Brian Biehn is a CFP® with 26 years of industry experience, currently serving at Fidelity Investments. His tenure at Fidelity includes roles with Fidelity Brokerage Services LLC since 2009 and Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory work, he teaches CFP courses as a sole proprietor. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Steven Hansen is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His work history includes roles across multiple Fidelity entities since 2014. Outside of his advisory work, he participates in independent contracting for package delivery through Amazon Flex. He is affiliated 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non‑discretionary portfolios, including fund advisory and model portfolio services.

Justin Glance is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at The Savings Group, The Green Solution, and Farmers Insurance. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Justin Mock is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Valic Financial Advisors and USAA Financial Planning Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Kenneth Vargas is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has extensive experience in the financial services industry, having worked in various roles at Fidelity Investments since 2015, including Portfolio Specialist, Director Retirement Planner, Retirement Planner, and Investment Solutions Representative. Prior to joining Fidelity Investments, he worked as a Financial Representative at The Leaders Group from 2013 to 2015. Throughout his career, Kenneth has developed advanced knowledge of financial markets and focuses on understanding the unique vision of each client. He emphasizes building strong relationships through trust and outstanding customer service. Outside of his professional work, Kenneth has personal interests in baseball, fitness, motorcycles, parenthood, and writing.

John Howard is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2009. Outside of his advisory role, he operates a coaching and consulting business as a sole proprietor. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various investment vehicles.

Robert Todisco is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2015, progressing through roles including Planning Consultant, Relationship Manager, Financial Representative, Workplace Planning and Guidance Consultant, and Workplace High Engagement Team Representative. In his professional capacity, Robert works with individuals, families, and businesses to prioritize their goals and develop wealth plans that align with their visions. His experience encompasses financial planning and client relationship management. Outside of his professional work, Robert's personal interests include boating, family activities, golf, parenthood, pets, and traveling.

Dan Craver is a Financial Consultant at Fidelity Investments, where he assists clients in developing financial plans aligned with their personal goals. He has been with Fidelity Investments since 2015, holding various roles including Workplace Planning & Guidance Consultant, Relationship Manager, Investment Consultant, and currently Financial Consultant. Throughout his tenure at Fidelity, Dan has gained experience in financial consulting and relationship management, contributing to his expertise in building financial strategies for clients. His career progression within the company reflects a sustained commitment to client service and financial planning. Outside of his professional role, Dan has interests in fitness, golf, running, soccer, and tennis.

Justin Berilla is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Investment Consultant, Workplace Planning Consultant I and II, and Workplace Planning Associate. Justin's experience encompasses various aspects of financial consulting and workplace planning. His professional focus is on helping clients achieve financial purpose, security, and freedom. Outside of his professional work, Justin has interests in art, beach activities, bowling, concerts, fitness, and playing musical instruments.

Sean Atun is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he held various positions outside the financial sector, including roles at Discount Tire USA and Camp Champions, alongside periods of full-time education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Michael Compitello is a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Workplace Planning Consultant I, II, and III. As a Certified Financial Planner, Michael collaborates with clients to develop personalized financial plans aimed at achieving their specific goals and aspirations. He emphasizes empathy, attentive listening, and building trust to create a welcoming environment for his clients. His approach involves strategizing and implementing financial solutions that support clients' definitions of success. Outside of his professional role, Michael has personal interests in cooking and baking, fitness, hiking, pets, soccer, and traveling.

Stephanie Fisher is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her prior roles include positions at W&S Brokerage Services, Western and Southern Life, Burlington, and Gregory S Young Co LPA. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and maintains oversight through affiliated or unaffiliated sub-advisers.

Rick Egan is a Financial Consultant currently affiliated with Fidelity Investments. He has been with Fidelity Investments since 2007, progressing through various roles including Service Representative, Premium Services Representative, Financial Representative, Investment Consultant, Workplace Planning Consultant, and Planning Consultant before attaining his current position in 2025. He also has experience as a Financial Consultant with Charles Schwab from 2011 to 2012. Throughout his career, Rick has focused on building tailored financial plans that consider the unique circumstances of each client. His approach emphasizes collaboration and adaptability, aiming to serve as a trusted advisor who supports clients in reshaping and maintaining their financial plans as life circumstances change. Outside of his professional work, Rick has interests in baseball, family activities, fitness, golf, parenthood, and scuba diving.

Larysa Smykovskaya is a Vice President and Financial Consultant at Fidelity Investments, where she has been serving since 2018. In her role, she partners with clients to build personalized financial plans that address both short-term and long-term investment goals. She has extensive experience in wealth management and portfolio management, having held positions such as Vice President and Senior Portfolio Manager at TD Wealth Private Client Group from 2015 to 2018, Vice President and Portfolio Manager at PNC Wealth Management from 2013 to 2015, Senior Investment Specialist at Wells Fargo Private Bank from 2008 to 2013, and Financial Advisor to High Net Worth Clients at Vanguard Group from 2005 to 2008. Larysa holds a California Insurance License. Outside of her professional work, she enjoys fitness, hiking, skiing, theater, and traveling.

Drew Burke is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Financial Consultant I from 2024 to 2025, Investment Solutions Representative III from 2023 to 2024, and Workplace Planning Consultant from 2022 to 2023, all within Fidelity Investments. Before joining Fidelity, Drew was a Financial Center Manager at Bank of America from 2020 to 2022. He holds insurance licenses in Arkansas and California, which support his work in financial consulting and planning. Drew partners with clients to understand their financial goals and to develop customized financial plans tailored to their unique needs. Outside of his professional career, Drew has personal interests that include concerts, fitness, movies, music, puzzles, and soccer.

Riley Andren is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise, E*TRADE, and TD Ameritrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Aaron Standberry is a Financial Consultant at Fidelity Investments, where he focuses on preparing clients for their immediate and future financial planning needs. He works closely with clients to understand their individual circumstances, mitigate risk, discuss tax-efficient investing, and help them choose appropriate strategies to achieve their financial goals. Prior to his current role, Aaron served as a Stock Plan Consultant at Fidelity Investments from 2022 to 2023. He has experience in areas including financial planning, risk management, and investment strategy selection. Outside of his professional duties, Aaron enjoys activities such as art, attending concerts, exploring food, hiking, parenthood, and volunteering.

Travis Haguewood is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2012, holding various roles including Financial Consultant since 2017, Investment Consultant from 2015 to 2017, Relationship Manager from 2013 to 2015, and Financial Representative from 2012 to 2013. Prior to joining Fidelity, he was a Pension Specialist Intern at Veritude from 2011 to 2012. As a Certified Financial Planner®, Travis has over a decade of experience working directly with families on their financial futures. He focuses on helping families work toward their goals by managing expectations and making adjustments over time. Travis is an Albuquerque native who values family and community. Outside of his professional work, Travis enjoys baseball, golf, motorcycles, and yoga.

Trevor Eisley is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he operated The Wobbly Sawhorse, a custom home decor business, and currently engages as a meditation teacher and wellness coach focusing on emotional and spiritual support. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of investment products.

Chad Rigert is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. His background includes roles at Fidelity Brokerage Services LLC and Robinhood Financial, LLC. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing systematic methodologies across a broad investable universe.