Joshua Ahlers is a Financial Consultant with experience in client service and financial planning. He has worked at Fidelity in roles including Planning Consultant (2022-2024), Workplace Planning Consultant (2020-2022), and Customer Relationship Associate (2018-2020). He holds insurance licenses in Arkansas and California. Joshua aims to provide service that prioritizes his clients' interests and strives to be a reliable resource for their questions and concerns. Outside of his professional work, his personal interests include baseball, football, snowboarding, traveling, and parenthood.

Nicholas Andersen is Vice President, Financial Consultant at Fidelity Investments, where he has been employed since 2014. He has held several roles within the company, including Financial Representative, Stock Plan Associate, Stock Plan Consultant, Workplace Planning Consultant II, Financial Consultant, and his current position since 2022. In his role, Nicholas partners with clients to construct and implement comprehensive financial plans, engaging in consultative conversations aimed at helping clients achieve their personal definitions of financial freedom. He holds insurance licenses in Arkansas and California. Outside of his professional career, Nicholas enjoys outdoor activities such as camping, fishing, hiking, running, and snowboarding.

Jonathan Fuller is a financial advisor with Fidelity Investments in Greenwood Village, CO, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at iLending and has a background that includes part-time work as a high school band assistant sponsor, teaching instrumental music occasionally at Heritage High School. Strategic Advisers LLC, a Fidelity company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of model portfolios, AI-driven research, and formal advisory role to multiple registered investment companies.

Paul Liffengren is a Financial Consultant currently working with Fidelity Investments since 2021. In this role, he engages in planning with clients and their families to help them pursue their financial goals, focusing on growing, protecting, and ultimately spending their wealth. Prior to his current position, Paul served as a Senior Financial Consultant at TD Ameritrade from 2018 to 2021. Before that, he was a Vice President-Financial Consultant at Charles Schwab from 2000 to 2018. He holds insurance licenses in both Arkansas and California.

Trent Wiest is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. His work history includes roles at Fidelity Investments, Uber, and The Lodge Cannabis, among others. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it also employs algorithmic and AI-driven methods in its investment process.

Ibraheem Hafuda is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2019, with prior experience at Northwestern Mutual. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Troy Davis is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. His prior roles include positions at The Boeing Company and Jackson National Life Insurance Company. 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 mutual funds, ETFs, and fund-of-funds, and maintains regulatory registrations that support its advisory and commodity trading activities.

Gustavo Campos Morales is currently an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2024. In this role, he collaborates with clients to develop financial plans aimed at helping them work toward their financial goals. Prior to this role, Gustavo served as a High Net Worth Associate at Fidelity Investments from 2022 to 2024, and before that, he worked as a Customer Relationship Advocate at the same firm from 2021 to 2022. His experience spans various positions within Fidelity Investments, focusing on investment solutions and client relationship management.

Michael Joseph is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked across various Fidelity affiliates since 2015. Outside of his advisory role, he coaches boys travel lacrosse as a goalie specialist for True Lacrosse Colorado. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

David Brughelli is a financial advisor with Fidelity Investments in Greenwood Village, CO, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior roles include positions at FirstBank Holding Company and Highland Siteworks LLC, as well as involvement with Kokua Education and Saint Thomas Aquinas University Parish. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Erin Nava is a financial advisor at Fidelity with 4 years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Prior to her finance career, she had a role at O'Bricks Irish Pub & Martini Bar. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm’s approach combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Mason Bertrand is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2016, progressing through various roles including Financial Consultant, Planning Consultant, Relationship Manager, Workplace Planning Consultant, Investment Solutions Representative, and Financial Representative. Prior to joining Fidelity, Mason worked as a Financial Representative at Northwestern Mutual in 2015 and 2016. Throughout his career, Mason has focused on financial planning, education, and long-term investment strategies to help clients achieve their financial goals. He holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial advice. Outside of his professional work, Mason enjoys family activities, exploring food as a foodie, playing golf, spending time with pets, and traveling.

Christopher Meunier is a Series 66-licensed financial advisor with Fidelity, where he has worked since 2025. His prior experience includes roles at Humanitix USA and All Copy Products Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of algorithmic methods and AI in research.

Jeanine Garcia is a Planning Consultant currently working in the financial services industry. She partners with clients to develop roadmaps that help them focus on their financial journeys without being distracted by potential detours. Jeanine has held several positions in financial services, including Financial Consultant at Fidelity Investments since 2022, Senior Portfolio Specialist at Fidelity Investments from 2017 to 2022, and Portfolio Specialist at Fidelity Investments from 2015 to 2017. Her experience also includes roles such as Financial Consultant and Client Relationship Professional at Charles Schwab, Financial Representative at Fidelity Investments, Retirement Investment Consultant at JP Morgan Retirement Services, and Priority Investor Manager at American Century Investments. She holds insurance licenses in Arkansas and California. Outside of her professional career, Jeanine enjoys fishing, hiking, movies, reading, traveling, and volunteering.

John Pipp is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Cetera Financial Group and Aruza Marketing. Outside of finance, his background includes roles in healthcare and education. 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 offer discretionary and non-discretionary advisory services and model portfolios.

Nicholas Golmitz IV is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His work history includes positions at Neo Home Loans, Guild Mortgage, Movement Mortgage, and Provident Savings Bank. 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. The firm is notable for its use of systematic methodologies, delegated sub-advisers, and its advisory role to multiple registered investment companies.

Bright Asamoah is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at Fidelity Investments, Apex Systems, and other firms across various industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination 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 methods and AI in its investment process.

Alina Kalfaian is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she held positions with the U.S. Army's Stony Child Development Center and worked as an independent contractor for DoorDash. Fidelity, through its subsidiary Strategic Advisers LLC, offers 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 from a broad range of mutual funds, ETFs, and ETPs.

Don Harris is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has held multiple roles within Fidelity Investments since 2018, including Portfolio Specialist, Client Management Representative, Investment Consultant, Investment Solutions Representative, and Customer Relationship Advocate. This progression reflects his comprehensive experience in financial consulting and client management. Don holds insurance licenses in Arkansas and California, supporting his capabilities in providing financial advice across different regions. He emphasizes understanding clients' unique situations and collaborating with them to develop straightforward financial plans. His approach is grounded in integrity, honesty, and a commitment to client education and long-term relationship building. Outside of his professional responsibilities, Don has personal interests in cars and football.

Ben Lauer is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles in retail and food service establishments. 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 manage discretionary and non-discretionary portfolios.