Cole Younger is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. His background includes multiple roles at Colorado State University and positions in public schools and banking prior to joining Fidelity. 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 to develop model portfolios across mutual funds, ETFs, and ETPs.

Sara Monsen is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been affiliated with Fidelity Brokerage Services LLC since 2005. Outside of her advisory role, Monsen volunteers as a troop leader for the Girl Scouts of Colorado. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios, delegating management as needed and overseeing potential conflicts of interest.

Soloman Garcia is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments in multiple roles since 2021, with prior experience at Robinhood Markets and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and its use of algorithmic methods and AI in research.

Alana Goodman is a Planning Consultant at Fidelity Investments, where she has been serving since 2023. Prior to this role, she worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023. In her current role, she collaborates with individuals and families to develop clear, personalized financial strategies that align with their unique goals. Alana holds insurance licenses in Arkansas and California, supporting her ability to provide informed guidance in her consulting practice. Beyond her professional career, she engages in various personal interests including camping, cooking and baking, outdoor adventures, pilates, snowboarding, and volunteering.

Justin Rezzonico is a financial advisor with Fidelity in Greenwood Village, CO, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with Fidelity Investments since 2014. 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 mutual funds, ETFs, and ETPs.

Analisa Wilmer is a Wealth Management Planning Consultant at Fidelity Investments. She focuses on building strong, trusting relationships with clients to co-create personalized financial plans tailored to their priorities. She has been with Fidelity Investments since 2022, progressing through roles as Workplace Planning Consultant from 2022 to 2024, Planning Consultant from 2024 to 2025, and currently serving as Wealth Management Planning Consultant since 2025. Analisa holds insurance licenses for Arkansas and California. Outside of her professional work, Analisa engages in activities such as cooking and baking, family activities, fitness, social events with friends, outdoor adventures, and soccer.

Liam Weck is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Community Banks of Colorado and Vail Resorts. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

John Williams is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he worked in various roles at Big 5 Sporting Goods, T-Mobile - Coach Holdings, Finish Line, and Chipotle. Outside of his advisory role, he is an independent contractor for Open Stage Denver, assisting with sound and lighting, and occasionally sells items from his personal shoe collection. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management as well as fund advisory. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies.

Adam Bellamy is a financial advisor at Fidelity with five years of industry experience. He has worked at Fidelity Brokerage Services since 2021 and previously held roles at Wells Fargo Bank from 2015 to 2021. Outside of advising, Bellamy is involved in shoe reselling through 5280 Kicks LLC and manages a fitness coaching and nutrition business, NutriThrive Fitness. Fidelity, through its affiliate Strategic Advisers LLC, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.

Tim Leach is a Financial Consultant currently working at Fidelity Investments since 2024. He has held several roles within Fidelity Investments, including Investment Consultant from 2023 to 2024 and Planning Consultant from 2022 to 2023. Prior to joining Fidelity, Tim worked as a Relationship Manager at E*Trade from 2016 to 2021 and as a Financial Advisor at AXA Equitable from 2012 to 2016. Tim holds insurance licenses in Arkansas and California. His professional focus centers on helping clients work toward their financial goals to achieve peace of mind and live life to their fullest potential. Outside of his professional work, Tim enjoys family activities, fitness, hiking, outdoor adventures, puzzles, and running.

Matthew Halton is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work experience includes roles at Walmart, At Your Service Catering, Carraba's Italian Grill, and Meat Farms Grocery. Outside of finance, he produces music independently and works as a DJ, creating and sharing music through various distribution platforms. 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 integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, and it offers services such as discretionary portfolio management and fund advisory.

Bryan Albaugh is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He focuses on building long-term relationships with clients by guiding them through comprehensive financial planning and retirement planning strategies. Prior to his current role, Bryan held several positions at Fidelity Investments, including Senior Portfolio Specialist from 2022 to 2023, PAS Portfolio Specialist from 2020 to 2022, Workplace Planning Consultant from 2018 to 2020, Retirement Relationship Manager from 2017 to 2018, Retirement Solutions Representative from 2016 to 2017, Investment Solutions Representative from 2015 to 2016, and Financial Representative - Full Trader in 2015. He holds insurance licenses for Arkansas and California.

Michael Madayag is a Planning Consultant at Fidelity Investments. In his role, he collaborates with clients and their families to understand their financial situations and future goals, aiming to develop comprehensive financial plans that meet individual needs. He has experience in various positions at Fidelity Investments, including Investment Solutions Representative I from 2023 to 2025, Investment Solutions Representative II in 2025, and has been serving as a Planning Consultant since 2025. Michael holds insurance licenses for Arkansas and California. Outside of his professional work, Michael's personal interests include football, social events, golf, movies, music, and skiing.

Christopher Sexton is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity since 2014. Outside of his advisory duties, he drives for Uber Black on his own time. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Sabrina Trujillo is a financial advisor at Fidelity with three years of industry experience. She holds the Series 63 and Series 66 designations. Her work history includes roles at Fidelity Investments and the University of Colorado Denver, as well as six years at Costco Wholesale. 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. The firm serves a diverse client base, including charitable funds and registered investment companies, and employs systematic methodologies and long-term asset allocation benchmarks in its model portfolios.

Adam Bonk is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and AXA Advisors. His current role at Fidelity began in 2020. Fidelity, through its subsidiary Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers model portfolios to intermediary platforms.

Dylan Adams is a Regional Center Planning Consultant - Premium at Fidelity Investments. In this role, he partners with clients to understand their financial situation and goals, collaborating with them to develop tailored financial plans aligned with their objectives and values. He emphasizes building trust and providing clarity on complex topics to help clients gain confidence in their financial decisions. Dylan has been with Fidelity Investments since 2021, gaining experience through various roles including Customer Relationship Advocate, Investment Solutions I, II, and III, before advancing to his current position as Planning Consultant. He holds an Arkansas insurance license which supports his service offerings. Outside of his professional career, Dylan's interests include cars, fitness, hiking, skiing, and traveling.

Joshua Rademacher is a financial advisor at Fidelity with 8 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Fidelity Brokerage Services LLC and Colorado Business Bank/CoBiz Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on multi-manager and fund-of-funds structures.

Kelli Clark is a Series 66 licensed financial advisor at Fidelity with three years of industry experience. She has worked at Fidelity since 2022 and previously held roles at Globe Life Family Heritage Division, Amazon, Starbucks, and New Frontiers. Outside of finance, she has experience in behavioral health as a mental health and substance use counseling intern at Colorado Health Network. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to multiple registered investment companies and use of advanced analytical methods.

George Logsdon is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to develop customized financial plans aimed at helping them achieve their financial goals. He emphasizes forming strong relationships with clients and their families, prioritizing trust, transparency, and open communication. George has progressed at Fidelity Investments through various roles since 2022, beginning as a Customer Relationship Advocate and advancing through Investment Solutions Representative I and II positions before his current role. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, George has interests in fitness, food, golf, reading, skiing, and traveling.