Jessica Liu is the Vice President and Executive Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she works closely with clients to understand their personal financial goals and develop plans aimed at pursuing financial wellness. Jessica focuses on helping clients create roadmaps that enable them to concentrate on the most important aspects of their lives. Jessica has extensive experience in the financial services industry, with roles spanning over a decade at Fidelity Investments, including positions as Workplace Planning and Guidance Consultant, Financial Consultant, Investment Consultant, and Relationship Manager. Prior to her current role, she was Vice President and Financial Consultant at Charles Schwab from 2016 to 2021. She holds a California Insurance License and brings a comprehensive background in financial consulting to her work. No additional information about her education or personal interests has been provided.

Yimitijiang Reyisha is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Their prior roles include positions at Merrill, Bank of America N.A., Fort St. George, and MUJI U.S.A. Fidelity's Strategic Advisers LLC, where they are based, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Aidan Sjothun is a Series 66-licensed financial advisor with Fidelity in Seattle, WA, with one year of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors LLC and has held roles in various service and educational settings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Colton Fleming is a Series 66 licensed financial advisor with Fidelity in Seattle, WA, with one year of industry experience. His prior work includes roles at Real Property Associates and various positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Sean Connors is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior experience includes roles at Edward Jones and Bank of America. 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 to deliver diversified model portfolios. The firm also has a notable presence as a commodity pool operator registered with the CFTC and serves in advisory roles for multiple registered investment companies.

Crystal Brown is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TIAA and Fidelity Investments during her career. Crystal is part of 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 model portfolios delivered to intermediary platforms.

Jonathon Lee is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. 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. The firm is noted for its advisory roles with registered investment companies and its use of algorithmic methods and AI technologies in portfolio management.

Jason Mcgill is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He previously worked in holistic healing arts before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including funds and charitable accounts. The firm uses a blend of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Robert Melvin is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at various Fidelity entities since 2014. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing model portfolios composed of mutual funds, ETFs, and ETPs.

Jun Wei Goh is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held various roles including self-employed positions and worked at Momentum Indoor Climbing Gym, University of Washington, and The North Face. Outside of finance, he operates a pet boarding and walking business as an independent contractor in Seattle. 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 manage portfolios that include mutual funds, ETFs, and ETPs.

Zachary Barkin is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. His work history includes roles at Fidelity Investments and prior positions in various companies and universities. 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 proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad universe of mutual funds, ETFs, and ETPs.