Everett Durbin is an Investment Solutions Representative III at Fidelity Investments. He partners with families and individuals to define and prioritize their financial goals and co-creates tailored financial and investment strategies aligned with those goals. He is committed to maintaining a high level of competency and reliability for his clients. Everett has progressed through multiple roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2023, advancing to Investment Solutions Representative I from 2024 to 2026, then Investment Solutions Representative II in 2026, and currently serving as Investment Solutions Representative III. His experience has equipped him with comprehensive knowledge in investment solutions. In his personal time, Everett enjoys biking, cars, golf, motorcycles, and skiing.

Caden Burchard is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. Prior to this role, he held several positions within Fidelity Investments, including Planning Consultant (2024-2025), Workplace Planning Consultant III (2023-2024), Workplace Planning Consultant II (2022-2023), and Workplace Planning Consultant I (2021-2022). Throughout his career at Fidelity Investments, Caden has partnered with clients to develop financial plans tailored to their individual goals and priorities, emphasizing trust and communication. He holds insurance licenses in Arkansas and California. Outside of his professional work, Caden enjoys camping, football, outdoor adventures, skiing, and traveling.

Tylor Davis is a financial advisor with Fidelity in Greenwood Village, CO, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles in retail and education sectors before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs. The firm is also registered with the CFTC as a commodity pool operator and serves as a formal advisor to multiple registered investment companies.

Jack Lance is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. His background includes roles at DISH Network, Richey May, Dalby Wendland, and Rubin Brown, as well as experience outside finance at Andria's Restaurant. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory and management roles for multiple registered funds while utilizing AI-driven research and formal governance procedures.

Brandon Olden is a financial advisor at Fidelity with a Series 66 license and one year of industry experience. Prior to joining Fidelity, he held roles at Eastern Kentucky University and the Warren County Economic Development Center and completed service with AmeriCorps in Iowa. 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 systematic investment process combining fundamental research and quantitative analysis, delivering model portfolios constructed from mutual funds, ETFs, and ETPs.

Arturo Preciado is a financial advisor with Fidelity, holding a Series 66 designation and currently based in Greenwood Village, CO. He has been with Fidelity Investments since 2022 and is also affiliated with Strategic Advisers, LLC. His prior work experience includes roles outside the financial industry. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Christopher Kern is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, use of advanced algorithmic methods, and established governance procedures.

Zac Slusher is a Planning Consultant at Fidelity Investments. He works with clients to understand their family situations and aims to utilize the resources Fidelity offers to help them achieve their financial goals. Zac has been with Fidelity Investments since 2023, initially serving as a Workplace Planning Consultant before transitioning to his current role in 2026. His experience focuses on client planning and resource optimization within the firm. Outside of his professional work, Zac's personal interests include baseball, board games, camping, football, golf, and traveling.

Dillon Hope is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. He has worked at Fidelity Investments since 2021, with prior experience at Western Wealth Advisors and a background including roles at Colorado State University and Freddy's Frozen Custard. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and is noted for its use of systematic methodologies and oversight of delegated sub-advisers.

Wilken Krauss is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Prior to his current role, he held positions at Total Wine & More and Commonwealth Soccer Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in delivering model portfolios across multiple platforms.

Robert Stern is a CFP® with over 32 years of experience in the financial industry. He has worked at Ameriprise Financial Services, Inc. for 31 years, followed by RWS Consulting, LLC for three years, and joined Fidelity in 2025. Outside of advisory work, Stern is a partner at a fitness studio, Row House Ken, where he maintains financial records. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Trevor Carruth is a financial advisor at Fidelity with eight years of industry experience. His background includes roles at Fidelity Investments, Fidelity Brokerage Services LLC, Powdr Corp, and Mark Jameson Insurance Agency. He holds Series 63 and Series 66 designations. 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 and quantitative analysis to construct model portfolios featuring mutual funds, ETFs, and ETPs, and it has a formal advisory role to multiple registered investment companies and fund-of-funds.

Thomas Hayes is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at ASAP IVs, the Denver Broncos, and University of California campuses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and fund advisory services.

Ford Brictson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Founders Professional, Wholesale, and Acrisure. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Stephen Moldenhauer is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through various positions including Investment Solutions Representative III and II, as well as Customer Relationship Advocate. His approach to financial consulting involves collaborating with clients to create personalized financial plans that align with their life context, values, and goals. Stephen holds insurance licenses in Arkansas and California. Beyond his professional responsibilities, he enjoys outdoor activities such as camping, hiking, running, skiing, and values his experiences in parenthood.

Saeid Hassan is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Magis LLC, AmeriPro Roofing, and AT&T, among others. 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 to manage diversified model portfolios. The firm is also registered with the CFTC as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Reginald Tomac is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His previous roles include positions at Td Ameritrade and Scottrade. Fidelity's Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI and algorithmic tools in portfolio management.

Timothy Stilen is a Financial Consultant at Fidelity Investments, where he currently works with individuals and families to assist them in making informed financial decisions. He collaborates with clients to simplify complex financial topics and co-creates strategies that align with their goals. Timothy has held roles at Fidelity Investments since 2019, including Investment Solutions Team Leader from 2021 to 2024 and Central Relationship Manager from 2019 to 2021. He holds insurance licenses in Arkansas and California. His work focuses on building trust with clients and providing guidance to help them pursue financial security with clarity and confidence. Outside of his professional responsibilities, Timothy's personal interests include cars, family activities, fishing, fitness, motorcycles, and movies.

Elizabeth Kerr is a financial advisor at Fidelity with four years of industry experience. She holds the Series 63 and Series 66 designations. Outside of her advisory work, she is the owner of Liz Kerr Designs, a jewelry design and manufacturing business. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a broad client base, including 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.

Jessica Herring is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. She has been with Fidelity since 2021 and has prior experience teaching yoga classes and workshops as the owner of The One Beautiful You. Additionally, she works as an independent contractor performing plays at the Denver Center for the Performing Arts. 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 with quantitative analysis and systematic portfolio construction using mutual funds, ETFs, and ETPs.