Christopher Cobus is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been associated with various Fidelity entities since 2012, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable activities including commodity pool operations and advisory roles to multiple registered investment companies.

Matthew Torro is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 12 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2014 and has worked within Fidelity Personal and Workplace Advisors and Fidelity Investments since 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and Charitable Gift Funds. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, model-based investment solutions.

Michael Callan is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as a board member and assists with treasury duties for the Promenade at Lowry homeowners association in Denver, Colorado. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including multi-manager and fund-of-funds structures, and utilizes systematic methodologies and long-term asset allocation benchmarks.

Patrick Crotty is a financial advisor with Fidelity Investments based in Greenwood Village, CO, holding Series 63 and Series 66 licenses and has four years of industry experience. His work history includes roles at Fidelity Investments since 2021 and prior experience at Vail Resorts and Newell Brands. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to offer discretionary and non-discretionary advisory services, model portfolios, and fund advisory.

Michelle Rogers is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Charles Schwab and Dave Watson Associates LLC. Outside of finance, she was involved with the Pentecostal Church of God for six years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, supporting both discretionary and non-discretionary advisory roles.

Jose Galvan Vazquez is an Investment Solutions Representative III at Fidelity Investments, where he supports individuals and families in achieving their financial goals. He has held several roles within Fidelity, progressing from Customer Relationship Advocate in 2022 to his current position since 2025. His experience spans various capacities within investment solutions, including roles as Investment Solutions Representative I and II, as well as working with high net worth clients. Jose focuses on cultivating strong client relationships and addressing financial concerns to help clients feel confident in their financial journeys. Outside of his professional responsibilities, Jose enjoys camping, fitness, and outdoor adventures.

Maxwell Wilson is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked with various divisions of Fidelity since 2005, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Lauren Hanna is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including Charles Schwab & Co., Inc., Edward Jones, and Surety Bank. Outside of her advisory work, she pursues painting as a monetized hobby. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios including multi-manager and fund-of-funds structures, and employs systematic methodologies supported by proprietary technology.

Christopher Sweet is a financial advisor with Fidelity, holding Series 63, Series 65, and Series 66 designations and bringing 17 years of industry experience. His prior roles include positions at TIAA from 2006 to 2022 and at Miracles of Health from 2022 to 2025. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and delivery of model portfolios, and is noted for its use of AI and systematic methodologies in portfolio management.

Stephen D'Alto is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He works to help turn clients' complex financial needs into simple solutions. Stephen has extensive experience within Fidelity Investments, having served in several positions including Advisory Services Team Leader from 2021 to 2025, PAS Portfolio Specialist from 2018 to 2021, Client Management Representative from 2014 to 2018, Investment Representative in 2014, and Account Executive from 2012 to 2014. He holds an Arkansas Insurance License. Outside of his professional duties, Stephen has interests in cars, food, football, golf, motorcycles, and skiing.

Christopher Owen is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2022. In his current role, he partners with clients and their families to understand their unique financial goals and develop plans aimed at achieving long-term financial success. Christopher emphasizes building lifelong partnerships by understanding clients' backgrounds and priorities. His professional experience includes positions at Fidelity Investments since 2021, progressing from Investment Consultant to Financial Consultant and now Vice President. Prior to this, he worked at Janus Henderson Investors from 2012 to 2019 in roles including Director of the Advisor Solutions Group and Internal Sales Consultant. He began his financial career as a Financial Advisor at LPL Financial from 2010 to 2012 and previously worked as a teller at Wells Fargo. Christopher holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys golf, hiking, traveling, and volunteering.

Sopha Liu is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at TIAA for 22 years before joining Fidelity in 2026. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Anna Yarger is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and has worked at several firms, including Nektor Media Inc and Northwestern Mutual. Outside of advising, she has experience working in customer service roles at Starbucks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Jack Flaherty is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include work at Liveacid Software and involvement with the Corinthian Yacht Club. He studied at the University of Colorado, Boulder, from 2019 to 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers discretionary and non-discretionary advisory services and manages model portfolios for intermediary platforms.

Adrijan Lubura is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at DoorDash and runs a music recording studio, Switchboard Studios, where he operates as sole proprietor. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios across a diverse range of investment vehicles.

Steven Hardon is a Planning Consultant at Fidelity Investments, where he partners with clients to develop financial plans that align with their goals. He supports Financial Consultants as part of the Wealth Management Team. Steven has held multiple roles at Fidelity Investments since 2021, progressing from Workplace Planning Associate to his current position. His experience encompasses various levels of workplace planning consultancy. He holds a California Insurance License. Outside of his professional work, Steven enjoys cooking and baking, participating in family activities, engaging in social events with friends, outdoor adventures, soccer, and traveling.

Luke Dow is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held roles at New York Life and other organizations, along with academic experience at the University of Colorado Boulder. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Ivan Escarcega Palomares is an Investment Solutions Representative III at Fidelity Investments, where he develops personalized financial plans to assist clients in achieving their financial goals. He works directly with individuals and families, focusing on strategies for retirement, as well as short-term and long-term investing. He has progressed through several roles at Fidelity Investments since 2022, including Investment Solutions Representative I and II, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to that, he worked as a Personal Banker at PNC Bank from 2020 to 2022. Ivan holds an AR Insurance License. Outside of his professional role, Ivan enjoys board games, family activities, fitness, social events with friends, and traveling.

Kelsey Lewis is a financial advisor with Fidelity in Greenwood Village, CO, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Lewis’s work history includes roles in various service and gig economy positions such as driving for Lyft and working as a front desk associate for a hotel concierge provider. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment portfolios.

Colson Skur is a Series 66 credentialed financial advisor with Fidelity in Greenwood Village, CO, with three years of industry experience. Prior to joining Fidelity, he held various roles across multiple industries, including a position at Olive Garden where he worked as a weekend server. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.