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 11 years of industry experience and holds Series 63 and Series 66 credentials. He has worked with Fidelity Brokerage Services LLC since 2015 and previously spent seven years with Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolio delivery, and is notable for its use of systematic methodologies and AI-driven research.

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 credentials and three years of industry experience. Prior to joining Fidelity, he worked in the hospitality sector for several years. 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 from mutual funds, ETFs, and ETPs.

Emily Kramer is a financial advisor at Fidelity with 23 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes positions at Charles Schwab and Northland Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios and serves a formal advisory role to multiple registered investment companies and fund-of-funds.

Kaden Anderson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Colorado State University and Front Range Community College prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its registration with the CFTC as a commodity pool operator and its use of AI and long-term asset allocation benchmarks in managing model portfolios.

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.

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®-designated financial advisor at Fidelity with 25 years of industry experience. He previously worked at VALIC Financial Advisors for 14 years and has been with Fidelity Investments since 2021. 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. The firm is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies, as well as its use of AI-driven research and structured governance practices.

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 at Fidelity with Series 63 and Series 66 licenses 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 retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.