Michael Grefer is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across several Fidelity entities since 2004, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers 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 develop model portfolios using mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of advanced methodologies including AI in research.

Katherine Conniff is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. She previously worked at Cintas Corporation for five years before joining Fidelity in 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Brady Mcdonough is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes five years at PNC Bank before joining Fidelity Brokerage Services in 2019. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to 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 AI and algorithmic methods, its advisory role to multiple registered investment companies, and its delivery of model portfolios through Fidelity Institutional Wealth Adviser.

Peter Mcgrath is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2011. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Kevin Rigney is an Executive Planning Consultant at Fidelity Investments in the Executive Services department. In his role, he collaborates closely with clients to create personalized and holistic financial plans that focus on transparency, empathy, and building long-term relationships to ensure clients feel informed and supported. Kevin has been with Fidelity Investments since 2021, progressing through roles including Workplace & Planning Consultant III and Benefits & Planning Consultant prior to his current position. He holds an Arkansas Insurance License, supporting his capabilities in providing comprehensive financial planning services. Outside of his professional work, Kevin's personal interests include boating, fitness, golf, music, parenthood, and soccer.

Steve Hornsberger is an Investment Solutions Representative III at Fidelity Investments, where he has served since 2022. In his role, he collaborates with clients to develop comprehensive financial plans tailored to their unique situations and goals. He focuses on building long-term relationships to create adaptable strategies that adjust to changing circumstances and objectives. Steve has extensive experience in investment solutions, having previously held positions as an Investment Solutions Representative II and as a Fixed Income Specialist at Fidelity Investments from 2013 to 2022. He holds an Arkansas Insurance License, supporting his work in providing financial and insurance-related guidance. Outside of his professional responsibilities, Steve engages in activities such as baseball, family events, social gatherings with friends, hiking, outdoor adventures, and spending time with pets.

KC Galbraith is a Financial Consultant at Fidelity Investments, where they have been serving since 2024. They have held multiple roles within Fidelity Investments since 2021, including Benefits & Planning Consultant and Workplace Consultant III. Prior to Fidelity, KC worked as an Investment Officer and Financial Advisor at Huntington National Bank from 2019 to 2021, Senior Financial Specialist at PNC from 2016 to 2019, and Financial Advisor at Edward Jones from 2014 to 2016. As a Certified Financial Planner(r), KC focuses on Investment Strategy, Retirement Planning, Income Protection, and Family Legacy Considerations. They emphasize a thoughtful, goal-oriented approach to connect with clients and develop long-lasting personal relationships to guide their financial futures. KC holds insurance licenses in Arkansas and California. Outside of their professional work, KC enjoys activities such as spending time at the beach, fitness, golf, and traveling.

Jason Haboush is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has over 22 years of experience in the financial industry, including roles as an Investment Management Consultant II at Fidelity Investments from 2015 to 2024, and as a Financial Advisor at LPL Financial LLC and Morgan Stanley. At Morgan Stanley, he also served as a Complex Sales Manager, Trainee Supervisor, and Financial Advisor between 2003 and 2010. Jason is a CERTIFIED FINANCIAL PLANNER4 professional who emphasizes collaborative financial planning tailored to each client's unique goals. He leverages the resources of Fidelity to support clients in navigating their financial journeys with clarity and confidence. Outside of his professional work, Jason has interests in fitness, football, motorcycles, music, reading, and traveling.

Christian Furbay is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity and its affiliates since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Timothy Hart is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he partners with clients to help them understand and utilize their employee benefits, developing financial plans that integrate these benefits with their broader financial goals. Timothy has extensive experience in financial planning and employee benefits, having held several positions at Fidelity Investments since 2016. His previous roles include Benefits and Planning Consultant (2022-2025), Workplace Planning Consultant (2018-2022), and Stock Plan Consultant (2016-2018). He holds a California Insurance License.

Douglas Vollette is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities, including Strategic Advisers, Fidelity Brokerage Services, and Fidelity Personal and Workplace Advisors. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various platforms.

Susan Anderson is a financial advisor at Fidelity with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across various Fidelity entities since 1996, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it serves a distinctive role in commodity pool operations and fund advisory.

Matthew Hartig is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked in various roles within Fidelity, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he sells items on eBay. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm serves retail and institutional investors and utilizes systematic methodologies and oversight controls to manage multi-manager and fund-of-funds structures.

Delano Balter is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has worked at various Fidelity entities since 2004, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and the management of model portfolios. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and use of AI-driven research methodologies.

Colin Stahl is a CFP® and holds a Series 66 license, currently working at Fidelity with 10 years of industry experience. His prior roles include positions at TIAA, Fidelity Personal and Workplace Advisors, and Strategic Advisers, Inc. 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 combines proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jeffrey Ziegler is a CFA® charterholder with 31 years of industry experience. He has been with Fidelity Investments since 2012, including seven years at Fidelity Personal and Workplace Advisors. Prior to that, he spent eight years at Cleararc Capital, Inc. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Bradley Sierer is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2007. Outside of his advisory role, he writes novels and short stories in his spare time. 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 also serves multiple registered investment companies and employs formal governance and proxy-voting procedures.

Thomas Zehnder is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Fidelity affiliates since 2012. Outside of his advisory role, he is involved in managing several holding and property management companies. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Ryan Butt is a financial advisor with Fidelity in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has worked across multiple Fidelity entities since 2005 and serves as an adjunct professor at the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Lisa Wolf is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 1997, including Strategic Advisers and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, registered investment companies, and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of portfolios, including model portfolios for intermediary platforms.

Drew Elliott is a Benefits & Planning Consultant within Executive Services at Fidelity Investments. In this role, he assists clients in understanding their employer-provided benefits and aims to maximize the value of their relationship with Fidelity. Drew focuses on helping clients develop plans that support their short-term and long-term financial goals. He has been with Fidelity Investments since 2019, progressing through various roles including Workplace Planning Associate, Workplace Planning Consultant I, II, and III, before assuming his current position in 2024. This experience has contributed to his expertise in workplace benefits and financial planning. No additional information about his education, credentials, personal interests, or community involvement was provided.

Kimberly Walko is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In her current role, she works closely with clients to help them understand their company benefits, build financial plans, and provide service. She emphasizes developing strong relationships with clients through clear and direct communication to build trust. Kimberly has extensive experience in financial services, having worked as a Benefits and Planning Consultant at Fidelity Investments since 2022, and previously as a Workplace Planning Consultant at the same firm. Her background also includes roles as a Licensed Banker at Huntington Bank and Key Bank, and Mortgage Loan Officer positions at Fifth Third and Coldstream. She holds insurance licenses in Arkansas and California. Outside of her professional work, Kimberly enjoys cooking and baking, fitness activities including yoga and skiing, reading, and traveling.

Mario Hristovski is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He focuses on integrating workplace benefits into personalized wealth strategies to assist clients in making informed financial decisions. Mario has been with Fidelity Investments since 2019, progressing from Workplace Planning Associate to Workplace Planning Consultant, and currently serving as a Benefits & Planning Consultant. Prior to Fidelity, he worked as an Investment Associate at Marcus & Millichap from 2017 to 2018. He takes a consultative approach by building trusted relationships and understanding each client's unique priorities, aiming to provide greater confidence and peace of mind in financial planning.

Ryan Stallmeyer is Vice President and Executive Planning Consultant at Fidelity Investments. In his role, he assists executives in maximizing their employer benefits and integrating these benefits into broader wealth planning goals. Since 2016, he has provided executive planning consulting at Fidelity Investments. Ryan holds insurance licenses in Arkansas and California.

Olivia White is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked primarily with Fidelity Investments since 2018, with additional experience at Paycor and Wiefit. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various portfolios, including fund-of-funds and model portfolios, and serves as an advisor to multiple registered investment companies.

Thomas Prichard is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he worked at D'Artagnan Capital Fund and Northwestern Mutual, among other roles in various industries. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Daniel Smith is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 1998. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction and is noted for its advisory role to multiple registered investment companies and use of advanced methodologies such as AI in research.

Thomas Vennemeyer is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services. Outside of finance, he has been involved with the Ohio Premier Volleyball Club and Yellow Brick Ventures LLC. Fidelity's Strategic Advisers LLC 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 mutual funds, ETFs, and other investment vehicles.

Anthony Pierson is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its subsidiaries since 2007. His career includes roles at Fidelity Investments and Fidelity Brokerage Services LLC. 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 and fund advisory services.

Richard Hall Jr. is a financial advisor with Fidelity in Cincinnati, OH, holding Series 63 and Series 66 designations and having 31 years of industry experience. His career includes long-standing roles at Strategic Advisors Inc and Fidelity Brokerage Services, Inc. since 1995, as well as positions within Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary mandates, with distinctive features such as CFTC registration and the use of AI-driven methodologies in its investment process.

Timothy Griffith is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked across various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and delivers advisory services that include discretionary portfolio management and fund consulting.

John Allen II is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across various Fidelity entities since 2000, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. 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 employs a systematic investment approach that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, providing model portfolios composed of mutual funds, ETFs, and ETPs.

Kyle Schweitzer is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, also supporting delegated management and governance oversight.

Nicole Dagenbach is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2010, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and its use of AI and systematic methodologies in portfolio management.