Juli Bigham is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 66 and Series 63 designations and has worked at various divisions of Fidelity since 2017, following three years at AT&T. Fidelity’s subsidiary, Strategic Advisers LLC, offers 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 is notable for its advisory roles with registered investment companies and the use of AI and systematic methodologies in portfolio management.

Andrew Nottmeier is a financial advisor at Fidelity with Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at Baird Group Realty, SGH Wealth Management, and Tfg Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Neil Wada is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His prior work includes positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, and Merrill Lynch. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Zachary Watson is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He began his career at Fidelity in 2022, progressing through various roles including Customer Relationship Advocate, High Net Worth advisor, and Investment Solutions Representative I and II. Throughout his tenure at Fidelity Investments, Zachary has developed his expertise in partnering with clients to understand their financial goals and to build customized financial plans. He emphasizes forming strong relationships with clients and their families, maintaining a deep level of trust. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

Jason Ruch is an Investment Solutions Representative III at Fidelity Investments. He focuses on providing personalized financial guidance to clients, emphasizing trust and transparency to help individuals gain confidence in their financial future. Jason has experience working with high net worth clients and has held various roles at Fidelity Investments since 2021, including High Net Worth Service Associate and Customer Relationship Advocate. Outside of his professional work, Jason enjoys biking, cooking and baking, football, and golf.

Paul Tran is a financial advisor with Fidelity Investments in Greenwood Village, Colorado, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at NextSource, Hilton Worldwide, and Westminster Public Schools. Outside of finance, he has experience working in landscaping with Mr. Tai Lawn & Garden Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios. The firm serves a broad client base and is notable for its use of advanced technology and its advisory role to multiple registered investment companies.

Taylor Hiroe is a Planning Consultant at Fidelity Investments, a position held since 2026. In this role, Taylor collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. Prior to this, Taylor served as a Central Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Customer Relationship Advocate from 2024 to 2025. Taylor's professional experience at Fidelity Investments includes client relationship management and financial planning support. Outside of work, Taylor has personal interests that include attending concerts, fitness activities, culinary experiences, and practicing Pilates.

Christian Writer is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. He has worked at Fidelity Investments since 2020 and has prior experience in hospitality roles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a research-driven investment process combining fundamental analysis with quantitative and algorithmic portfolio construction, and it offers model portfolios built from mutual funds, ETFs, and ETPs.

Julissa Olivares is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity, she worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of advising, she operates a resale business on platforms including Mercari, Depop, Poshmark, eBay, and Facebook Marketplace. 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 deliver model portfolios across multiple investment platforms.

James Long is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at firms such as Lionsgate, Warner Brothers, and Vans, as well as media and design companies. 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. The firm’s services include discretionary portfolio management, fund advisory, and delivery of model portfolios using systematic methodologies and long-term asset allocation benchmarks.

James Barrette is a financial advisor at Fidelity with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple firms including New York Life Insurance Company and Mass Mutual Life Insurance Company. Barrette is currently based in Greenwood Village, CO. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Brittany Hilton is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at Bryten Real Estate Partners and Windsor Communities. Outside of finance, she has worked in diverse fields including fitness and dance studios, as well as operating The Chocolate Therapist. 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 accounts, fund advisory services, and model portfolios.

Jarred Stangohr is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 credentials and has held roles with Fidelity Investments since 2021. Prior to his financial career, he was involved in hospitality and entertainment businesses including Slice of History and The Jayhawk Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves both retail and institutional investors and is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Erin Balcaitis is a financial advisor at Fidelity with 10 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2018 and previously at Jackson National Life Distributors LLC from 2015 to 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad 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 from mutual funds, ETFs, and ETPs.

Thomas Geisthardt is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2019. Prior to his financial career, he was employed at Sanctuary Golf Course and White Lodging Services Corp. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is notable for its roles with multiple registered investment companies and use of AI-driven research methods.

Katrina Mcneace is a financial advisor with Fidelity in Greenwood Village, Colorado, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. She has worked at Fidelity Brokerage Services LLC since 2016. Fidelity's affiliate, Strategic Advisers LLC, offers 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, and is involved in managing model portfolios, sub-adviser oversight, and advisory roles uncommon among large institutional peers.

Michael Bilezikian is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Optimum Funding Solution and NDM Hospitality, before joining Fidelity. 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 manage discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Dillon Lucero is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. prior to joining Fidelity. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs using systematic, long-term allocation strategies.

Loree Arnold is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Robinhood Markets, Inc., Robinhood Financial, LLC, T Rowe Price, and Skate City. Arnold is currently based in Greenwood Village, Colorado. 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 noted for its use of systematic methodologies, model portfolios, and a formal advisory role for multiple registered investment companies.

Victor Ayala is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. He previously worked at Wells Fargo Bank for nine years. Outside of his advisory role, Ayala owns a sneaker reselling business and participates in media activities related to the Denver Broncos, producing Spanish-language podcasts and videos. Strategic Advisers LLC, a Fidelity Investments company where he works, 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 deliver model portfolios and advisory solutions.