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. Prior to joining Fidelity, he held positions in hospitality at Hyatt Regency Denver Downtown Convention Center, Hyatt Grand Aspen Residence Club, and Aspen Valley Ski Co. 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 also offers fund advisory services and model portfolios, with a focus on systematic methodologies and long-term asset allocation.

Julissa Olivares is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. She has worked at Fidelity Investments since 2023 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of her advisory work, she operates a resale business, buying and selling items through online marketplaces. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver tailored investment solutions.

James Long is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at Fidelity Investments and several media and entertainment companies such as Lionsgate and Warner Brothers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

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 11 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2018 and Jackson National Life Distributors LLC from 2015 to 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves in advisory roles to multiple registered investment companies and uses AI-driven methodologies in its research.

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. before joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a variety of clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model 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 licenses and four years of industry experience. Prior to joining Fidelity in 2022, he worked at Wells Fargo Bank for nine years. Outside of his advisory role, he owns a sneaker reselling business and contributes to Spanish-language podcasts and videos analyzing the Denver Broncos, where he is also an employee. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, advisory services to registered investment companies, and incorporation of AI-driven research tools.

Andrew DeCarolis is a Wealth Management Planning Consultant at Fidelity Investments. He has held this role since 2025, following a series of positions within the company focused on wealth management and client services. Andrew's experience includes roles as a Private Wealth Management Regional Planning Consultant, Private Wealth Management Operations in Wealth Management Services, Workplace Planning Consultant, High Net Worth Client Services Help Desk, and Financial Representative Associate. His approach emphasizes trust, responsiveness, and long-term partnership, aiming to understand each client's unique goals and provide consistent support throughout the financial planning process. Outside of his professional responsibilities, Andrew enjoys activities such as canoeing, fishing, social events with friends, music, outdoor adventures, and skiing.

Wesley Meeker is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at several companies including V3 Electric, SunPower, Better Earth, Aruza Marketing, and EcoShield Pest. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

David Roberson is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Fidelity, he worked at IFC and has experience in digital currency consulting, farm consulting, and operating a cafe. 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, delivering model portfolios that incorporate mutual funds, ETFs, and ETPs.

Ross Moscatelli is a financial advisor with Fidelity and holds the CFA® designation and Series 63 license. He has 18 years of industry experience and has been with Strategic Advisers, Inc. since 2015. Strategic Advisers LLC, a Fidelity Investments company, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and deliver model portfolios to intermediary platforms.

Robert Ringler is a Series 66-licensed financial advisor with Fidelity, bringing two years of industry experience. His background includes service in the U.S. Navy since 2002 and roles at Dynamic Systems Technology and Plumbline Services. 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 across a range of mutual funds, ETFs, and ETPs.

Nickolaus Gerlach is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Mutual of Omaha and the University of Colorado Boulder. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.