Robert O'Meara is a Planning Consultant at Fidelity Investments. In this role, he supports interactions and maintains professional working relationships, applying attention to detail, clear communication, and an understanding of individual needs. He follows established processes and emphasizes accuracy and consistency in his work. Robert has held multiple positions at Fidelity Investments since 2021, including Investment Solutions Representative I and II, Customer Relationship Advocate, and Workplace Planning Associate. This progression reflects his growing experience within the financial services industry. He holds insurance licenses in Arkansas and California. Outside of his professional duties, Robert has personal interests in cars, comedy, golf, skiing, and traveling.

Bret Eden is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to his current role, he worked in the restaurant industry with Out West Restaurant Group and has extensive experience in photography through his long-term involvement with Joel Eden Photography, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Rachel Tomblin is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides 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, serving a diverse client base through systematic investment approaches.

Collin Hall is a financial advisor at Fidelity with a Series 66 designation and nine years of industry experience. He has been with Fidelity Investments since 2015, including roles at Fidelity Personal and Workplace Advisors since 2018. 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

David Burch is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and systematic methodologies, and it serves in advisory roles to multiple registered investment companies and fund-of-funds.

Tristan Kleim is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity Investments, he held various roles including positions at True Food Kitchen and the University of Vienna. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Jaeden Jones is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. Prior to his financial career, he held positions in security services and the food industry and spent thirteen years in full-time education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolios constructed through proprietary research, quantitative analysis, and algorithmic methods. The firm serves a range of clients including an IRS-qualified Charitable Gift Fund and multiple registered investment companies.

Anthony Bradford is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Atlas Consulting Group, Midwest Equity DBA Celebrity Mortgage Solutions, and Neat Loans. 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 deliver model portfolios and managed funds.

Albert Wolfram II is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He has progressed within Fidelity Investments through various positions, including Investment Solutions Representative II from 2025 to 2026, Investment Solutions Representative I from 2024 to 2025, and Customer Relationship Representative from 2022 to 2024. Prior to joining Fidelity, Albert worked as an Insurance Agent at Integrity 1st Insurance from 2014 to 2016 and at American Family Insurance from 2011 to 2014. In his current role, Albert collaborates with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. He emphasizes building strong trust with clients and their families, committing to integrity and competency in his work. Outside of his professional life, Albert enjoys family activities, social events with friends, playing instruments, skiing, traveling, and volunteering.

John Raffles is a CFA® charterholder with seven years at Fidelity and a total of 17 years in the financial industry, including a decade at Morningstar Inc. He is based in Greenwood Village, CO. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Sage Bahre is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 24 years of industry experience. Prior to joining Fidelity, he worked at Equity Services, Inc. and The Vermont Agency for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and plays an advisory role to multiple registered investment companies and fund-of-funds.

Laura Banks is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Fidelity Investments since 2021. Prior to that, she was employed at Double Dogs and Salty Dog Cafe. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional investors, including registered investment companies and a Charitable Gift Fund. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of model portfolios and has a notable advisory role with multiple registered investment companies.

Greg Wickerham is a Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with clients and their families to develop plans that provide strategies for multiple outcomes while aiming to maintain their comfort. Greg's experience at Fidelity Investments spans several positions since 2015, including roles as an Investment Consultant, Financial Representative, and Stock Plan Associate. This progression reflects his comprehensive experience within the financial services industry. No additional information on education, credentials, personal interests, or community involvement has been provided.

Caden Perkins is a Series 66 licensed financial advisor with Fidelity Investments in Greenwood Village, CO. He has recently begun his career in the industry, joining Fidelity in 2025 after diverse roles in retail and service sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad 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 and deliver model strategies.

Brendan Leyden is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Fidelity Investments since 2023, following positions in various organizations including Comcast Business and American Campus Communities. 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 deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Lauren Linville is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her prior work includes roles at Instacart and Tharaldson Hospitality Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and utilizes algorithmic methodologies and AI in its investment process.

Andrew Sedlar is an Investment Solutions Representative III at Fidelity Investments. In this role, he works with individuals and families to develop and implement financial plans, focusing on creating understandable financial plans and investment strategies tailored to clients' needs. He aims to enhance his clients' financial well-being through his work. Andrew has been with Fidelity Investments since 2022, progressing through roles from Customer Relationship Advocate to his current position. Prior to joining Fidelity, he worked as an Investor Relations Analyst at Lambert & Co. from 2018 to 2021. Outside of his professional responsibilities, Andrew has interests in fitness, food, hiking, outdoor adventures, and skiing.

Skylar Mccullough is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2017 and Fidelity Investments since 2025. Prior to joining the financial industry, he worked at Verizon Wireless/Cellco Partnership for three years. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios based on long-term asset allocation benchmarks.

Jorge Esmieu Jr. is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity in 2021, he worked as an independent contractor delivering orders for DoorDash. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model solutions.

Ian Switzer is a Series 66 credentialed financial advisor with Fidelity Investments, based in Greenwood Village, CO. He joined Fidelity in 2025 and has held various roles in both education and the service industry prior to his current position, including work at the University of Denver, Odyssey Beerwerks, and Whale's Tale Waterpark. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary 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 integration of AI and algorithmic methods in its investment process.