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 14 years of industry experience. He holds a Series 66 designation and has worked within various Fidelity divisions since 2015. Outside of his advisory role, Schaapveld is president and partner at Schaapveld Capital Partners LLC and operates an eCommerce retail business, AJS Stores LLC. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages related conflicts of interest through oversight and structured processes.

Lisa Dagner is a financial advisor at Fidelity with 13 years of industry experience. She holds the Series 66 and Series 63 designations and has worked across multiple 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it offers discretionary and non-discretionary advisory services alongside fund advisory and consulting.

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 with Fidelity who holds Series 66 and Series 63 licenses and has eight years of industry experience. He has worked at Fidelity Brokerage Services since 2017 and joined Fidelity Investments in 2025. His prior roles include positions at Axiom, Uber, Benchmark, and the Colorado Department of Personnel and Administration. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Pete Staubitz is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. He focuses on assisting investors through various life stages by developing customized financial plans tailored to their unique needs. Prior to his current role, Pete held multiple positions within Fidelity Investments, including Investment Solutions Representative 1 & 2 and Relationship Manager, gaining extensive experience in client relationship management and investment solutions. Pete's career in financial services spans over two decades, with previous roles including Assistant Vice President & Senior Registered Client Associate at Wells Fargo Advisors and Financial Consultant positions at Charles Schwab. He also has experience in trading and compliance from his time as Chief Executive Officer & Anti Money Laundering Compliance Officer at Petra Trading Group. Pete holds insurance licenses in both Arkansas and California. Outside of his professional work, Pete enjoys cooking and baking, participating in outdoor adventures and running, traveling, socializing with friends, and volunteering in his community.

Caleb Campbell is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. Prior to joining Fidelity Investments, he worked in retail and service roles including positions at Cellular Sales Verizon Authorized Retailer and Premier Roofing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios utilizing mutual funds, ETFs, and ETPs.

Gregory Giles is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at Jackson National Life Distributors and Uber. He has been with Fidelity and its affiliated entities since 2019. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

David Szabo is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Robinhood Financial, LLC and MFS Fund Distributors, Inc. Szabo is also a partner in Josephene Holdings LLC, an investment holding company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Patrick Lanini is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked previously at Gateway Services Group, Bellco Credit Union, and Sprint. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and discretionary portfolio management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and supports its advisory role with oversight controls and the use of AI-driven methodologies.

Jake Lacosse is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at US Bancorp and Bank of America. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Joshua Warner is a Series 66 licensed financial advisor with Fidelity, based in Greenwood Village, Colorado. He has two years of industry experience and previously worked at Symmetry Financial Group and 2-10 Homebuyers Warranty. Outside of finance, he has experience as a booking agent and in the hospitality industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing a range of model portfolios.

Paul Mcnally is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at Fidelity Investments since 2022, as well as prior positions at McDonald Mazda and Discount Tire. 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. The firm is noted for its use of systematic methodologies, model portfolios, and advisory roles with registered investment companies.

Cali Alvarado 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. Her prior roles include positions at EAN Holdings LLC and Deep Roots Garden Center. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Alexandra Grow is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. She has worked at Fidelity Investments since 2020, with prior roles including positions at Strategyn and LawToolBox.com. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios. The firm is noted for its registration as a commodity pool operator, advisory roles to registered investment companies, and use of AI and algorithmic methods in its investment process.

Philip Granucci is a Planning Consultant at Fidelity Investments, where he assists clients in achieving their financial goals through comprehensive financial planning and by leveraging the resources available at Fidelity. He has been with Fidelity since 2021, initially serving as a Workplace Planning Consultant before advancing to his current role in 2025. His professional experience includes internships and analyst positions in financial planning at UBS, Merrill Lynch, and Lincoln Financial between 2018 and 2020. Philip holds insurance licenses in Arkansas and California. Outside of his professional work, Philip enjoys boating, participating in family activities, fitness, social events with friends, outdoor adventures, and running.

Kyle Bandy is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Alpha Alt Fund Services, Bandellau Capital, and Standish Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.