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 66 and Series 63 credentials and two years of industry experience. Before joining Fidelity Investments, he worked in various roles across marketing, renewable energy, and pest control 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 to manage diversified portfolios including mutual funds, ETFs, and ETPs.

David Roberson is a financial advisor at Fidelity with Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at IFC and a decade in digital currency consulting, as well as experience in farm consulting and handyman services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research tools, and its advisory role to multiple registered investment companies and fund-of-funds.

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.

Zachary Mouser is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Fidelity Investments in multiple capacities since 2020, with prior experience at Eddie Bauer. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains a formal advisory role to several registered investment companies.

Damian Kramer is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at various Fidelity entities as well as Wallington Asset Management LLC. Kramer is based in Greenwood Village, Colorado. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it holds a formal advisory role to multiple registered investment companies and fund-of-funds.

Robin Herman is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity, Herman held positions at United Healthcare, Comcast Corporation, Dish Network, Angi Homeservices, RetirementHomeTV, and Culinary Software Services. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, delivering services that include discretionary management and fund advisory.

Caleb Ray is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held various positions outside the financial sector, including roles at Northwestern Mutual and several retail and service industry jobs. 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 to develop model portfolios using mutual funds, ETFs, and ETPs. The firm serves a diverse client base, including registered investment companies and an IRS-qualified Charitable Gift Fund.

Julius Arthur Bontigao is a financial advisor with Fidelity Investments in Greenwood Village, CO, holding Series 63 and 66 credentials and four years of industry experience. His prior roles span companies including Spectrum Communications, Tasty Trails Logistics, and Dentsply Sirona. Outside of his advisory work, he is involved in cryptocurrency mining through a phone application. 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 across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator registered with the CFTC and acts as an advisor to multiple registered investment companies and fund-of-funds.

Andrew Davis is a financial advisor at Fidelity with Series 66 and Series 63 designations and one year of industry experience. His prior roles include positions at Northwestern Mutual, Freshprints, The Foundry, and Colorado State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages various registered investment companies and fund‑of‑fund structures.

Drew Hopkins is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to develop and implement financial plans aimed at building and preserving wealth according to their personal definitions of financial freedom. He has been with Fidelity Investments since 2016, holding various roles including Relationship Manager, Central Relationship Manager, Workplace Planning Consultant, Investment Solutions Representative, and Financial Representative Full Trader. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Drew enjoys camping, cooking and baking, golf, music, scuba diving, and skiing.

Kyle Martin is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Fidelity Brokerage Services, LLC since 2016. His work history includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios built from mutual funds, ETFs, and ETPs.

Angela Gaetano is a Financial Consultant at Fidelity Investments, where she focuses on helping families and individuals align their financial goals with personalized wealth planning strategies. She began her career with Fidelity Investments in 2021 and has served in multiple roles including High Net Worth Representative, Managed Account Support Specialist, and Planning Consultant before her current position. Prior to joining Fidelity, Angela gained experience as an Investments Apprentice at The Vanguard Group from 2020 to 2021. Angela holds insurance licenses in Arkansas and California, supporting her expertise in financial services. She emphasizes building relationships and collaborating with clients to pursue their financial objectives. Outside of her professional pursuits, Angela enjoys camping, kayaking, outdoor adventures, photography, soccer, and traveling.

Julian Kidd is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2019, progressing through roles including Planning Consultant, Relationship Manager, Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate. His professional experience spans various aspects of financial services, enabling him to assist clients by connecting complex markets with actionable financial strategies tailored to their specific needs. Julian holds insurance licenses in Arkansas and California. Outside of his professional work, Julian has personal interests that include cooking and baking, hiking, parenthood, snowboarding, soccer, and volunteering.

Samita Warner is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2024. In this role, she collaborates with clients to provide dedicated service and works to build strong relationships with clients and their families through open communication, trust, and dependability. Prior to her current role, Samita gained experience in various capacities at Fidelity Investments, including Wealth Management Operations Specialist from 2022 to 2024, Service Support Group Specialist from 2021 to 2022, and Customer Relationship Advocate from 2019 to 2021. This progression reflects her deepening expertise in wealth management and customer service. Outside of her professional career, Samita has personal interests that include caring for pets, reading, scuba diving, skiing, and traveling.

Jack Sheehy is an Investment Management Consultant I who collaborates with clients and their families to assist in achieving their personal and financial goals through goals-based conversations. He is currently with Fidelity Investments, having progressed through roles from Investment Solutions Representative I to III since 2022. His professional experience includes positions at Neuberger Berman as a Client Associate from 2021 to 2022 and as a Financial Advisor at Merrill Lynch Wealth Management from 2017 to 2021. Jack holds an Arkansas Insurance License. Outside of his professional work, Jack's personal interests include fishing, football, golf, hiking, and snowboarding.

David Barber is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2015, progressing through positions including Financial Consultant and Portfolio Specialist. Prior to his tenure at Fidelity, Mr. Barber held various roles in the financial services industry, including Regional Director at Longboard Asset Management, Sales Director at Advisor Partners, Regional Vice President at Scout Investments, and Private Wealth Consultant at Janus Capital Group. Mr. Barber holds insurance licenses in Arkansas and California. His experience encompasses financial consulting, portfolio management, and regional leadership. He focuses on partnering with clients to develop customized financial plans aligned with their long-term goals and emphasizes quality customer service. Information regarding Mr. Barber's education and personal interests was not provided.

Alec Mcqueeney is a financial advisor with Fidelity Investments holding Series 63 and Series 66 licenses. He has one year of industry experience and previously worked in media production and various other roles prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.