Brittany Olds is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2016. Outside of her advisory role, she owns and operates a photography business and a contract administration service. 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 across a range of investment vehicles.

Kevin Yarbrough is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliated entities since 2012. His current role includes work with Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary portfolio management, fund advisory services, and model portfolio delivery, supported by registered commodity pool operator status and active involvement in fund governance.

Jacob Thurlo is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. In this role, he focuses on understanding the unique needs of his clients and provides guidance to help them feel confident in their financial plans. Prior to joining Fidelity, Jacob worked as a Financial Advisor at Centennial State Financial from 2018 to 2019. Jacob holds insurance licenses in Arkansas and California, which support his ability to assist clients with their financial and insurance needs. Outside of his professional work, Jacob enjoys activities such as beach outings, camping, comedy, parenthood, and skiing.

Brock Dunlevie is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2021. Prior to that, he held roles at Engage Healthcare Business Services and Ohio State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work, discretionary portfolio management, and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Jeremy Jones is a Planning Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he works directly with clients to develop personalized financial plans tailored to their individual goals. Prior to joining Fidelity Investments, Jeremy served as an Assistant Branch Manager at Wells Fargo Bank N.A. from 2011 to 2021. Jeremy holds insurance licenses in Arkansas and California, supporting his expertise in financial planning and client advisory services. Outside of his professional responsibilities, he engages in activities such as camping, comedy, family activities, and hiking.

Benjamin Hutchings is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work history includes positions at KPMG and Amazon, as well as academic involvement at the University of Denver. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Matthew Little is a financial advisor with Fidelity Investments, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Eagle Lake Camps and Florida Financial Advisors. Outside of his advisory work, he has worked as an independent contractor for DoorDash. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Angela Smith is a financial advisor with Fidelity in Greenwood Village, Colorado, holding Series 66 and Series 63 certifications and 10 years of industry experience. Prior to joining Fidelity in 2025, she operated Angela Smith Realty LLC for 11 years, assisting clients with residential and investment property transactions. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

Drew Weitzel is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, he held several positions within Fidelity Investments, including Investment Management Consultant II from 2023 to 2024, Investment Management Consultant I from 2022 to 2023, and Investment Solutions Representative from 2021 to 2022. Before joining Fidelity Investments, he worked as a Senior Registered Representative at Merrill Lynch from 2016 to 2021. Drew collaborates with clients to develop and implement comprehensive financial plans. He focuses on motivating clients to strive for their financial goals through insightful conversations centered on their personal sense of financial freedom. He holds insurance licenses in Arkansas and California.

Nicholas Carlson is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 credential and has worked at Fidelity Investments since 2021. Prior to his current role, his background includes positions in pharmaceuticals, logistics, and fitness. 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 fundamental research with quantitative analysis and algorithmic portfolio construction, and operates with oversight of sub-advisers and a focus on governance and conflict of interest management.

Sophia Yusko is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and has previously worked at Fit to Smile Dental and Swim Club Management Group/North Hills Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, and manages multiple registered investment companies and fund-of-funds.

Austin Roach is a financial advisor with Fidelity, holding Series 66 and Series 63 credentials and five years of industry experience. His prior work includes roles at Automotive Titling Corporation, Davey Tree Expert Company, and Colorado State University. Fidelity’s affiliate, 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 is noted for its regulatory roles and use of systematic methodologies in managing and delivering model portfolios.

Gerald Maier is a financial advisor with Fidelity Investments, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He previously worked at Charles Schwab for 16 years before joining Fidelity Brokerage Services LLC and later Fidelity Investments. 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 research, quantitative analysis, and algorithmic portfolio construction, and it serves a unique role as both a commodity pool operator and advisor to multiple registered investment companies.

Alicia Stiverson is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. She has been with Fidelity Brokerage Services, LLC since 2013 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Denzel Paige is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with Fidelity since 2016, including his current role at Fidelity and its Institutional Services Company. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm integrates proprietary fundamental research with quantitative and algorithmic portfolio construction, delivering model portfolios that include mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Cody Coombe is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2018, serving in various capacities including Benefits and Planning Consultant for Executive Services, Central Relationship Manager, High Net Worth Associate, and Customer Relationship Advocate. Cody's professional focus is on partnering with clients to actively listen, organize, educate, and implement personalized financial plans. He aims to earn clients' trust through character, competency, and consistency while adapting to changing needs and environments. His objective is to become a lifelong trusted advisor for clients and their families by providing support and collaboration on lifetime goals, decisions, and legacy. He holds insurance licenses in Arkansas and California. Outside of work, Cody has personal interests in art, golf, and traveling.

Jacob Brown is a financial advisor with Fidelity in Greenwood Village, CO, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked in various roles outside the financial industry, including positions at restaurants and as a delivery driver. 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.

Trenton Faber is a Financial Consultant currently working at Fidelity Investments since 2026. He has held various positions within the company, including Planning Consultant (2024-2026), Relationship Manager (2023-2024), High Net Worth Associate (2022-2023), and Customer Relationship Advocate (2021-2022). Prior to joining Fidelity Investments, he worked as a Retirement Representative at Empower Retirement from 2020 to 2021. Trenton holds insurance licenses for the states of Arkansas and California. In his professional role, he collaborates closely with clients and their families to understand their priorities and develop financial plans aimed at helping them pursue their goals and dreams. Outside of his professional work, Trenton has personal interests that include board games, cars, fitness, golf, and hiking.

Jenna Geist is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2019. Prior to her career in finance, she was employed at Barnes & Noble for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm’s investment process combines fundamental research with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs, supporting a range of discretionary and non-discretionary client solutions.

David Williams is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Tower63, GPSL, and periods of self-employment. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on integrating proprietary research, quantitative analysis, and algorithmic portfolio construction into their investment process.