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Brayan U

Series 66

Missouri City, TX

Fidelity

Brayan Uriostegui Tadeo is a financial advisor with Fidelity in Missouri City, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Wells Fargo Bank, Merrill, and Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios.

Charitable giving & philanthropy Active portfolio management
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Lance C

Series 63, Series 66

Missouri City, TX

Fidelity

Lance Campolong is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2024. His professional approach is centered on dignity, transparency, and improving his clients' financial situations by understanding their individual needs, concerns, and goals. Lance emphasizes building relationships through open communication, proactive outreach, and tailored strategies. Outside of his professional life, he has interests in baseball, family activities, golf, and traveling, and he values parenthood and exploring culinary experiences.

General retirement planning Income planning Retirement income strategy Parents
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Gavin R

Series 63, Series 66

Missouri City, TX

Fidelity

Gavin Riddle is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has worked at Fidelity Investments since 2006, progressing through various positions including Financial Consultant, Investments Representative, Private Client Specialist, Premium Representative, Retirement Specialist, and Financial Representative. Throughout his tenure at Fidelity, Gavin has focused on providing clients with wealth management strategies tailored to benefit them and their families both presently and in the future. He leverages Fidelity's brand, technology, and investment platform to support his clients' financial goals. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Wealth management
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Ange B

Series 63, Series 66

Missouri City, TX

Fidelity

Ange Bi Youan is a financial advisor with Fidelity Investments in Missouri City, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Next Financial Group, Inc. and HD Vest Investment Services. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
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Arturo C

Series 63, Series 65

Missouri City, TX

Fidelity

Arturo Castelan is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at Fidelity and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios delivered to intermediary platforms.

Charitable giving & philanthropy Active portfolio management
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