Daniel Ledner is a financial advisor with Fidelity in Greenwood Village, Colorado, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Fidelity Investments and entrepreneurial work co-founding Ledner and Zaiff Dental Designs. He has also been involved in academic and entrepreneurial centers at various educational institutions. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, emphasizing systematic methodologies and long-term asset allocation.

Craig Bash is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at Northwestern Mutual in various capacities from 2020 to 2021. Outside of finance, he was involved with Bash Brothers Gaming Cave from 2013 to 2018. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery.

Keira Tollefsrud is a financial advisor with Fidelity in Greenwood Village, CO, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, she worked in various roles including at Elite Medical & Aesthetics and Advanced Chiropractic Clinic. She is also the owner of KT Photography, a photography business based in Parker, Colorado. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage funds.

Madison Baggs is a financial advisor with Fidelity Investments in Greenwood Village, CO, holding Series 66 and Series 63 licenses and with two years of industry experience. Prior to joining Fidelity, Madison has been involved in various roles including employment at DJ Jodi Entertainment providing administrative support. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Brittany Bolser is a financial advisor at Fidelity with seven years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019. Her prior roles include positions at WAG Labs, Inc., the Washington State Department of Labor and Industries, and Western Governors University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managed portfolios and fund advisory. The firm employs a combination of fundamental research and quantitative analysis in constructing model portfolios from mutual funds, ETFs, and ETPs, and it manages oversight and conflict-of-interest considerations in its asset management process.

Lizette Salazar is a financial advisor with Fidelity Investments based in Greenwood Village, CO. She holds Series 66 and Series 63 licenses and has two years of industry experience, including seven years at U.S. Bank prior to joining Fidelity. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies with documented proxy-voting and governance procedures.

Tracey Muoio is a Series 66-credentialed financial advisor at Fidelity with two years of industry experience. Her prior roles include positions at Community Financial Credit Union, Canvas Credit Union, and Gusto dba ZenPayroll. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Justin Johnson is a financial advisor with Fidelity in Greenwood Village, CO, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Uber, UQUAL, Lovesac, and Starbucks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Meghan Martinez is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Fidelity, she was involved with Earthcore Industries LLC and Bold City Confections, LLC, as well as Thrive Workwear Co. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a diverse range of investment vehicles.

Arina Santangelo is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her prior work includes roles in marketing and hospitality, including positions at Made U Look Promotions and Barcelona Wine Bar. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Alexander Schuette is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2018. Prior to his financial career, he was involved with The Big Cheeze Food Truck Co. from 2015 to 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves in advisory roles uncommon among large institutional peers.

Daniel Thouvenot is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity divisions since 2016. Outside of his advisory role, he is a partner involved in short-term rental management in Colorado. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Nick Henderson is a Financial Consultant at Fidelity Investments, where he assists clients in developing personalized plans and outlining actionable steps to achieve their investing goals. He has been with Fidelity Investments since 2024, initially serving as a Planning Consultant before transitioning to his current role in 2025. Prior to joining Fidelity, Nick worked as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2024. Nick holds insurance licenses in both Arkansas and California, supporting his ability to provide comprehensive financial advice. Outside of his professional work, he has interests in baseball, fitness, football, golf, and snowboarding.

Steve Terrell is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he operated a laundromat business for 17 years and was affiliated with Metropolitan State University of Denver. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery with oversight of affiliated and unaffiliated sub-advisers.

Hamadi Ali Abid is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to assist clients in creating personalized financial plans tailored to their unique needs. He has been with Fidelity Investments since 2022, progressing through roles including Investment Solutions Representative and Investment Solutions Representative II prior to his current position. Before joining Fidelity, Hamadi worked as a Teller at Wells Fargo from 2016 to 2018. He holds insurance licenses in Arkansas and California. Outside of his professional work, Hamadi enjoys attending concerts, fitness activities, social events with friends, hiking, music, and playing soccer.

Alejandra Diaz is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she operates two sole proprietorships focused on content creation and design sales through Etsy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as a registered commodity pool operator and advisor to multiple investment companies.

Robert Pattillo is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 credentials. Outside of his advisory role, Pattillo owns and operates Vault715, a retail trading card sales business based in Denver. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on systematic portfolio construction using proprietary research and quantitative analysis.

Mcleod Stevens is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Stevens held roles at several firms including Vivax Pros, Hey Kiddo, Liberty National, and Sequoia One. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios for intermediary platforms.

Annika Ketchum is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. In her current role, she focuses on financial planning by fostering trust and empathy, and prioritizing an understanding of each client's unique financial journey. Annika emphasizes listening to clients to help them articulate their goals and concerns, aiming to empower them to make confident and clear financial decisions. Her professional experience at Fidelity Investments includes roles such as Planning and Advice Help Desk from 2023 to 2025, Investment Solutions Representative from 2022 to 2023, High Net Worth Associate in 2022, and Customer Relationship Advocate from 2021 to 2022. Prior to joining Fidelity, she worked as an Administrative Assistant at Life Certain Wealth Strategies from 2020 to 2021. Annika holds insurance licenses in Arkansas and California.

Kirkland Sexton is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Before joining Fidelity, he held various roles across multiple industries including technology, hospitality, and retail. 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 diversified portfolios.