Dallas Greer is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked in the hospitality industry before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

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.

Ariel Lyddane is a Planning Consultant at Fidelity Investments, LLC, a role held since 2023. Prior to this, Ariel gained extensive experience within Fidelity Investments, serving as a Relationship Manager in 2022-2023, High Net Worth Associate in 2022, and Customer Relationship Advocate from 2021 to 2022. Ariel also worked as a Registered Representative at Gabelli Funds, LLC from 2012 to 2021. With over 13 years in the financial industry, Ariel focuses on developing personalized financial plans that consider clients' overall financial well-being, including their Fidelity accounts. Ariel holds insurance licenses in Arkansas and California. Outside of work, Ariel's interests include attending concerts, engaging in family activities, outdoor adventures, caring for pets, reading, and traveling.

Justin Hussion is an Investment Solutions Representative III at Fidelity Investments. In this role, he partners with clients to help strengthen their financial well-being. Justin has been with Fidelity Investments since 2021, progressing through roles from Investment Solutions Representative I to his current position. His experience at Fidelity spans several years, during which he has developed expertise in investment solutions and client partnership. Outside of his professional responsibilities, Justin's personal interests include baseball, beach activities, football, golf, and surfing.

Leopoldo Nava is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he was involved with The Reloading Zone and served the City and County of Denver. Outside of financial advising, Nava owns a business that buys and resells items from reloading estate sales. 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 combines proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages a range of advisory and consulting services.

Shane Cohen is a financial advisor with Fidelity Investments in Greenwood Village, Colorado, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has been associated with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Outside of his advisory role, Cohen performs magic, including at children’s birthday parties and on stage. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction for discretionary and non-discretionary mandates.

Michael Hill is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His prior work history includes roles at WoodForest National Bank and various positions within Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a process combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and deliver advisory solutions.

Cameron Eades is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations and has worked with firms including Charles Schwab & Co., Inc. and Fidelity Investments. Prior to his finance career, he held roles at companies such as The Walt Disney Company and Lululemon. Strategic Advisers LLC, part of Fidelity Investments, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Mary Bredemeier is a financial advisor at Fidelity with 34 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Morgan Stanley and RBC Capital Markets Corporation. She 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Trevor Lopkoff is a financial advisor with Fidelity Investments in Greenwood Village, CO, holding a Series 66 designation and four years of industry experience. His prior work includes roles at CellularSales Verizon and Premier Roofing. 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 serves a diverse client base, including registered investment companies and charitable funds, and is noted for its use of systematic methodologies and formal advisory roles uncommon among large institutional peers.

Patrick Mekled is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. His prior work history includes roles at LPL Financial and Waste Management. Outside of finance, he has been involved with Adventures Elevated, an outdoor adventure business. 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, utilizing model portfolios composed of mutual funds, ETFs, and ETPs.

Geneva Steinway is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, she worked at Zynex Medical and has held roles outside finance in the bakery and retail sectors. 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 to deliver model portfolios.

Megan Alfaro is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she held various roles including work with Jefferson County Human Services and positions in hospitality and education 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and serves a broad client base with discretionary and non-discretionary advisory services.

Joshua Griffin is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves as a formal advisor to multiple registered investment companies and fund-of-funds.

Matthew Nichols is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Portfolio Specialist, Client Management Representative, and Retirement Solutions Representative. His professional experience is centered on financial consulting and portfolio management. Matthew holds insurance licenses in Arkansas and California. He emphasizes building relationships based on trust and communication, aiming to develop financial plans that align with clients' evolving priorities and family situations. Outside of his professional work, Matthew enjoys comedy, concerts, food, football, and traveling.

Jeffrey Kim is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at CharterUP, New America School Thornton, Earthtreks Englewood, and DSST College View High School. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating day-to-day management to sub-advisers and utilizing systematic methodologies.

Andrew Hass is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Outside of his advisory role, he operates a pet sitting business and serves as Secretary on the Board of Directors for his condominium association. He is with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Kyle Duran is a Financial Consultant at Fidelity Investments, where he has been assisting clients since 2019. He focuses on helping clients make thoughtful decisions to manage and protect their wealth by providing straightforward education and guidance tailored to their specific financial goals. Before his current role, Kyle worked as a Mortgage Loan Originator at Mac5 Mortgage from 2017 to 2019. His experience in both financial consulting and mortgage lending contributes to his understanding of different aspects of financial planning. Outside of his professional career, Kyle has interests in camping, comedy, and fishing.

Mark Owens is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Mathnasium of Cherry Hills, Mile High United Way, the University of Denver, and Central United Methodist Church. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm’s approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.