Brady Erickson is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His previous roles include positions at Summit Global Investments, Ereplacementparts.com, and Dynasty Decks LLC. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable gift funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages conflicts of interest through oversight and evaluation of share classes and allocations.

Dakoda Trull is an Investment Solutions Representative III at Fidelity, a role held since 2025. Prior to this, Dakoda progressed through several positions within Fidelity, including Investment Solutions Representative II in 2024-2025, Investment Solutions Representative I in 2023, and Client Relationship Advocate from 2022 to 2023. In the course of this experience, Dakoda assists clients in defining and advancing their financial goals by understanding their individual stories and aspirations. This collaborative approach aims to develop custom investment strategies and financial plans tailored to clients' specific needs.

Matt Jones is a Financial Consultant at Fidelity Investments, where he has been employed since 2010 in various roles. His current position, which he has held since 2022, involves providing financial planning and investment services to clients. Throughout his tenure at Fidelity Investments, Matt has served in multiple capacities including Planning Consultant, Senior Relationship Manager, Relationship Manager, Financial Representative, and Resolutions Manager. Matt's professional experience spans over a decade in the financial services industry, with a focus on developing strong client relationships and delivering financial confidence and peace of mind. He holds a California Insurance License and has also worked as a Financial Representative with Princor Financial Services Corp and as a Financial Representative and Agent with Principal Life Insurance Company. Outside of his professional work, Matt enjoys family activities, hiking, visiting museums, music, reading, and singing.

Aidan Lovett is a financial advisor with Fidelity Investments, holding the Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he held positions in athletics administration and operations, including roles at Tufts University Athletic Department and USA Hockey. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolio delivery, serving retail and institutional investors as well as registered investment companies.

Vickie Godyn is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Paloma Limones is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 credential and has worked at The Vanguard Group and Fidelity Investments. Outside of her advisory role, she has experience managing rental property. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Sam Ahmed is an Investment Solutions Representative III at Fidelity Investments, a role held since 2023. Prior to this position, Sam advanced through roles as Investment Solutions Representative II (2022-2023) and Investment Solutions Representative I (2021-2022) at Fidelity Investments. Earlier professional experience includes serving as a Relationship Manager at Wells Fargo from 2016 to 2021 and as a Teller at Wells Fargo from 2015 to 2016. Sam holds insurance licenses in Arkansas and California. He focuses on assisting clients in working towards their financial goals by being attentive to detail and an active listener, emphasizing long-term relationship building. Outside of his professional work, Sam engages in family activities, fitness, movies, parenthood, and traveling.

Nora Jashari is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. Her prior work includes roles at Wells Fargo Clearing, JP Morgan Chase Bank, Merrill, and Bank of America. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on discretionary portfolio management and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methodologies.

Nehanda Julot is a financial advisor with Fidelity Investments, holding a Series 66 designation and seven years of industry experience. Prior to Fidelity, Julot worked at Bank of America, Merrill, and taught at Duke University and Duke University Press. Julot also serves as an instructor for a CFP board-certified financial planning course at DePaul University and is the founder of Wealth I Am LLC, which produces storytelling events and creative writing workshops focused on financial literacy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, managing and advising on funds and model portfolios with oversight controls and specialized advisory roles uncommon among large institutional peers.

Anastasia Desyatnik is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Her prior work history includes roles at Merrill and Bank of America. She is based in Austin, TX. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Brendan Rorke is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Financial Advisor at Merrill Lynch from 2020 to 2023 and served as a Relationship Manager at Bank of America from 2018 to 2020. His experience spans retirement planning, income and wealth planning, and general financial guidance, focusing on developing actionable and sustainable financial plans tailored to clients and their families. Brendan aims to build long-lasting relationships to help clients stay on track toward their financial goals.

Conner Brown is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His work history includes multiple roles at Fidelity Investments as well as positions at FEDEX Ground, Kroger, Amazon, and Northern Kentucky University. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered funds and intermediary platforms.

Susan Stitham is a financial advisor at Fidelity with 27 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, Inc. since 1997. Outside of her advisory role, she teaches yoga, spin, and strength classes on an occasional basis at Hampshire Hills Athletic Club in New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including model portfolios for intermediary platforms and serves as an adviser to registered investment companies and fund-of-funds.

Juliann Vidaurri is a financial advisor with Fidelity in Arlington, TX, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She has been with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, fund advisory, and model portfolios, with distinctive capabilities in commodity pool operations and application of AI-driven methodologies.

Tyler Stevens is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at Southern New Hampshire University and Miller Brothers LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its role as a commodity pool operator, its advisory work with multiple registered investment companies, and its use of advanced AI and algorithmic methods in portfolio management.

Ai Mendoza is an Investment Consultant currently working at Fidelity Investments since 2022. In this role, she focuses on understanding each client's unique financial needs and providing professional guidance and tailored solutions to help clients make informed financial decisions and pursue their goals. Prior to her current position, Ai worked as a Private Client Banker at JP Morgan Chase from 2019 to 2022. Her experience includes assisting clients with their investment and banking needs. Outside of her professional work, Ai enjoys family activities, fishing, social events with friends, gardening, outdoor adventures, and painting.

Zachary Wolfe is a financial advisor at Fidelity with three years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Fidelity, he worked in various roles including at Excite Communications and Uber Eats. Outside of his advisory work, Zachary sells used items on eBay. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Crayton Silsby is a financial advisor with Fidelity who holds the Series 63, Series 65, and Series 66 licenses and has 17 years of industry experience. He has been with Fidelity Investments since 2010, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage investments across various fund structures.

Jonathan Hoskins is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity in various roles since 2009, bringing over 15 years of financial services experience. His career at Fidelity includes experience as a Financial Consultant, Managed Accounts Investment Consultant, Managed Accounts Portfolio Specialist, and Fixed Income Specialist, among other positions. Prior to joining Fidelity, he worked in the mortgage industry as a Residential Mortgage Account Executive and Senior Mortgage Underwriter. Jonathan partners with clients to develop personalized financial plans aimed at reaching their definitions of financial success. He focuses on understanding clients' goals, needs, and priorities to implement customized wealth strategies. He leverages Fidelity's resources, including advanced technology and a cost-efficient investment platform, in his advisory approach. Jonathan holds a California Insurance License. Outside of his professional career, Jonathan enjoys biking, comedy, fishing, gardening, outdoor adventures, and parenthood.

Anthony Russell is a Wealth Management Senior Relationship Manager at Fidelity Investments. He collaborates with clients to manage the day-to-day tasks necessary to work towards their financial goals by understanding their needs and identifying suitable strategies tailored to each individual client and their family. Anthony has been with Fidelity Investments since 2015, holding various roles including Financial Representative, High Net Worth Representative, Workplace Planning Consultant, Private Wealth Management Planning Consultant, and currently Senior Relationship Manager. His experience spans multiple areas within wealth and financial management. Outside of his professional role, Anthony enjoys activities such as camping, concerts, fishing, golf, kayaking, and traveling.