Christopher Ingoglia is a Wealth Management Planning Consultant at Fidelity Investments, where he has served since 2022. In this role, he collaborates with a Wealth Management Advisor and a support team to assist clients in working toward their financial goals through planning, service, and problem resolution. Prior to this position, he has held various roles at Fidelity Investments, including Wealth Management Operations from 2018 to 2022, Service Support Specialist from 2016 to 2018, and Financial Representative from 2014 to 2016. He also worked as a Financial Representative at Northwestern Mutual from 2012 to 2013. Christopher holds an Arkansas Insurance License, which supports his work in wealth management and financial planning. Outside of his professional responsibilities, he has personal interests in baseball, football, and exploring culinary experiences as a foodie.

Whitney MacFarlane is Vice President and Financial Consultant at Fidelity Investments, a position held since 2024. She has been with Fidelity Investments since 2006, progressing through roles including Financial Consultant, Retirement Solutions Representative, Investments Solutions Representative, Financial Service Representative, and Customer Service Associate II Retirements. Her experience spans various facets of financial consulting, with a focus on creating and maintaining customized financial plans for clients. Whitney emphasizes building long-lasting relationships based on trust and exceptional client service. She holds insurance licenses in Arkansas and California.

Amber Melvin is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop personalized financial plans and supports them in executing those plans through ongoing engagement strategies. She has been in her current role since 2026. Amber has held various positions at Fidelity Investments, including Investment Management Consultant from 2023 to 2026, College Planning Specialist in two terms (2020-2021 and 2022-2023), Learning Lead in 2022, Series 7 Mentor from 2021 to 2022, and Customer Relationship Advocate from 2019 to 2020. This range of roles has provided her with experience in financial planning, investment management, college planning, and mentoring. Outside of her work, Amber enjoys a variety of activities such as cars, golf, outdoor adventures, pets, traveling, and yoga.

Grant Jennings is a CFP®-certified financial advisor with 17 years of industry experience, currently serving at Fidelity in Covington, KY. He previously worked at Whitaker Myers and has an extensive tenure at Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Sean Scaffidi is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity Investments LLC, he held positions at various organizations including Child Focus and JusticeWorks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm is noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of AI and systematic methodologies in investment research.

Burton Tienken is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Gannett and Banker's Life, as well as entrepreneurial work with E+O Kitchen. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Daniel Junod is a financial advisor at Fidelity with six years of industry experience. He has served in the United States Navy from 2011 to 2017 before joining Fidelity Investments, where he has worked since 2017. Junod holds a Series 66 designation. Fidelity's Strategic Advisers LLC offers 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 develop model portfolios drawn from mutual funds, ETFs, and ETPs, and holds distinctive registrations and advisory roles uncommon among large institutional peers.

Muntazir Dhala is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Investments in various capacities since 2006. 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 across a range of funds and model portfolios.

Max Agabon is a financial advisor at Fidelity with Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity in 2025, he was the sole proprietor of Moonlight Bread, an artisan bread and baked goods business. Fidelity, through its Strategic Advisers LLC division, 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 a broad range of investment portfolios.

Mitchell Royse is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he focuses on assisting clients in pursuing their financial goals through personalized planning and investment strategies tailored to their individual needs and priorities. He collaborates closely with clients to understand their key financial objectives and helps them develop plans and strategies aligned with those goals. Mitchell has been with Fidelity Investments since 2020, progressing from Financial Representative to Relationship Manager before becoming a Planning Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Mitchell has personal interests that include cars, fitness, football, and golf.

Richard Cook III is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services since 2012. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and is noted for its use of AI-driven methodologies and formal advisory roles to multiple registered investment companies.

Jacob Feitlinger is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and one year of industry experience. His prior roles include work at JF Network Solutions and involvement with the Greenacres Foundation. He also spent six years at the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Kate Reidel is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Her prior roles include work with St. Aloysius Orphanage and Farmwise Education, as well as founding Cultivating Curiosity, LLC. 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 across a range of funds and portfolios. The firm also serves multiple registered investment companies and utilizes advanced methodologies, including AI and systematic oversight, to manage its offerings.

Greg Rios is a Planning Consultant at Fidelity Investments, where he assists clients and their families in creating financial plans designed to help them work toward achieving financial success. His approach involves a four-step process: learning about clients' goals and values, building tailored financial plans, implementing these plans, and regularly reviewing and adjusting them based on changes in clients' situations and market conditions. Prior to his current role, Greg served as a Relationship Manager at Fidelity Investments in 2024. He holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial planning services. Outside of his professional work, Greg has interests in gardening, music—including playing instruments and singing—outdoor adventures, and parenthood.

Jason Rimmer is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity divisions since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on various fund structures and model portfolios.

Brian Sztanyo is a financial advisor with Fidelity who holds a Series 66 designation and has 20 years of industry experience. He has been with Fidelity Investments since 2006, including seven years at Fidelity Personal and Workplace Advisors and one year with Fidelity Investments in his current role. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Daniel McCamey is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with Wealth Management Senior Relationship Managers to address clients' financial planning and service needs. In his role, he assists clients and their families in growing and protecting their wealth, making informed investment decisions, and simplifying their financial lives. Daniel has been with Fidelity Investments since 2015, serving in various roles including High Net Worth Service Representative, Margin Trading Specialist, and Help Desk Client Services before assuming his current position in 2022. His experience spans multiple aspects of wealth management and client services within the firm. Outside of his professional responsibilities, Daniel's interests include biking, comedy, concerts, cooking and baking, fitness, and scuba diving.

Evan Brignolo is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. His background includes roles at Fidelity Investments, Fidelity Brokerage Services LLC, and Fidelity Investments Institutional Operations Company, as well as two years with Cunningham Restaurant Group. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and management of model portfolios. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as its registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Maxwell Kiker is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work experience includes roles at U.S. Bank and various other positions outside the financial industry. 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 develop model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Zachary Carter is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022. His prior experience includes roles at Triple Canopy, UPS, the University of Maryland Global Campus, and the United States Air Force. 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 discretionary and non-discretionary portfolios, including fund advisory for registered investment companies.