Marshal Luning is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services since 2016 and Fidelity Investments since 2025. Outside of his advisory role, he is an assistant volleyball coach at Elevation Volleyball Club in Mason, Ohio. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage funds.

Michael Wozniak is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services, Bank of America, Merrill, Tradewind Aviation, and Juice Heads LLC. Fidelity’s affiliate, 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it holds a distinctive role providing advisory services to multiple registered investment companies alongside its use of AI and formal governance procedures.

Austin Lowery is a Branch Leader at Fidelity Investments, a role he has held since 2023. In this capacity, he leads a team of financial professionals who assist clients in pursuing their personal and family financial goals by developing personalized strategies. Prior to becoming a Branch Leader, Austin held several positions at Fidelity Investments, including Team Leader for Investment Solutions from 2022 to 2023, Help Desk roles in Fixed Income and Investment Solutions between 2020 and 2022, and Investment Solutions Representative from 2016 to 2020. He also served as a Financial Representative Full Trader in 2016. Austin's career at Fidelity Investments has provided him with extensive experience in investment solutions and client support.

Andrew Lesher is a financial advisor at Fidelity with two years of industry experience. He previously worked at Axeon, Rocket Mortgage, and Comerica Bank. He holds the Series 66 designation. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Tom Lucash is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. With 23 years of industry experience, he collaborates closely with clients to understand their financial goals and aspirations. Tom focuses on developing customized financial plans that emphasize flexibility, comfort, and sustainability. Before joining Fidelity Investments, Tom worked as an Investment Solutions Consultant at New York Life Insurance Company from 2005 to 2018. He also served as a Financial Advisor at Morgan Stanley from 2003 to 2004. Outside of his professional role, Tom engages in family activities and pursues interests including fitness, golf, hiking, caring for pets, and reading.

Allie Oglevee is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2020, progressing through positions including Financial Representative and Investment Consultant. Prior to joining Fidelity, Allie gained experience through internships in private credit and wealth management at Tree Line Capital Partners and UBS Financial Services. Her professional focus involves collaborating with clients to develop comprehensive wealth plans. She aims to provide education, confidence, and support to help clients pursue their long-term financial goals. Allie holds a California Insurance License, supporting her work in financial consulting. Further details about Allie's education, credentials beyond her insurance license, and personal interests have not been provided.

Mike Stevenson currently serves as a Financial Consultant at Fidelity Investments, a role he has held since 2025. He previously worked as an Investment Consultant at the same firm from 2024 to 2025. In his current position, he collaborates closely with clients to develop comprehensive financial plans that align with their retirement goals. Mike and his team engage with individuals from diverse backgrounds, helping them create personalized strategies based on their unique circumstances. Their process focuses on understanding the client's priorities and guiding them toward effective ways to pursue their financial objectives. Outside of his professional responsibilities, Mike enjoys spending time at the beach, attending concerts, watching movies, following football, listening to music, and reading.

Braden Graff is a financial advisor at Fidelity with a Series 66 credential and five years of industry experience. His prior roles include work with Squeeze Media and Utah Valley University, and he has been involved in content creation on YouTube as well as designing and advertising shirts for a small business called Graffic Gaming. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Ifeanyichukwu Iwuji is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked in fitness and education sectors, including roles at Blink Fitness, Inner Strength Fitness, and Wylie Independent School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its advisory role to multiple registered investment companies, and incorporation of AI tools in research and portfolio management.

Alex Morgan is a Financial Consultant at Fidelity Investments, a position held since 2021. Prior to this role, Alex served as an Investment Consultant from 2019 to 2021, Relationship Manager from 2017 to 2019, and Financial Representative from 2015 to 2017, all within Fidelity Investments. Through these roles, Alex has developed experience in financial planning and investment portfolio creation, focusing on simplifying complex financial concepts for clients. Alex's approach centers on understanding clients' goals and preferences to create personalized financial plans that aim to support their comfort and objectives. By analyzing clients' situations collaboratively, Alex helps establish actionable plans towards financial goals. Outside of professional responsibilities, Alex engages in musical instrumentation, outdoor adventures, parenting, reading, snowboarding, and yoga.

Sean Silver is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Charles Schwab. Currently based in Gotha, FL, he has been with Fidelity in various roles since 2021. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic methods to manage portfolios across multiple asset classes.

Jeff Lee is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Bank of America and Merrill Lynch prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Jaden Beulah is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, Beulah held roles at The University of North Carolina at Chapel Hill and has entrepreneurial experience with ventures including Music by Jaden and Leisure N Luxury LLC. Fidelity’s affiliate, 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 to deliver model portfolios across mutual funds, ETFs, and ETPs.

Alexander Hall is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2020. Outside of finance, he has worked as an independent contractor delivering Amazon Fresh and same-day Amazon.com orders. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Michael Sullivan is a financial advisor with Fidelity Investments in Charlotte, NC, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Wells Fargo Bank NA and Vanguard. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Nick Sachs is the Regional Director of Wealth Management at Fidelity Investments, where he leads, manages, and coaches a team of Planning Consultants and Senior Relationship Managers. He has held this role since 2024. Nick has been with Fidelity Investments since 2015, progressing through roles including Financial Representative in Covington, KY, Financial Representative in Naples, FL, and Senior Relationship Manager in Private Wealth Management. His experience encompasses various aspects of wealth management and client advisory services. He holds a California Insurance License. Outside of work, Nick has interests in art, beaches, food, hiking, museums, and traveling.

Kourtney Clarke is a Series 66 licensed advisor with 11 years of industry experience, currently with Fidelity Investments. Her prior work includes roles at Wells Fargo Advisors and Morgan Stanley Smith Barney LLC. She is based in Branchburg, New Jersey. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an adviser to multiple registered investment companies and utilizes AI and algorithmic methods in its research.

Andrew Lynch is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in real estate and other roles, including positions at Van Horn Realty and Starbucks. He also operates a real estate referral business as a sole proprietor. Fidelity's Strategic Advisers provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for institutional clients.

Rebecca Krauss is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2021. Her prior work includes roles at Bank of America and several healthcare and service companies. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to a broad range of clients including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Chris Lopez is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2022. He has been part of Fidelity Investments since 2018, initially serving as a Financial Consultant. Prior to his tenure at Fidelity, Chris gained extensive experience in the financial services industry, including roles as a Senior Financial Consultant at TD Ameritrade from 2015 to 2018, an Insurance Consultant at C & S Insurance Agency from 2010 to 2015, a Vice President Financial Consultant at Charles Schwab from 2002 to 2010, and as a Financial Advisor at A.G. Edwards from 2001 to 2002. Chris holds a California Insurance License, supporting his qualifications in the financial and insurance sectors. His professional focus is on assisting clients and their families with their financial needs while maintaining a high level of integrity.