Thomas Hoglund is an advisor at Fidelity with a Series 66 credential and approximately one year of industry experience. His prior roles include work with KACO LLC - Aaron's Rent to Own and various positions outside the financial industry. 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 combination of proprietary fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and model portfolios comprised of mutual funds, ETFs, and ETPs.

Stephanie Conrad is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has prior work experience with the National College Board, ACT, and Cherry Creek School District. Outside of finance, she operated Stephanie Conrad Photography for nearly a decade. 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 uses a combination of proprietary fundamental research and quantitative analysis, including algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Scott Lindgren is a Vice President and Financial Consultant at Fidelity Investments. In this role, he focuses on simplifying investing and developing relationships with clients to help them build and execute their financial plans. He employs an analytical, fact-based approach to investing. Scott has been with Fidelity Investments since 2015, holding various positions including High Net Worth, Investment Solutions, Relationship Manager, and Financial Consultant before his current role. He has experience assisting clients who are accumulating wealth, transitioning to retirement, or are already retired. He is a Certified Financial Planner™ and holds insurance licenses in Arkansas and California. Outside of work, Scott's personal interests include board games, cooking and baking, fitness, football, and pets.

Nick Elliott is an Investment Solutions Representative III at Fidelity Investments. He works with individuals and families to help them develop and maintain financial foundations through personalized strategies and education. His responsibilities include assisting clients with retirement readiness, education funding, wealth-building opportunities, and income strategies. Nick has progressed through various roles at Fidelity Investments, including Investment Solutions Representative II and I, High Net Worth Service Associate, and Customer Relationship Advocate. His experience spans from 2022 to 2026, during which he has built a foundation in financial services to support his clients effectively. Outside of his professional work, Nick enjoys activities such as comedy, family activities, fishing, hiking, reading, and traveling.

Bridget Franke is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She focuses on creating collaborative partnerships with clients to understand their unique goals and values, aiming to build trust through transparency and provide tailored strategies that empower confident decision-making toward life goals. Prior to her current position, Bridget gained experience as an Associate Financial Planner and Financial Representative at TIAA from 2023 to 2024. She holds insurance licenses in Arkansas and California. Outside of her professional work, Bridget has personal interests in biking, cooking and baking, fitness, pets, and skiing.

Brendan Mcdonald is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 65 and Series 63 designations. His prior roles include positions at Foreside Fund Services, Premier Investments, Hibernus Investments, and Touchstone Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, charitable funds, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, maintaining oversight of sub-advisers and addressing conflicts of interest in its management approach.

Michael Fallander is a financial advisor with Fidelity based in Greenwood Village, CO, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior roles include multiple positions at the University of Northern Colorado and experience with UPS and Safeway. 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 model portfolios that include mutual funds, ETFs, and ETPs.

Conner Dorris is a Financial Consultant at Fidelity Investments, where he collaborates with clients to help them work towards achieving their lifelong financial goals and find financial freedom. He focuses on understanding clients both professionally and personally to co-create tailored financial plans that meet their unique needs. Conner has held multiple roles at Fidelity Investments, including Financial Consultant, Financial Consultant 1, Investment Consultant, and Workplace Planning Consultant, spanning from 2015 to the present. Prior to this, he worked as a Private Client Banker at JPMorgan Chase from 2020 to 2022. He holds insurance licenses in Arkansas and California. Outside of his professional work, Conner has interests in fitness, football, golf, hiking, outdoor adventures, and photography.

Mike Hiraoka is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to co-create and implement financial plans tailored to their goals. Mike emphasizes building relationships founded on trust, proactive communication, and openness to support clients and their families effectively. He joined Fidelity Investments in 2022, progressing from Workplace Planning Associate to Workplace Planning Consultant, and currently serves as a Planning Consultant. Mike holds insurance licenses in Arkansas and California, which support his ability to provide comprehensive financial planning services. Outside of his professional work, Mike engages in personal interests including food, gardening, golf, hiking, parenthood, and theater.

Max Fisher is a financial advisor with Fidelity Investments based in Greenwood Village, CO. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Fidelity, he worked at 1st Meridian and has experience in education and security services. 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 across a broad investable universe.

Golnaz Salehi is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and has prior work experience at Bloomingdales, DoorDash, and community organizations including PARS Equality Center and Khayam Persian School Foundation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Michael Anslinger is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has worked in various roles within Fidelity since 2014. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Katia Medina is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Before joining Fidelity in 2025, she held positions at various companies, including Lululemon Athletica USA and Dillards, Inc. Outside of her advisory role, she occasionally works as a model and provides personal home babysitting services. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, fund management, and model portfolio delivery, with a notable role in institutional investment strategies and use of advanced quantitative methods.

Garrett Hall is a financial advisor with Fidelity in Greenwood Village, CO. He holds a Series 66 designation and has been with Fidelity Investments since 2023. Prior to this, his background includes roles in various fields such as pharmacy, banking, and nonprofit work, along with several periods as a student. 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 noted for its advisory role to multiple registered investment companies and its use of AI-driven methodologies in portfolio management.

Zachary Mckean is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His work history includes roles at Merrill, UBS Financial Services, and service with the City of Boca Raton. Fidelity's Strategic Advisers LLC, where he operates, 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 in delivering model portfolios and fund advisory services.

Carl Gallagher is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2013 in various roles. He currently partners with individuals and families to develop customized financial plans tailored to their unique backgrounds, preferences, and goals. His experience at Fidelity Investments spans several positions, including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, High Net Worth Case Manager, and High Net Worth Service Associate. These roles have provided him with expertise in portfolio management and client services. Carl holds insurance licenses in Arkansas and California.

Fawn Sivak is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. She has worked at Fidelity Investments since 2022 and previously held roles in healthcare staffing, education, and public health. Sivak is also the sole proprietor of Agape Travel, a travel booking business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research and quantitative analysis to construct algorithm-driven model portfolios for retail and institutional investors.

Patrick Dunn is a financial advisor with Fidelity Investments in Greenwood Village, CO. He holds a Series 66 designation and has experience working in financial services and education, including positions at Firstbank and Metropolitan State University of Denver. His prior roles also include work at Ranch Country Club, ColdWell Banker, Front Range Community College, and Buffalo Wild Wings. 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 manages discretionary and non-discretionary portfolios and serves as an advisor to registered investment companies while employing systematic methodologies and long-term asset allocation benchmarks.

Jonathan Day is a financial advisor with Fidelity in Greenwood Village, Colorado, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Fidelity Brokerage Services LLC starting in 2019. Outside of his advisory role, he has a personal interest in music distribution, posting songs on streaming platforms like Spotify. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products.

Nicholas Dawson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles across various companies, notably Etsy and GrubHub. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.