Brock Goodwin is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been coaching and planning with clients since 2003, focusing on helping them develop financial plans that aim to provide peace of mind. His approach involves guiding clients through the wealth management process and building strong ongoing relationships. His professional experience includes roles such as Planning Consultant and Investment Solutions Representative at Fidelity Investments, Associate Managing Director & Financial Advisor at Futurity First & Securities America, General Sales Manager & Financial Advisor at Mutual of Omaha, and Wealth Management Consultant at Saybrus Partners. Brock holds insurance licenses in Arkansas and California. Outside of his professional work, Brock enjoys family activities, football, and golf.

Tory Eubanks is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Fidelity, Eubanks worked at Nordstrom fsb and Kroger Co. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a focus on systematic methodologies and oversight controls.

James Looney is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through several positions including Planning Consultant, Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to his career in financial services, James was a professional football player with the Green Bay Packers from 2018 to 2020. He holds insurance licenses in Arkansas and California. James's professional journey reflects his commitment to serving clients and supporting their financial goals. Outside of his professional life, he enjoys beach activities, family time, fishing, fitness, exploring food, and outdoor adventures.

Richard Kitain is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Amazon and various hospitality businesses. 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 is notable for its use of AI and formal advisory roles to multiple registered investment companies.

Bryan Applequist is a CFA® charterholder with seven years of experience in the financial industry. He has worked at Fidelity since 2019 and was previously with Baztec Capital from 2016 to 2018. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Victor Escarcega is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2019. In his role, he collaborates closely with clients to develop financial plans tailored to their individual goals, emphasizing a holistic approach to financial planning. Victor holds insurance licenses in Arkansas and California, which support his work in providing comprehensive financial consulting services. Outside of his professional responsibilities, he has interests in art, cooking and baking, fishing, parenthood, reading, and soccer.

Bradley Tijerina is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes positions at Charles Schwab and Del Norte Bank, as well as involvement with community programs at Adams State University. Outside of finance, he has engaged in entrepreneurial activities including operating a bar and grill and a trucking business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm’s services include discretionary management, fund advisory, and consulting, with distinctive features such as registration as a commodity pool operator and the use of algorithmic and AI methodologies in portfolio construction.

Dharma Ruch is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, Dharma worked at Behavioral Innovations and held various roles in recreation centers and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of registered investment companies and the delivery of model portfolios. The firm employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight of sub-advisers and a focus on addressing conflicts of interest.

Clark Manning III is a financial advisor with Fidelity, holding Series 63, 65, and 66 licenses and 13 years of industry experience. His prior work includes roles at Gwfs Equities, Inc. and Fidelity Brokerage Services LLC. 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. The firm serves a diverse client base, including charitable funds and registered investment companies, and incorporates AI-driven research methods and formal governance procedures.

Nicholas Reid is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to assist clients in creating personalized financial plans. His role focuses on supporting clients' unique financial needs through coordinated planning efforts. Nicholas has been with Fidelity Investments since 2022, progressing through various roles including High Net Worth, Investment Solutions Representative I, and Investment Solutions Representative II before becoming a Planning Consultant in 2025. Prior to joining Fidelity, he gained experience at Robinhood Financial LLC in their Core Brokerage division from 2021 to 2022. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Nicholas enjoys cooking and baking, participating in social events with friends, as well as engaging in outdoor activities such as golf and snowboarding.

Taylor Mahoney is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Taylor worked in various roles including at BlackJack Pizza, Amazon Fresh, and ProCabinet Solutions, and was involved with the Green Mountain Junior Baseball League and Jefferson County. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios, and is noted for its role as a commodity pool operator and advisor to multiple fund-of-funds.

Leah Akers is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she partners with Wealth Management Advisors and Senior Relationship Managers to support families in navigating multi-generational wealth through holistic planning and trusted relationships. Her focus is on delivering a personalized, high-level service experience. Leah has been with Fidelity Investments since 2015, progressing through various positions including Financial Representative, Relationship Manager, and Wealth Planner Planning Consultant before assuming her current role in 2025. This progression reflects her experience and expertise in wealth management and planning. Outside of her professional work, Leah enjoys family activities, golf, outdoor adventures, snowboarding, and traveling.

Jordan Gallardo is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, he worked at BMO Harris Bank and has held various roles including independent contractor positions with Amazon, Instacart, and Uber. 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 mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies, employing systematic methodologies and oversight to manage conflicts of interest.

Angela Bond is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab for 21 years before joining Fidelity. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, leveraging proprietary fundamental research alongside quantitative analysis and algorithmic portfolio construction to manage a broad range of portfolios.

John Sandstrom 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 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using systematic methods and oversees multiple registered investment companies and fund-of-funds.

Moses Sanchez is a financial advisor with Fidelity Investments in Greenwood Village, CO, holding Series 63 and Series 66 credentials and nine years of industry experience. His previous firms include GWFS Equities Inc and Wells Fargo. Outside of his advisory role, he is also a licensed real estate broker involved in real estate transactions through Resident Realty. 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 integrates proprietary fundamental research with quantitative analysis and systematic portfolio construction, offering services such as discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery.

Marko Wilson is a Financial Consultant currently working with Fidelity Investments. He has held various roles at Fidelity, including Financial Consultant, Investment Consultant, Portfolio Specialist, Client Management Representative, Workplace Planning Associate, Central Relationship Manager, Senior High Net Worth Trading Specialist, and Broker for High Net Worth Services from 2013 to the present. Prior to joining Fidelity, he was a Broker in Active Trader Services at Charles Schwab from 2011 to 2013. Marko holds insurance licenses in Arkansas and California. His professional experience encompasses client engagement and financial planning implementation. Outside of his professional responsibilities, he has personal interests that include baseball, concerts, family activities, football, and volunteering.

Jason Bock is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Dream Mortgage and US Bank. Outside of finance, he was involved with Virgilios Wine Bar and West Bay Divers. 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. The firm serves a broad client base, including charitable funds and registered investment companies, and employs systematic methodologies in portfolio management.

David Babb is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments and Northwestern Mutual, as well as earlier positions at Arizona State University and Starbucks Coffee Company. 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 is noted for its role in managing registered investment companies and delivering model portfolios using systematic methodologies and long-term asset allocation benchmarks.