Michael Mcqueeney is a financial advisor at Fidelity with Series 63 and Series 66 designations. He joined Fidelity in 2026 and has prior work experience at Amazon and Russell Cellular. 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 model portfolios and delegated sub-adviser relationships.

Reece Tate is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at Madewell, Delhi Fitness Club, and Town and Country Pools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves a diverse client base and maintains a notable advisory role to multiple registered investment companies and fund-of-funds.

Tiffany Weigle is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2010. Outside of her advisory role, she teaches private and group yoga classes. 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 mutual funds, ETFs, and ETPs.

Jeremy Chapman is a Planning Consultant at Fidelity Investments, where he works with clients to develop personalized financial plans that align with their individual lives and values. He joined Fidelity Investments in 2020 as a Workplace Planning Consultant and transitioned to his current role in 2024. Jeremy holds insurance licenses in Arkansas and California. His work focuses on helping individuals and families understand financial strategies and make informed decisions to build financial confidence. Outside of his professional role, Jeremy enjoys cars, family activities, golf, hiking, outdoor adventures, and traveling.

William Lyon is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In this role, he collaborates with clients and their Wealth Management Advisors to develop, execute, and oversee customized investment strategies aimed at achieving long-term financial goals. He has been with Fidelity Investments since 2016, progressing through roles including Workplace Planning and Advice, and various levels of Investment Management Consultant positions. His experience encompasses investment consulting and wealth management advisory. William holds the CERTIFIED FINANCIAL PLANNER™ designation. Outside of his professional work, he has interests in concerts, cooking and baking, family activities, football, and traveling.

Emily Fox is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and previously worked at GreenSky Credit and Northern Kentucky University. Outside of her advisory work, she operates a small business making and selling tie-dye apparel. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across retail and institutional clients.

David Goodman is a Planning Consultant at Fidelity Investments, where he collaborates with families and individuals to develop plans focused on long-term investment and retirement objectives. He emphasizes building trust and delivering client services through lasting relationships. He has been with Fidelity Investments since 2019, initially serving as a Stock Plan Consultant, then as an Executive Services Specialist from 2020 to 2024, before becoming a Planning Consultant in 2024. He holds insurance licenses in Arkansas and California. Outside of his professional work, David enjoys baseball, camping, family activities, football, golf, and skiing.

Michael Burkhardt is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity since 2015. 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 manage portfolios across a broad investable universe.

Collin Schaeffer is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked with various Fidelity entities since 2016. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers oversight of sub-advisers while addressing conflicts of interest.

Craig Wagner is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has worked at Fidelity Investments in various roles since 2004, progressing from Financial Representative to his current leadership position. His professional experience includes expertise in wealth planning and client financial goal achievement. Wagner holds an Arkansas Insurance License, enabling him to provide insurance-related financial services. Throughout his tenure at Fidelity, he has been involved in client management and investment representation, contributing to his comprehensive understanding of financial consulting. He emphasizes the benefits of Fidelity's brand, technology, and investment platform in his work with clients, focusing on close collaboration with his team to support client financial objectives.

Jeff Scheper is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2001. He has held the role of Financial Consultant since 2008 and previously worked as a Financial Representative from 2001 to 2008. Jeff consults with high net worth clients and their families, focusing on building, preserving, and transferring wealth. He emphasizes maintaining an open dialogue and periodic communication to help clients work towards their financial goals. He holds insurance licenses in Arkansas and California.

Wesley Estep is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Fidelity Brokerage Services LLC and Education At Work. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios using systematic methodologies.

Justin Guidroz is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Lauren Kaminsky is a Wealth Management Planning Consultant at Fidelity Investments, where she has been serving since 2019. She focuses on building trustworthy relationships with clients and their families, aiming to understand their priorities and deliver tailored value. Lauren's experience at Fidelity Investments spans several roles, including Wealth Management Operations Associate from 2018 to 2019, Service Support Specialist from 2017 to 2018, and Electronic Response Representative from 2015 to 2017. This progression reflects her comprehensive knowledge of wealth management and client service within the company.

Joel Stockelman is a financial advisor with Fidelity who holds the Series 63 and Series 66 designations and has 29 years of industry experience. He has been with Fidelity and its affiliated entities since 1998. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable gift funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Carrie Hilbert is a financial advisor with Fidelity Investments based in Covington, KY. She holds Series 63 and Series 66 designations and has two years of industry experience. Prior to joining Fidelity, she has worked in various roles including positions at Butter's Burgers and the University of Tampa. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Angelo Ferro is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fidelity, he spent three years in education-related work. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios. The firm also serves as advisor to registered investment companies and employs systematic methodologies including AI and algorithmic techniques in its investment process.

Brookelyn Hopkins is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Her prior roles include positions at Woodford County Economic Development Authority and Midway University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and registered investment companies.

William Rhodes is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Fifth Third Bank and Urban Meyers Pint House. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Claire Allen is a financial advisor at Fidelity with three years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Fidelity, she held roles at Gateway Community and Technical College and St. Elizabeth Healthcare, and operated a small business, Doggie Paddles LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.