Surprise, AZ Office

Nancy Huynh is a financial advisor at Fidelity with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Fidelity Investments since 2020, as well as previously at Charles Schwab & Co., Inc. and USAA Financial Advisors Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an adviser to multiple registered investment companies and uses systematic methodologies in managing model portfolios.

Martin Falcon is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked with Fidelity Investments, Fidelity Brokerage Services LLC, Charles Schwab Bank, Charles Schwab, and USM, Inc. 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. The firm is noted for its use of systematic methodologies, delegated management, and involvement with registered investment companies and fund-of-funds.

Gale Northrop is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity and TD Ameritrade. Outside of his advisory role, he is a partner at Sweet But Fearless, an education and mentorship organization focused on women, where he contributes to strategy, training, and podcasting. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Christopher Rios is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior roles include positions at Merrill Lynch and Vanguard. He also served at Harvest Church for eight years. Strategic Advisers LLC, a Fidelity Investments company, 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 manage and deliver model portfolios.

Dillon Cage is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. He previously worked at FedEx Office and operated his own business before joining Fidelity. Outside of advisory work, he has served as an NFL doping control officer, a role he continues to support on weekends. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IR-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles uncommon among large institutional peers.

Kevin Bosworth is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Merrill and Fidelity Investments during his career. Prior to entering the financial industry, he was associated with Walden University and A New Hope LLC. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Chandler Herl is a financial advisor with Fidelity Investments in Surprise, Arizona, holding a Series 66 credential and six years of industry experience. His prior roles include positions at The Vanguard Group, Ameriprise, and USAA Financial Services Company. Outside of his advisory work, he serves as a director at Desert Valley Garage, where he repairs and restores lawn equipment in the evenings. 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 a range of mutual funds, ETFs, and ETPs.