David Burton is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2025, with prior experience at Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegation to sub-advisers, and its formal advisory role to multiple registered investment companies and fund-of-funds.

Nico Martinez-Mejia is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2019, progressing through positions including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Universal Banker at Bank of the West from 2018 to 2019. Nico holds insurance licenses in Arkansas and California, supporting his expertise in financial planning and client relationship management. His approach focuses on understanding clients' individual goals and values to develop tailored financial plans aimed at achieving clarity and confidence in their financial futures. Outside of his professional work, Nico has interests in comedy, fitness, food, golf, outdoor adventures, and pets.

Andrea Flood is an Investment Consultant at Fidelity Investments, where she collaborates with clients to pursue long-term financial goals. She has been with Fidelity Investments since 2021, progressing through several roles including Planning Consultant, Relationship Manager, Financial Representative, Retirements Representative, and Customer Relationship Advocate. Her experience spans various aspects of client relationship management and financial planning within Fidelity Investments. Andrea's career demonstrates a continuous commitment to supporting clients in investment and retirement planning. Outside of her professional role, Andrea enjoys cooking and baking, fitness activities, socializing with friends, hiking, kayaking, and spending time with her pets.

Jamahl Williams is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021, following three years at Edward Jones and over a decade at Ottobock Healthcare. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, while also serving in roles such as commodity pool operator and advisor to multiple fund-of-funds.

Andrew Berry III is a financial advisor with Fidelity in Garden City, UT, holding Series 66 and Series 63 licenses and six years of industry experience. His prior work includes roles at E*TRADE Securities, JP Morgan Chase Bank, and Intermountain Healthcare. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Cara Christous is a Wealth Management Planning Consultant at Fidelity Investments. In her role, she partners with wealth management teams to collaborate with families in creating customized financial plans aimed at achieving personal and family financial goals. She emphasizes the importance of co-creating plans that each family member understands and feels confident about, with a focus on unifying generational wealth. Cara has been with Fidelity Investments since 2015, progressing through various roles including Financial Associate, Retirement Solutions Representative, Workplace Planning and Advice Consultant, Relationship Manager, and Planning Consultant before assuming her current position. Her experience spans multiple facets of financial planning and client relationship management. Outside of her professional career, Cara enjoys cooking and baking, gardening, traveling, and volunteering.

Shania Perham is a Financial Consultant at Fidelity Investments, where she has been serving since 2024. She has progressed through several roles at the firm, including Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship, demonstrating a consistent commitment to helping clients with their financial needs. Her professional focus is on working closely with individuals, families, and business owners to develop comprehensive financial plans tailored to their unique goals. She aims to empower her clients to make informed decisions and supports them through changing circumstances to achieve peace of mind in retirement. Outside of her professional endeavors, Shania enjoys activities such as exploring food, attending social events with friends, spending time at the lake, listening to music, skiing, and traveling.

Christopher Laucks is a Planning Consultant at Fidelity Investments, where he partners with individuals and families to develop customized financial plans tailored to their unique needs and goals. He focuses on helping clients efficiently grow, preserve, and distribute their wealth through a collaborative planning process. Christopher has held various roles in the financial services industry since 2013, including Relationship Manager at Fidelity Investments, 401k Regional Sales Consultant at Ameritas, Internal Sales Consultant at Invesco, Vice President - Philanthropic Sales Associate at Bank of America - U.S. Trust, Regional Sales Director and National Sales Consultant at Columbia Threadneedle Investments, and 401(k) Sales Associate at Putnam Investments. Outside of his professional work, Christopher enjoys board games, boating, bowling, family activities, skiing, and volunteering.

Geoffrey Gentry is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, with prior roles at E*TRADE Securities LLC and FranklinCovey. Outside of finance, he was involved with Crush IT, LLC between 2018 and 2021. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

John Zolman is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, serving in various roles including Portfolio Specialist, Client Management Representative, Workplace Planning Consultant II, Retirement Solutions Representative, Premium Relationship Associate, and PAS Service. His professional experience centers around financial consulting and portfolio management. John aims to be a trusted financial partner for his clients, focusing on understanding their comprehensive situations and priorities to build customized financial plans that align with their goals. His work involves guiding clients through complex financial decisions and creating tailored strategies. Outside of his professional life, John values family and enjoys personal interests such as beach activities, board games, camping, comedy, family activities, and running.

Aimee Degiovanni is a CFP® professional with 14 years of industry experience, currently serving at Strategic Advisers, Inc., a Fidelity Investments company, since 2016. She holds the Series 65 designation and is based in Boston, MA. 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 develop model portfolios, and it is noted for its advisory role to multiple registered investment companies and use of AI-driven research methods.

Hilda Romagosa serves as Vice President and Branch Leader at Fidelity Investments, a position she has held since 2021. In this role, she leads a team of financial professionals focused on delivering a differentiated client experience and fostering a high performance work culture. Her leadership emphasizes empowering associates to maximize their talents and assist clients in planning for long-term financial well-being. Hilda's experience at Fidelity Investments spans over two decades. She held the role of Vice President and Financial Consultant from 2001 to 2021, served as an Investment Consultant between 1999 and 2001, and began her career as a Financial Representative from 1995 to 1999. Outside of her professional responsibilities, Hilda has interests in cooking and baking, fitness, and music.

Nicole Ovstedal is a financial advisor with Fidelity, holding a Series 66 designation and 12 years of industry experience. She previously worked at Berthel Fisher & Company Planning Inc. and Berthel Fisher & Company Financial Services, Inc. Prior to joining Fidelity in 2022, she accumulated seven years of experience at Berthel Fisher. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm employs a combination of proprietary fundamental research and quantitative analysis, including algorithmic portfolio construction, to manage a broad range of investment portfolios and model strategies.

Ian Foster is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2018. He specializes in retirement, income, and wealth planning for high net worth clients, focusing on helping them achieve their retirement goals. Ian has extensive experience within Fidelity Investments, having held various roles since 2012 including Annuity Sales Representative, Retirement Relationship Manager, and Financial Representative. He holds insurance licenses in Arkansas and California. Outside of his professional work, Ian enjoys camping, sailing, and skiing.

Ilya Nudelman is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, Investments Solution Representative, High Net Worth Associate, and Financial Representative. In his role, Ilya focuses on collaborating with clients to help them meet their life goals through financial planning that takes into account their personal and financial circumstances. He prioritizes building long-term relationships and providing clients with peace of mind regarding their overall financial well-being. Ilya holds a California Insurance License. Outside of his professional work, Ilya has interests in board games, concerts, food, music, parenthood, and snowboarding.

Garrett Wilson is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he held positions as a Planning Consultant from 2024 to 2025 and as a Workplace Planning Consultant from 2022 to 2024 at Fidelity Investments. He began his financial advisory career at Prudential in 2021. Garrett holds insurance licenses in Arkansas and California, supporting his work in providing tailored financial planning services. He is committed to forming strong client relationships based on trust and integrity, focusing on understanding clients' concerns and goals to develop comprehensive financial plans. Outside of his professional life, Garrett enjoys fitness, hiking, horseback riding, outdoor adventures, parenthood, and running.

Brandon Nguyen is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has extensive experience in the financial services industry, having previously served as a Financial Solution Advisor at Merrill Lynch, Pierce, Fenner & Smith in 2018, and as a Chase Private Client Advisor at JP Morgan Securities from 2010 to 2018. Brandon holds a California Insurance License which supports his advisory roles. His professional approach is centered on helping clients strive for their financial goals. Outside of his professional life, Brandon is involved in family activities and parenthood.

Kate Connolly is an Investment Consultant at Fidelity Investments, a role she has held since 2026. She has progressed through various positions within Fidelity, including Planning Consultant, Relationship Manager, and Financial Representative, gaining a comprehensive understanding of financial services and client relations. As a CERTIFIED FINANCIAL PLANNER4 professional, Kate works closely with clients to develop financial plans that align with their goals and provide guidance in an accessible manner. She leverages Fidelity's extensive tools and resources to tailor solutions that meet individual client needs. Outside of her professional work, Kate has interests in art, food, museums, and running.

Anthony Stramiello is a Financial Consultant at Fidelity. In this role, he works closely with clients to develop practical, long-term financial strategies tailored to their individual goals. His approach emphasizes building relationships based on trust, transparency, and a shared commitment to clients' financial well-being. Anthony has held several positions within Fidelity, including Investment Consultant, Financial Representative, and Customer Relationship Advocate. This progression reflects his experience in various aspects of financial services and client support. Outside of his professional work, Anthony has personal interests that include cars, cooking and baking, family activities, golf, movies, and reading.

Zachary Hickman is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. His prior experience includes roles at TD Bank and The Vanguard Group. 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 deliver model portfolios and discretionary management.