Jordan Colbert 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 independently and held positions in the medical and event staffing sectors. 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 employs a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as a formal adviser to multiple registered investment companies and fund-of-funds.

Patrick Sensabaugh is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He focuses on empowering clients to achieve their financial goals through tailored strategies that combine analysis with empathetic listening. Patrick emphasizes transparency and education to help clients feel confident and informed throughout the planning process. He has professional experience at Fidelity Investments, beginning as a Workplace Planning Associate in 2019, progressing to Workplace Planning Consultant from 2020 to 2024, before his current role. His background also includes roles as a Financial Advisor Development Program participant at Merrill Lynch, a Universal Banker at U.S. Bank, and a Relationship Manager at Bank of America. Patrick holds insurance licenses in Arkansas and California. Outside of his professional work, his interests include baseball, camping, fishing, fitness, and football.

Tesla Heck is a Planning Consultant at Fidelity Investments, where they work closely with clients to develop meaningful financial plans. Tesla has been with Fidelity Investments since 2024, initially serving as a Financial Representative before advancing to their current role. Prior to joining Fidelity, Tesla gained experience in the financial services industry through positions at CrossCountry Mortgage as a Loan Partner from 2021 to 2024, and as a Branch Manager at Wells Fargo from 2014 to 2021. This background provides Tesla with a broad perspective on financial planning and client relationship management.

Javel Belen is a Series 66-licensed financial advisor at Fidelity with 13 years of industry experience. He previously worked at T. Rowe Price Investment Services, INC. for seven years before joining Fidelity Brokerage Services LLC, where he has worked since 2019. Fidelity’s Strategic Advisers LLC delivers investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its oversight of multiple registered investment companies, use of AI-driven research methods, and role in creating model portfolios for intermediary platforms.

Kevin Boe is the Vice President and Regional Leader of the Investment Management Consultant function based in Denver at Fidelity Investments. In this capacity, he leads the team responsible for investment management consulting in the region. Kevin has held several leadership roles at Fidelity Investments, including Vice President, Regional Coaching Consultant from 2022 to 2025 and Vice President, Regional Planning Consultant from 2019 to 2022. Prior to joining Fidelity, he was a Senior Learning Manager at Charles Schwab from 2016 to 2019.

Logan Romano is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for five years. 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 process combining fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Jose Mendoza is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 designation and has worked at various Fidelity entities since 2018, as well as at Edward Jones from 2016 to 2017. Outside of finance, he had brief roles at SpeedCubeShop.com and Bland Solar in 2018. Strategic Advisers LLC, a Fidelity Investments company, offers 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 model portfolios across a broad investable universe.

Alexander Meadows is a Series 66 licensed financial advisor with six years of industry experience. He has worked at Fidelity Investments since 2020 and previously held roles at JPMorgan Securities LLC and JPMorgan Chase Bank. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees multiple registered investment companies and fund-of-funds.

Avery Lopez is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, with an investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is involved in managing registered investment companies and delivering model portfolios using systematic methodologies.

Tamela Hunter is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities, Transamerica Retirement Solutions, and Kroger. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Matthew Shepherd is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked with Assemblies of God World Missions for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Vincent Jaconski is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles in healthcare and food service, as well as volunteer efforts with Kesem. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Thomas Jung is a financial advisor at Fidelity with a Series 66 designation. He has less than one year of industry experience and has held positions at several organizations, including Poppulo and Meier Skis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Brad Bjorklund is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at TIAA-CREF for 13 years before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies while using systematic methodologies and long-term asset allocation benchmarks.

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 industry experience. He has worked at Fidelity since 2019 and previously spent two years at Baztec Capital. 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 with quantitative and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies while also delivering model portfolios through Fidelity Institutional Wealth Adviser.

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.