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 at Fidelity with a Series 66 designation and three years of industry experience. He has worked at Fidelity Investments since 2022 and previously held positions at UnitedHealth Group, HomeAdvisor, HelloFresh, and Starbucks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and offers discretionary and non-discretionary advisory services, including fund advisory and model portfolio delivery.

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 Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Fidelity, he worked at Comcast and has experience in cybersecurity and the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and employs systematic methodologies including AI and long-term asset allocation benchmarks.

Daniel Byrd is a Series 66 licensed financial advisor with seven years of industry experience, currently advising at Fidelity. His prior roles include positions at Equitable Advisors, AXA Advisors, and Any Weather Capital. He serves as a member of the University of Denver Daniels Alumni Advisory Board and participates on the finance committee of Mile High United Way. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic portfolio construction and its advisory role to registered investment companies and fund-of-funds.

Raeann Klimesh is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. She has held roles at Fidelity Investments and Fidelity Bank & Trust, and has also worked outside finance as a part-time trivia sub host for Geeks Who Drink. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

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 Series 63 and Series 66 credentials and 10 years of industry experience. He has worked within various Fidelity divisions since 2015, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and serves as a formal advisor to multiple registered investment companies.

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 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, she worked in media promotions and education. Outside of her advisory role, she is involved as an employee at a yoga studio in Denver. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad range of assets.

John Kelleher is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Bestlogic Staffing and the University of North Carolina at Chapel Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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.

William Meyer is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he focuses on implementing planning strategies for clients. Prior to this, he served as an Investment Solutions Representative at Fidelity Investments from 2024 to 2025 and began his career at the company as a CRA from 2023 to 2024. William holds an Arkansas Insurance License. Outside of his professional work, he has personal interests in baseball, beach activities, fitness, golf, skiing, and tennis.

Tovah Fair is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. She has worked at Fidelity Investments since 2022 and previously spent over a decade at Walgreens. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies, as well as its use of AI and systematic methodologies in portfolio management.

Robert White is a financial advisor at Fidelity with a Series 66 designation and 18 years of industry experience. He has been with Fidelity Investments since 2012, 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, including fund advisory and model portfolio delivery. The firm’s investment process combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight on delegated day-to-day management and a focus on addressing conflicts of interest.