Tyler Dever is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2024. He collaborates with clients to understand their financial goals and develops personalized plans for their financial futures. Tyler has progressed through multiple roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2021, then advancing through Investment Solutions Representative I and II positions before his current role. He holds an Arkansas Insurance License, which supports his work in financial planning and investment solutions. Outside of his professional career, Tyler enjoys spending time on family activities, fitness, outdoor adventures, caring for pets, and traveling.

Richard Evensen is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles across various industries, such as Charter Communications and Cengage. 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 develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Ty Houston is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Hanover for five years and had roles at St. Charles Community and local high schools. Strategic Advisers LLC, a Fidelity Investments company, 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 portfolios, and it serves multiple registered investment companies and fund-of-funds.

Devin Loechtenfeldt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Ohio National and Kroger Co, as well as positions related to education at the University of Cincinnati and Elder High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combined approach of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Julius Peluola is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant at the same firm from 2021 to 2024 and as a Workplace Planning Consultant from 2020 to 2021. Before joining Fidelity Investments, Julius was an Agency Owner at Shelter Insurance from 2019 to 2020. He holds the designations of CFP® Professional and CFA Charterholder, and he possesses insurance licenses in Arkansas and California. Julius focuses on creating customized financial plans by understanding clients' unique needs and providing clear, practical guidance. Outside of his professional work, Julius has interests in fitness, hiking, running, traveling, and exploring food.

Josiah Stuhmer is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Asbury University, Georgetown College, and self-employment with Hope Pathways LLC. He has also been involved with Joseph's Chapel United Methodist Church and Asbury Theological Seminary. Fidelity's Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including multi-manager and fund-of-funds advisory. The firm employs a blend of fundamental research and quantitative analysis to build model portfolios, and it serves as an advisor to multiple registered investment companies with a focus on algorithmic portfolio construction and governance.

Justin Wells is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Best Buy and Action Graphics. Wells is based in Covington, KY. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across a diverse range of investment vehicles.

Benjamin Locker is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Northwestern Mutual, FedEx, and Twitch Entertainment, as well as a four-year period at Northern Kentucky University. 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 across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and is noted for its use of advanced technologies such as AI and systematic methodologies in its investment process.

Jonathan Billing is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked in the automotive rental and sales sectors and has entrepreneurial experience as the director of Appleseed LLC, a small business he started to brand and trademark custom pallet furniture. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven research.

James Mcpherson is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Before joining Fidelity, he worked in the brewing industry at several companies including Rhinegeist Brewery and Wooly Pig Farm Brewery. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop systematic, model-based investment solutions.

Matthew Duggan is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked at Emac Lighting for five years and Dewey's Pizza for thirteen years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of model portfolios constructed through proprietary fundamental research and quantitative analysis. The firm is noted for its use of algorithmic portfolio construction, advisory roles to multiple registered investment companies, and formal governance procedures.

Madison Axtell Stegman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Stegman held roles at Saint Agnes School and 3 G's Inc. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on diversified portfolios.

Thomas Agonito is a financial advisor with Fidelity Investments holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Brooksource, Compass Group USA, and Xavier University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across various mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Alexander Leisure is a Series 66-licensed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at Value City Furniture for three years and AcceptanceNow for ten years. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Kevin Carothers is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Fischer Management, LLC for seven years and has concurrent experience in customer service at The Home Depot. Strategic Advisers LLC, a Fidelity Investments company, 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 deliver model portfolios and advisory solutions.

Richard Zimmerman is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2007. 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’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Kelly Ellington is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has worked at various Fidelity entities since 1997, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages a range of discretionary and non-discretionary advisory services.

Mike Lonnemann is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2004. In this role, he works closely with clients to understand their personal and financial needs, collaboratively developing and implementing tailored financial plans. His approach involves laying out facts, discussing preferences, and creating a game plan that is monitored over time to help clients achieve their financial objectives. Mike holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial advice. Outside of his professional responsibilities, he enjoys attending concerts, participating in family activities, and engaging in interests such as football, golf, skiing, and exploring culinary experiences.

James Zents is a financial advisor with Fidelity Investments based in Covington, KY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes roles at Great American Advisors and Creative Bus Sales. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios.

Curtis Metzger is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked within Fidelity and its affiliated entities since 2000. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.