Evan Bickford is a Financial Consultant at Fidelity Investments, where he has held various roles since 2019, including Planning Consultant and Investment Consultant. He focuses on helping clients develop, implement, and maintain financial plans aimed at achieving their financial goals. Throughout his career at Fidelity Investments, Evan has emphasized an educational approach to financial advising, striving to make complex topics understandable for all clients. He conducts his practice guided by the principle of treating clients as he would want to be treated in the same situation. Evan holds insurance licenses in Arkansas and California. Outside of his professional work, Evan enjoys camping, cars, comedy, concerts, hiking, and movies.

Braun Salazar is a financial advisor at Fidelity with Series 66 and Series 63 credentials and seven years of industry experience. His prior positions include roles at Fidelity Brokerage Services and Strategic Advisers LLC, a Fidelity Investments company. Strategic Advisers 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios across mutual funds, ETFs, and ETPs.

Brandon Gardner is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His work history includes roles at Fidelity Investments since 2021 and prior experience in the seafood and restaurant industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and it serves in advisory roles for multiple registered investment companies and fund‑of‑funds.

Michael Ryan is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2014. Ryan is currently based in Greenwood Village, Colorado. 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 uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jeffrey Carrillo is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2011. Outside of his advisory role, he is a partner in an LLC that manages general maintenance for a residential property in Aurora, Colorado. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios comprising mutual funds, ETFs, and ETPs.

Chazz Hier is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at U.S. Bancorp Investments, Premier Home Loans, and Aslan Home Lending. He is part of Strategic Advisers LLC, a Fidelity Investments company that 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 manage discretionary and non-discretionary advisory services, including model portfolios and fund advisory.

Connie Poulos is a financial advisor at Fidelity with a Series 66 designation and over 18 years of prior experience at Farmers Insurance. She joined Fidelity Investments in 2025 after a period away from the industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment process integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Joseph Lucia is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He has over fifteen years of experience in the financial services industry, with roles ranging from Financial Advisor to Director of Marketing Strategy and Regional Vice President at various firms including Protective Life, Great-West, Jackson National, EQIS Capital Management, and Curian Capital. Throughout his career, Joseph has focused on assisting clients with retirement planning and financial management. He holds insurance licenses in Arkansas and California. Outside of his professional work, Joseph engages in biking, cooking and baking, and family activities.

Nathaniel Williams is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans. His role involves understanding client goals, priorities, and financial situations to provide tailored planning solutions. Nathaniel has been with Fidelity Investments since 2024, progressing through roles from Workplace Planning Consultant II to his current position. He employs an educational approach, assisting clients in evaluating options and making informed financial decisions. In his personal time, Nathaniel enjoys biking, hiking, outdoor adventures, running, skiing, and spending time with his pets.

Adrienne Karr is a financial advisor at Fidelity with a Series 66 credential. She has been with Fidelity since 2022 and has prior work experience in the hospitality and service industries. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model portfolios for intermediary platforms.

Michael Senkier is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Zillow Group from 2016 to 2018. 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 portfolios across mutual funds, ETFs, and ETPs.

Kelly Deforrest is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Fidelity Investments in 2025, Kelly worked at Fidelity Brokerage Services LLC since 2018 and has held roles outside the financial sector including positions at All Terrain Landscaping and Country Inn and Suites. Kelly is part of Strategic Advisers LLC, a Fidelity company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Jabulile Maseko Parmer is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. She has held various roles since 2016, including positions at Integrity Health Advisors and Bankers Life & Casualty prior to joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs. The firm also provides formal advisory services to registered investment companies and manages multiple fund-of-funds structures.

Erik Sims is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role as a commodity pool operator, formal advisory services to registered investment companies, and the use of algorithmic methods and AI in its investment process.

Maximilian Poth is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at FGS Global, The Sink, Bayer AG, and the University of Colorado Boulder. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Gregory Hertzler is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to his current role, he worked in the hospitality sector at Del Frisco's Double Eagle Steakhouse and Morton's Steakhouse. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios and serves as an advisor to multiple registered investment companies.

Emily Kramer is a financial advisor at Fidelity with 22 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Charles Schwab and Northland Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing diversified model portfolios across mutual funds, ETFs, and ETPs.

Kaden Anderson is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. His prior roles include work at Colorado State University and Front Range Community College. 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 manage diversified portfolios and fund advisory services.

Justin Choi is a financial advisor with Fidelity Investments in Greenwood Village, CO, holding CFP®, Series 63, and Series 65 designations and 17 years of industry experience. His career includes roles at Fidelity Brokerage Services LLC and Jackson National Life Distributors LLC 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Dax Rush is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 1999, progressing through various positions including Financial Consultant, Portfolio Specialist, and Senior Investment Consultant, gaining extensive experience in wealth planning and financial consulting. Dax holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial advice. His professional journey reflects a broad expertise in investment strategies and client management within the financial services industry. Outside of his professional career, Dax enjoys cooking and baking, fitness, football, movies, music, and spending time with his pets.