Casey Holechek is a Financial Consultant at Fidelity Investments, a position held since 2026. In this role, Casey focuses on building long-term relationships with clients and their families, partnering with them to work towards their financial goals. Casey has been with Fidelity Investments since 2021, progressing through various roles including Client Relationship Advocate, Investment Solutions Representative, Planning Consultant, and currently Financial Consultant. This experience has provided Casey with a broad understanding of financial planning and investment solutions. Casey holds insurance licenses in Arkansas and California.

Fred Malcolm is a Financial Consultant at Fidelity Investments. He focuses on understanding the unique needs of his clients, developing tailored financial plans, and maintaining integrity in his advisory role. Mr. Malcolm has extensive experience in the financial services industry, having held several positions at Fidelity Investments since 2013, including Director and Team Leader for Investment Solutions III from 2020 to 2024, Team Leader in Client Services from 2014 to 2020, and High Net Worth Associate from 2013 to 2014. Prior to joining Fidelity, he worked as a Relationship Manager at TD Ameritrade, Sr Manager in Client Services at Charles Schwab, and an Investor Service Representative at Janus Capital Group. He holds insurance licenses in Arkansas and California.

Alexandre Mccoy is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations. His career includes multiple roles at Fidelity Investments since 2021, along with experience in various other fields prior to entering the financial industry. 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 deliver model portfolios and manage registered investment companies.

Justin Joseffy is Vice President and Wealth Planner at Fidelity Investments, where he currently applies his expertise to assist clients in developing comprehensive financial plans. He has been with Fidelity since 2015, progressing through roles including Portfolio Specialist, Financial Consultant in Portfolio Advisory Services, and Financial Consultant before his current position. With 18 years of experience in financial services, Justin has worked in various capacities including financial advisor at Merrill Lynch and in investment guidance and sales at T. Rowe Price. He holds insurance licenses in Arkansas and California. Justin aims to build long-term relationships with clients and their families by leveraging Fidelity's investment resources to create financial plans that support clients' personal goals.

Narciso Macia is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. His prior positions include roles at UnitedHealth Group, HomeAdvisor, HelloFresh, and Starbucks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Ian Lettow is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Fidelity Investments. His prior work includes roles at Hunter Douglas Window Fashions and Faith Christian Academy. Outside of advising, he sells items on Facebook Marketplace. He is affiliated 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jeffrey Oline is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He specializes in helping clients develop and implement strategies around their financial goals through planning, education, and a long-term investment approach. His mission is to provide objective and timely financial guidance. Jeffrey has over a decade of experience in the financial services industry, having held various roles including Premier Banker at Wells Fargo, Financial Advisor at Raymond James and Wells Fargo Advisors, Regional Private Banker at Wells Fargo, Internal Wholesaler at Transamerica Capital, Registered Sales Assistant at US Bancorp, Licensed Personal Banker at US Bank, and Financial Advisor at Edward Jones. He holds insurance licenses in Arkansas and California.

Blake Jones is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Comcast and operated a restaurant business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Daniel Byrd is a financial advisor with Fidelity and holds a Series 66 designation. He has seven years of industry experience, including prior roles at Equitable Advisors and Axa Advisors. Byrd serves as a finance committee member for Mile High United Way and is on the University of Denver Daniels Alumni Advisory Board. 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’s approach integrates proprietary fundamental research with quantitative analysis and systematic portfolio construction using mutual funds, ETFs, and ETPs.

Raeann Wills is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to her current role, she worked in healthcare and hospitality sectors, and she is also a part-time trivia sub host for Geeks Who Drink. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, using a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Matthew Steenbock is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments, FIDELITY Brokerage Services LLC, Lyft, and Transamerica Capital Inc. Outside of his advisory role, he has worked as an independent contractor driver for Lyft. Strategic Advisers LLC, part of Fidelity Investments, 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.

Brittany Duran is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing 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 advisory role to multiple registered investment companies.

Brad Hanson is a CFA® charterholder and holds a Series 63 license, with 27 years of experience in the financial industry. He has worked at Fidelity Investments since 2020 and was previously with Feltl And Company for 16 years. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Joshua Blain is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Fidelity Brokerage Services LLC since 2015 and Fidelity Personal and Workplace Advisors from 2018 to 2025. Strategic Advisers LLC, a Fidelity Investments company, 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 manage its model portfolios.

Cameron Kostecki is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His background includes roles at Fidelity Investments and TGA Sports, as well as experience at Gates Corporation and in academic settings at the University of Colorado Boulder, Leeds School of Business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Kristian Knudtson is a CFA® charterholder with Series 66 registration and two years of industry experience. He currently works at Strategic Advisers LLC, a Fidelity Investments company, where he has been employed since 2021. His prior experience includes roles at Charles Schwab Investment Management and Empower Retirement. Strategic Advisers provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Addison Leinen is a financial advisor at Fidelity with 5 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021. Prior to joining Fidelity, he had roles at Nolan Transportation Group and Enterprise Rent-A-Car. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors as well as registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services.

Clare Deschler is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity Investments, Clare worked for Magic Media Equine Promotions and held positions at Miami University and Sacred Heart Academy. Outside of finance, Clare is involved in a yoga studio in Denver, where she works part-time. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment process combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

John Kelleher is a financial advisor with Fidelity Investments in Greenwood Village, CO, holding Series 63 and Series 66 licenses and having two years of industry experience. His previous roles include positions at Bestlogic Staffing, the University of North Carolina at Chapel Hill, Seton Hall University, and the San Diego Unified School District. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Brenden Urban 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 at Empower Trust Company, LLC for four years and OppenheimerFunds for three years. 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 is noted for its use of systematic methodologies, delegation to sub-advisers, and role in managing multiple registered investment companies and model portfolios.