Vancouver, WA W Columbia Way Office

Emily Hicks is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2022. In this role, she partners with high net worth individuals and their families to take a holistic approach to their financial situations, aiming to guide informed decision-making through various financial challenges. Emily has built her career at Fidelity Investments, progressing from Investment Consultant (2015-2018) to Financial Consultant (2018-2022) before assuming her current role. Prior to joining Fidelity, she worked as a Financial Advisor at Morgan Stanley from 2013 to 2015. She holds a California Insurance License.

Payton Harrison is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at DA Davidson Capital Markets and Horst and Graben Wealth Management, and he also spent time teaching at Oregon State College of Business. 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 to deliver model portfolios across a wide range of investment vehicles.

Michael Day is a Series 66-registered financial advisor with Fidelity in Vancouver, WA, currently in his first year with the firm. His prior experience includes roles outside of finance such as working with Lucky Limousine and Towncar Service, and involvement with Smith Memorial Presbyterian Church. Fidelity’s Strategic Advisers LLC, where Michael works, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including the use of model portfolios and active oversight of sub-advisers.

Mae Judar is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2022. Prior to this, she worked as a Financial Consultant at Fidelity Investments from 2014 to 2022. Her professional focus is on creating personalized financial strategies that support clients' goals and assist them in navigating financial decisions. Throughout her tenure at Fidelity Investments, Mae has developed expertise in financial planning through a partnership approach with her clients. She emphasizes collaboration to tailor strategies that align with individual client needs and objectives.

Joshua Gore is an Investment Consultant at Fidelity Investments, where he has worked since 2026. Prior to his current role, he served as a Financial Representative at Fidelity Investments from 2025 to 2026. His professional experience also includes serving as a Regional Development Leader at Thrivent Financial from 2017 to 2021 and as a 401(k) Solutions Representative at Fisher Investments from 2015 to 2017. With a background as a Navy Veteran, Joshua brings a perspective that values the unique personal stories of each client. He has extensive experience working with individuals and families to assist them in planning for their financial futures in a thoughtful and holistic manner, aiming to help clients achieve their goals and work towards financial freedom. Outside of his professional work, Joshua enjoys board games, bowling, cooking and baking, and has a connection to military service.

Joshua Brenner is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He is a CERTIFIED FINANCIAL PLANNER™ who partners with clients to develop financial plans that align with their personal goals and circumstances. Joshua's approach involves creating strategies that support the directions clients want to pursue, aiming to serve them and their families effectively. Joshua has been with Fidelity Investments since 2015, holding various positions including Investment Consultant, Planning Consultant, Financial Representative, and Retirement Brokerage Services Team Lead. His extensive experience at Fidelity spans areas such as retirement brokerage services, investment consulting, and defined benefits and contribution plans. He holds a California Insurance License. Outside of his professional work, Joshua's personal interests include baseball, concerts, golf, movies, playing musical instruments, and exploring culinary experiences.

Thomas Grover is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served in various capacities at Fidelity Investments, including Planning Consultant from 2024 to 2026 and Relationship Manager in 2024. Before joining Fidelity, Thomas was a Financial Advisor at Corebridge Financial from 2020 to 2024. His approach to financial planning centers on understanding clients' goals and values to develop strategies tailored to their unique circumstances and risk tolerance. He emphasizes providing objective guidance and a comprehensive range of options to help clients make informed decisions with confidence. Thomas holds a California Insurance License. Outside of his professional work, he enjoys camping, movies, museums, traveling, and volunteering.

Adam Johnson is a Financial Consultant currently working at Fidelity Investments since 2020. He has over a decade of experience in the financial services industry, having held positions such as Senior Financial Consultant at TD Ameritrade from 2015 to 2020, Vice President at Fisher Investments from 2012 to 2015, and Investment Advisor at Phillips and Company from 2011 to 2012. Throughout his career, he has worked closely with clients and their families to assist in growing and protecting their wealth, making well-informed investment decisions, and simplifying their financial lives. Adam's professional focus includes wealth planning and helping clients pursue their financial goals.

Jamila Wilcox is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She specializes in guiding individuals and families toward their financial goals through a personalized approach that emphasizes clear communication and strong personal connections. Jamila focuses on understanding each client's unique situation to make their financial planning process effective and empowering. Before becoming a Planning Consultant, Jamila worked as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative at the same company from 2021 to 2022. This progression within Fidelity Investments reflects her experience in client relationship management and financial advisory services. Outside of her professional work, Jamila has interests in comedy, music, parenthood, singing, traveling, and volunteering.

Samuel Madrid is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Madrid Alliance, Pepsi, Corwin Beverage, Pacific Foods, and Brewcraft USA. He serves as the unpaid Treasurer of the Clomonth HOA in Vancouver, Washington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios across mutual funds, ETFs, and ETPs.

Max Cunningham is an Investment Consultant who collaborates with clients to develop comprehensive financial strategies tailored to individuals and their families. He aims to be a trusted partner, assisting clients in working toward both short-term goals and long-term financial aspirations. Max has held positions including Planning Consultant and Financial Representative at Fidelity Investments from 2022 to 2026, and previously served as an Account Executive and Regional Sales Associate at Fisher Investments from 2020 to 2022. Outside of his professional work, Max's personal interests include family activities and golf.

Elliott Lockett is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, he partners with clients and their families to understand their financial goals and develop personalized plans. He emphasizes ongoing collaboration to adapt strategies as life and markets evolve, ensuring alignment with clients' priorities. Before his current position, Elliott served as an Investment Consultant at Fidelity Investments from 2023 to 2025. Prior to that, he was an Investment Consultant and Customer Relationship Specialist at Charles Schwab between 2022 and 2023. His earlier experience includes roles as a Registered Representative at New York Life Insurance Company from 2021 to 2022 and Lending Specialist at Members First Credit Union of Florida from 2020 to 2021. Outside of his professional work, Elliott enjoys camping, fitness, hiking, traveling, and exploring culinary experiences.

John Ebenal is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he hires and coaches skilled professionals to deliver a planning experience tailored to clients' specific needs and goals. Prior to his current role, John served as a Financial Consultant at Fidelity Investments from 2018 to 2022 and as a Senior Relationship Manager from 2010 to 2018. John's career in financial services spans over two decades, beginning as a Registered Representative at Bidwell & Company from 1999 to 2002, followed by a similar role at The Commerce Company until 2008. He then served as Operations Manager at Williams Wealth Management from 2008 to 2010 before joining Fidelity Investments. Details regarding John's education, credentials, personal interests, or community involvement were not provided.

Marissa Roehrich is a financial advisor with Fidelity, holding a Series 66 designation and beginning her industry career in 2026. Prior to joining Fidelity, she worked in various roles within school districts from 2015 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, involvement in registered investment companies, and the integration of AI-driven research tools.

Nathan Calloway is a financial advisor at Fidelity with 22 years of industry experience. He currently holds Series 63 and Series 66 designations and has worked with various divisions of Fidelity since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS‑qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that include mutual funds, ETFs, and ETPs, and maintains regulatory registrations and formal advisory roles that distinguish it among large institutional peers.