Shena Geremaia is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior work includes positions at Charles Schwab Co., Inc., and several dental practices. Outside of her advisory role, she is employed with First Care of Colorado, providing home healthcare services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, utilizing proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including fund advisory and model portfolios.

Tyler Anderson is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at New York Life Insurance Company and a decade at Starbucks Coffee Company before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as fund advisory and model portfolios.

Taylor Zuffoletto is a Planning Consultant at Fidelity Investments, where they support Wealth Management Teams in partnering with clients to create comprehensive financial plans. They collaborate closely with Financial Consultants to assist clients in both developing these plans and understanding how to maintain them effectively. Taylor has been with Fidelity Investments since 2020, initially serving as a Workplace Planning Consultant before transitioning to their current role in 2024. They hold an Arkansas Insurance License, which supports their work in financial planning and client advising. Outside of their professional responsibilities, Taylor has interests in comedy, fitness, hiking, and music.

Andy OConnor is a Financial Consultant currently working with Fidelity Investments since 2023. He has held various roles in the financial services industry, including President of Wealth Management at Parker-Douglas from 2019 to 2023 and Vice President at Personal Capital between 2018 and 2019. His prior experience also includes positions as an Investment Consultant at Scottrade Investment Management from 2016 to 2018 and as a Financial Consultant at TD Ameritrade from 2010 to 2016. Andy focuses on helping clients develop strategies to grow, protect, and transfer their wealth. His professional goal is to assist individuals in working toward long-term financial success and achieving the lives they strive for. He holds insurance licenses in Arkansas and California. Outside of his professional work, Andy engages in family activities and enjoys football, golf, hiking, military service, and skiing.

Taylor Woelfle is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked with companies including Mobily LLC, Uber Eats, DoorDash, Lyft, and Microsoft Stores. Outside of advisory work, he has served as an independent rideshare driver for Lyft. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a proprietary investment process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment funds and model portfolio platforms.

Brent Buckley is a Vice President, Financial Consultant at Fidelity Investments, where he partners with clients and their families to help them define and work toward their personal definition of financial success. He has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, High Net Worth Full Trader, Retirement Solutions Representative, Retirement Relationship Manager, Planning Consultant, and Financial Consultant before assuming his current position in 2025. Brent holds insurance licenses in Arkansas and California. Outside of his professional role, he enjoys biking, hiking, photography, running, skiing, and traveling.

Joseph O'Connor is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and several other companies. Outside of finance, he is engaged in dog walking and pet sitting as an independent contractor. Fidelity, through its Strategic Advisers LLC division, 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.

Sean Flood is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. He has worked in various roles within Fidelity Brokerage Services, LLC since 2020 and at Fidelity Investments since 2025. His prior experience includes positions at Envirotech Services, Wing Shack, Blenkhorn Financial Planning, and the University of Northern Colorado. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that include mutual funds, ETFs, and ETPs.

Carter Luery is a Financial Consultant at Fidelity Investments, where he has been working since 2026. He assists clients in planning and working towards their financial goals. Prior to his current role, Carter served as a Planning Consultant at Fidelity Investments from 2024 to 2026. He also gained experience as an Investment Solutions Representative II from 2022 to 2024 and as an Investment Solutions Representative from 2020 to 2022, all within Fidelity Investments. Carter holds an Arkansas Insurance License, enabling him to provide insurance-related financial advice. Outside of his professional work, he has interests in comedy, football, golf, and movies.

Kenneth Carlson is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Fidelity Brokerage Services since 2013. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various fund structures.

Jack Dietel is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Fidelity Investments and the University of Colorado, as well as a position at Goddess Garden Organics LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers 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 model portfolios across mutual funds, ETFs, and ETPs.

Elisabeth Watkins is a Planning Consultant at Fidelity Investments, a role she has held since 2024. In this position, she focuses on helping clients develop confidence in their financial plans by building unique relationships and maintaining transparent communication. Elisabeth has been with Fidelity Investments since 2022, gaining experience as a Customer Relationship Advocate and then as a Financial Representative before her current role. She holds insurance licenses in Arkansas and California. Outside of her professional work, Elisabeth has interests in pets, reading, traveling, and volunteering.

Ron Gibbs is a Private Wealth Management Investment Management Consultant at Fidelity Investments, a role he has held since 2024. He focuses on synthesizing extensive investment information and communicating relevant insights and guidance to both team members and clients to support their financial goals. Ron has over two decades of experience in investment management. Prior to his current position, he was a Partner and Portfolio Manager at Platte River Capital from 2006 to 2015. Before that, he served as Vice President and Portfolio Manager at Columbia Management from 1996 to 2006. Outside of his professional work, Ron is a father, grandfather, and volunteer minister. His personal interests include biking, comedy, hiking, traveling, volunteering, and writing.

Carson Touchton is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles in retail and automotive businesses. 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 portfolios that include mutual funds, ETFs, and ETPs.

Kali Schulte is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. She has worked at Fidelity Brokerage Services LLC since 2017 and joined Fidelity Investments in 2025. Her prior experience includes roles at Nate Ladsten State Farm Agency and The Cooper's Tavern. 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 fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves a broad client base with discretionary and non-discretionary advisory services.

Will Anderson serves as a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He works closely with clients to develop customized financial plans aimed at achieving their individual financial goals. Prior to his current role, he was a Financial Consultant at Fidelity from 2020 to 2023. Before joining Fidelity, Will held several positions at Charles Schwab, including Vice President, Financial Consultant from 2006 to 2020, Active Trader Sales from 2005 to 2006, Specialized Sales from 2003 to 2005, Business Development Specialist from 2000 to 2003, and Customer Service Representative from 1997 to 2000. He holds insurance licenses in Arkansas and California.

David Murphy is a financial advisor with Fidelity in Greenwood Village, CO, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Fidelity Investments in various capacities since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and use of systematic methodologies to deliver model portfolios.

David Burton is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2025, with prior experience at Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegation to sub-advisers, and its formal advisory role to multiple registered investment companies and fund-of-funds.

Matthew Medosch is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he worked in fitness management at ESPORTA Fitness and served in the Army National Guard. 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 blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it maintains distinctive registrations and advisory roles uncommon among large institutional peers.

Jason Meyer is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans aligned with their individual goals and circumstances. He has been with Fidelity Investments since 2021, progressing through various roles including Customer Relationship Advocate, High Net Worth Service Associate, and multiple levels of Investment Solutions Representative before assuming his current position in 2025. Throughout his tenure at Fidelity, Jason has gained experience in financial planning and client services, contributing to his ability to address diverse financial needs. He holds insurance licenses in Arkansas and California, supporting his work in providing comprehensive financial advice. No additional information about his education, personal interests, or community involvement has been provided.