William Agopian is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at The Walt Disney Company and self-employment ventures. Outside of his advisory duties, he works as an independent contractor delivering food and packages for Door Dash and Amazon Flex. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Grant Gipson is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019. His prior work includes roles at Western Colorado University, Vail Resorts, and Pedal Power Bike Shop. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes.

Todd Grant is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Vestas and the National Bicycle Dealers Association. 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.

Jacob Sickler is a financial advisor with Fidelity in Greenwood Village, Colorado, holding a Series 66 designation and seven years of industry experience. Before joining Fidelity, he worked at BBVA Wealth Solutions, AXA Advisors, and held roles outside finance including time at iHeart Media and the University of Arizona. Outside of his advisory work, he manages an online photography business called Above the Treeline Photography on a part-time basis. Fidelity’s Strategic Advisers LLC, where he is based, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, along with advisory roles for registered investment companies and fund‑of‑funds.

Matthew Etheridge is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Robinhood Markets, Inc., Wells Fargo, and Idaho State University. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment vehicles, including model portfolios and fund advisory services.

Natyely Soza is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Her prior work includes roles at Wells Fargo and several other organizations. She serves as an expansion committee member for Girls Inc of Metro Denver, assisting with the development of a new satellite location. Fidelity’s Strategic Advisers LLC 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 offers a range of services including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery.

Justin Glance is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and one year of industry experience. His prior roles include positions at The Savings Group, The Green Solution, and Farmers Insurance. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Sean Atun is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he held various positions outside the financial sector, including roles at Discount Tire USA and Camp Champions, alongside periods of full-time education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Chad Rigert is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. His background includes roles at Fidelity Brokerage Services LLC and Robinhood Financial, LLC. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers 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, utilizing systematic methodologies across a broad investable universe.

Brenden Ocasio is a Planning Consultant currently working at Fidelity Investments, where he has held various roles since 2024. His professional experience includes positions as Workplace Planning Consultant 1, 2, and 3 at Fidelity Investments from 2024 to 2026, and prior to that, he worked as a Financial Services Coordinator at Taylor Insurance & Financial Services from 2022 to 2024. Brenden holds an Arkansas Insurance License, which supports his expertise in financial planning and insurance services. His approach centers on building trust and maintaining open communication to develop financial plans that evolve with clients and their families. Outside of his professional duties, Brenden's interests include cars, comedy, fitness, music, outdoor adventures, and traveling.

Nick Sharp is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Lyft and the City of Aurora, and he manages real estate investments through his own firm, T.E. Sharp LLC. Outside of financial advisory, he is employed at Murphy Creek Golf Course in Aurora, Colorado. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Luc Boisseau is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity in 2025, he worked at Metropolitan State University of Denver and Uncle Julio's Corporation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios for Fidelity Institutional Wealth Adviser.

Philip Andrews is a Series 66 licensed financial advisor with Fidelity, based in Greenwood Village, Colorado. He has two years of industry experience, including prior roles at Huntington National Bank and Wells Fargo Bank. Outside of his advisory work, Andrews coaches youth basketball teams through a local club in Arvada, Colorado. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to diverse clients, ranging from retail investors to registered investment companies. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Alec Manriquez is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior work includes positions at Luso American Financial and involvement with LJ Crafted Wines. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also has a distinctive role advising registered investment companies and delivering model portfolios for Fidelity Institutional Wealth Adviser.

Kenneth Martinez is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively within various Fidelity entities since 2015, with prior experience at Oil Solutions Group, Inc. and The University of Dallas. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

Evan Robertson is a financial advisor with Fidelity and holds a Series 66 designation. He has 10 years of industry experience, including roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. His prior experience also includes positions at MLC Limited and CUNA Mutual Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight of affiliated and unaffiliated sub-advisers.

Justen Coufal is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Amazon and served 15 years in the United States Air Force Reserve. He also has experience in entrepreneurship through his involvement with Peak View Brewing Company LLC. Fidelity’s Strategic Advisers LLC provides 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 as an advisor to multiple registered investment companies and fund-of-funds.

Dallas Greer is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked in hospitality at Hotel Boulderado and Hampton Inn Denver West Golden. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Jaray Smith is a financial advisor at Fidelity with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fidelity, his work history includes roles outside the financial industry and community involvement with the Boys & Girls Club of Weld County. 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 systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a diversified investable universe.

Mark Halfhill is a financial advisor at Fidelity with 10 years of industry experience. He has been with Fidelity Investments since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios built through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its formal advisory roles to multiple registered investment companies.