Leo Huerta is a Financial Consultant at Fidelity Investments, where he has been serving since 2016. He brings over 17 years of experience in the financial services industry, focusing on helping individuals and their families develop, implement, and maintain personalized financial plans. His work centers on guiding clients through the complexities of investment, income, and retirement planning. Before his current role, Leo held various positions at Fidelity Investments, including Investment Consultant, Investments Representative, Client Service Manager, Private Client Group Relationship Manager, Premium Service Representative, and Financial Representative. He holds a California Insurance License. Outside of his professional career, Leo enjoys baseball, cooking and baking, family activities, hiking, outdoor adventures, and soccer.

Jake Speight is a financial advisor at Strategic Advisers, LLC, a Fidelity Investments company, with three years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fidelity Brokerage Services, LLC, and Grand Canyon University. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Karina Yilmaz is a financial advisor at Fidelity with a Series 66 designation. She has less than one year of industry experience and has held prior roles at various companies including ESS South Central, LLC, Homeaglow, and Uber. 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 manage portfolios that include mutual funds, ETFs, and ETPs.

Denise Winkelman is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 17 years of industry experience. She has worked at various Fidelity divisions since 2008 and was previously employed at Postmates and Farmers Financial Solutions. Outside of finance, Denise is also active as a comedian, actor, and writer. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Robert Moriggia is an Investment Consultant who works with individuals and families to build trusted, long-term relationships centered on their financial goals and evolving needs. He emphasizes listening first, providing clear and thoughtful guidance, and tailoring strategies to each client's situation. His approach focuses on consistent communication and transparency to ensure clients feel informed and confident in their decisions. Robert's professional experience includes roles as a Financial Analyst at JPMorgan Chase from 2024 to 2025 and as a Private Client Banker at JPMorgan Chase from 2022 to 2024. This background has contributed to his expertise in financial analysis and client banking services. Outside of his professional work, Robert has interests in fitness, football, military service, parenthood, reading, and traveling.

Chris Seymour is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he collaborates with a Wealth Management Advisor to understand clients' goals and priorities, focusing on addressing the complex needs of affluent families and advocating for optimal outcomes and high-quality service. Chris has been with Fidelity Investments since 2000, beginning his career as a Client Service Specialist. He then served as a Relationship Manager from 2007 to 2016 before assuming his current position in 2016. This progression reflects his extensive experience in client service and relationship management within wealth management.

Bill Bowdy is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2010, progressing through various roles including Financial Consultant, Investments Consultant, Investment Solutions Representative, and Financial Representative. With over a decade of experience, Bill specializes in working with High Net Worth individuals on retirement planning, income planning, tax-efficient investment planning, and estate planning considerations. He focuses on designing financial plans that account for all market scenarios to support his clients and their families. Outside of his professional work, Bill's personal interests include beach activities, fitness, football, golf, and spending time at the lake.

Hunjae Lee is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Lee held roles at the Korean Institute of Public Sector, the International Olympic Committee, and the Republic of Korea Navy. 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Darschaun Snuffer is an Investment Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, serving in various roles including Planning Consultant, Fixed Income Specialist, Trading Execution III, High Net Worth Services, and High Opportunity Services. With over 13 years of experience as a CERTIFIED FINANCIAL PLANNER™ professional, Darschaun collaborates with clients to understand their unique financial goals and concerns. He develops financial plans designed to provide confidence and strategies to help clients work towards their objectives. He also focuses on educating clients to empower them in making informed financial decisions. Outside of his professional work, Darschaun's personal interests include spending time at the beach, cars, parenthood, tennis, and traveling.

Justin Harris is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has been with Fidelity Investments since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Colleen Carlson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. She previously worked at AF Group and Al Bourdeau Insurance Agency before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, offering discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research and quantitative analysis.

Nicholas Rogers is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Fidelity Brokerage Services LLC since 2015, joining Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, charitable gift funds, and registered investment companies. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it maintains regulatory registrations that support its advisory roles and oversight functions.

Garrett Jensen is the Vice President and Financial Consultant at Fidelity Investments. In this role, he supports clients and their families in implementing and monitoring financial plans, with a focus on tax-efficient investing, gifting, estate planning considerations, and other areas of financial planning. He holds the Certified Financial Planner (CFP4) designation and is licensed to provide insurance services in Arkansas and California. Garrett has been with Fidelity Investments since 2016, progressing through various roles including Financial Consultant, Planning Consultant, PAS Portfolio Specialist, and Workplace Planning Consultant. His career path reflects experience in portfolio management, workplace planning, and high net worth client services. Outside of his professional responsibilities, Garrett enjoys biking, golf, reading, and skiing.

Samuel Nixon is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. He has been with Fidelity Investments since 2020, working at their Strategic Advisers LLC division since 2025. Prior to this, his work history includes roles outside the financial sector. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage fund advisory services.

Kiaran Stewart is a Planning Consultant at Fidelity Investments, where he currently provides financial guidance to clients. He has held multiple roles at Fidelity Investments, including Workplace Planning Leader, Workplace Planning Help Desk, and Workplace Planning Consultant from 2022 through 2025. Kiaran's areas of expertise include retirement planning, tax efficient investing, and income planning. He employs a holistic and collaborative approach to help clients navigate complex financial decisions, aiming to create clarity and confidence in their financial futures. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kiaran has interests in fitness, socializing with friends, reading, and traveling.

Matthew Corbett is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked in multiple roles within Fidelity since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and manages model portfolios with oversight of affiliated and unaffiliated sub-advisers.

Jeremy Lucas is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2018, including his current role at Fidelity Investments. Prior to his finance career, he held positions at Bank of America, Indiana Wesleyan University, and AT&T Mobility. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and manages model portfolios using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Jeffrey Lussier is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and over 25 years of industry experience. He has been associated with various Fidelity entities since 2000, currently working within Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he is a non-managing member of a private family estate planning LLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, serving multiple registered investment companies and intermediary platforms.

Anay Gonzalez is a financial advisor at Fidelity with Series 63 and Series 65 credentials and three years of industry experience. Before joining Fidelity, Gonzalez worked at firms including Tai Lopez Brands, Empower Financial Services, Valic Financial Advisors, Trinity Wealth Securities, and Florida Financial Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including its proprietary use of algorithmic portfolio construction and oversight of multiple registered investment companies.

Julianna Halasz is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Her background includes roles at Fidelity Investments, Northeastern University, Wayfair, and involvement with the Young Men's Christian Association. Outside of finance, she operates Halasz Tutoring and Childcare, a business she has managed for over ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and AI-driven research, as well as its advisory roles to registered investment companies and delivery of model portfolios through Fidelity Institutional Wealth Adviser.