Julianne Kelly is a financial advisor at Fidelity with 11 years of industry experience. She holds a Series 66 designation and has worked within various Fidelity divisions since 2015, 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, offering portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its regulatory registrations, use of AI in research, and formal advisory role to multiple registered investment companies.

Holly Henrich is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she partners with clients to understand their short- and long-term financial goals and helps build customized financial plans tailored to meet their unique needs. Holly has been with Fidelity Investments since 2021, progressing through various roles including Investment Solutions Representative I, II, and III, as well as Customer Relationship Advocate. She holds insurance licenses in Arkansas and California. Outside of her professional work, Holly has interests in music, outdoor adventures, and traveling.

Jim Larimore is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Samantha Weber is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. She has worked at Fidelity Investments since 2018 and has prior experience at LYFT, Monat Global, and Freddy's Frozen Custard and Steakburgers. Outside of her advisory role, she is involved in delivery services with Instacart. 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 deliver diversified model portfolios.

Joseph Williams is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked in various roles including logistics at FedEx Ground and operated a Labrador Retriever breeding business, On Point Labradors, for over a decade. 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 across diversified fund structures.

Brandon Webster is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at US Bank and self-employment before joining Fidelity. Outside of his advisory work, he is involved in social media advertising for Shoot Strayt, a trading card sales and content business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a proprietary investment process that incorporates fundamental research, quantitative analysis, and algorithmic portfolio construction utilizing mutual funds, ETFs, and ETPs.

Jared Hachenski is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, progressing through various positions including Investment Solutions Representative I, II, and III, and Customer Relationship Advocate. His career path reflects a growing specialization in financial planning within the same organization. Jared's approach to financial planning emphasizes clear communication, personalized guidance, and a comprehensive, long-term view of clients' financial situations. He focuses on identifying opportunities and potential risks, developing strategies tailored to clients' evolving goals, and providing ongoing support to help clients make informed financial decisions. He holds insurance licenses in Arkansas and California. Outside of work, Jared enjoys activities such as golf, spending time at the lake, scuba diving, snowboarding, and traveling.

Jonathan Kral is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Fidelity Investments and entrepreneurial ventures such as His Image Services LLC and Created Construction. Outside of advisory work, he engages in online book publishing as an independent contractor, using AI software to outline, co-author, and self-publish digital books. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Alex Jordan is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at Fidelity Brokerage Services, LLC since 2015 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors and registered investment companies. The firm employs a research-driven investment process that combines fundamental analysis, quantitative methods, and algorithmic portfolio construction.

Andrew Baker is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2013 and joined Fidelity in Covington, KY in 2025. 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 systematic portfolio construction, utilizing model portfolios built from mutual funds, ETFs, and ETPs.

Christopher Gibson is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various divisions of Fidelity since 2014. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, managing a range of investment vehicles and serving as an adviser to multiple registered investment companies.

Brian Webb is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at AT&T and has held roles in both retail and community organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable involvement in registered investment companies and fund-of-funds.

Greg Piedel is the Director, Executive Services Officer at Fidelity Investments. In this role, he provides strategic financial guidance to senior level executives concerning their equity compensation needs and serves as the primary point of contact for their broader financial planning requirements. He has been with Fidelity Investments since 2011, beginning as a Stock Plan Services Executive Specialist. He then served as a Relationship Manager for Executive Services from 2015 to 2019 before assuming his current position in 2019.

Steve Nurre is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, he worked in various roles including with the U.S. Census Bureau and has been involved as a stagehand supporting local arts organizations and event management in Cincinnati. 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 deliver model portfolios and manage registered investment companies.

Stephanie Jordan is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2023. In this role, she collaborates with clients and Wealth Management Advisors to develop and maintain financial plans tailored to the specific needs of clients and their families. Stephanie has been with Fidelity Investments since 2017, progressing through roles including Brokerage Operations Representative IV and Wealth Management Operations Associate before her current position. Her experience encompasses various aspects of wealth management operations and planning. No information about her education, credentials, personal interests, or community involvement has been provided.

Edward Villari is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Aaron Peloe is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services LLC since 2012. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios and delivers these through various intermediary platforms.

Robert Thelen 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 Black Knight, Inc., Indotronix International Corp, and Vaco, Inc. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Nicholas Greathouse 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 since 2015. Outside of his advisory role, he is also a partner involved in managing thoroughbred racehorses. 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 from mutual funds, ETFs, and ETPs.

Timothy Webster is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.