Wesley Chapel, FL Office

Calvin Sutton is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His career includes roles at UBS Financial Services and Merrill, as well as a four-year period in the premium cigar industry with Rocky Patel Premium Cigars. He works within 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves various clients including registered investment companies and an IRS-qualified Charitable Gift Fund.

Nickeel Kanji is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he worked at Merrill and Phelps Dunbar LLP and has a background that includes roles at the University of Central Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of funds and model portfolios.

Daniel Coviello is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes positions at Morgan Stanley and T. Rowe Price. 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. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and has a formal advisory role to multiple registered investment companies and fund-of-funds.

Eddy Suriel is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and five years of industry experience. He has worked previously at Bank of America, Merrill, and Wells Fargo. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and is noted for its use of AI and formal advisory roles to multiple registered funds.

Evan Muys is a financial advisor with Fidelity Investments in Wesley Chapel, FL, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Loyola University Chicago and Jacksonville University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Ashley Barthelette is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial for five years. 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 across a wide range of portfolios and models.