Garret Redder is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2016. Prior to his career in finance, he was employed at Starbucks from 2012 to 2016. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

David Prado is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Before joining Fidelity, he worked at the Colorado State University Career Center and was involved with Taste of Philly Inc. from 2019 to 2021. 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 manage diversified model portfolios.

Ian Kerns is a Planning Consultant at Fidelity Investments, where he has been serving clients since 2024. In this role, he partners with clients to design and implement personalized financial plans, emphasizing active listening, thoughtful organization, and clear education. His approach focuses on earning trust through character, competency, and consistency, while adapting to clients' evolving needs and circumstances. Ian has held multiple positions within Fidelity Investments, including Investment Solutions Representative III and II, Fixed Income Specialist, Electronic Channel Support Specialist, and Customer Relationship Advocate since 2020. He holds insurance licenses for Arkansas and California. Outside of his professional responsibilities, Ian has interests in board games, camping, gardening, pets, sailing, and writing.

Joe Okabe is a financial advisor at Fidelity with 21 years of industry experience. He holds the CFP® designation as well as Series 65 and Series 63 licenses. Okabe has been with Fidelity Investments and its affiliated firms since 2010. Outside of his advisory role, he is a member of LUX3, LLC, an Amazon arbitrage business primarily managed by his spouse. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Jack Johnson is a financial advisor with Fidelity Investments, holding a Series 66 credential and three years of industry experience. Prior to his current role, he worked in various positions including at 5280 Pool & Spa and Colorado State University. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Ladea Dante is a Planning Consultant at Fidelity Investments, currently holding this position since 2026. She has progressed through various roles within Fidelity Investments, including Workplace Planning Consultant III in 2025-2026, Workplace Planning Consultant I in 2024-2025, and Workplace Planning Associate in 2024. Her career at Fidelity Investments reflects a dedicated focus on financial planning and client services. Ladea employs a planning-first approach, working closely with clients to understand their complete financial picture and priorities. She aims to build meaningful relationships and serve as a trusted resource, assisting clients in navigating significant life events with clarity and confidence. By linking thoughtful strategies to clients' long-term goals, she strives to simplify complex financial decisions and support clients throughout their journey. She holds insurance licenses in Arkansas and California. Outside of her professional role, Ladea enjoys family activities, fishing, outdoor adventures, traveling, and volunteering.

Matthew Staples is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Charles Schwab & Co., Inc. and Wells Fargo. Staples also had a role at the Denver Art Museum. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, management of registered investment companies, and integration of AI-driven research tools.

Courtney Roskos is currently serving as an Investment Solutions Representative III at Fidelity Investments. In this role, Courtney partners with clients to understand their short- and long-term financial goals and helps build customized financial plans to meet the unique needs of individuals and their families. Courtney emphasizes forming strong relationships with clients, focusing on trust, reliability, and competency. Courtney's experience at Fidelity Investments began as a Customer Relationship Advocate in 2024, progressing through roles as Investment Solutions Representative I and II before assuming the current position in 2026. This progression highlights a steady development in financial advisory capabilities and client service expertise. Outside of the professional setting, Courtney's interests include board games, photography, reading, traveling, and yoga.

Michael Dell is a Financial Consultant at Fidelity Investments, where he has held various roles since 2021. His positions have included Financial Consultant, Investment Solutions Representative at multiple levels, High Net Worth Service Associate, and Customer Relationship Advocate. In his current role, Michael partners with clients to understand their goals and concerns, working collaboratively to develop structured financial plans aimed at achieving personal and investment objectives. Michael holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial services. His experience spans client relationship management and investment solutions within Fidelity Investments. Outside of his professional responsibilities, Michael has interests in boating, cars, scuba diving, skiing, traveling, and exploring culinary experiences.

Michael Mccubbin is a financial advisor at Fidelity with 18 years of industry experience and a Series 66 designation. He previously worked at Charles Schwab & Co., Inc. for seven years and at ICMA-RC Services, LLC. Fidelity’s Strategic Advisers LLC, the firm with which he is associated, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios and funds.

Jared Bramlet is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2017. Prior to entering the financial industry, he was employed at King Soopers for nine years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to offer model portfolios and oversight of sub-advisers, with a distinctive focus on algorithmic methods, advisory roles to multiple funds, and established governance procedures.

Benjamin Ratliff is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he partners with investors to develop financial plans aimed at strengthening their financial futures. Prior to this, he held several positions within Fidelity Investments, including Investment Management Consultant (2023-2024), Workplace Planning Consultant (2021-2022), Investment Solutions Representative (2020-2022), and Customer Relationship Representative (2019-2020). He holds insurance licenses for Arkansas and California, supporting his capacity to offer comprehensive financial advice. Outside of his professional responsibilities, Benjamin's personal interests include boating, football, hiking, music, parenthood, and photography.

Jordan Riggen is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at TIAA-CREF Individual & Institutional Services and the University of Colorado at Boulder. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm utilizes 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 delivery.

Holly Burke Adams is a financial advisor with Fidelity and holds the Series 63 and Series 65 designations. She has 19 years of industry experience, including roles at Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that incorporates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and the integration of AI and algorithmic techniques in its research.

Mark Dodge is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Before joining Fidelity, he worked for United Airlines for 22 years. Outside of his advisory role, he worked briefly as a dog walker and pet sitter. Fidelity’s Strategic Advisers LLC serves a broad client base including retail and institutional investors, offering investment management and advisory services that combine fundamental research with quantitative analysis and algorithmic portfolio construction.

Ralph Marmolejo is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at MobileOne LLC and Titan Mobile prior to joining Fidelity. 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 with a focus on model portfolios using mutual funds, ETFs, and ETPs.

Christopher Patterson is a financial advisor at Fidelity with two years of industry experience and a Series 66 designation. His prior work includes roles at Debco Travel Inc., Classup / Career Vision Inc., and 3D Systems Healthcare. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm serves a diverse client base and utilizes algorithmic methodologies as part of its investment process.

Lauren Allison is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2007. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Michael Orlet is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2018. Prior to that, he was employed at CAM Solar for one year. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services and managing model portfolios through systematic methodologies.

Kathryn Carlton is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her background includes roles across various sectors, including a position at The Joint Chiropractic and prior experience in hospitality and retail. She has also been involved with Lakota Guides and Vail Resorts. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory work.