Rebecca Boden is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at the Owen County and Grant County Boards of Education, as well as work at Answers in Genesis and Georgetown College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Garren Schultz is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to his current role, he held various positions including as an independent contractor delivery driver for DoorDash. 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 to manage diversified model portfolios.

Scot Herrmann is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His career includes roles across Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Outside of his advisory work, he is involved as a race announcer for live sporting events and serves as a business partner providing strategic consultation for a retail bike shop. Strategic Advisers LLC, a Fidelity Investments company where he works, offers investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative and algorithmic portfolio construction.

Jared Noble is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. Before joining Fidelity, he worked at Standard Textile, Superior Staffing, and IGS Energy. 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 uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Jeff Reuter is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with Wealth Management Advisors to provide personalized support and service to clients. He joined Fidelity in 2015 and has held various roles within the company, including Workplace Planning Consultant II, Workplace Planning Consultant I, Investment Solutions Representative, and Customer Service Representative. Throughout his tenure at Fidelity, Jeff has gained experience in wealth management planning and workplace consulting. He focuses on delivering a high-touch experience to clients by supporting advisors in meeting their clients' financial needs. Outside of his professional role, Jeff has interests in camping, cars, gardening, hiking, photography, and skiing.

Natasa Mitchell is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Investments and its affiliated entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Timothy Jolley is a financial advisor at Fidelity with a Series 66 credential. He has been with Fidelity since 2022 and has prior experience in various roles outside the financial industry, including positions at United Parcel Service and FedEx Ground. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

David Staverman is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with various Fidelity entities since 2012, including Fidelity Personal and Workplace Advisors from 2018 to 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 employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages both discretionary and non-discretionary advisory mandates.

Gunnar Wall is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior work history that includes roles at First Financial Bank and the United States Naval Academy. Outside of finance, he has been involved with Elder High School in multiple capacities for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs, with an emphasis on long-term asset allocation.

David Nguyen is a Financial Consultant at Fidelity Investments, where he has worked since 2020 in various roles leading up to his current position. He has held titles including Financial Consultant I, Investment Management Consultant II, Investment Management Consultant I, Investment Solutions Representative, and Customer Relationship Advocate. David's experience spans multiple areas within financial consulting and investment management at Fidelity. He is licensed to provide insurance services in Arkansas and California, holding the respective insurance licenses. He emphasizes the importance of trustworthy and smart collaboration with clients and adheres strictly to Fidelity's standards of putting clients' interests first. David values working closely with clients and their families to develop tailored financial plans that evolve over time.

Wesley Tootle is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. He has been with Fidelity Brokerage Services since 2018 and joined Fidelity Investments in 2025. Prior to his financial services career, he worked at Sycamore Community Schools for six years. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves a broad client base with both discretionary and non-discretionary advisory services.

Michael Collins is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at KeyBank and PNC Bank. Fidelity’s 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Jerome Doherty is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2012, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC 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 manage a range of portfolios and advisory mandates.

Steven Cluxton is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, he worked at the Defense Finance and Accounting Service and held various roles including self-employment with Lyft and Uber. 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 employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Jeffrey Cooper is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has worked with Fidelity for 24 years, during which he has assisted clients in developing, implementing, and monitoring their financial plans. His professional experience includes roles such as Financial Consultant, Relationship Officer, Financial Planning Consultant, Fixed Income Specialist, and Service and Trading Specialist, all within Fidelity Investments. Prior to joining Fidelity, he was an Investment Consultant at Charles Schwab in 2004. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jeffrey's personal interests include baseball, family activities, golf, hiking, military service, and traveling.

Scott Combs is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2000. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm’s investment process combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive activities including formal advisory roles to multiple registered investment companies and the use of AI-driven methodologies.

Brian Mote is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes roles at RenoFi, Angi/Handi Technologies, and insurance agencies. Outside of his advisory work, he is an independent contractor for a delivery service provider. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios across various investment vehicles.

Jeffry Drifmeyer is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he collaborates with affluent families and business owners to build efficient financial plans aimed at achieving their goals. Prior to his current role, Jeffry served as a Financial Consultant at Fidelity Investments from 2016 to 2023 and as a Retirement Relationship Manager from 2012 to 2016. Jeffry holds insurance licenses in Arkansas and California. He focuses on helping clients develop financial plans they can clearly articulate and feel confident about. No additional information regarding education, personal interests, or community involvement has been provided.

Amanda Ives is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within Fidelity and its affiliated entities since 2011. 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 develop model portfolios spanning mutual funds, ETFs, and ETPs.

Kyle Ottaway is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2013. Outside of his advisory role, he streams collectibles for sale on Whatnot.com in his spare time. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, focusing on a blend of proprietary fundamental research and quantitative analysis to construct model portfolios utilizing mutual funds, ETFs, and ETPs. The firm employs systematic methodologies and long-term asset allocation benchmarks, with oversight of sub-advisers and use of algorithmic tools including AI in its investment process.