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.

Patrick Falvey is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Fidelity, he worked at PIMCO Investments LLC for four years. 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 systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios through intermediary platforms.

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 a Series 66 credential and five years of industry experience. His work history includes roles at Fidelity Investments, Liberty National, and Luna Freight. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration with the CFTC as a commodity pool operator and its advisory roles with multiple registered investment companies.

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 Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Northwestern Mutual and the University of Colorado Boulder. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios.

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 a Series 66 designation and three years of industry experience. His prior roles include positions at Wells Fargo and Chase Bank. He has also been involved in small business ventures including The Wizard's Chest and The Woodcutters Wife LLC. Fidelity’s Strategic Advisers LLC, where Eric works, provides investment management and advisory services to a diverse client base including retail, institutional investors, and registered investment companies. The firm employs a investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with offerings such as discretionary portfolio management and model portfolios delivered to intermediary platforms.

Anthony Ascolese is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His background includes work at Cole Garner Geotechnical and involvement with the Fellowship of Catholic University Students. Strategic Advisers LLC, a Fidelity Investments company, provides portfolio management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory role to multiple registered funds and use of systematic investment methodologies.

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 63 and Series 66 designations and has worked with Fidelity Brokerage Services LLC since 2016. Haskic is based in Greenwood Village, CO. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios built from mutual funds, ETFs, and ETPs.

Christopher Hasselman is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab and Elevations Credit Union. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Alex Schaapveld is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2015, including roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. He was previously employed at J.P. Morgan Institutional Investments Inc. and Edward Jones. Outside of his advisory role, Schaapveld is president and partner of Schaapveld Capital Partners LLC and sole proprietor of an eCommerce retail business. 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 manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Lisa Dagner is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Nicholas Bufano is a Financial Consultant at Fidelity Investments, where he assists families in making informed financial decisions. He emphasizes building strong relationships and providing personalized guidance to help clients achieve their financial goals. Nicholas has held several roles at Fidelity Investments since 2022, including Planning Consultant, Investment Solutions Representative II and I, and Customer Relationship Associate. He holds insurance licenses in Arkansas and California. Outside of his professional work, Nicholas has interests in cars, fishing, football, golf, music, and skiing.

Kelly Davis is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, Kelly partners with clients and their families to work towards their financial goals, emphasizing the development of long-term relationships. Prior to joining Fidelity Investments, Kelly served as a Vice President Financial Consultant at Charles Schwab from 2020 to 2024. Kelly holds insurance licenses in Arkansas and California. Outside of work, Kelly enjoys attending concerts, movies, and social events with friends, as well as activities such as yoga and spending time with pets.

Kirsten Sivetts is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Prior to her current role, she held positions at Cynthia Hurley French Wines and Lululemon. 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’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Dylan Neve is a financial advisor at Fidelity with six years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Key Investment Services and KeyBank. Fidelity's Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Stephen Gross is a financial advisor at Fidelity with Series 63 and Series 66 designations and eight years of industry experience. His work history includes roles at Fidelity Brokerage Services, LLC, and various positions outside the financial sector. Fidelity’s 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 also manages model portfolios and serves as an advisor to multiple registered investment companies.