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and its advisory roles to multiple registered investment companies and fund-of-funds.

Felisa Rodriguez currently serves as Vice President and Branch Leader at Fidelity Investments, where she leads and coaches a team of financial professionals dedicated to delivering exceptional client experiences. She emphasizes collaboration and personalized financial planning to help clients and their families grow, safeguard, and manage their wealth across generations. Rodriguez has extensive experience within Fidelity Investments, holding various roles since 2012, including Assistant Branch Leader, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Corporate Retirement Services Coordinator at Business Financial Group. Her career reflects a sustained commitment to financial services and leadership within the industry.

Jennifer Gill is a Financial Consultant at Fidelity Investments since 2025. She has been with Fidelity Investments since 2023, previously serving as a Planning Consultant. Prior to that, Gill held several roles in financial services, including Assistant Vice President Financial Solutions Advisor at Merrill Lynch Bank of America from 2020 to 2023, Senior Home Lending Advisor at JP Morgan Chase from 2018 to 2020, and Vice President Mortgage Loan Originator at Regions Bank from 2007 to 2018. Throughout her career, Jennifer has developed expertise in financial consulting, planning, and home lending. She emphasizes the importance of understanding clients' stories, values, and aspirations to provide personalized financial guidance. Her approach centers on building lasting relationships and creating plans that align with clients' goals and family well-being. Outside of work, Jennifer enjoys family activities, music, reading, and running.

Nathan Burks is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He collaborates with clients to develop tailored financial strategies aimed at achieving long-term financial well-being and confidence for retirement planning. Prior to his current role, Nathan worked as an Investment Consultant at Fidelity Investments from 2022 to 2023. Before joining Fidelity, he held positions as Lead Advisor at Aspire Wealth Advisors from 2021 to 2022 and as a Financial Advisor at Principal from 2019 to 2021. Nathan's professional experience spans multiple roles in the financial advisory field, focusing on client collaboration and strategic financial planning. Outside of his professional work, Nathan enjoys outdoor activities such as beach outings, camping, fishing, running, and spending time with his pets.

Mike Whang is a Financial Consultant at Fidelity Investments, where he has been providing financial advisory services since 2026. Prior to this role, he served as an Investment Consultant at Fidelity from 2025 to 2026 and as a Financial Representative from 2024 to 2025. In his role, Mike focuses on developing financial plans that align with clients' values and goals. He emphasizes listening to clients to understand their priorities, investment preferences, lifestyle aspirations, and legacy intentions. Utilizing Fidelity's expertise and analytical tools, he collaborates with clients to build personalized financial strategies. Outside of his professional responsibilities, Mike has interests in cooking and baking, exploring food culture, music, parenthood, photography, and volunteering.

Sheilakai Strickland is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 16 years of industry experience. Her prior work includes roles at UBS Financial Services, JPMorgan Chase, Fifth Third Securities, and The Huntington Investment Company. Outside of finance, she is the sole proprietor of Fashionista De'cor LLC, a home decor consulting business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, serving a range of clients including charitable funds and registered investment companies.

Preston Tieman is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He works closely with clients to understand their personal and financial goals, aiming to develop tailored financial plans that meet their unique needs. Preston has been with Fidelity Investments since 2018, previously holding positions as Investment Consultant and Financial Representative. Prior to joining Fidelity, he worked as a Financial Professional at AXA Advisors from 2017 to 2018. This range of experience has contributed to his comprehensive understanding of financial consulting. No information about his education, credentials, personal interests, or community involvement has been provided.

Haley Clavenna currently serves as a Planning Consultant at Fidelity Investments, a role she has held since 2026. In this capacity, she assists clients in working toward their financial goals through thoughtful planning, personalized guidance, and data-driven insights. Her approach emphasizes building strong relationships and understanding each client's unique priorities to deliver solutions that align with their evolving needs. Haley has accumulated extensive experience within Fidelity Investments, previously working as a Relationship Manager from 2022 to 2026 and as a Financial Representative from 2020 to 2022. Her career includes earlier roles as a Relationship Manager at Fidelity Investments from 2019 to 2020 and as a 403B Representative at AXA Advisors between 2017 and 2018. She also has experience as a Private Client Banker at Chase Bank from 2015 to 2017 and internships at Senior Partners and Fidelity Investments. Outside of her professional responsibilities, Haley's personal interests include family activities, tennis, and traveling.

Chris Pinto is a Vice President and Financial Consultant at Fidelity Investments. In this role, he focuses on developing financial plans that address clients' wealth planning needs. Chris collaborates with clients to create investment strategies aimed at achieving their financial goals, particularly during significant life events such as retirement, job changes, loss of a loved one, or financial windfalls. Chris has been with Fidelity Investments since 2014, progressing through various positions including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, and currently serving as Vice President, Financial Consultant since 2020. His experience encompasses a broad range of financial consulting and client relationship roles within the firm.

Jarred Moehlmann is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he has held roles at organizations including DoorDash, Inc., PDL Blue (Minor/Major League Baseball), and Brenham Independent School District. Outside of advising, he officiates baseball for several collegiate athletic conferences, including the Southeastern Conference and Southland Conference. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jesse Ocana is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2017, serving initially as a Workplace Planning Consultant from 2017 to 2020, then as a Financial Consultant from 2020 to 2022 before his current position. In his role as a Financial Consultant, Jesse partners with clients to develop customized financial plans tailored to their unique needs and goals, emphasizing clear and comfortable communication. He holds an insurance license in Arkansas (AR Insurance License).

Cristian Martinez is a financial advisor at Fidelity with a Series 66 credential and one year of experience in the industry. Prior to joining Fidelity, he worked at JP Morgan Chase for three years and has held positions in various other companies including Old Second National Bank and eXp Realty LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an adviser to multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks in its model portfolios.