Miami, FL Office

Kiara Maruri is an Investment Management Consultant I currently working with Fidelity Investments. She has held various roles within the company, including Investment Solutions Representative III since 2022, Investment Consultant in 2022, and Investment Solutions Representative from 2021 to 2022. Prior to joining Fidelity, Kiara worked as a Financial Advisor at Primerica Advisors from 2019 to 2021 and as an Investment Associate at SunTrust Investment Services from 2016 to 2017. Her professional approach emphasizes trust, education, and connection, focusing on understanding clients' personal stories to provide tailored investment guidance. Kiara is committed to delivering service that upholds professionalism, integrity, and respect for the trust placed in her by clients. She holds insurance licenses for the states of Arkansas and California.

Anay Gonzalez is a financial advisor at Fidelity with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity in 2025, Gonzalez held roles at Tai Lopez Brands, Empower Financial Services, Valic Financial Advisors, Trinity Wealth Securities, and Florida Financial Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

James Duddey is a financial advisor with Fidelity Investments in Miami, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Innovation Partners LLC, ChangePath, LLC, and Strategic Distributions PLLC. He serves as a board director and budget committee participant for the 1060 Brickell Condominium Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and offers advisory services to registered investment companies and other intermediaries.

Craig Stam is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Northwestern Mutual and Towne Park, as well as positions in collegiate athletics and photography. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprised of mutual funds, ETFs, and ETPs.

Peri Diamond is a CFP®-credentialed financial advisor with 10 years of industry experience, currently affiliated with Fidelity Investments. They have worked at Fidelity Brokerage Services, LLC since 2015 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, charitable funds, and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Rafael Rodriguez is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. His prior work includes roles at MasTec, Pruco Securities LLC, International Wealth Protection, Lorenzo Appraisers, and Galleria International Realty. Outside of finance, he is active as a music artist. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies, using a blend of proprietary fundamental research and quantitative analysis to construct model portfolios.

Angel Mendoza is a financial advisor at Fidelity with 15 years of industry experience and holds a Series 66 designation. His prior work includes roles at J.P. Morgan Securities LLC, CitiGroup Global Markets Inc, and Amerant Investments, Inc. Mendoza is currently based in Orlando, FL. 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 discretionary and non-discretionary portfolios. The firm is notable for its registration with the CFTC as a commodity pool operator and its advisory role to multiple registered investment companies.

Erica Nathan is a financial advisor at Fidelity with nine years of industry experience. She holds a Series 66 designation and has worked for Fidelity Investments since 2020, as well as for Axa Advisors LLC from 2017 to 2020. 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 to deliver model portfolios and fund advisory services.

Sabrina Reus is a financial advisor at Fidelity with 10 years of industry experience. She holds a Series 66 designation and has worked at various Fidelity entities since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios. The firm is notable for its use of algorithmic methods and AI in research, as well as its advisory roles to multiple registered investment companies.

Yadira De Los Santos is a financial advisor at Fidelity with six years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2022, following a decade at Morgan Stanley. 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 employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it maintains distinct regulatory registrations and advisory roles that differentiate it from many institutional peers.

David Freckleton is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 66 designation and has worked previously at J.P. Morgan Securities. Outside of his advisory role, he is the owner and operator of Cinderblock Kennels LLC, a dog breeding business based in Miami. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Loic Hermans is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Merrill Lynch, J.P. Morgan Chase, and other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Alejandro Valle is a financial advisor at Fidelity with eight years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at NYLIFE Securities LLC and New York Life Insurance Co. Before entering the financial sector, he spent seventeen years at Custom Wholesale Floors Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often delegating day-to-day management to sub-advisers while maintaining oversight and addressing conflicts of interest.

Javier Diaz Orihuela is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, The Vanguard Group, and as a self-employed advisor. 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 across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and utilizes AI-driven methodologies in its investment process.

Robert Gutierrez 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, Merrill, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.