Monte Zeyer is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked for Nu Skin Enterprises, Inc. for 26 years. 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, including model portfolios built from mutual funds, ETFs, and ETPs.

Kevin Cvitanov is a Financial Consultant currently working at Fidelity Investments since 2024. He has held several roles at Fidelity Investments, including Planning Consultant from 2022 to 2024 and Relationship Manager from 2020 to 2022. Prior to joining Fidelity, he worked at Vanguard Investment Group in various positions such as Supervisor from 2018 to 2020, Executive Resolution & Complaint Correspondent from 2016 to 2018, Investment Consultant from 2012 to 2016, and Investment Specialist from 2011 to 2012. Kevin holds a California Insurance License. His professional approach focuses on understanding clients' unique situations and collaborating to develop holistic financial plans tailored to their goals. He emphasizes education and transparency to support clients in making confident financial decisions and serves as a guide through an ongoing, dynamic process that adapts with clients through life events. Outside of his professional work, Kevin has personal interests that include cars, golf, horseback riding, movies, music, and reading.

Matt Vinton serves as the Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2026. In this capacity, he works closely with clients and their families to provide guidance on important financial decisions through personalized planning and the coordination of strategies utilizing Fidelity's resources. Matt has dedicated 18 years to Fidelity Investments, progressing through various roles including Vice President, Wealth Planner; Vice President, Financial Consultant; and Financial Consultant, among others. This extensive experience has afforded him exposure to a wide array of financial situations and complexities, contributing to a comprehensive perspective in his advisory approach.

Andrey Korotkov is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior roles include positions at The Vanguard Group and involvement with Sankor Productions L.L.C. and Multivista Systems L.L.C. He works with 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 manage and deliver model portfolios across various investment platforms.

John Loesch is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2006. 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 manage portfolios that include mutual funds, ETFs, and ETPs. The firm also utilizes systematic methodologies and long-term asset allocation benchmarks while overseeing affiliated and unaffiliated sub-advisers.

Deepak Saxena is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He previously served as a Planning Consultant at Fidelity Investments from 2022 to 2025. Prior to that, Deepak gained experience as a Private Client Banker at JP Morgan Chase Bank and as a Financial Advisor at Equitable Advisors, both in 2022. Deepak holds a California Insurance License. He is committed to working closely with clients to understand their financial goals and develop customized financial plans. His approach emphasizes building strong relationships based on trust, integrity, reliability, and competency. Outside of his professional responsibilities, Deepak has interests in badminton, fitness, military service, tennis, and traveling.

Sean Armstrong is a Financial Consultant at Fidelity Investments, a position he has held since 2013. He brings over 30 years of experience in the financial services industry, with a background that includes roles such as Branch Manager at TD Ameritrade and Charles Schwab, Registered Representative at Wellington Securities, and Account Executive at Dean Witter Reynolds. Sean specializes in financial planning and investment management, emphasizing personalized, one-on-one relationships. He works closely with clients to understand their comprehensive financial situations, enabling interactive planning and scenario analysis to develop adaptable financial plans that evolve with clients' goals. He holds a California Insurance License. Outside of his professional work, Sean enjoys biking, cooking and baking, participating in family activities, playing golf, hiking, and scuba diving.

Alexander Deyeso is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2014. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

Jake Brillhart is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with a distinctive focus on systematic methodologies and long-term asset allocation.

Rylan Hall is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at Charles Schwab and worked at Lieber State Recreation Area. 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 systematic portfolio construction across mutual funds, ETFs, and ETPs. The firm also uses algorithmic methods and AI in its research and manages multiple registered investment companies and fund-of-funds.

Devin Ralph is an Investment Consultant at Fidelity Investments, a position he has held since 2024. He has worked in various roles at Fidelity, including Financial Representative, Investment Solutions Representative I & II, and Customer Relationship Advocate since 2022. In his role, Devin partners with clients to help them make educated decisions aligned with their financial goals. He focuses on helping clients pursue growth, preservation, and distribution of wealth, aiming to provide financial flexibility in retirement.

Jacob Kowalski is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at TransUnion, Optum, and Lebowski's Taproom. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor to multiple registered funds and model portfolio platforms.

Michael Kryger is a Vice President, Wealth Management Advisor at Fidelity Investments. In his current role, he focuses on helping families navigate multi-generational wealth through holistic planning and fostering trusted relationships. He works with a team to develop personalized financial plans tailored to clients' unique situations, goals, and aspirations. Michael has been with Fidelity Investments since 2014, holding various positions including Vice President Branch Leader, Assistant Branch Leader, Vice President Financial Consultant, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. His extensive tenure at Fidelity has provided him with a comprehensive understanding of wealth management and client service across multiple Long Island branches. He holds a California Insurance License. Outside of his professional responsibilities, Michael enjoys attending concerts, fitness activities, social events with friends, music, reading, and playing table tennis.

Preston Dailey is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His background includes previous roles outside finance, such as lawn care and community service with the Church of Jesus Christ of Latter Day Saints. Fidelity’s affiliate, 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. The firm is notable for its use of systematic methodologies, model portfolios, and formal advisory roles to multiple registered investment companies.

David Staverman is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with various divisions of Fidelity since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of AI and systematic methodologies in portfolio management.

Giuseppe Longo is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In his role, he guides clients through complex financial situations, leveraging his experience to simplify challenges and provide clarity. Giuseppe collaborates with various partners across Fidelity to offer comprehensive wealth management solutions. Giuseppe has been with Fidelity Investments since 2021, serving in several roles including Relationship Manager, Senior Transition Service Representative, and Transition Services Representative. Prior to joining Fidelity, he worked as a Senior Customer Support Representative at Morningstar from 2018 to 2020. Outside of his professional work, Giuseppe has personal interests that include cars, fitness, horseback riding, music, photography, and singing.

Jeffrey Coplan serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. In this role, he focuses on assisting individuals and families in achieving their financial objectives through personalized financial, investment, and long-term wealth planning strategies. He emphasizes the importance of having a clear financial plan, maintaining discipline, and making informed decisions rather than attempting to time the market. Jeffrey holds a California Insurance License, which supports his provision of comprehensive financial advice. Outside of his professional responsibilities, he engages in activities such as bowling, golf, softball, and enjoys spending time with his pets and family.

David Ducre is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Before joining Fidelity, he held various roles including positions in education and nonprofit organizations such as Lawton Salvation Army Boys & Girls Club and the Lawton Youth Men's Christian Association. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers model portfolios through intermediary platforms.

Sheik Collins is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at HSBC Securities (USA) Inc. for 13 years. Collins is based in Brooklyn, NY. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios built from mutual funds, ETFs, and ETPs.

Gunnar Wall is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior work history that includes roles at First Financial Bank and the United States Naval Academy. Outside of finance, he has been involved with Elder High School in multiple capacities for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs, with an emphasis on long-term asset allocation.