Ryann Randall is a CFA® charterholder with nine years of experience at Fidelity Investments, following one year at First Ascent Asset Management. He is based in Greenwood Village, CO. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across multiple investment vehicles.

Jennifer Falk is a financial advisor at Fidelity with 27 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank from 2008 to 2021 before joining Fidelity in 2021. She holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Zachary Akau is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at Laz Parking, U.S. Bank, and Sherwin Williams. 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 combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Daniel Suby is a CFP® professional with 25 years of industry experience, currently affiliated with Fidelity Investments. He previously worked at VALIC Financial Advisors for 14 years and has been with Fidelity since 2021. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Michael Smith is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Planning Consultant at Fidelity Investments from 2022 to 2024, and as a Financial Advisor at T. Rowe Price from 2004 to 2022. His career spans over two decades in the financial services industry. His expertise includes financial planning and strategy development tailored to clients' unique financial situations. Michael holds insurance licenses in Arkansas and California. Outside of his professional work, he engages in family activities, fitness, hiking, traveling, and enjoys exploring food-related interests.

Ochirbat Purevsaikhan is a financial advisor with Fidelity, holding Series 66 and Series 63 designations and two years of industry experience. Prior to joining Fidelity, he worked at Citadel Security, Uber, Farmers Insurance, T-Mobile, and Footlocker. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Garrett Atchley is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at Key Investment Services, KeyBank, and worked in retail sales at Men's Wearhouse. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of clients including charitable funds and registered investment companies, and uses systematic methodologies and oversight controls in its investment approach.

Brittany Ponzo is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, she operated Moonrise Therapeutic Massage as a sole proprietor for four years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Dario Kara is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held positions in the hospitality industry and worked at the University of Colorado and Alexander Dawson School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that utilize mutual funds, ETFs, and ETPs.

Brendan Odonoghue is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Charles Schwab and Charles Schwab Bank. Fidelity's Strategic Advisers LLC offers 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 to manage discretionary and non-discretionary portfolios.

Geffrey Gioia is a financial advisor at Fidelity with Series 66 and Series 63 credentials and 31 years of industry experience. His prior roles include positions at Northcoast Research Partners, Ancora Securities, Merrill, and Bank of America. 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 employs proprietary fundamental research alongside quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Max Cutler is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop reliable and long-term strategies aimed at achieving their financial goals. He has been in this role since 2024. Prior to his current position, Max worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2024. Before joining Fidelity, he served as an Investor Service Specialist at Janus Henderson from 2018 to 2021. Max holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Max enjoys gardening and hiking.

Kenneth Lowenberg is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Businessolver and Sky Ridge Hospital. 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 manage diversified portfolios.

Maya Anand is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Her prior work includes positions at Citi and Fidelity, as well as employment in the restaurant industry. 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 notable for its use of systematic methodologies, advisory roles to multiple registered investment companies, and the integration of AI and algorithmic methods in its investment process.

Michael Rutledge 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 and prior experience related to the University of Colorado Boulder’s Leeds School of Business and Recreation Center. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves both institutional investors and registered investment companies.

Sana Rather is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary fundamental research and quantitative analysis. The firm offers discretionary portfolio management, fund advisory, and model portfolios constructed through systematic methodologies and long-term asset allocation benchmarks.

Robert Sawdey is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Charles Schwab, TIAA, Empower Financial Services, and SCOTTRADE. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Jeffery Rudd is a financial advisor with Fidelity in Greenwood Village, CO, holding Series 66 and Series 63 designations and two years of industry experience. His prior work includes roles at J.Crew and various companies before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, with roles that include formal advisory responsibilities to registered investment companies and use of algorithmic methods and AI in research.

Brandon Estes is currently an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2023, progressing through roles including Investment Solutions Representative I and II, as well as Customer Relationship Advocate. In his current role, Brandon partners with clients to design financial plans tailored to their individual goals, emphasizing a clear understanding of each client's unique situation to develop straightforward and actionable strategies. Brandon's professional experience centers on investment solutions and client relationship management within Fidelity Investments. Outside of his professional work, he engages in personal interests such as camping, family activities, fishing, golf, outdoor adventures, and traveling.

Charles Schokmiller is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at CHS Consulting and NuMotion. 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. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, with noted capabilities in commodity pool operations, use of AI in research, and governance for registered investment companies.