St Louis, MO Office

Matheus Do Egito Pereira Dos Sant is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. He has previously worked at Tesla, Inc., Utah Valley University, and The Church of Jesus Christ of Latter-day Saints. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of funds and ETFs.

Mark Rosenkranz is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 10 years of industry experience. His prior experience includes roles at Citigroup, Wells Fargo Clearing Services LLC, and First Clearing LLC. 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. The firm offers discretionary portfolio management, fund advisory, and model portfolio delivery, with a noted use of algorithmic methods and AI in its investment process.

Darrick Engel is a financial advisor with Fidelity in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and TD Ameritrade. He also worked at Shop n Save for eleven years before entering the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and systematic portfolio construction. The firm offers a range of services including discretionary portfolio management, fund advisory, and model portfolio delivery, with notable activities such as registration as a commodity pool operator and the use of algorithmic and AI-driven research methods.

Jonah Mahowald is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 licenses. His prior work includes roles at Wells Fargo Clearing Services LLC and KocoureK Motor Company. Fidelity’s Strategic Advisers LLC, where Jonah is based, provides investment management and advisory services to both retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering services that include discretionary portfolio management and fund advisory across various investment vehicles.

Dallon Byers is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fidelity, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he works as an independent contractor reviewing AI-generated text responses. Strategic Advisers LLC, a Fidelity Investments company, 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 is notable for its use of systematic methodologies, oversight controls, and its advisory role to multiple registered investment companies.

Bryan Watkins is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His work history includes roles at Fidelity Investments, Sodexo, and City 1st Mortgage Services. 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 to develop model portfolios across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and oversight controls in its investment process.

Jamie Mcpike is a financial advisor with Fidelity Investments in St. Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity, Jamie worked at The Boeing Company and has also been involved with Stark Enterprises, Inc. (Dairy Queen). Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a diverse range of portfolios, including multi-manager and fund-of-funds structures, and employs systematic methodologies with oversight controls to address conflicts of interest.

Lauren Tuhro is a financial advisor with Fidelity Investments in St. Louis, MO, holding Series 63 and Series 66 credentials and with one year of industry experience. Prior to joining Fidelity, she worked at World Wide Technology and attended Miami University. She is also associated with the Missouri Athletic Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing a variety of fund structures and model portfolios.

Jakobi Connor is a financial advisor with Fidelity Investments in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Fidelity since 2021 and previously held roles at TD Ameritrade and Wells Fargo Clearing Services. Outside of his advisory work, he owns and operates STL Magic LLC, a business specializing in 3D printing and book publishing. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its work with multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Robert Lombard is a financial advisor with Fidelity in St. Louis, Missouri, holding a Series 66 designation and 13 years of industry experience. His work history includes roles at Edward Jones and Cambridge Investment Research Advisors. Fidelity’s Strategic Advisers LLC, where he works, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various fund types.

Matthew Mayer is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He worked at Scottrade for nine years before joining Edward Jones, where he spent six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm integrates fundamental research with quantitative analysis and systematic portfolio construction techniques, and it is noted for its use of algorithmic methods and AI in investment research as well as its role in managing and advising multi-manager and fund-of-funds structures.

Alonzo Adams is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Facet Wealth and HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Michael Lindsay is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Citigroup, TD Ameritrade, and in self-employed roles. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies.

Ryan Dunn is a financial advisor with Fidelity Investments, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for six years before joining Fidelity in 2023. Fidelity's Strategic Advisers LLC offers 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, providing services such as discretionary portfolio management and fund advisory.

Angela Osborne is a CFP®-certified financial advisor with 17 years of industry experience, currently with Fidelity Investments in Saint Louis, MO. Her career includes roles at Edward Jones and various positions within Fidelity since 2017. She serves on the board of directors for Aging Ahead, a nonprofit focused on the needs of older adults. 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 portfolios across mutual funds, ETFs, and ETPs.