Valerie Joseffy is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Fidelity Brokerage Services LLC since 2014 and is currently affiliated with Fidelity Personal and Workplace Advisors as well as Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services that include discretionary portfolio management and fund advisory through systematic methodologies and long-term asset allocation strategies.

Todd Jackson is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 19 years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance Company from 2007 to 2019, followed by positions with Fidelity Brokerage Services LLC since 2019 and Fidelity Investments since 2025. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Arvin Shandiz is a financial advisor at Fidelity with six years of industry experience. His prior roles include positions at Silver Spur Capital and Garden Leave. 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 to deliver model portfolios and manage funds.

Austin Healy is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity Brokerage Services since 2019 and at The Vanguard Group from 2018 to 2019. Healy serves as President of a homeowners association in Edgewater, Colorado. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Valory Mier is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, Valory worked at American Financing Corporation and Cherry Creek Mortgage Co. No additional outside activities are noted. Fidelity's Strategic Advisers LLC, where Valory is based, offers investment management and advisory services to retail and institutional clients. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, managing a range of portfolios including multi-manager and fund-of-funds structures.

Jessie Smith is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Jessie held various roles across education, retail, and gig economy companies. Fidelity’s Strategic Advisers LLC 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Thomas Finnerty is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles in public service with the U.S. House of Representatives and Monroe County Parks Department, as well as positions in hospitality and education. Fidelity's Strategic Advisers LLC serves a diverse client base, including retail and institutional investors, offering services such as discretionary portfolio management and fund advisory. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive roles in commodity pool management and model portfolio delivery.

Juan De Dios Hernandez is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held roles in various companies including T-Mobile US Inc and Best Buy Co Inc. Outside of finance, he is involved in music distribution as an individual recording artist. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies to construct model portfolios.

Dione Jones is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Jones worked at Cherry Creek Mortgage and Gateway First Bank. 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 across mutual funds, ETFs, and ETPs. The firm also serves registered investment companies and manages model portfolios for intermediary platforms.

Kyle Schaffer is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop comprehensive wealth planning strategies focused on their goals and priorities. Kyle emphasizes the importance of financial education and is dedicated to helping clients grow, manage, and protect their wealth. Prior to joining Fidelity Investments in 2025, Kyle held positions as a Lead Sales Consultant at T. Rowe Price from 2018 to 2025 and as an Internal Wholesaler at Jackson National from 2014 to 2018. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kyle engages in activities such as biking, cooking and baking, family activities, fitness, attending social events with friends, and solving puzzles.

Jason Yevak is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held various roles including positions at Lancaster University, Avanti Food and Beverage, and the University of Colorado at Boulder. Outside of finance, he operated a pet sitting business for seven years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jane Yu is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. She has worked at Fidelity Investments since 2025 and has been associated with FIDELITY Brokerage Services LLC since 2021. Prior to her career in finance, she was employed at Colorado Springs Orthopaedic Group from 2015 to 2021. Fidelity’s Strategic Advisers LLC provides 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 assets and deliver model portfolios.

Joshua Brungardt is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he focuses on building trusted relationships with clients and their families, emphasizing open communication and transparency to help them achieve their financial goals. Prior to his current role, Joshua gained experience at Fidelity Investments in various positions, including Planning & Advice Help Desk from 2022 to 2025 and Investment Solutions Representative from 2020 to 2022. Before joining Fidelity, he worked as a High Net Worth Client Case Representative, Senior Associate at The Vanguard Group from 2018 to 2020. He holds an AR Insurance License. Outside of his professional work, Joshua enjoys family activities, football, hiking, outdoor adventures, pets, and running.

Catherine Martin is a Financial Consultant at Fidelity Investments, where she currently specializes in co-creating financial plans with clients to help them pursue success. She has been with Fidelity Investments since 2020, progressing through roles including High Net Worth Service Associate and Workplace Planning Consultant before assuming her current position in 2024. Prior to joining Fidelity, Catherine worked as a Financial Representative at Mint Financial Strategies from 2016 to 2020. She holds insurance licenses in Arkansas and California, supporting her work in financial consulting. Outside of her professional career, Catherine enjoys biking, cooking and baking, fitness, hiking, kayaking, and music.

Michael Burke is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and 10 years of industry experience. His career includes multiple roles at Fidelity in various capacities since 2013, as well as a position at Carvana from 2020 to 2021. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including funds and model portfolios delivered to intermediary platforms.

John Turner is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and Robinhood in various capacities since 2020. Outside of his advisory role, he is a certified public remote notary. 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 create model portfolios from mutual funds, ETFs, and ETPs.

Daniel Miele is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Workplace Planning Consultant, and Financial Consultant 1. Daniel holds insurance licenses in Arkansas and California. He focuses on partnering with clients to create holistic financial plans that align their personal values and goals with their financial strategies. Outside of his professional work, Daniel enjoys spending time at the beach, playing board games, golfing, watching movies, playing soccer, and traveling.

Veronica Russell is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles in advising registered investment companies, use of AI and algorithmic methods in research, and formal governance procedures.

Alexis Berra is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 license. Prior to joining Fidelity, Alexis worked in the Jefferson County School District and was involved with community organizations including the Columbine West Civic Association and Foothills Park and Recreation District. Alexis also operated a home daycare business for two years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies.

Brett Houck is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to understand their unique needs, earn their trust, and co-create plans to achieve their financial goals. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Stock Plan Associate, Stock Plan Consultant, and currently, Investment Solutions Representative. His professional experience encompasses client service and stock plan consulting within Fidelity Investments, accumulated over multiple roles since 2021. Brett's approach focuses on building trust and tailoring financial strategies in partnership with his clients. Beyond his professional work, Brett has personal interests in bowling, outdoor adventures, pets, skiing, and traveling.