Mikel Juncaj is a financial advisor with Fidelity Investments in Troy, MI, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior work includes roles at JP Morgan Chase and Linos North. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction and includes oversight of affiliated and unaffiliated sub-advisers.

Jacob Soriano is currently the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he focuses on understanding each client's personal motivations and important relationships to provide tailored financial advice. Prior to this, Jacob served as Vice President, Financial Advisor at Merrill Lynch from 2020 to 2023. Before that, he was Vice President, Private Client Advisor at JP Morgan Chase between 2017 and 2020, and began his career as a Financial Advisor at Merrill Lynch from 2015 to 2017. His experience spans wealth planning, financial advising, and private client advisory roles.

Charles Harris is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2026, he held roles with several NFL teams including the Detroit Lions, Miami Dolphins, Atlanta Falcons, Carolina Panthers, and Philadelphia Eagles. He also worked at the University of Missouri from 2013 to 2017. 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. The firm is notable for its role as a registered commodity pool operator, advisory work with multiple registered investment companies, and the use of AI-driven methodologies in its investment process.

Angela Vohs is Vice President and Branch Leader, leading a team of financial professionals with a commitment to fostering relationships and coaching advisors. She prioritizes client satisfaction and aims to ensure that each client interaction is meaningful and impactful. Angela believes that exceptional customer service and employee care are fundamental to a thriving workplace and strives to create an environment where both clients and team members feel valued and empowered. Before her current role, Angela served as Branch Manager at Etrade from 2018 to 2023. Her experience includes managing branch operations and leading teams to deliver financial services effectively. Outside of her professional responsibilities, Angela enjoys boating, gardening, golf, singing, skiing, and tennis.

Jarrett Broecker is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at the United States Property & Fiscal Office of Michigan, The Home Depot, the Michigan Army National Guard, and Fenton Township. He is based in Troy, Michigan. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a methodology that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, model portfolio delivery, and advisory roles to registered investment companies and fund-of-funds.

Christopher Denis is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. He has progressed through various roles at Fidelity, starting as a Financial Representative in 2023, then moving into positions as an Investment Consultant and Financial Consultant before assuming his current role. In his work, Christopher focuses on assisting individuals and families in identifying and striving to achieve their financial goals through an individualized planning process. His efforts are centered on helping clients accumulate and protect their wealth using sound investment strategies. Outside of his professional responsibilities, Christopher enjoys attending concerts, exploring culinary experiences, following football, participating in social events with friends, watching movies, and spending time with pets.

Stephen Gray is a financial advisor at Fidelity with one year of industry experience. He holds Series 66 and Series 63 designations and previously worked at ATS Rocky Mountain, Amazon, and several other firms. Outside of finance, he has experience in film-related roles and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager fund structures and model portfolios constructed using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves registered investment companies and employs systematic portfolio construction with oversight of affiliated and unaffiliated sub-advisers.

Andrew Gizinski is a Financial Consultant currently serving as a Branch Leader at Fidelity Investments since 2026. In his role, he focuses on empowering financial professionals to perform at their highest level. His work emphasizes leadership and team development within the financial services sector. Andrew's professional experience centers on branch leadership and financial consulting. He applies his expertise to support and guide financial advisors and teams to achieve their goals. Details regarding his educational background and credentials have not been provided. Outside of his professional responsibilities, Andrew has interests that include beach activities, family time, fitness, parenthood, and tennis. These personal interests reflect his commitment to a balanced lifestyle.