Marshall Conrad is a Financial Consultant at Fidelity Investments. He has held various roles at Fidelity since 2016, including Investment Consultant and Relationship Manager. His approach to financial planning emphasizes listening and simplifying complex decisions to help clients focus on their priorities. Marshall holds a California Insurance License. Outside of his professional work, he has interests in comedy, fitness, golf, surfing, traveling, and volunteering.

Colton Bundy is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at The Country Club of Orlando and multiple engagements with the University of South Florida. 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 is noted for its use of systematic methodologies, algorithmic methods including AI, and its advisory role to various registered investment companies.

Lauren O'Donnell is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2016. Outside of her advisory role, she is also a self-employed video game streamer based in Denver. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a range of investment vehicles.

Jack Foley is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2025. Jack's approach focuses on collaboration and education, aiming to empower clients to make informed financial decisions through a partnership based on trust, transparency, and a long-term commitment to success. Outside of his professional career, Jack has personal interests that include football, golf, movies, music, snowboarding, and traveling.

Samuel Mcgrath is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments and prior positions in various sectors, including technology and education. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, and it holds registrations and advisory roles that differentiate it within the institutional investment space.

Bogdan Shostak is a financial advisor with Fidelity Investments, holding a Series 63 designation and two years of industry experience. His prior work includes roles at WestPac Wealth Partners, New York Life Insurance Company, and Coastal College, among others. 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 employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and services include discretionary portfolio management and fund advisory.

Chad Crawford is a financial advisor at Fidelity with a Series 66 designation and nine years of industry experience. His career includes roles at Fidelity Investments since 2017 and a prior position at Edward Jones. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Talyta Simbeck is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2019, following three years at Axa Advisors, LLC. Prior to her financial services career, she was employed at Chamberlains Steak & Chop House for ten years. Strategic Advisers LLC, a Fidelity Investments company, serves a diverse client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio services. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction in its investment process, and holds unique registrations and advisory roles among large institutional peers.

Daniel Lacroix is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2016. His prior experience includes roles at Advised Assets Groups, LLC, and GWFS Equities, Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors, charitable funds, and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across multiple asset classes.

Elizabeth Rivas is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2016. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Liane Hansen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 31 years of industry experience. She has held positions at several firms, including Fidelity Investments, Truist Advisory Services, BB&T Securities, and PNC Wealth Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for managing model portfolios and its advisory role to multiple registered investment companies.

William Metayer is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked in various roles including music production as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Diana Na is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2022, following prior roles at Wells Fargo from 2016 to 2022. 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 to develop model portfolios from mutual funds, ETFs, and ETPs.

Ryan Leahey is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity and its related entities since 2012. Outside of his advisory work, he assists in managing his wife's at-home art studio and website, which sells fine art. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios consisting of mutual funds, ETFs, and ETPs.

Brenton Jakins is a financial advisor at Fidelity with 4 years of industry experience. He holds the Series 66 designation and has served as CEO of Bento Creative, a cardboard packaging production company. Prior to joining Fidelity, his background includes roles in various companies and educational settings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Alexander Miller is a Planning Consultant at Fidelity Investments, where he partners with clients to help them work towards their financial goals. He collaborates with each client individually to create plans tailored to their specific financial needs. He has been with Fidelity Investments since 2021, progressing from Central Relationship Manager to Relationship Manager before assuming his current role as Planning Consultant in 2023. Prior to joining Fidelity, he was a Registered Associate at Turczan Investment Consulting Group from 2020 to 2022. Alexander holds a California Insurance License. Outside of his professional work, he enjoys spending time at the beach, fitness activities, social events with friends, hiking, movies, and music.

Anthony Lawrence is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked at Demo's Pizza Factory and the Community College of Rhode Island. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and serves as an advisor to multiple registered investment companies.

William Matthews is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and is based in Covington, KY. Matthews has been with Fidelity Investments since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and a formal advisory role to multiple registered investment companies.

Cheri Landoyer is a financial advisor at Fidelity with a Series 66 designation and eight years of industry experience. Her prior work includes roles at GWN SECURITIES, Inc. and Barron Financial Services before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it holds distinctive registrations and advisory roles within the institutional investment space.

Nicole Elmquist is a Vice President and Financial Consultant at Fidelity Investments. She joined Fidelity in 2015 and has held various roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before her current position in 2024. In her role, Nicole works closely with clients to understand their priorities and goals, using Fidelity's planning tools and resources to develop individualized financial plans. She holds a California Insurance License. Outside of work, Nicole enjoys hiking and outdoor adventures.