Nicki Niehaus is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with Senior Relationship Managers to support clients in working towards their financial goals. Building strong relationships with clients and their families is central to her approach, emphasizing trust, reliability, and competency. Nicki has been with Fidelity Investments since 2020, holding various positions including Fixed Income Specialist and Investment Solutions Representative. Her progression within the company reflects her experience in wealth management and client support. Outside of her professional work, Nicki's personal interests include attending concerts and following football.

Jacob Templar is a Planning Consultant at Fidelity Investments, where he currently helps clients create strong financial plans aligned with their financial goals. He emphasizes building long-term, personal relationships to better understand client needs and provides education and clarity to ensure clients feel secure and confident with their plans. Jacob has held multiple roles at Fidelity Investments since 2020, including Central Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. He holds insurance licenses for Arkansas and California. Outside of work, Jacob enjoys football, social events with friends, hiking, music, skiing, and traveling.

Austin Sammons is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has previously worked at Ameritas Investment Company, Western and Southern Life, and SkyLight Financial Group. Outside of finance, he has experience in a family painting business. 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.

Ivan Lewis is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2012, serving in various roles including Benefits & Planning Consultant in Executive Services from 2016 to 2024, and Executive Service Associate from 2012 to 2016. Ivan focuses on comprehensive financial planning and strives to ensure his clients understand their options by considering the human element in wealth planning. He holds insurance licenses in Arkansas and California. Outside of his professional work, Ivan has personal interests in biking, cars, fishing, and soccer.

Tyler Canup is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity Investments, he held various roles including positions in education and retail. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Jaidan Riley is a financial advisor with Fidelity Investments in Covington, KY. He holds a Series 66 designation and has recently begun his career in the industry, joining Fidelity in 2026. Prior to this, he held various roles outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and incorporation of AI and systematic methodologies in its investment process.

Michael Belg is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 credential. His prior work includes positions at Chapel Electric Company and several grocery market chains. 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 portfolios that include mutual funds, ETFs, and ETPs.

Todd Hammond is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several 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 a range of clients, including retail and institutional investors, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios created from mutual funds, ETFs, and ETPs using systematic methods and long-term asset allocation benchmarks.

Simon Lawson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Fidelity. His work history includes roles at Fidelity Investments and Bartlett Wealth Management. He also volunteers as a financial planner with The Foundation for Financial Planning, meeting quarterly with clients virtually. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Austin Kramer is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role at Fidelity Investments, he was affiliated with Fidelity Brokerage Services, LLC for nine years and worked in education roles at Education At Work and Northern Kentucky University. Strategic Advisers LLC, a Fidelity Investments company, offers 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Derek Kramer is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with various Fidelity entities since 2014, 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, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolio delivery to intermediary platforms.

Bryson Stanley is currently an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He began his tenure at Fidelity Investments in 2024 as a Customer Relationship Advocate and was subsequently promoted through several positions, including Investment Solutions Representative I and II, before achieving his current title. Before joining Fidelity Investments, Bryson gained experience as a Financial Planning Intern at Northwestern Mutual from 2023 to 2024. His professional focus centers on co-creating comprehensive financial plans that incorporate mindful planning and disciplined investment strategies. He aims to assist clients in making confident financial decisions that contribute to their peace of mind. Outside of his professional endeavors, Bryson enjoys engaging in family activities, fitness, football, and movies.

Sumer Odom is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, Odom held various positions across different sectors including community care, food processing, and behavioral health. 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 manage discretionary and non-discretionary portfolios.

Chad Sinchek is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2020, progressing through various roles including Investment Solutions Representative 1, 2, and 3, and Customer Relationship Advocate. His work focuses on holistic financial planning, collaborating with clients to pursue their personal and financial goals. Chad holds insurance licenses in Arkansas and California. His experience spans multiple aspects of investment solutions and customer relationship management within the financial services industry.

Patrick Stebbins is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes roles at Fidelity Investments and Northwestern Mutual, as well as entrepreneurial involvement with Libby's Southern Comfort and Velvet Smoke BBQ. 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 employs a systematic, research-driven investment process and offers services including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery.

Adam Luckhardt is a Financial Consultant at Fidelity Investments, a role he has held since 2014. He has been with Fidelity Investments since 2004, progressing through various positions including Portfolio Specialist, Client Management, Lifetime Solutions Representative, Retirement Solutions Representative, Senior Investment Representative, Investment Representative, and Financial Representative. Adam holds insurance licenses in Arkansas and California. He works closely with clients to understand their goals, objectives, values, and financial needs, collaborating to build plans designed to be resilient through any market condition. Outside of his professional work, Adam enjoys outdoor activities such as camping, hiking, gardening, and soccer, and values spending time with his family.

Zarian Hunter Cure is an Investment Solutions Representative III at Fidelity Investments. In this role, Zarian collaborates with clients to develop goal-focused financial plans that adapt to their evolving needs. He emphasizes building enduring relationships based on trust and collaboration. Zarian's experience in the financial services industry includes progressive positions at Fidelity Investments, starting as a Customer Relationship Advocate in 2024, advancing through three levels of Investment Solutions Representative from 2025 to the present. Prior to joining Fidelity, he was a Financial Representative at Northwestern Mutual from 2023 to 2024. He holds a California Insurance License. Outside of his professional work, Zarian enjoys bowling, fitness, football, social events with friends, and outdoor adventures.

Jensen Fahlbush is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and having one year of industry experience. Prior to joining Fidelity, he held roles in healthcare and community organizations. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios comprising mutual funds, ETFs, and ETPs and serves as an advisor to multiple registered investment companies and fund-of-funds.

Bernard Wesselman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity Brokerage Services LLC in 2025, he worked for Saint Elizabeth Healthcare from 2012 to 2025. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides discretionary and non-discretionary investment management services to retail and institutional clients, registered investment companies, and an IRS-qualified Charitable Gift Fund. The firm employs proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Alec Smith is a Planning Consultant at Fidelity Investments, where he partners with Financial Consultants to assist clients in working toward their financial goals through personalized financial planning and investment guidance. He has been with Fidelity Investments since 2022, initially serving as a Workplace Planning Consultant before his current role. Prior to joining Fidelity, Alec worked as a Retail Personal Banker at Fifth Third Bank from 2018 to 2022. He holds insurance licenses for Arkansas and California. Outside of his professional work, Alec enjoys cooking and baking, participating in family activities, socializing with friends, playing golf, and traveling.