Jake Speight is a financial advisor at Strategic Advisers, LLC, a Fidelity Investments company, with three years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fidelity Brokerage Services, LLC, and Grand Canyon University. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Amber Borromeo is a Planning Consultant dedicated to helping clients build confidence in their financial future through thoughtful planning and a personalized approach tailored to support every stage of life. She brings experience from her previous roles at Fidelity Investments, where she served as a Relationship Manager from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Outside of her professional work, Amber enjoys outdoor activities such as beach outings, biking, camping, running, and attending concerts, as well as traveling.

Sara Matheson is the Vice President and Branch Leader at Fidelity Investments, where she leads the team of financial professionals at the Chandler, Arizona Investor Center. She focuses on financial planning and aims to provide an outstanding client experience. Sara has been with Fidelity Investments since 2004, holding various roles including Assistant Branch Leader, Branch Service Manager, Interim Service Manager, Financial Representative, Senior Investment Consultant, and Investment Consultant before her current position. Her extensive experience within the company spans areas related to client service and financial advising. No information about her education, credentials, personal interests, or community involvement has been provided.

Nancy Luc is the Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial consultants dedicated to understanding clients' priorities and assisting them in developing and implementing financial plans tailored to their needs. She has served in this role since 2020. With experience at Fidelity Investments dating back to 2011, Nancy has held positions including Vice President, Regional Planning Consultant from 2015 to 2020, and Vice President, Financial Consultant from 2013 to 2015 before becoming Branch Leader. She holds a California Insurance License, which supports her work in financial consulting. Throughout her career, Nancy's focus has been on guiding clients toward their financial goals through careful planning and strategy implementation.

Ricky Walsh is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. In this capacity, he collaborates with clients to understand their unique financial situations and goals, working to implement comprehensive financial plans. He offers access to Fidelity's brand resources, technology, investment platforms, and client-focused approach. Prior to joining Fidelity, Ricky accumulated experience in various financial roles, including Branch Manager at TD Ameritrade in 2019, Platform Development Manager and Investment Consultant at Merrill Edge from 2011 to 2018, and roles at Scottrade, Charles Schwab, and Northwestern Mutual dating back to 2006. He holds insurance licenses for the states of Arkansas and California.

Bill LaRue is Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2019. In this role, he works closely with clients to understand their unique financial needs and collaborates with them to set specific goals, focusing on developing wealth building strategies that benefit clients and their families both presently and in the future. Prior to joining Fidelity Investments, Bill served as a Wealth Advisor at USAA from 2016 to 2019. He began his career as an Investment Representative at Vanguard, where he worked from 2014 to 2016. Throughout his career, Bill has gained experience in wealth planning and investment advisory services.

Matthew Ahern is a Financial Consultant at Fidelity Investments, a position he has held since 2018. He began his career with Fidelity in 2014 and has held various roles within the company, including Investment Consultant, Financial Representative, and Investment Solutions Representative. Prior to joining Fidelity, he gained experience as a Deal Origination Associate at Dinan & Company and as an Intern at Arizona Bank & Trust. Matthew holds a California Insurance License, supporting his work in financial consulting. His approach focuses on understanding clients' financial and personal goals to build and maintain tailored financial plans. Outside of his professional role, Matthew's interests include cooking and baking, fitness, golf, music, parenthood, and reading.

Noah Ronning is a financial advisor at Fidelity in Chandler, AZ, holding a Series 66 designation. He has been with Fidelity and its affiliated entities since 2025. Prior to joining the firm, he attended the University of South Dakota and held various roles in the retail and food service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to registered investment companies and use of advanced methodologies such as AI-driven research.

Collin Whittier serves as a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant, Investment Consultant, Financial Representative, and High Net Worth Service Associate. In his current capacity, Collin focuses on supporting clients' financial needs with an emphasis on trust, clear communication, and integrity. His experience spans multiple facets of financial consulting and investment services within Fidelity. Outside of his professional responsibilities, Collin has personal interests that include baseball, biking, cooking and baking, golf, hiking, and parenthood.

Julie Ramos is a CFP® with 18 years of industry experience, currently advising at Fidelity in Chandler, AZ. She has been with Fidelity Investments since 2015, including seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often delegating day-to-day management to sub-advisers while maintaining oversight and addressing conflicts of interest.

Brent Davidoff is a Financial Consultant at Fidelity Investments, where he has been serving since 2019. He has extensive experience in financial services, having held various roles at Fidelity Investments from 2014 to the present, including Retirement Solutions Representative and Investment Sales and Solutions Representative. Prior to joining Fidelity, he worked as an Institutional Sales Account Executive at PCS Research Services and as a Licensed Personal Banker at JPMorgan Chase. He also served as a Financial Security Specialist at Northwestern Mutual. Brent is a Certified Financial Planner who focuses on helping clients achieve financial security and prosperity through strategic investment planning and effective guidance. He holds insurance licenses in Arkansas and California.

Evan Chronister is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked at Gallagher Bassett and has held various positions in both financial and non-financial firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI techniques, and its roles in managing registered investment companies and delivering model portfolios.

Alex Parsons is a Financial Consultant currently working at Fidelity Investments since 2020. Previously, Alex served as a Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. from 2015 to 2020. Alex's professional approach centers on a three-step planning process based on education and communication to simplify complex financial concepts for clients. Alex holds a California Insurance License, supporting expertise in financial planning and insurance matters. With a focus on creating financial plans tailored to individual goals, Alex aims to help clients feel more comfortable and confident about their financial futures. Outside of work, Alex has interests in comedy, cooking and baking, family activities, food, football, and parenthood.

Austin Stege is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Robinhood Markets, Inc., and Wells Fargo Clearing Services. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Trent Pasvogel is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His background includes education at Grand Canyon University and the Air Force Academy, along with various roles outside finance, such as work at a country club and a juice bar. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers model portfolios composed of mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Evan Smith is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients as part of their wealth management team to assist them in making informed decisions about their financial plans. Prior to his current role, Evan worked as a Financial Advisor at North Star Resource Group from 2024 to 2026. His experience spans financial planning and advising, focusing on helping clients navigate their financial goals. Outside of his professional career, Evan enjoys activities such as golf, hiking, and skiing.

Maguire Peterson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked briefly at Baird Private Wealth Management and Trinity Underground. 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 integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, employing oversight controls and formal advisory roles uncommon among large institutional firms.

Shane Montgomery is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity since 2013, progressing through roles including Financial Consultant, Investment Consultant, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. Throughout his tenure, Shane has developed expertise in wealth planning and financial consulting, focusing on supporting clients' financial needs with integrity. He emphasizes a commitment to working relentlessly alongside clients and their families to exceed their wealth planning expectations. Outside of his professional work, Shane enjoys activities such as beach outings, hiking, outdoor adventures, reading, and traveling.

Austin Small is a Financial Consultant who collaborates with clients to understand their goals and personal situations. He works with them to build and implement holistic financial plans aimed at helping clients work towards their financial aspirations. Prior to his current role, Austin held positions at Ameriprise Financial, including Client Relationship Manager from 2022 to 2023 and Client Support Associate from 2021 to 2022.

Daralyn Ward is an Investment Consultant at Fidelity Investments, a role she has held since 2021. In her position, she works closely with clients to develop personalized financial strategies that align with their goals, values, and lifestyles. Daralyn's approach involves understanding what matters most to her clients and building tailored plans to help them achieve their financial objectives. Outside of her professional work, she enjoys activities such as cooking and baking, football, hiking, reading, traveling, and spending time with her pets.

Levi MaVorhis is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He began his career in financial services with Merrill Lynch as a Financial Services Representative from 2020 to 2021. He then joined Fidelity Investments, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before his current role. Levi's approach focuses on understanding clients' priorities to co-create personalized financial plans. His professional experience spans client relationship management and investment consulting, providing a comprehensive foundation for his current advisory role. Outside of work, Levi has interests in baseball, fitness, football, golf, music, and traveling.

Sabrina Spiteri is a Series 66 licensed financial advisor with two years of industry experience, currently with Fidelity Investments in Chandler, AZ. Her background includes roles at Fidelity and a period of academic involvement with the University of Wisconsin Madison. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including multiple registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Jon Taylor is the Regional Vice President of Executive Services at Fidelity Investments, a position he has held since 2018. In this role, he leads a team of Executive Services advisors who partner with clients to leverage their corporate benefits, understand equity awards, and build family wealth plans. His work centers on helping clients navigate complex financial landscapes related to executive compensation and wealth management. Prior to his current role, Jon has accumulated experience within Fidelity Investments, focusing on executive services and client partnership. His expertise includes strategic use of corporate benefits and equity awards to support comprehensive family wealth planning. Outside of his professional responsibilities, Jon enjoys cooking and baking, participating in family activities, fishing, golf, outdoor adventures, and scuba diving.

Dominique Davis is a financial advisor at Fidelity with 12 years of industry experience and holds Series 63 and Series 65 designations. Prior to joining Fidelity, Davis worked at Mass Mutual Investors Services, Massmutual Life Insurance Co, METLIFE SECURITIES Inc, and Lifeplan Financial Group, Inc. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to registered investment companies, and use of algorithmic methods including AI in its investment process.

Nathaniel Spangler is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity since 2013, progressing through roles including Investment Consultant, Investment Solutions Representative, and Financial Representative. Nathaniel holds a California Insurance License. He works closely with clients to develop wealth strategies aimed at benefiting them and their families now and in the future, leveraging Fidelity's brand, technology, and investment platform.

Jose Barraza is a Financial Consultant currently working at Fidelity Investments. He has been in this role since 2025. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2022 to 2025. Jose also worked as a Wealth Advisor Associate at Morgan Stanley from 2019 to 2022. Jose works with individuals, families, and business owners to develop financial plans that help them focus on their priorities. His approach emphasizes clarity and confidence in financial planning, aiming to support clients with integrity and complete assistance.

Sonya Baran is an Investment Consultant at Fidelity Investments, a role she has held since 2024. Prior to this, she served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. Her career in finance began with a position as a Customer Experience Representative at Robinhood from 2021 to 2022. Throughout her career, Sonya has focused on working closely with clients to establish clear financial goals, identify challenges, and develop tailored investment strategies. Her experience encompasses client relationship management and financial consulting within prominent financial services firms. Outside of her professional life, Sonya's interests include cooking and baking, golf, hiking, theater, and yoga.

Karen Chan is a Financial Consultant currently working at Fidelity Investments, a role she has held since 2020. She holds the designation of Certified Financial Planner and has developed her career entirely within Fidelity Investments since 2010, gaining experience in client service, retirement solutions, investment consulting, and relationship management. Her professional journey includes positions such as Investment Consultant, Central Relationship Manager, Client Management Representative, and other roles focused on customer service and investment solutions. She is also licensed to provide insurance services in California. Outside of her professional responsibilities, Karen enjoys a range of personal interests including family activities, fitness, culinary experiences, social events with friends, caring for pets, and traveling.

Caroline Brosious is a Financial Consultant at Fidelity Investments, a position she has held since 2020. She focuses on partnering with clients to build efficient, repeatable investment strategies aimed at maximizing their efforts and maintaining discipline through changing market environments. Prior to this role, she served as an Investment Solutions Representative and High Net Worth Trader at Fidelity Investments from 2018 to 2020. Before joining Fidelity Investments, Caroline worked as a District Manager at Automatic Data Processing (ADP) from 2016 to 2017 and completed an internship at Arthur J. Gallagher from 2015 to 2016. Her professional background encompasses various roles within the financial services industry, providing her with a broad perspective on investment and client management. Outside of her professional life, Caroline enjoys family activities, golf, outdoor adventures, skiing, tennis, and traveling.