Kernersville, NC Office

Zachary Morgan is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and The Kimpton Cardinal Hotel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, employing systematic methods and long-term asset allocation benchmarks.

Mahogany Mohammed is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation. Her prior experience includes roles at Bank of America, Merrill, and Abercrombie and Fitch. 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 serves a variety of clients, including registered investment companies and an IRS-qualified Charitable Gift Fund, and incorporates systematic methodologies and oversight controls in its investment process.

Alden Lindstrom is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America and Northwestern Mutual, as well as involvement with nonprofit efforts such as Ukraine Friends Kyiv. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies.

Jordan Balmforth is the Vice President and Branch Leader at Fidelity Investments, where he leads the local Investor Center. In this role, he provides financial and investment guidance to customers. Jordan has been with Fidelity Investments since 2005, progressing through various roles including Customer Service Representative, Active Trader Representative, Active Trader VIP Specialist, Client Services Team Leader, Assistant Branch Leader, and currently Branch Leader. This extensive experience reflects his familiarity with client services and investment strategies within the firm.