Jeremy Sebring is a Financial Consultant at Fidelity Investments, where he works with clients to develop customized financial strategies tailored to their specific needs. He focuses on building meaningful relationships to understand each client's unique goals and financial aspirations. Jeremy's approach includes helping clients plan for life's uncertainties by creating financial plans that provide greater predictability. His professional experience at Fidelity spans multiple roles, including Financial Consultant since 2024, Regional Center Planning Consultant from 2023 to 2024, and Fixed Income Relationship Officer from 2015 to 2023. Jeremy holds insurance licenses in Arkansas and California. Outside of his professional work, Jeremy has interests in comedy, cooking and baking, fitness, football, motorcycles, and parenthood.

Ryan Johnson is a financial advisor at Fidelity with two years of industry experience and a Series 66 designation. His prior work includes roles at Fidelity Investments and involvement with the South Florida Collegiate Baseball League. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios with an emphasis on systematic methodologies and long-term asset allocation.

Jarod Boone is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he partners with Wealth Management Senior Relationship Managers to support clients' financial planning and service needs, focusing on understanding client goals and building lifelong relationships. Jarod has been with Fidelity Investments since 2018, holding various positions including Customer Relationship Advocate, High Net Worth Service Associate, and Client Services Help Desk before assuming his current role in 2026. This progression within the company reflects his experience in client services and wealth management support. Outside of his professional responsibilities, Jarod engages in personal interests such as family activities, fitness, outdoor adventures, parenthood, reading, and swimming.

Jacob Elbert is a financial advisor at Fidelity with Series 66 credentials and four years of industry experience. He has worked at Fidelity Investments since 2020 and previously held positions at Amazon and Bob Evans. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing a range of portfolios that include mutual funds, ETFs, and ETPs, while employing oversight controls and addressing potential conflicts of interest.

Jong Hyun Kim is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes time at Korean Community Services of Metropolitan New York and teaching roles at CUNY Queens College. 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 serves a variety of investors and is known for its use of systematic methodologies, model portfolios, and a formal advisory role to multiple registered investment companies.

Samantha Hallo is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Northwestern Mutual, Levy Restaurants, and the University of Cincinnati. 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 a range of portfolios, including multi-manager and fund-of-funds structures.

Jonathon Berner is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fifth Third Bank and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including fund-of-funds and multi-manager structures.

Joshua Heller is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of fundamental research and quantitative analysis, employing systematic methodologies and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Peter Myers is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various Fidelity entities since 2013. 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, delivering model portfolios across mutual funds, ETFs, and ETPs.

Corbin Fox Ash is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he spent ten years at Northern Kentucky University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to offer discretionary and non-discretionary advisory services, including model portfolios and fund advisory.

David Davis is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has previously worked at Bessler Auto Parts and M. Rosenthal Printing Company. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Megan Gessner is a financial advisor with Fidelity and holds a Series 66 designation. She has one year of industry experience and previously worked in education for six years. Outside of finance, she has been involved with Restore Hyper Wellness, Kings Hammer Soccer Club, and Fort Thomas Swim Club. 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 manage portfolios across a broad range of investment vehicles.

Kasey King is an Investment Solutions Representative III at Fidelity Investments, a role held since 2026. Prior to this, Kasey progressed through several positions at Fidelity Investments, including Investment Solutions Representative II from 2025 to 2026, Investment Solutions Representative I from 2024 to 2025, and Customer Relationship Advocate from 2022 to 2024. In this capacity, Kasey works closely with clients to understand their unique goals and priorities, aiming to provide guidance, education, and support that help clients make informed decisions and advance toward their financial objectives. Outside of work, Kasey has interests in cars, concerts, cooking and baking, fishing, outdoor adventures, and snowboarding.

Samuel Hughes is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Carfagnas and has held positions in the retail and service sectors, including Potbelly Sandwiches and Romeos Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Allen Morwind Arul is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Panacea Facilities Private Limited, Housing Development Finance Corporation Limited, and Ashiana Housing Limited. Fidelity's Strategic Advisers LLC provides 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 including mutual funds, ETFs, and ETPs. The firm is also registered as a commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Jennifer Marcil is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, she worked at Bankoh Investment Services, Inc and Bank of Hawaii. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods.

Ryan Murray is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services since 2015. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios across various asset classes.

Jessica Wiley is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2021. Prior to that, she held roles at Fifth Third Bank and Moerline Lager House. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm integrates fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Matthew Record is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Fidelity Brokerage Services since 2013 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and is noted for its use of AI-driven research and formal advisory roles to multiple registered funds.

David Ridenour is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2012 in several roles including Financial Consultant and Retirement Relationship Manager. In his current role, he focuses on retirement planning, income analysis, and investment strategies. He works with clients across various age groups, tailoring their financial planning to their individual needs. As a Certified Financial Planner (CFP®), David aims to ensure each client feels valued and understood. David holds an Arkansas Insurance License, supporting his professional capacity to serve clients comprehensively. Outside of his financial advisory work, he has interests in the beach, football, outdoor adventures, parenthood, pets, and traveling.