Denver, CO University Blvd Office

William Glasheen is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2021. In this role, he leads, coaches, and develops Fidelity associates to implement financial plans with their clients and provide a world-class client experience. Prior to this, he served as Vice President and Regional Planning Consultant at Fidelity Investments from 2013 to 2021. Throughout his career at Fidelity, William has focused on supporting financial planning and client service initiatives. His leadership responsibilities include guiding associates to deliver comprehensive financial advice and ensuring high standards in client interactions. Outside of his professional role, William enjoys camping, hiking, scuba diving, traveling, and parenthood.

Alexander Bauer is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2017, holding various roles including Investment Management Consultant, Central Relationship Manager, and positions focused on high net worth clients. His experience encompasses comprehensive financial services and client relationship management within the investment industry. As a Certified Financial Planner4 practitioner, Alexander approaches financial planning by understanding his clients' individual goals and priorities. He emphasizes trust, transparency, and tailored recommendations while taking a holistic view of personal and family finances to empower clients in making informed decisions. Outside of his professional role, Alexander has interests in art, comedy, concerts, cooking and baking, and fishing.

Ilya Nudelman 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, Investments Solution Representative, High Net Worth Associate, and Financial Representative. In his role, Ilya focuses on collaborating with clients to help them meet their life goals through financial planning that takes into account their personal and financial circumstances. He prioritizes building long-term relationships and providing clients with peace of mind regarding their overall financial well-being. Ilya holds a California Insurance License. Outside of his professional work, Ilya has interests in board games, concerts, food, music, parenthood, and snowboarding.

Ben Setlak is a Financial Consultant at Fidelity Investments. He works with individuals and families to build, implement, and monitor financial plans, emphasizing the importance of personalized plans and trusted advisor relationships. Ben has been with Fidelity Investments since 2021 and has held multiple roles, progressing from Workplace Planning Associate to his current position. His experience includes various planning consultant roles within Fidelity, developing his expertise in supporting financial planning needs. Prior to joining Fidelity, Ben interned as an Economics Intern at First Trust Portfolios in 2019. Ben holds an AR Insurance License. Outside of work, he enjoys baseball, family activities, fishing, golf, hiking, and running.

Nathaniel Pagibigan is a financial advisor at Fidelity with a Series 66 credential and has been in the industry since 2026. He has previously worked at Bankers Life and Axos Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Sasha Tollensdorf is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 and Series 63 designations and has worked with various Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Jun Simmons is a Planning Consultant at Fidelity Investments, where they support wealth management teams by creating financial plans and fostering long-term client relationships based on transparency and trust. They aim to assist clients in making confident decisions regarding their financial future. Jun has been with Fidelity Investments since 2023, progressing from roles as a Customer Relationship Advocate to Financial Representative before becoming a Planning Consultant in 2025. Prior to joining Fidelity, Jun worked as an Associate Banker at Chase Bank in 2022. Their professional experience includes client relationship management and financial planning support within the investment and banking sectors. Outside of work, Jun's personal interests include beach activities, concerts, fitness, football, swimming, and traveling.

Ian Foley is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He works closely with clients to develop comprehensive financial plans and provide investment guidance tailored to their unique situations. Prior to this position, he served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2022. In his practice, Ian emphasizes principles of trust, transparency, and excellence. He collaborates with clients to help them work toward their financial goals through personalized financial planning strategies.

Devin Wilson is an Investment Consultant at Fidelity Investments, where he has been serving since 2023. Prior to this role, he worked as a Relationship Manager and Financial Representative at Fidelity Investments during 2022. Devin collaborates closely with clients from diverse financial backgrounds to develop tailored investment strategies, emphasizing understanding and teamwork before implementing plans. His approach involves active listening and partnership with clients to navigate complex financial situations and life events. Devin's professional experience at Fidelity Investments encompasses various roles focused on client relationship management and financial consulting. Outside of his professional career, Devin has interests in beach activities, comedy, food, football, music, and parenthood.

Adam Pettyes is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He supports clients in navigating financial planning by adopting a holistic approach to understand their complete financial situation. He emphasizes trust and accountability in his work to help clients achieve confidence and peace of mind regarding their personal, professional, and financial objectives. Prior to his current position, Adam held several roles at Fidelity Investments including Program Manager for Sales Facilitation (2018-2020), Senior Regional Investment Consultant (2015-2018), and Internal Sales Representative (2014-2015). He began his financial services career as a Financial Representative at Northwestern Mutual from 2013 to 2014. Outside of his professional responsibilities, Adam's personal interests include attending concerts, hiking, outdoor adventures, skiing, and swimming.

Shelby Imes is a Financial Consultant at Fidelity Investments, a position held since 2021. In this role, Shelby partners with clients to implement and monitor financial plans, employing a personal and consistent approach to understand each client's unique situation. The goal is to customize financial plans to meet specific needs and empower clients with confidence in their financial strategies. Shelby has been with Fidelity Investments since 2016, progressing through several roles including Customer Relationship Advocate, Financial Representative, and Relationship Manager. This progression reflects experience in client relationship management and financial consulting within the firm. No information about Shelby's education, credentials, personal interests, or community involvement has been provided.

Grant Hilding is a Planning Consultant at Fidelity Investments, where he has been working since 2025. He collaborates with individuals and families to develop, implement, and maintain financial plans tailored to their long-term goals. Grant emphasizes the importance of creating financial plans that are straightforward and investment strategies that align with client objectives. Prior to his current role, Grant held positions at Fidelity Investments as a Relationship Manager from 2022 to 2025 and as a Customer Relationship Advocate from 2021 to 2022. His experience across these roles has contributed to his expertise in financial planning and client relationship management. Outside of his professional career, Grant enjoys skiing, hiking, and camping with his girlfriend and their dog, Riley. He also has interests in the beach, board games, cooking and baking, and football.

Brody McGhehey is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial roadmaps aimed at achieving their goals. In this role, he focuses on educating clients about the various options Fidelity offers to support their unique financial situations and fosters ongoing partnerships to monitor progress toward their objectives. Prior to his current position, Brody served in several roles at Fidelity Investments, including Client Service Manager and Workplace Planning Consultant. He also gained experience as a Capital Markets Associate at Phoenix Energy. This progression of roles has contributed to his understanding of financial planning and client service within the investment industry. Outside of his professional work, Brody has personal interests that include baseball, fishing, football, golf, snowboarding, and traveling.

Ajay Sarkaria currently serves as the Regional Vice President of Private Wealth Management at Fidelity Investments. In this role, he leads advisory teams that address the complex and unique financial planning needs of families and individuals within the Private Wealth sector. Prior to his current position, Ajay held the role of Regional Vice President for Advanced Planning at Fidelity Investments from 2014 to 2025. His professional background also includes experience as a Tax Manager at Ernst & Young, LLP from 2011 to 2014, a Tax Associate at Grant Thornton, LLP from 2009 to 2011, and as an attorney at Stephen C. Gilbert, Esq., P.C. from 2006 to 2008. Outside of his professional duties, Ajay has interests in concerts, motorcycles, music, and skiing.

Zeke Goldstein is an Investment Consultant at Fidelity Investments, where he has been contributing since 2024. His role focuses on understanding clients' unique financial situations to develop tailored investment strategies aimed at working towards their individual goals. Prior to this position, Zeke held roles at Fidelity as a Relationship Manager and Financial Representative during 2023 and 2024. Zeke holds an Arkansas Insurance License, supporting his professional qualifications in financial planning and investment consulting. Outside of his professional life, he enjoys camping, outdoor adventures, skiing, and playing soccer.