Meredith Hemmer is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. She has five years of industry experience, including roles at Tradebe Environmental Services and Auburn University prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm integrates fundamental research with quantitative and algorithmic approaches to construct model portfolios using mutual funds, ETFs, and ETPs.

Christopher Grote is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Equitable Advisors and R.W. Baird. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Jacqueline Hurwitz is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions since 2010. 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Karla Heck is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. She has been affiliated with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Millard Ledford is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he managed the Ledford Family Farm and held an executive leadership role at Rock Solid Roofing, where he was involved in sales. Outside of his advisory work, he has experience as a sole proprietor in agriculture and as a partner in a roofing and exterior company. Strategic Advisers LLC, a Fidelity Investments company, 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 funds, ETFs, and ETPs.

Joshua Goewey is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Jake Ernst is a Planning Consultant at Fidelity Investments, where he supports a broader wealth management team. He focuses on understanding clients' needs by exploring their goals, concerns, retirement timelines, legacy planning, and investment preferences. Jake emphasizes building confidence through trusted relationships in addition to creating effective financial strategies. He has been with Fidelity Investments since 2022, initially serving as a Workplace Planning Consultant before his current role as a Planning Consultant starting in 2026. Jake holds insurance licenses in Arkansas and California.

Daniel Bettendorf is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022. Outside of his advisory role, he creates content and designs for Amazon Print on Demand Products. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Andrew Donelan is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked within Fidelity’s organizations since 2016. 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 is noted for its roles in fund advisory, use of systematic methodologies including AI, and formal advisory responsibilities to multiple registered investment companies.

Kevin Osborne is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity divisions since 2001. 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 employs a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Braydon Benedum is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior work experience that includes both financial services and roles in the service and maintenance sectors. Outside of advising, he has worked at Eastgate Lanes, a bowling alley where he performed maintenance and customer service duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing a range of model portfolios using systematic, long-term asset allocation strategies.

Joshua Erhart 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 Investments and its affiliates since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Dustin Watkins is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 1999. Fidelity’s Strategic Advisers LLC serves a broad client base including retail and institutional investors, providing investment management and advisory services that utilize a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s offerings include discretionary portfolio management, advisory work, fund advisory, and model portfolio delivery.

Andres Garcia is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fidelity, he worked at Coke Consolidated, Jimmy John's, and Zillow Group. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Joao Paulo Monteiro is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2020. Prior to that, he held positions at Edelweiss Lodge and Resort/US Department of Defense and Centre College. 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 model portfolios across mutual funds, ETFs, and ETPs.

Sara Ahlrichs is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and previously worked at Sheer Technologies, ConstructConnect, and Teksystems. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, overseeing model portfolios composed of mutual funds, ETFs, and ETPs.

Lewis Curd is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity, he worked at USA Homestays and was involved with Grace Fellowship Church. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios.

Greg Peebles is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity since 2017, previously serving as a Director and Retirement Planner from 2017 to 2020 and as a Portfolio Specialist from 2020 to 2021. In his current position, Greg focuses on understanding clients' goals and financial situations to develop and maintain personalized financial plans using Fidelity's resources. Greg holds insurance licenses in Arkansas and California. Outside of his professional work, he engages in family activities, fishing, football, outdoor adventures, and parenthood.

Dave Torggler is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Brokerage Services, Inc., Fidelity Personal and Workplace Advisors, and Strategic Advisors Inc. since 1991 in various roles. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios constructed from mutual funds, ETFs, and ETPs.

A Mcdougal is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. Their career includes long-term roles at various Fidelity divisions dating back to 1995. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it is noted for its use of AI technologies and formal advisory roles within the industry.