Aurora, CO Office

Jessica Curtis is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their families to understand their unique financial goals and develop plans aimed at long-term financial success. She has been with Fidelity Investments since 2018, progressing through roles from Customer Relationship Advocate to Investment Solutions Representative and now Planning Consultant. Jessica has over ten years of experience in the financial industry, including positions at FirstBank of Colorado and Transamerica Financial Advisors. She holds insurance licenses in Arkansas and California, supporting her expertise in financial planning and investment solutions. Outside of her professional work, Jessica enjoys family activities, golf, hiking, playing musical instruments, outdoor adventures, and spending time with her pets.

Tyler Izykowski is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he focuses on understanding clients' unique stories and goals to co-create personalized financial plans, identify opportunities for strengthening them, and adjust strategies as clients' lives evolve. His approach aims to build long-term, multi-generational relationships based on proactive guidance, clear communication, and trust. Tyler has experience in various financial consulting roles, including Benefits & Planning Consultant at Fidelity Investments from 2022 to 2024, Workplace Planning Consultant at Fidelity Investments from 2021 to 2022, and Financial Professional at Equitable Advisors from 2020 to 2021. He holds insurance licenses for the states of Arkansas and California. Outside of his professional work, Tyler enjoys biking, camping, cooking and baking, golf, reading, and traveling.

Kristian Carlson is an Executive Planning Consultant at Fidelity Investments, a role he has held since 2023. In this position, he focuses on building relationships with executives and navigating complex benefits to co-create tailored financial strategies aimed at ensuring clients feel confident about their financial future. Kristian has extensive experience within the financial services industry, having held multiple roles at Fidelity Investments since 2013, including Portfolio Specialist, Central Relationship Manager, Investment Solutions Representative, and High Net Worth Representative. Prior to his tenure at Fidelity, he worked at Charles Schwab as a Margins Representative and Active Trader from 2008 to 2013. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kristian has personal interests in baseball, football, music, parenthood, and surfing.

Gary Wheeler is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Michael Brofman is a Benefits & Planning Consultant within Executive Services at Fidelity Investments. In this role, he collaborates with clients to enhance their long-term financial futures by maximizing executive benefits and integrating these into comprehensive financial plans. He emphasizes building lasting relationships with clients to support their unique goals and aspirations. Michael began his career at Fidelity Investments in 2022 as a Workplace Planning Associate. He progressed through roles including Workplace Planning Consultant I and II before assuming his current position in 2024. His professional experience centers on benefits planning and workplace financial consulting. Outside of his professional work, Michael has interests in comedy, cooking and baking, football, and gardening.

Andrew Kim is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Client Management Representative. Prior to joining Fidelity, Andrew worked as a Retirement Consultant at GWFS Equities, J.P. Morgan Institutional Investments, and Chase Investment Services, as well as serving as an Individual Consultant for Advisory Investment Services at TIAA-CREF and a Retirement Education Specialist at J.P. Morgan Institutional Investments. With over 20 years of experience in the financial industry, Andrew specializes in assisting high net worth clients with comprehensive financial planning. He focuses on developing, implementing, and maintaining personalized financial strategies to help clients pursue their financial goals. Outside of his professional work, Andrew enjoys snowboarding and traveling.

Melissa Levesque is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Merrill, and LPL Financial. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Chuyang Guan is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. Since beginning their career at Fidelity in 2020, Chuyang has held various roles within the company, including Workplace Planning Consultant, Financial Consultant 1, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate. Chuyang's professional experience encompasses benefits and financial planning, with a focus on developing tailored strategies and services to assist clients in planning for both expected and unexpected life events. They hold insurance licenses in Arkansas and California. Outside of work, Chuyang enjoys playing badminton, table tennis, and tennis, as well as exploring food and watching movies.

Nicholas Manna is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He works closely with clients to build financial plans that they are comfortable with, confident in, and committed to, leveraging the trusted brand and resources of Fidelity. Nicholas has been with Fidelity Investments since 2016, holding various roles including Portfolio Specialist, Client Management Representative, Central Relationship Manager, Financial Representative at the Broomfield Branch, and Premium Relationship Associate. This progression reflects his extensive experience in client management and financial services within the company.

Micah Monson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity since 2004, progressing through various roles including Financial Representative, Investment Representative, Senior Investment Representative, Account Executive, and Financial Consultant. His experience encompasses a comprehensive understanding of financial planning and investment strategies, developed over nearly two decades at Fidelity. Micah partners with clients to create personalized financial plans, leveraging the wide array of financial strategies available through Fidelity Investments. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Arthur Perez is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he worked as a Planning Consultant at Fidelity Investments from 2023 to 2025 and as an Investment Counselor at Fisher Investments from 2022 to 2023. His professional background also includes experience as a Private Client Banker at JPMorgan Chase from 2019 to 2022 and as a Financial Advisor at AXA Advisors from 2017 to 2019. Arthur specializes in helping clients navigate the complexity of financial planning. He collaborates with clients to co-create personalized financial plans that address both short- and long-term financial goals. He also works with clients to update their plans to reflect changes in their personal lives. Outside of his professional work, Arthur has personal interests in art, camping, cars, comedy, fitness, and golf.