Bellevue, WA NE 8th Street Office

Ursa Curatolo is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity in 2024, Curatolo worked at Ameriprise from 2022 to 2024 and has experience in business from operating Ursa Color & Style LLC for seven years. Curatolo also spent time at the University of Washington's Michael G. Foster School of Business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a hybrid approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Nicole Au-Yeung is a Vice President and Financial Consultant at Fidelity Investments. She works closely with clients to help identify and achieve their financial goals, including saving for children's futures, retirement planning, income creation, managing market volatility, and tax-efficient investing. Nicole has been with Fidelity Investments since 2015, progressing through roles such as Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before becoming Vice President Financial Consultant in 2022. Prior to that, she gained experience as a Wealth Management Intern at Morgan Stanley from 2014 to 2015. She holds a California Insurance License. Outside of her professional work, Nicole enjoys biking, running, playing table tennis, exploring food interests, and spending time with her pets.

Marcus Sarzalejo is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2007 in various roles of increasing responsibility. In his current position since 2022, he advises clients and their families on financial matters by integrating investment planning, retirement planning, tax-efficient investing, and legacy considerations into individualized wealth strategies. Marcus leverages Fidelity's resources to provide clients with coordinated financial planning across generations. His professional experience includes roles such as Financial Consultant, Investments Consultant, Financial Representative, Retirement Relationship Manager, and Investment Solutions Representative within Fidelity Investments, spanning from 2007 to the present. Prior to joining Fidelity, he served as Client Service Supervisor at National Benefits Partner from 2003 to 2007. Outside of his professional work, Marcus has interests in fitness, movies, parenthood, reading, skiing, and snowboarding.

Jason Clark is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he collaborates closely with clients to develop personalized financial plans tailored to their specific goals. He emphasizes building trust and dependability as the foundation of his client relationships. Jason holds a California Insurance License, supporting his expertise in financial consulting. Outside of his professional work, he has interests in concerts, cooking and baking, golf, parenthood, snowboarding, and traveling.

Parker Gordon is the Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2024. In this role, he works with clients and their families to prioritize objectives, identify potential unintended consequences, and implement ongoing financial plans that adapt to an ever-changing financial landscape. Parker has been with Fidelity Investments since 2013, holding various roles including Vice President Regional Planning Consultant, Vice President Wealth Planner, Financial Consultant, and Investment Consultant. Prior to joining Fidelity, he gained experience as a Sales Manager at Capital One and held several positions at E*TRADE Financial, including Branch Manager and Assistant Branch Manager. He began his career as a Customer Service Representative at Banc of America Investment Services in 2005. Throughout his career, Parker has focused on comprehensive financial planning that extends beyond investment strategy to encompass broader client goals and planning considerations.

Colton Dunc is a Series 66-credentialed advisor at Fidelity with less than one year of industry experience. His prior work includes roles outside the financial industry, among them positions at Washington State University and involvement with the Stillaguamish Athletic Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

James Lee is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Financial Representative at the same company from 2023 to 2024. His professional journey reflects a focus on financial consultancy within Fidelity Investments. Originally intending to pursue a career in medicine, James shifted his focus to financial wellness after recognizing the significant impact thoughtful financial planning can have on individuals and their families. He is dedicated to empowering clients to make informed financial decisions and to build confidence in their financial futures. Outside of his professional work, James has interests in fitness, football, golf, snowboarding, and volunteering.

Mikkel Louie is Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, he focuses on helping affluent families develop and execute personalized wealth strategies aimed at growth, preservation, and transfer of wealth. He leads a team that coordinates with specialists to address clients' financial goals comprehensively. Mikkel has over 20 years of experience in the financial services industry, having held various positions at Fidelity Investments since 2000, including Vice President roles in Wealth Management and Regional Planning Consulting. He is a Certified Financial Planner™ and holds a California Insurance License. Outside of his professional work, Mikkel enjoys cooking and baking, fishing, hiking, and solving puzzles.

Hayden Bata is a Vice President, Financial Consultant at Fidelity Investments, where he serves as a trusted advisor to clients. He helps clients navigate important financial decisions by providing knowledge and guidance aimed at achieving their long-term financial and personal goals. Hayden has held several roles at Fidelity Investments since 2015, progressing through positions such as Financial Representative, High Net Worth Financial Representative, Investment Solutions Representative, Relationship Manager, Investment Consultant, and Financial Consultant before his current role. This experience spans multiple facets of financial consulting and client relationship management. Outside of his professional career, Hayden's personal interests include beach activities, photography, scuba diving, snowboarding, and traveling.

Eric Kinyon is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2019. In this role, he leads and coaches a team of advisors in the Greater Seattle area, focusing on creating an environment that fosters excellent client experiences. Eric's career at Fidelity spans 19 years, during which he has worked with thousands of clients and their families across all stages of their financial lives. Prior to his current role, Eric served in various positions at Fidelity Investments, including VP Branch Office Manager, VP Regional Planning Consultant, VP Senior Account Executive, Financial Planning Consultant, and Financial Representative. In 2019, he also held the position of Lead Financial Advisor at Empirical Wealth Management. Eric's extensive experience encompasses leadership, financial planning, and client relationship management. Outside of his professional work, Eric enjoys boating, family activities, golf, skiing, and traveling.

Christopher Thiel is the Vice President and Branch Leader at Fidelity Investments. In this role, he supports Financial Advisors and their clients in pursuing their financial goals through thoughtful planning interactions. He leads a team committed to providing a high standard of care. Before becoming Branch Leader in 2020, Christopher served as a Regional Planning Consultant at Fidelity Investments from 2016 to 2020. His professional experience centers on supporting financial planning and advisory services. Outside of his professional responsibilities, Christopher enjoys outdoor activities such as biking, camping, canoeing, fishing, hiking, and snowboarding.

JR Fells is a Financial Consultant currently working at Fidelity Investments since 2020. He collaborates with a team of consultants to help clients develop and adhere to comprehensive financial plans. JR emphasizes integrity, trustworthiness, and transparency in his client relationships, focusing on understanding clients' personal values, vision, and goals to assist them in working towards their financial objectives. Prior to his current role, JR served as a Senior Financial Consultant at TD Ameritrade from 2018 to 2020 and as a Financial Planner at Esoteric Wealth Advisors from 2016 to 2018. His professional experience spans various aspects of financial consulting and planning. Outside of his professional life, JR has personal interests in food, football, golf, and traveling.

Eric Chen is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2022. He specializes in working with high net-worth individuals, families, non-profits, and businesses on their wealth strategy. Eric focuses on understanding his clients' personal and financial situations and delivering detailed financial planning to help organize and improve their financial structure and strategies. Eric has been with Fidelity Investments since 2020, previously serving as a Financial Consultant. Prior to that, he worked with TD Ameritrade as a Senior Financial Consultant and Financial Consultant from 2016 to 2020, and he was an Account Executive at Amica Mutual Insurance from 2014 to 2016. Outside of his professional work, Eric enjoys board games, spending time with his pets, playing tennis, attending theater, and traveling.

Colleen Pedey is a Wealth Management Planning Consultant at Fidelity Investments, where she partners with clients to understand their financial goals and collaborates to develop customized financial plans. She emphasizes building strong, trustworthy relationships with clients and their families to support their wealth management needs over time. Colleen has extensive experience in wealth management and client services, having held various roles since 1983. Her previous positions include Senior Wealth Management Associate at Coldstream Wealth Management, Senior Team Manager and multiple client relationship roles at Charles Schwab & Co., as well as operations and trust management roles at Tyee Asset Strategies, Northwestern Trust Company, and other financial institutions. Outside of her professional work, Colleen's personal interests include gardening, music, pets, reading, and yoga.

Joey Oda is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior work includes roles at H&R Block and Sentry Credit. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and develops model portfolios for Fidelity Institutional Wealth Adviser.