Max Rasmussen is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity since 2018, including roles with Fidelity Brokerage Services LLC and Fidelity Investments. Prior to entering the financial sector, he spent eleven years at Comcast. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Tiffany Lucas is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Lucas has worked at Fidelity and its affiliated entities since 2010, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and offers model portfolios through intermediary platforms.

Saeid Ejmali is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes roles at Fidelity Investments and prior experience in insurance and education sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios for intermediary platforms.

Tatiana Daniels is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at A.B.L.E. and other organizations. Outside of advising, she is also an artist who creates paintings available for purchase or commission. Fidelity, through its subsidiary Strategic Advisers LLC, offers 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.

Kerry Hawkins is a Vice President and Financial Consultant at Fidelity Investments, where they have worked since 2017. In their current role, they collaborate with individuals and families to develop customized financial plans that are designed to be flexible and easy to understand, considering multiple potential outcomes. Their approach focuses on building trusting relationships to serve as a dedicated financial professional throughout various life events. Kerry's career at Fidelity Investments includes progressive experience, starting as a Financial Representative in 2017, moving through roles such as Relationship Manager and Planning Consultant, and advancing to Financial Consultant before their current position. They hold a California Insurance License, enabling them to provide insurance-related financial advice. Outside of their professional responsibilities, Kerry is interested in family activities, gardening, parenthood, pets, and reading.

Benjamin Willis is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding a Series 66 designation. He started his advisory career with Fidelity in 2025 and has prior experience working in diverse roles across education, landscaping, and catering. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad clientele, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Logan Fritze is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to develop holistic financial plans and investment strategies. Prior to his current position, Logan held several roles at Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative from 2023 to 2024, and High Net Worth Associate from 2021 to 2023. He holds a California Insurance License.

Ryan Griffiths is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans designed for long-term success. His approach emphasizes enduring principles that help clients take intentional actions and avoid costly mistakes throughout different life stages. Ryan has extensive experience within Fidelity Investments, having held several roles since 2009. His positions include Team Leader in Workplace Planning and Advice, Team Leader in Service, Senior High Net Worth Service Specialist, and Private Client Group Relationship Manager. He holds insurance licenses in Arkansas and California. Outside of his professional work, Ryan enjoys cooking and baking, participating in family activities, fishing, football, and outdoor adventures.

Nathan Utley is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. Prior to this role, he held positions as a Planning Consultant from 2023 to 2024 and as a Workplace Planning Consultant from 2020 to 2022 at the same firm. Before joining Fidelity Investments, Nathan worked as a Commercial Lending Officer at Citizens National Bank from 2016 to 2020. In his financial planning practice, Nathan focuses on helping clients work toward their goals, maintain plans through market volatility, and strive for financial security. He emphasizes trust, integrity, and a strong commitment to clients' interests, acting as an advocate and planning partner throughout all stages of their financial lives. Outside of his professional work, Nathan has interests that include baseball, fitness, football, golf, music, and traveling.

Timothy Flynn is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Fidelity Investments since 2022 and previously held roles at Eagle County Health Services and Vail Resorts. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios using systematic methodologies.

Joe LeBrane is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He provides strategic financial guidance with a focus on proactive communication and personalized planning and investing approaches. Joe's work involves helping individuals and families make clear, disciplined financial decisions aligned with their long-term goals. Joe has extensive experience in the financial industry, having served as an Investment Consultant at Fidelity Investments from 2020 to 2022, a Financial Advisor and Financial Planning Specialist at Morgan Stanley from 2015 to 2020, and a Financial Services Representative at Hancock Whitney from 2013 to 2015. Outside of his professional work, Joe has interests in fitness, culinary experiences, golf, parenthood, and traveling.

Ryan Fabrizio is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His previous roles include work at Care Hospice and Dos Lobos American Taqueria. Fidelity’s Strategic Advisers LLC provides 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 across mutual funds, ETFs, and ETPs. The firm also holds distinctive registrations and serves as an advisor to multiple registered investment companies.

Wesley Tootle is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. He has been with Fidelity Brokerage Services since 2018 and joined Fidelity Investments in 2025. Prior to his financial services career, he worked at Sycamore Community Schools for six years. 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, and it serves a broad client base with both discretionary and non-discretionary advisory services.

Thomas Johnson is a financial advisor at Fidelity with a Series 66 credential. He began his advisory career in 2024. Prior to joining Fidelity, he has held roles in various industries including telecommunications, real estate, sports and entertainment, and hospitality. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Joseph Boldeia is a CFP® with 20 years of industry experience and is currently with Fidelity. He has worked at Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Jonathan Hyland is the Vice President and Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop tailored financial plans aimed at achieving their unique goals. He emphasizes building comprehensive financial plans, identifying aligned strategies, and maintaining open communication with clients. Jonathan has been with Fidelity Investments since 2020, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative before his current position. Prior to joining Fidelity, he held positions at Edward Jones and US Bancorp Investments, gaining experience as a Financial Advisor, Wealth Management Advisor, and Branch Intern. His professional background reflects a consistent focus on financial consulting and wealth management across multiple firms.

Vickey Ippolito is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she worked with GoPay LLC and has a background that includes various roles in the hospitality industry. Outside of finance, she serves on the board of a nonprofit acting school and is active as an actress with the Milwaukee Talent Network. 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’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering solutions such as discretionary portfolio management and fund advisory services.

Charles McFarland is a Planning Consultant at Fidelity Investments, where he partners with clients to develop and implement personalized financial plans using Fidelity's tools and resources. He focuses on understanding each client's financial situation and goals to tailor plans that align with their aspirations. Prior to his current role, Charles worked as a Relationship Manager at Fidelity Investments from 2022 to 2024. Before that, he was a Wealth Management Client Associate at Merrill Lynch from 2020 to 2022. Outside of his professional work, Charles has interests in beach activities, fitness, football, outdoor adventures, swimming, and traveling.

Catherine Murphy is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Her prior work includes roles at Providence College and Pingree School. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base, including retail and institutional investors, and employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

James Bebbington Jr. is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Morgan Stanley and Charles Schwab & Co., Inc. before joining Fidelity. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs.