Nathan Price is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Schlumberger and St. Elizabeth Medical Center, along with service in the United States Marine Corps Reserves. He is affiliated with 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

William Kopp is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Before joining Fidelity, he worked in various roles including positions at Bessler Auto Parts and Blair Technology Group. 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 fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Jairus Houchen-Wilder is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as an Investment Solutions Representative at Fidelity Investments from 2022 to 2025. In his current role, Jairus partners with clients to develop personalized financial plans centered on their priorities and family needs. His approach includes gaining a detailed understanding of clients' situations to implement customized strategies such as tax-efficient investing, retirement planning, and tailored investment plans. Jairus holds an Arkansas Insurance License. Additional information regarding his education or personal interests has not been provided.

Michael Browne is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior work history includes roles at DoorDash, Semper Exeter Paper Company, Eckhart and Company, and Roosevelt Paper Company. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolios. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a broad client base with a focus on systematic methodologies and long-term asset allocation.

Steve O'Quinn is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, progressing through various roles including Financial Consultant I, Investment Solutions Representative III and II, Fixed Income Specialist, and Investment Solutions Representative. This experience provides him with a broad understanding of financial planning and investment solutions. Steve holds insurance licenses in Arkansas and California. He emphasizes working closely with clients to understand their goals and create customized financial plans tailored to their unique family needs. His approach involves ongoing collaboration to adjust plans and ensure effective management of clients' financial resources. Outside of his professional role, Steve has interests that include food, museums, music, reading, and traveling.

Robert Watson is a financial advisor at Fidelity with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity in various capacities since 2005, including roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Prior to that, he was with Mass Mutual Investors Services for two years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary assets and is noted for its registration as a commodity pool operator and its use of AI and long-term asset allocation strategies.

Jeff Schultz is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He has been with Fidelity for 15 years, during which he has partnered with clients to develop personalized financial plans that focus on their priorities and family needs. Jeff's approach to wealth planning includes understanding clients' personal situations and priorities to implement customized financial strategies that consider estate planning, tax-efficient investing, retirement planning, and personalized investment approaches. Jeff's experience at Fidelity includes various roles such as Portfolio Specialist from 2016 to 2019, Client Management Representative from 2015 to 2016, Investment and Retirement Solutions Representative from 2012 to 2014, and Financial Representative from 2011 to 2012. Prior to joining Fidelity, he worked as a Financial Representative at PNC Bank from 2010 to 2011 and at Northwestern Mutual from 2009 to 2010. He holds insurance licenses for Arkansas and California.

Peter Knochelmann is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Fifth Third, W&S Brokerage Services, Western and Southern Life, and several other organizations. 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 employs a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Brandon Davis is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and has 10 years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Christian Combs is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His background includes roles at US Bank and Fidelity Investments, as well as experience in retail and service industries. Outside of his advisory work, he has worked as a food delivery contractor, a notary, and a restaurant server. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services including fund advisory and model portfolios.

Adam Prohaska is a financial advisor with Fidelity Investments, holding the Series 63 and Series 65 designations and having 11 years of industry experience. He has worked at Fidelity and its affiliate firms since 2017 and previously worked at Metlife Securities. Outside of his advisory role, he is involved in basketball coaching and skills training. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Ryan Dieringer is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Brokerage Services LLC since 2015, joining the broader Fidelity Investments team in 2025. 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, and serves in advisory roles uncommon among large institutional peers.

Jared Haught is a financial advisor at Fidelity with five years of industry experience and holds Series 63 and Series 66 licenses. He has spent his entire advisory career at Fidelity Investments since 2021. Outside of his advisory work, he is involved in tennis as an assistant tennis professional at Summit Hills Country Club and operates a sole proprietorship focused on racket stringing and teaching tennis lessons. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, managing model portfolios composed of mutual funds, ETFs, and ETPs, and serves as a registered investment company advisor with a focus on systematic methodologies and oversight controls.

Aryah Myrick is a financial advisor at Fidelity with a Series 66 designation and recent entry into the industry. Prior to joining Fidelity, Myrick held various roles including community involvement with Northern Kentucky Junior Volleyball. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its use of systematic methodologies and AI-driven research.

Kelsey Baker is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its related entities since 2015. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with notable involvement in commodity pool operations and AI-driven research methodologies.

Joseph Jennings is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at Miami University and Stow-Munroe Falls High School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Brandi Campbell is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. She has held positions at Fidelity Investments since 2021 and previously worked at Kingston of Miamisburg, among other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages various registered investment companies and fund-of-funds.

Rachel Tackett is a financial advisor with Fidelity who holds a Series 66 designation and has three years of industry experience. Her work history includes roles at Fidelity Investments and prior experience in real estate and hospitality. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Gary Topper is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at various Fidelity entities since 2007. Outside of his advisory role, he is a licensed realtor in Ohio with Sibcy Cline Realtors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Nathan Welch currently serves as an Investment Solutions Representative III at Fidelity Investments. In this role, he focuses on providing investment guidance and developing tailored solutions for clients. Nathan's professional experience includes progressively responsible positions within Fidelity Investments since 2023, starting as a Customer Relationship Advocate and advancing to his current role. Prior to joining Fidelity, he worked as a Loan Officer Assistant at Victory Mortgage from 2020 to 2022. He emphasizes building strong client relationships through attentive listening and clear communication, aiming to help clients make informed financial decisions. Outside of his professional work, Nathan is interested in running and traveling.