Lone Tree, CO East Westview Road Office

Andrea Flood is an Investment Consultant at Fidelity Investments, where she collaborates with clients to pursue long-term financial goals. She has been with Fidelity Investments since 2021, progressing through several roles including Planning Consultant, Relationship Manager, Financial Representative, Retirements Representative, and Customer Relationship Advocate. Her experience spans various aspects of client relationship management and financial planning within Fidelity Investments. Andrea's career demonstrates a continuous commitment to supporting clients in investment and retirement planning. Outside of her professional role, Andrea enjoys cooking and baking, fitness activities, socializing with friends, hiking, kayaking, and spending time with her pets.

John Ferris is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2016. His career includes roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity, through its subsidiary Strategic Advisers LLC, provides investment management and advisory services to a broad client base that includes retail and institutional investors, charitable funds, and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jaron Cappos is a financial advisor with Fidelity in Lone Tree, CO, holding Series 63 and Series 66 licenses and one year of industry experience. His prior experience includes roles at Charles Schwab and various positions outside the financial industry. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios, and implements oversight practices to address conflicts of interest.

Amy Wick is the Vice President and Branch Leader at Fidelity Investments. In her role, she focuses on creating an environment that supports the success of both employees and clients. She is committed to helping others by fostering connections, providing feedback, and offering necessary resources. Amy values Fidelity's client-first approach in decision-making. Amy has been with Fidelity Investments since 2021. Prior to this, she served as Director of Advisory Solutions at Allianz Life Insurance Company from 2014 to 2021.

Matias Villanueva is an Investment Consultant at Fidelity Investments, where he works closely with clients to understand their unique goals and needs. He guides clients through Fidelity's holistic planning process to create and implement personalized financial plans aimed at achieving their objectives. Matias has been with Fidelity Investments since 2021, progressing through roles including High Net Worth Representative, Relationship Manager, and Planning Consultant before assuming his current position in 2026. Prior to joining Fidelity, he gained experience as an Account Executive at Fisher Investments from 2022 to 2023. Outside of his professional work, Matias has interests in fitness, football, golf, hiking, soccer, and traveling.

Alyssa Evans is a Planning Consultant at Fidelity Investments, where she collaborates with clients to design and implement customized financial plans and investment strategies tailored to their unique objectives and long-term goals. She began her career at Fidelity Investments as a Customer Relationship Advocate in 2023, progressed to a Financial Representative in 2024, and assumed her current role as Planning Consultant in 2025. Her professional experience encompasses client relationship management and financial planning within Fidelity Investments. Alyssa's work focuses on aligning financial strategies with clients' specific needs and aspirations. Outside of her professional role, Alyssa has interests in cooking, baking, traveling, and yoga.

Kenneth Allan V is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 designations and has previous work experience at Scheels, Northwestern Mutual, and Charles River Laboratories. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios.

Rhiana Liu is a Series 66 credentialed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity in 2026, she spent a decade at Aveda Institute Den. 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. The firm’s offerings include discretionary portfolio management, fund advisory, and delivery of model portfolios to intermediary platforms.

Ian Lidster is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at New Hampshire Tech Alliance, Epson America, and the University of New Hampshire. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Andrina Uptmore is a Planning Consultant at Fidelity Investments, where she partners with clients to simplify the financial planning process and bring clarity to their goals. She aims to provide guidance that is approachable, supportive, and focused on what matters most to her clients. Prior to her current role, Andrina served as a Financial Representative at Fidelity Investments from 2023 to 2025. Outside of her professional work, Andrina has personal interests in fitness, food, reading, and running.

Kennedy Meyers is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Kennedy worked at Fenix Lighting and has been involved with the Gold Crown Foundation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its work with registered investment companies and its use of systematic methodologies and AI-driven research in portfolio management.

Phillip Roseto is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previously worked at U.S. Bank and Dream Big Day Camp. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Darwin Buhler is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 66 designation and has worked with Fidelity Investments since 2018, including roles at Strategic Advisers and Fidelity Brokerage Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Patricio Chapa is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at ECOM Atlantic and ART2 Catering. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jovani Maestas II is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and JPMorgan Chase Bank. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, involvement with registered investment companies, and advisory roles supported by algorithmic and AI-driven research.