Mark Anderson is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he worked at the John H. Glenn Research Center at NASA and served in the United States Marine Corps. 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 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 delivery of model portfolios incorporating AI and algorithmic methods.

Robert Joslyn Jr. is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fidelity Investments since 2025 and Fidelity Brokerage Services since 2019. Prior to joining Fidelity, he spent 14 years at TIAA-CREF and TIAA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to offer model portfolios and fund advisory services.

John Craner is a Financial Consultant currently working at Fidelity Investments since 2024. He has previously held roles as a Financial Advisor at Merrill Lynch from 2022 to 2024 and as a Private Banking Relationship Manager at US Bank from 2017 to 2022. His professional experience spans various aspects of financial advising and private banking. John holds insurance licenses in Arkansas and California. He is committed to building financial plans tailored to the needs of his clients and their families, aiming to provide clarity and confidence throughout their financial journeys. Outside of his professional work, John has personal interests in baseball, fishing, fitness, outdoor adventures, and traveling.

Luke Murray is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2023, progressing through roles including Investment Solutions Representative II, Investment Solutions Representative I, and Customer Relationship Advocate. Luke works with clients to define and prioritize their financial goals, emphasizing a collaborative process grounded in trust, professionalism, and clear communication. Throughout his tenure at Fidelity, Luke has developed expertise in investment solutions, assisting clients in moving toward achieving their financial objectives. His approach involves educating clients and fostering a transparent dialogue to support their financial journeys. Outside of his professional role, Luke's personal interests include board games, gardening, hiking, music, parenthood, and snowboarding.

Daniel Gaddis is a financial advisor with Fidelity Investments in Greenwood Village, CO, holding Series 63 and Series 66 licenses and possessing two years of industry experience. Prior to his current role, he worked at various companies including Uber Technologies and DoorDash. Outside of finance, he operates a window cleaning service on weekends. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages a range of portfolios including model portfolios delivered to intermediary platforms and serves as an advisor to multiple registered investment companies.

Samantha Mcdonald Lucas is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked within various Fidelity entities since 2015. Outside of her advisory role, she is an independent contractor providing respite care services in home healthcare. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Ryan Spencer is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held various positions in the food service and retail sectors. 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 and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is notable for its registration as a commodity pool operator and use of algorithmic methods and AI in research.

William Rovirosa is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles at Fidelity, including Investment Solutions Representative III, II, and I, as well as High Net Worth Associate, demonstrating a breadth of experience within the financial services industry. Prior to joining Fidelity, he worked as a Wire Risk Banking Specialist at USAA from 2020 to 2021. William holds an Arkansas Insurance License, supporting his expertise in providing financial planning services. He approaches financial planning collaboratively, aiming to understand clients' support needs and preferences to develop actionable plans geared towards financial success. Outside of his professional work, William enjoys activities such as camping, fitness, food exploration, golf, hiking, and parenthood.

Max Bradley is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. Prior to joining Fidelity, Max worked as a Retirement Education Specialist at J.P. Morgan from 2012 to 2013. Max holds insurance licenses in Arkansas and California. As a Certified Financial Planner®, he partners with clients to define their goals and develop financial plans. He emphasizes communication, education, and trust in his role as a financial consultant.

Elliott Lueck is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans aimed at achieving their financial goals. He has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, Investment Consultant, and Regional Center Planning Consultant - Premium before his current position. Elliott holds insurance licenses in Arkansas and California, supporting his expertise in financial consulting. Outside of his professional work, he has interests in fitness, football, parenthood, pets, and soccer.

Sawyer Halstead is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held roles at Accruit, LLC and Bok Financial. Outside of finance, he worked for Broken Tee Golf Course in 2023. Strategic Advisers LLC, a Fidelity Investments company, 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 offers discretionary and non-discretionary advisory services and manages a range of registered investment companies, applying systematic methodologies and oversight to its model portfolios.

Patrick Falvey is a financial advisor with Fidelity, holding Series 63, Series 65, and Series 66 designations and 13 years of industry experience. He previously worked at PIMCO Investments LLC for four years before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including registered investment companies and a charitable gift fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves as an advisor to multiple registered investment companies.

Kyland Farmer is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. He has eight years of industry experience, including roles at Capstone Colorado, Bankers Life, The Kayman LLC, and Empower Retirement. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Dylan Nordstrom is a financial advisor at Fidelity with Series 66 credentials and four years of industry experience. His prior work includes roles at Liberty National, Luna Freight, and the University of Colorado Colorado Springs. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it serves as an adviser to multiple registered funds and intermediary platforms.

Cory Sauerwine is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021. Prior to joining Fidelity, he held roles in the hospitality industry. 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 systematic investment process combining proprietary research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Christopher Herbert is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and held various roles related to the University of Colorado Boulder. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving clients through systematic methodologies and oversight of sub-advisers.

Jacob Gauthier is an Investment Management Consultant II at Fidelity Investments. In his role, he assists clients by conducting financial planning reviews, evaluating investment strategies, and supporting clients in making informed decisions that align with their financial goals. Jacob has held several positions at Fidelity Investments since 2021, including Planning Consultant, Relationship Manager, Investment Solutions Representative, High Net Worth Representative, and Customer Relationship Advocate. His experience encompasses various aspects of client relationship management and investment solutions. He holds insurance licenses in Arkansas and California.

Eric Goplin is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has prior work experience with Chase Bank and Wells Fargo. Outside of his financial career, he was involved with The Woodcutters Wife LLC and The Wizard's Chest. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Domenick Bergeland is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity Investments, he worked at Fidelity Brokerage Services LLC and has experience outside finance in the dining industry. 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 portfolios and funds.

Asmir Haskic is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 credentials and has been associated with Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, with an approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory role to multiple registered investment companies and its use of algorithmic methods and AI in research.