Destiny Morales is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and three years of industry experience. Their prior work includes positions at FYM Financial, Assurance, and a nine-year tenure at US Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers services ranging from discretionary portfolio management to fund advisory and uses systematic methodologies to build model portfolios from mutual funds, ETFs, and ETPs.

Michael Kohn is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2019, progressing through several positions including Investment Management Consultant II, Investment Management Consultant I, Investment Solutions Representative, and Customer Relationship Advocate. Michael focuses on partnering with clients to help them work toward their financial goals through comprehensive planning. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Michael has personal interests in football, golf, hiking, pets, skiing, and traveling.

Justin Buenaventura 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 Holthouse, Carlin, & Van Tright LLP and self-employment. 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 diversified portfolios including mutual funds, ETFs, and ETPs.

Logan Fair is a financial advisor at Fidelity with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services LLC since 2017. Outside of finance, he contributes original artwork to Getty Images. 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 systematic portfolio construction, with a focus on model portfolios and oversight of sub-advisers.

Robert Evans is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. 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 deliver model portfolios and advisory services.

Samuel Nixon is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. He has been with Fidelity Investments since 2020, working at their Strategic Advisers LLC division since 2025. Prior to this, his work history includes roles outside the financial sector. 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 combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage fund advisory services.

Kiaran Stewart is a Planning Consultant at Fidelity Investments, where he currently provides financial guidance to clients. He has held multiple roles at Fidelity Investments, including Workplace Planning Leader, Workplace Planning Help Desk, and Workplace Planning Consultant from 2022 through 2025. Kiaran's areas of expertise include retirement planning, tax efficient investing, and income planning. He employs a holistic and collaborative approach to help clients navigate complex financial decisions, aiming to create clarity and confidence in their financial futures. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kiaran has interests in fitness, socializing with friends, reading, and traveling.

Lake Michotte is a Series 66-registered financial advisor with six years of industry experience. He has been affiliated with Fidelity Investments since 2020, including his current role at Strategic Advisers LLC. Prior to joining Fidelity, he held positions at Janus Henderson Distributors and Janus Management Holdings Corp. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Alexander Hazel is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held various positions in the hospitality and service industries and worked at Centre College. He is part of 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Joe Slattery is an Investment Solutions Representative III at Fidelity Investments. In his current role, he is focused on understanding each client's unique priorities and circumstances to provide personalized financial guidance. He simplifies complex financial topics to help individuals and families make informed decisions aligned with their objectives. Joe has held multiple roles at Fidelity Investments, progressing from Client Relationship Advocate in 2023 to his current position. His experience includes serving as a High Net Worth Service Associate and advancing through various Investment Solutions Representative roles. Outside of his professional work, Joe has personal interests in football, hiking, and snowboarding.

Wendy Massmann is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2020. Prior to joining Fidelity, she was employed at Athleta Gap Inc for over a decade. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Krista Davis is a financial advisor with Fidelity in Greenwood Village, CO, holding Series 66 and Series 63 licenses and 25 years of industry experience. She previously worked at OppenheimerFunds Distributor, Inc./Invesco for 19 years before joining Fidelity Brokerage Services LLC in 2019. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Chris Wall is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, Wall worked in the medtech sector and spent five years at Colorado State University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI-driven research methods.

David Provolt is a financial advisor at Fidelity with 23 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, model portfolios, and fund advisory services.

Joshua Bailey is a financial advisor at Fidelity with 18 years of industry experience. He has held various roles within Fidelity and its affiliated entities since 2007, including positions at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Bailey holds Series 63 and Series 66 designations. 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 systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Jonathan Kaiser is a financial advisor with Fidelity in Greenwood Village, CO. He holds a Series 66 designation and began his advisory career in 2025. His prior work experience includes roles in education and data services, including at Aurora Hills Middle School and Automatic Data Processing. Strategic Advisers LLC, a Fidelity Investments company, provides 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Max Rasmussen is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity since 2018, including roles with Fidelity Brokerage Services LLC and Fidelity Investments. Prior to entering the financial sector, he spent eleven years at Comcast. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Timothy Flynn is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Fidelity Investments since 2022 and previously held roles at Eagle County Health Services and Vail Resorts. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios using systematic methodologies.

James Bebbington Jr. is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley and Charles Schwab. Prior to his advisory career, he was employed at Dispatch Media Group and Manley Deas Kochalski. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm serves a diverse client base and holds distinctive registrations and advisory roles uncommon among large institutional peers.

Sabrina Santilli is a financial advisor at Fidelity with four years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Fidelity, she worked at Stitch Fix and Delta Air Lines. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, often employing model portfolios composed of mutual funds, ETFs, and ETPs.