Paul Ordonez is a Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he works directly with clients to address their wealth management needs, focusing on individualized financial planning. Prior to his current role, Paul gained experience as an Investment Consultant at Fidelity Investments from 2020 to 2021. He also worked at Merrill Lynch, serving as a Registered Private Wealth Associate from 2019 to 2020 and as a Registered Client Associate from 2014 to 2019.

Keyanna Russell is a Financial Consultant at Fidelity, a position she has held since 2022. She has been with Fidelity since 2018, holding various roles including Planning Consultant, Relationship Manager, Financial Representative, Workplace Planning Consultant, High Net Worth Associate, and Customer Relationship Advocate. Her approach to financial planning centers on partnering with clients to develop, implement, and maintain customized plans that address each family's specific circumstances, with an emphasis on building relationships and understanding clients' unique stories. She holds an Arkansas Insurance License. Outside of her professional work, Keyanna is interested in golf, pets, pilates, running, and scuba diving.

Kyle Nicholson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked in banking at First National Bank (ME) and had employment experience outside finance with Brooklyn Pizza Co. and Kebo Valley Golf Course. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager fund advisory and model portfolios built from mutual funds, ETFs, and ETPs using proprietary research, quantitative analysis, and algorithmic portfolio construction.

Walter Zarenko is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to evaluate existing plans and build new financial strategies aimed at achieving greater peace of mind. He serves as a primary, trusted advisor focused on ensuring clear, comprehensive plans that clients can confidently rely on. Walter and his team are committed to supporting clients and their loved ones through evolving goals and life events. Walter's professional experience includes roles at Fidelity Investments since 2022, progressing from Investment Management Consultant to Financial Consultant in 2024. Prior to this, he was a Premier Advisor at Citizens Securities Inc. from 2020 to 2022, a Licensed Banker at Citizens Bank from 2018 to 2020, and worked in financial and client relations at Archer Insurance Agency from 2016 to 2018. He holds insurance licenses for Arkansas and California.

Stephen Conn is a financial advisor at Fidelity with Series 63 and Series 66 registrations and three years of industry experience. He previously worked at Providence College and held various roles including at T.K.O. Malley's Sports Cafe and Marshfield Public Schools. 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 develop model portfolios from a broad investable universe.

Paul Burns is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. He has been with Fidelity Investments since 2021, following roles in staffing and retail sectors as well as studies at Stonehill College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Ron Schonscheck is a financial advisor with Fidelity in Mesa, AZ, holding Series 63 and Series 66 licenses and eight years of industry experience. His previous roles include eight years at The Vanguard Group, Inc. and running his own business in design and graphics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jennifer Alloway is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2014 and at Fidelity Investments since 2025. 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 combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Matthew Mcguire is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Patelco Credit Union and McGuire Appraisal Service. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis. The firm constructs model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and oversees multiple registered investment companies and fund-of-funds.

Linda Schoff Coletti is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2023. She works closely with clients to develop and implement financial plans tailored to their goals and objectives, utilizing Fidelity's comprehensive resources. With over 25 years of experience in Wall Street and financial planning, Linda has held various roles including Financial Consultant at Fidelity Investments from 2018 to 2023, Vice President Investment Counselor at David Lerner Associates from 2016 to 2018, and Senior Vice-President Institutional Sales at Cantor Fitzgerald from 2001 to 2009. Her extensive background also includes positions such as Vice President Nasdaq Trading at Robertson Stephens & Company and Nasdaq Trader at Cantor Fitzgerald. Throughout her career, Linda has gained expertise in wealth growth, protection, and transfer, drawing upon her diverse experience across the financial services industry.

Matthew Gue is a Vice President and Financial Consultant at Fidelity, a role he has held since 2025. He partners with clients to understand their unique short and long-term goals and helps build customized financial plans. His approach emphasizes forming strong relationships and delivering a high level of trust and reliability. Matthew has extensive experience in the financial services industry, having worked with Fidelity Investments since 2021. Prior to that, he held several positions at T. Rowe Price from 2013 to 2021, including Financial Consultant, Manager, Investment Specialist, Specialist, and In-Plan Representative. This experience has provided him with a broad understanding of financial consulting and investment management.

Joaquin Turner is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2014, progressing through various roles including Financial Consultant, Director Retirement Planner, and Retirement Relationship Manager. Prior to joining Fidelity, he worked as a Banker at Wells Fargo from 2013 to 2014. With over a decade of experience in financial services, Joaquin focuses on co-creating comprehensive financial plans with clients. His expertise spans retirement planning, investment solutions, and client relationship management. His approach is grounded in integrity, positivity, and selflessness. Outside of his professional responsibilities, Joaquin is interested in fitness, football, parenthood, and volunteering.

Dani Stadelmann is an Investment Consultant at Fidelity Investments, where she collaborates with clients to develop long-term financial plans. She works with a team of business partners to enhance client relationships and provide comprehensive financial guidance aimed at ensuring clients experience peace of mind and confidence throughout their financial journey. Her career in financial services spans over a decade, beginning with roles at Morgan Stanley from 2011 to 2017, including positions as Client Service Associate, Senior Client Service Associate, and Complex Manager Assistant. Since 2017, she has held various roles at Fidelity Investments, progressing from Relationship Manager to Senior Relationship Manager, then Planning Consultant, and currently Investment Consultant. Dani holds a California Insurance License. Outside of her professional work, she enjoys beach activities, kayaking, scuba diving, traveling, and volunteering.

Brian Bosman is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at ArchiveSocial, the University of North Carolina Wilmington, Charlotte Mecklenburg Schools, and the Alamance Burlington School System. Fidelity’s 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Matthew Medosch is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he worked in fitness management at ESPORTA Fitness and served in the Army National Guard. 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 blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it maintains distinctive registrations and advisory roles uncommon among large institutional peers.

Parker Gordon is the Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2024. In this role, he works with clients and their families to prioritize objectives, identify potential unintended consequences, and implement ongoing financial plans that adapt to an ever-changing financial landscape. Parker has been with Fidelity Investments since 2013, holding various roles including Vice President Regional Planning Consultant, Vice President Wealth Planner, Financial Consultant, and Investment Consultant. Prior to joining Fidelity, he gained experience as a Sales Manager at Capital One and held several positions at E*TRADE Financial, including Branch Manager and Assistant Branch Manager. He began his career as a Customer Service Representative at Banc of America Investment Services in 2005. Throughout his career, Parker has focused on comprehensive financial planning that extends beyond investment strategy to encompass broader client goals and planning considerations.

Ethan Plaisance is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His career includes roles at Fidelity Investments and prior experience at Asset Campus Housing, Blinn College, and The Scion Group. He has also been involved with Texas A&M University since 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work and fund management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Dennis Radek is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 66 and Series 63 designations. His work history includes roles at Fidelity Investments since 2021, as well as prior positions at USAA Financial Advisors and Western Southern Life. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and has notable involvement in commodity pool operations and algorithm-driven research.

Mariam Shehata Mikhail is a Series 66 credentialed financial advisor with three years of industry experience. She is currently with Fidelity and has previously worked at Merrill Lynch, Citizens Securities, Fifth Third Bank, and HSBC Bank Egypt. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios utilizing mutual funds, ETFs, and ETPs.

Ethan Greene is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. He works closely with clients to build meaningful, long-term relationships by understanding their unique personal and financial circumstances. By gaining insight into clients' values, priorities, and financial goals, he helps establish financial plans and review strategies to empower clients to pursue their goals with confidence and clarity. Prior to his current role, Ethan held positions at Fidelity Investments as a Relationship Manager from 2024 to 2025 and as a High Net Worth Service Associate from 2023 to 2024. Before joining Fidelity Investments, he worked as a Financial Professional at Equitable from 2020 to 2023. Outside of his professional career, Ethan's personal interests include food, social events with friends, music, outdoor adventures, and soccer.