San Antonio, TX Office

Joe Sanchez is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Citi, Raymond James Associates, and AllianceBernstein. 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, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using a systematic, long-term approach.

Jacob Washburn is a financial advisor with Fidelity Investments in San Antonio, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. His prior roles include positions at Raymond James Financial Services, Southwestern Investment Advisory Services, and the Gonzalez Wealth Team. Outside of finance, he has experience with Andy's Sprinkler & Drainage and Favor Delivery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its work with multi-manager fund structures, model portfolios, and use of AI-driven research tools.

Kevin Oliver is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Victory Capital Services, Millennium Group, and JPMorgan Securities. 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. The firm is noted for its role in managing registered investment companies, use of advanced technologies in research, and its registration as a commodity pool operator.

Lisa Martinez is a financial advisor with Fidelity in San Antonio, TX, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. She previously worked at Sendero Wealth Management, LLC, and has been with Fidelity Brokerage Services LLC since 2020. Outside of her advisory role, Martinez serves as president of her local Home Owner’s Association. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its formal advisory role to multiple registered investment companies and its use of advanced algorithmic methods and AI in portfolio management.

Michael Perrine is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and USAA Financial Advisors. In addition to his advisory work, he provides freelance data analyst services as an independent contractor. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Danielle Rios is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. She has worked primarily at Fidelity Investments since 2022, with prior experience at Charles Schwab & Co., Inc. and Kohl's. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms. The firm is also registered with the CFTC as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

David Coolbaugh is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 35 years of industry experience. His prior roles include positions at Citigroup and USAA Investment Management Company. Fidelity’s Strategic Advisers LLC, where he works, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Janis Gonzalez is a financial advisor at Fidelity with seven years of industry experience. She previously worked at JP Morgan Securities LLC and Hot Noize before joining Fidelity in 2025. Gonzalez holds Series 63 and Series 66 licenses. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Michael McDonald is a Planning Consultant at Fidelity, where he has worked since 2022. In his role, he partners with individuals and their families to build and implement financial plans aimed at growing and protecting their assets. His focus is on helping clients work toward their financial goals through tailored financial strategies. Michael's professional experience is centered on financial planning and consulting, with a commitment to supporting clients in managing their financial futures. Further details about his education, credentials, and personal interests have not been provided.

Louis Barnes is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley. 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 utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jose Monterroso is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Fidelity, Monterroso held roles at Brick House and Garden Bar and Bistro. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a diverse range of mutual funds, ETFs, and ETPs.

Christopher Olsen is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliates since 2012. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and employs oversight and evaluation processes aimed at mitigating conflicts of interest.

Charlotte Pawel is a financial advisor with Fidelity Investments in San Antonio, TX, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Wells Fargo. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Steven Romero is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. His prior work includes roles at Charles Schwab and ASRC Federal Contractor. He serves as an officer in the U.S. Army Reserve. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Prashant Sahni is a financial advisor at Fidelity with seven years of industry experience and holds a Series 66 designation. He has worked at firms including Victory Capital Services and USAA Financial Advisors. Outside of his advisory role, he is a partner at Alamo Preferred LLC, involved in buying, rehabbing, and renting single-family properties. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an advisor to multiple registered investment companies.