Erin Robbins is a financial advisor at Fidelity with 23 years of industry experience and holds a Series 66 designation. She has worked at Fidelity and its affiliated entities since 2015 and previously spent 12 years at 1st Global Advisors Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing fund-of-funds, delivering model portfolios, and employing AI and systematic methods in its investment process.

Oleg Peleshok is an Investment Solutions Representative III at Fidelity Investments. In this role, he partners with clients to understand their short and long-term financial goals and helps them explore investment strategies that align with their priorities. He focuses on simplifying complex financial topics to assist clients in making confident decisions about their investments. Oleg has progressed through several positions at Fidelity Investments, beginning as a Customer Relationship Advocate in 2024, then advancing through the Investment Solutions Representative levels I and II before reaching his current role. His experience centers on working closely with clients to provide tailored investment guidance. Outside of his professional responsibilities, Oleg enjoys fishing, music, tennis, and traveling.

Jack Buffington is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across Fidelity’s Personal and Workplace Advisors and Brokerage Service divisions since 2016. 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

James Turner is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at U.S. Bank and Upward Mobile LLC, as well as experience at Northern Kentucky University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing a range of investment products including model portfolios, fund advisory, and consulting services.

Michael Strucke is an Investment Solutions Representative III. In his role, he works with clients to understand their short- and long-term financial goals and assists in building tailored financial plans. He collaborates with senior Financial Consultants to establish strong client relationships and gain comprehensive insight into their situations. Michael's professional experience at Fidelity Investments includes progressive roles from Customer Relationship Advocate (2023-2025), Investment Solutions Representative I (2025), Investment Solutions Representative II (2025-2026), to his current position. He holds an Arkansas insurance license, supporting his capacity to address insurance-related financial planning needs.

Donald Hicks is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios built from mutual funds, ETFs, and ETPs.

Caroline Beglane is a financial advisor with Fidelity Investments in Covington, KY, holding a Series 66 designation and 11 years of industry experience. She has worked exclusively with Fidelity since 2015, 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, including charitable funds and registered investment companies. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of algorithmic methods, AI, and its formal advisory role to multiple registered investment companies.

Ashton Hutchinson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held various roles in the retail and service sectors, including at Fleishman's Bagels and Delicatessen and DoorDash Inc. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm serves a broad client base and engages in activities such as model portfolio delivery and advisory services to registered investment companies.

Franklin Graves is a Financial Consultant with experience at Fidelity Investments and Fifth Third Bank. He partners with clients to help them achieve their financial goals, providing guidance on investment strategies, income planning, tax-efficient investing, and retirement planning. His professional experience includes roles such as Financial Consultant, Planning Consultant, Investment Management Consultant, Preferred Relationship Manager, Workplace Planning Consultant, Investment Solutions Representative, and Customer Service Representative, all contributing to his comprehensive understanding of financial services. Franklin holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys activities including fishing, exploring food, football, movies, tennis, and traveling.

Javier Aparicio is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Outside of his advisory role, he works as a driver for Lyft. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Joshua Straw is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held roles at TB Products and Total Quality Logistics, and worked at Monfort Aquarium & Pet. He also has experience in education, having worked at Miami University and Colerain High School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

John Jager is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Fidelity Investments and prior positions at Longship, CED, and Kona Ice of Louisville. He has also worked in education at the University of Louisville and Highlands Middle School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative and algorithmic portfolio construction across a range of investment vehicles.

Carlos Varela is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at Four Facets and multiple positions at the University of Kentucky, as well as experience with Amazon.com Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through discretionary and non-discretionary portfolio management. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies.

Chris Thompson is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has been with Fidelity Investments since 2008, progressing through several positions including Workplace Planning and Guidance Consultant, Regional Sales Consultant, Retirement Relationship Manager, Retirement Representative IV, Retirement Solutions Representative, and Financial Representative. Throughout his career at Fidelity, Chris has developed expertise in financial consulting, retirement solutions, and workplace planning. He holds insurance licenses in Arkansas and California. Chris aims to build long-term relationships with his clients and their families based on trust, drawing on their personal experiences and goals while leveraging Fidelity's financial and investing resources.

Tyler Lyon is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Investments and prior employment at St. Elizabeth Hospital, Northern Kentucky University, and County Market. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and serves in advisory roles for multiple registered investment companies.

Quentin Bateman is a financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he worked for over a decade at Providence St. Joseph Medical Center. He holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and Charitable Gift Funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Morgan Maxwell is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Education At Work and Northern Kentucky University. Morgan works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Corey Luman is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022. Prior to joining Fidelity, he was self-employed and held roles at MH Equipment and Slater Tile. 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 employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and formal advisory roles within the Fidelity institutional platform.

Robert Blades Jr. is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Chase Investment Services Corp., and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad clientele including retail and institutional investors, charitable funds, and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Colin Conner is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior roles include positions at Huntington Bank, Keith and Associates, and various customer service and education-related jobs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and is notable for its use of AI-driven research and its formal advisory role to multiple registered investment companies.