Gregory Santora is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2024 to 2025 and as a Workplace Planning Consultant from 2022 to 2024. Before joining Fidelity Investments, Gregory worked as an Active Trader Specialist at Charles Schwab from 2019 to 2022. Gregory holds an Arkansas Insurance License, which supports his expertise in financial and insurance planning. He focuses on creating personalized financial plans by understanding clients' unique situations and emphasizing integrity and clear communication. Outside of his professional work, Gregory enjoys family activities and engages in sports such as football, skiing, and tennis. He is also a pet owner.

Daniel Golden is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior work experience in renewable energy and telecommunications sectors. 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, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.

Zachary Southcott is a Financial Consultant at Fidelity Investments, where he assists clients in navigating life events through holistic financial planning. He has held various roles within Fidelity Investments since 2021, including Benefits & Planning Consultant, Investment Solutions Representative, 529 College Planning Specialist, Retirement Representative, and Customer Relationship Advocate. Prior to joining Fidelity, Zachary gained experience as a Retail Banking Intern at KeyBank in 2020. Zachary holds insurance licenses in Arkansas and California. Outside of his professional work, he has personal interests in food, running, skiing, and tennis.

Carah Mcauliff is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2017. Her prior experience includes roles at Northwestern Mutual, Centura Health, Vera Bradley, and the University of Denver. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary management along with model portfolios constructed from mutual funds, ETFs, and ETPs.

Josh Gableman is an Investment Management Consultant II at Fidelity Investments. He has been with Fidelity since 2022, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant I and II, before his current position starting in 2024. His professional experience centers on investment consulting and workplace planning. Josh holds an Arkansas Insurance License, supporting his work within the financial services sector. He focuses on collaborating with clients to develop personalized financial plans tailored to their individual goals and challenges, emphasizing trust and transparency in client relationships. Outside of his professional role, Josh's personal interests include biking, camping, hiking, running, swimming, and caring for pets.

Lauren O'Donnell is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2016. Outside of her advisory role, she is also a self-employed video game streamer based in Denver. 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 deliver model portfolios across a range of investment vehicles.

Ryan Leahey is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity and its related entities since 2012. Outside of his advisory work, he assists in managing his wife's at-home art studio and website, which sells fine art. 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 deliver model portfolios consisting of mutual funds, ETFs, and ETPs.

Brenton Jakins is a financial advisor at Fidelity with 4 years of industry experience. He holds the Series 66 designation and has served as CEO of Bento Creative, a cardboard packaging production company. Prior to joining Fidelity, his background includes roles in various companies and educational settings. 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 across mutual funds, ETFs, and ETPs.

Simon Barshay is a financial advisor at Fidelity with Series 63 and Series 66 registrations and two years of industry experience. Prior to joining Fidelity, he held roles at Zynex Medical and several other companies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, incorporating proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Valeria Lopez is a financial advisor with Strategic Advisers, Inc., a Fidelity Investments company, where she has worked for 11 years. She holds Series 63 and Series 66 licenses. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it is noted for its role as a commodity pool operator and advisor to multiple registered investment companies.

Maria Solis is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to her current role, she has worked in various organizations, including DoorDash and Denver Public Schools. Outside of her advisory work, she is also employed as a babysitter. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Jennifer Cuce is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with Wealth Management teams to develop comprehensive financial plans tailored to clients' present and future needs. She focuses on establishing strong relationships through communication and understanding to support clients in achieving their financial objectives. Jennifer has been with Fidelity Investments since 2020, progressing through roles including Central Relationship Advocate, High Net Worth Associate, and Central Relationship Manager before assuming her current position in 2023. Her experience encompasses various aspects of wealth management and client relationship management. Outside of her professional responsibilities, Jennifer enjoys activities such as spending time at the beach, engaging in family activities, socializing with friends, caring for pets, running, and traveling.

Eric Rupp is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2018, as well as CIG Financial Services prior to that. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive roles in commodity pool operations, fund advisory, and model portfolio delivery.

Eva Sitinjak is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. Her prior work includes roles across Fidelity Brokerage Services LLC and other diverse positions in retail and marketing. 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. The firm serves multiple registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Spencer Berends is a financial advisor with Fidelity Investments, holding a Series 66 designation. He has one year of industry experience, having joined Fidelity in 2025. Prior to entering the financial advisory field, his career was primarily in the hospitality industry across various roles and companies. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios and serves as an advisor to multiple registered funds.

Tse Heng Chan is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Chan held various roles including ownership of an online e-commerce business, one6eight LLC. 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 portfolios.

Andrew Espinosa is a Financial Consultant at Fidelity Investments, where he partners with investors to co-create financial plans aimed at building confidence in their financial futures. He has been with Fidelity Investments since 2020, progressing through roles from Customer Relationship Advocate to his current position as Financial Consultant. His experience at Fidelity includes positions such as Investment Solutions Representative, Investment Management Consultant I and II, and Financial Consultant I. Andrew holds insurance licenses in Arkansas and California. Outside of his professional work, Andrew enjoys attending concerts, fishing, fitness activities, exploring food, snowboarding, and traveling.

Mark Rowe is a Financial Consultant currently working at Fidelity Investments since 2026. He has built his career in the financial services industry, previously holding roles at Charles Schwab & Co. Inc. from 2016 to 2026, progressing from Licensed Financial Representative to Associate Financial Consultant, and then to Financial Consultant. Mark's professional approach emphasizes education and personalized client engagement, adopting a holistic perspective that focuses on the client and their loved ones to address their financial goals. He holds an Arkansas Insurance License. Outside of his professional work, Mark has interests in baseball, concerts, food, football, pets, and traveling.

Aaron Rames is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Waddell & Reed. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Alexander Kagan is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at the Sachem's Head Yacht Club and Guilford Racquet and Swim Club. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.