Austin Neat is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this position, he focuses on cultivating and maintaining relationships with clients to support their financial situations. Prior to this role, he gained experience at Fidelity Investments in various capacities including Investment Solutions Representative I and II from 2024 to 2026, High Net Worth Associate in 2024, and Customer Relationship Advocate from 2023 to 2024. He holds insurance licenses in both Arkansas and California.

Luke Mitsch is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Fidelity Investments since 2021. Prior to his financial career, he held roles at Tri-State Coatings and Repairs, Ameritas Insurance Company, and Xavier University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Austin Brownell is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Fidelity Investments since 2023 and prior positions at DoorDash and other companies. 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 create model portfolios using mutual funds, ETFs, and ETPs.

Brian Roeding is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked within various Fidelity entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, offers 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 is noted for its use of model portfolios, algorithmic methods including AI, and its advisory role to multiple registered investment companies.

Samuel Sprague is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Storopack, QliqSoft, and UPDOX. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Kole Feinauer 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 USIC LLC, Syka Agency, and Crafts & Vines, where he was employed for five years. 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 to create model portfolios from mutual funds, ETFs, and ETPs.

Victoria Michels is a financial advisor at Fidelity with four years of industry experience. She previously worked at Citizens National Bank of Meridian and Renasant Bank before joining Fidelity. She holds a Series 66 designation. Strategic Advisers LLC, a Fidelity Investments company where she is based, provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative and algorithmic portfolio construction, managing a variety of funds and model portfolios while employing systematic methodologies and oversight controls.

Michael Link is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Protective Packaging Solutions and several short-term engagements across diverse businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a broad client base, including charitable funds and registered investment companies, and is notable for its use of systematic methodologies and formal advisory roles to multiple funds.

Timothy Powers is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at the University of Cincinnati and Zavtek, as well as entrepreneurial experience with Grimeboss Detailing and Abby Girl Sweets. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Craig Rengering is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. His tenure includes roles at Fidelity Brokerage Services LLC since 2010 and Fidelity Personal and Workplace Advisors from 2018 to 2025. Outside of his advisory work, he officiates youth, high school, and NCAA college football games. He works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment approach combining fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Levi Berg is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates closely with clients to understand their values and goals, using this insight to develop personalized financial plans tailored to their specific situations and concerns. Levi has gained comprehensive experience through various roles at Fidelity Investments since 2022, including Investment Solutions Representative I, II, and III, as well as Electronic Channel Specialist. He holds an Arkansas Insurance License, supporting his professional qualifications. Outside of his professional work, Levi enjoys baseball, board games, family activities, spending time at the lake, and reading.

Michael Lewis is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has worked with Fidelity Brokerage Services, LLC since 2013. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Maresa Tambling is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2015 and Fidelity Investments since 2025. Strategic Advisers LLC, a Fidelity Investments company where she is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and employs systematic methodologies and long-term asset allocation benchmarks.

Joshua Gries is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at FedEx Ground and self-employment ventures before joining Fidelity. 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 uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Jiaqian Zhou is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, Zhou worked at Churchill Mortgage Corp and NVR Mortgage Finance Inc. for a combined eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients including retail and institutional investors, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers advisory support to registered investment companies and designs model portfolios using a blend of mutual funds, ETFs, and ETPs.

Matthew Sherlock is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities since 1997. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jacob Mccoy is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Citibank and Abigail Street. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s investment process combines fundamental research with quantitative analysis and systematic portfolio construction, managing model portfolios using mutual funds, ETFs, and ETPs.

Tracy Sullivan is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2022, progressing through various positions including Financial Consultant I, Workplace Planning Consultant III, II, and I, as well as Workplace Planning Associate. Prior to joining Fidelity Investments, she worked as a Financial Services Specialist at Apprisen from 2015 to 2017. Her professional focus includes Investment Strategy, Retirement Planning, Income Protection, and facilitating Family Conversations to guide clients toward meaningful financial goals. She holds insurance licenses in Arkansas and California, supporting her work in income protection and financial planning. Tracy aims to connect with clients through a thoughtful, goal-oriented approach, emphasizing the development of long-lasting personal relationships while providing specific direction for their financial futures.

Blaine Craig is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His work history includes roles outside the financial sector, including positions at Camfil USA and various service industry jobs, as well as academic involvement at the University of Cincinnati and Miami University. 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 across a diverse universe of mutual funds, ETFs, and ETPs.

Stephanie Jones is a financial advisor at Fidelity with 26 years of industry experience. She holds the CFP® designation along with Series 63, 65, and 66 licenses. Her prior work includes over two decades at Fidelity Brokerage Services, Inc., as well as positions at Fifth Third Bank and Fifth Third Securities. 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. The firm also serves as an advisor to registered investment companies and employs systematic methodologies in constructing model portfolios from mutual funds, ETFs, and ETPs.