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 at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity Investments, he held positions in various sectors including retail and 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 deliver model portfolios and managed funds.

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.

Courtney Watson is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity in 2026, she worked at Corebridge Financial for four years and has held various roles in both financial and non-financial sectors. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

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.

Juli Bigham is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity since 2017. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple 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 seven years of industry experience. He holds the Series 66 designation and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill Lynch. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager funds and model portfolios.

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.

Jayson Symons is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and Fidelity Brokerage Services LLC. Outside of finance, he spent time working with Royal Gorge Rafting & Zip Line Tours. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both 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, AI-driven research, and its advisory role to multiple registered investment companies.

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.