Jenne Sanford is a financial advisor at Fidelity with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2018, with prior roles at Athena Global Advisors and Stellar Events. Sanford's background also includes time at the University of Wyoming and Starbucks. 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 employs algorithmic portfolio construction, supporting a range of registered investment companies and utilizing advanced methods such as AI in its investment process.

Brett Hammer is a Planning Consultant at Fidelity Investments, where he partners with clients to co-create, implement, and maintain financial plans aligned with their long-term investment goals. He has been with Fidelity Investments since 2020, progressing through roles from Workplace Planning Associate to his current position. His professional experience includes multiple roles within Fidelity Investments, with a focus on workplace planning, as well as internships in mortgage banking at Quicken Loans in 2017 and 2018. Brett's experience spans client financial planning and mortgage banking development. Outside of his professional work, Brett's personal interests include attending concerts, golf, hiking, running, snowboarding, and traveling.

Liam Berry is a Series 66-credentialed advisor at Fidelity with three years of industry experience. Prior to his current role, he held positions in real estate and workforce performance, and has also worked with DoorDash and Waterway Carwash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Austin Padilla is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Advanced ENT and Allergy, among other roles. 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 model portfolios across various investment vehicles.

Ben Peterson is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity in various roles since 2010, advancing through positions including Financial Consultant, Regional Planning Consultant, and Workplace Planning Consultant. Prior to joining Fidelity, he worked as an Equity Analyst at Pax World Funds from 2007 to 2008. As a Certified Financial Planner, Ben focuses on understanding the unique needs of his clients, emphasizing diligence and integrity in his work. His expertise encompasses financial consulting and investment solutions, supported by his insurance licenses in Arkansas and California. Outside of his professional role, Ben enjoys biking, family activities, gardening, hiking, outdoor adventures, and traveling.

Steven Kroeschen is a financial advisor with Fidelity, holding a Series 66 designation and 17 years of industry experience. He has worked at various Fidelity entities since 2011, including 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 mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm is also noted for its registration as a commodity pool operator and its advisory role for multiple registered investment companies.

Cameron Craigie is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His work history includes roles at various companies outside the financial sector before joining Fidelity in 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and provides formal advisory services to multiple registered investment companies.

John Cooper III is a Series 66-licensed financial advisor with five years of industry experience. He has worked at Fidelity Investments since 2021, following roles at Accuromm USA, Inc., Lowes Home Improvement, Home Depot, Cooper Design, T3 Trading Group, LLC, and Uber. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

David Haynes is a Series 66 licensed advisor with 10 years of industry experience. He has worked at Edward Jones from 2015 to 2021 and has been with Fidelity Investments since 2021. He is part of Strategic Advisers LLC, a Fidelity Investments company that 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 research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages both discretionary and non-discretionary advisory strategies.

Marc Arminio is a financial advisor with Fidelity, holding a Series 66 designation. He has one year of experience in the industry. Prior to joining Fidelity, he worked with Amazon Flex and owned a community tavern for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Simon Seyoum is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles at The Millstone Evans Group, Denver Country Club, Marathon Auto, and FedEx. 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 create model portfolios from mutual funds, ETFs, and ETPs.

Nabiel Hussain is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He brings experience from previous positions within the same company, including Investment Solutions Representative 1 from 2024 to 2025 and Customer Relationship Advocate from 2022 to 2024. In his current role, he specializes in building long-term relationships with clients and integrating investment strategy, retirement planning, and estate considerations into comprehensive financial plans. His work focuses on assisting clients in making confident decisions about their financial futures. Outside of his professional responsibilities, Nabiel enjoys attending concerts, fitness activities, exploring culinary experiences, social events with friends, movies, and snowboarding.

Amanda Massey is a Financial Consultant at Fidelity Investments. She works closely with clients to develop personalized financial strategies that align with their current needs and long-term goals. Her approach focuses on ensuring clients feel confident, informed, and empowered throughout their financial journey. Her experience includes roles as a Financial Consultant at Fidelity Investments since 2025, Investment Consultant from 2023 to 2025, and Planning Consultant from 2022 to 2023. Prior to that, she was a Financial Advisor at Equitable Advisors from 2021 to 2022 and a Client Relations Manager at Equitable Advisors from 2020 to 2021. Amanda holds insurance licenses in Arkansas and California. A Colorado native, Amanda enjoys staying active and spending time with family. Her personal interests include family activities, fitness, golf, outdoor adventures, pets, and snowboarding.

Cole Seperich is a financial advisor at Fidelity with a Series 66 designation. He has one year of industry experience and has held positions at firms including EP Wealth Advisors and Northwestern Mutual. His prior experience spans various roles outside of financial services, including positions at TopGolf and Achieve Sports Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages portfolios using systematic methodologies and offers specialized advisory roles, including managing registered investment companies and delivering model portfolios for Fidelity Institutional Wealth Adviser.

Peter Arpin is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2021, following a 13-year tenure at TIAA-CREF. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model portfolios delivered to intermediary platforms.

Julia Forrester is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 12 years of industry experience. She has worked at various Fidelity entities since 2015, 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, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm advises multiple registered investment companies and constructs model portfolios that incorporate systematic methodologies and long-term asset allocation benchmarks.

Taylor Dehlin is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2015. There are no additional outside activities noted. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees both affiliated and external sub-advisers.

Tyler Hayes is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Fidelity Brokerage Services LLC and JP Morgan Chase and Co., as well as a period at Alfie's Wholesome Food. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is known for its formal advisory role to registered investment companies, use of algorithmic methods including AI, and established proxy-voting and governance procedures.

Jesse King is a financial advisor with Fidelity Investments in Greenwood Village, CO, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at GWFS Equities, General Steel, and Legal Shield. 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, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, algorithmic models, and formal advisory roles to multiple registered funds.

Michael Sasloe is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes five years with Keller Williams Realty. 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. The firm serves a range of clients including registered investment companies and offers model portfolios supported by systematic methodologies and long-term asset allocation benchmarks.