Eric Struble is a Financial Consultant currently working at Fidelity Investments since 2023. In his role, he focuses on building long-term relationships with clients by helping them define their financial goals and guiding them through comprehensive wealth and retirement income planning strategies. Eric has accumulated experience in the financial industry starting as a Financial Planner at Prudential Financial from 2016 to 2020. He then held roles at Fidelity Investments including Investment Solutions Consultant from 2020 to 2021 and Planning Consultant from 2021 to 2023 before his current position. He holds insurance licenses in Arkansas and California. Outside of his professional work, Eric's personal interests include beach activities, family activities, golf, hiking, and parenthood.

Nancy Rezek is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and in public school districts 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 employs a combination of proprietary fundamental research and quantitative analysis, utilizing systematic methodologies and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Scott Krause currently serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. His professional experience at Fidelity extends back to 2013, during which time he has held various positions including Financial Consultant, Workplace Planning Consultant, Investment Solutions Representative, and Financial Representative. Prior to joining Fidelity, Scott worked as an Investment Officer at BMO Harris Bank from 2007 to 2013. Scott has worked with a broad range of clients with varying financial situations. He partners with individuals and families to help them work toward achieving their financial objectives, emphasizing a process grounded in his professional beliefs and values. His experience spans multiple areas within financial advising and investment. Scott holds insurance licenses in Arkansas and California.

Joseph Wanders is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at Fidelity Investments and varied work experience in other sectors such as hospitality and logistics. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Benjamin Falls is a financial advisor at Fidelity with seven years of industry experience. He has held positions at Fidelity Brokerage Services LLC since 2018 and Fidelity Investments since 2025. Prior to joining Fidelity, he worked at ConMed Corporation and contributed as a sports columnist in 2018. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Madeline Jeffcoat is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and has previously worked at the Texas A&M Export Controls Office and Texas A&M University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its registration as a commodity pool operator, and its formal advisory roles to multiple funds.

Thomas Brunz is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 66 designation and previously worked at Bellco Credit Union and Cuso Financial Services. Outside of his advisory role, he serves as Treasurer for the American Heritage Girls troop 3031, managing dues and bill payments. Fidelity is an institutional firm that offers investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Daniel Gallagher is Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. In this role, he collaborates with clients and their families to develop and implement strategies aimed at building, preserving, and transferring wealth across generations. Prior to this, he held various roles at Fidelity Investments, including Portfolio Specialist from 2015 to 2018 and Client Management Representative from 2014 to 2015. His earlier experience includes positions at TIAA from 2006 to 2014, where he progressed from Financial Consultant to Wealth Management Advisor. Daniel holds insurance licenses in Arkansas and California. Throughout his career in the financial services industry, he has focused on client-centered planning and wealth management strategies. No additional information on his education or personal interests has been provided.

Richard Grove is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and five years of industry experience. His career includes roles at Orion Portfolio Solutions, TD Ameritrade, and Applied Underwriters. 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 composed of mutual funds, ETFs, and ETPs.

Tyler White is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include five years at TD Ameritrade and multiple positions within Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Erik Bosemberg is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo and in the food service industry. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Erin Ortmeier is a financial advisor at Fidelity with 11 years of industry experience and a Series 65 designation. She has been with Strategic Advisers, Inc., a Fidelity Investments company, since 2014. Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies while delivering model portfolios to intermediary platforms.

Zachary Brent is Vice President and Financial Consultant. He partners with individuals, families, and business owners to create comprehensive financial plans. Zachary has worked at Fidelity Investments in various roles since 2015, including Financial Consultant from 2018 to 2023, Relationship Manager from 2017 to 2018, Investment Solutions Representative from 2016 to 2017, and Financial Representative from 2015 to 2016. Prior to that, he held positions in brokerage solutions and loan operations. He holds insurance licenses in Arkansas and California. Outside of work, Zachary's personal interests include family activities, fitness, football, golf, snowboarding, and volunteering.

Nicholas Kline is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked at Charles Schwab and has experience outside of finance in the martial arts community, having been involved with Easton Brazilian Jiu Jitsu for several years. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Kane Knutson is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, he partners with clients to develop customized financial plans tailored to their unique situations and financial goals. Prior to joining Fidelity, Kane held positions at Charles Schwab from 2017 to 2022, serving first as a High Net Worth Trading Specialist and later as Vice President and Financial Consultant. He also worked as a Financial Advisor at Merrill Lynch from 2016 to 2017. Kane holds insurance licenses in Arkansas and California. Further educational background or personal interests have not been provided.

Keith Yarberry is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity and its affiliate FIDELITY Brokerage Services LLC since 2014. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including IRS-qualified 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 composed of mutual funds, ETFs, and ETPs.

Jonathan Messer is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Mutual of Omaha Investor Services and First Command Advisory Services. Outside of his advisory work, he serves as treasurer of the Northridge Elementary Parent Teacher Organization in Highlands, Colorado. Jonathan works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Tunay Yildiz is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity Investments, he held roles at the University of Colorado - Global and Canvas Credit Union. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm combines fundamental research with quantitative and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Paul Perseo is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2014 in various roles. He has held positions including Portfolio Specialist, Client Management Representative, Workplace Planning Consultant II, and Financial Associate, demonstrating a breadth of experience within the company. Prior to his current role, he also worked as a Financial Consultant at TD Ameritrade from 2019 to 2020. In his role as a Financial Consultant, Paul focuses on designing and implementing customized financial plans tailored to meet the unique needs of each client. He emphasizes maintaining open communication and guiding clients through important financial decisions and life transitions. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Paul enjoys camping, attending concerts, fishing, music, and spending time with his pets.

Andrew Vance is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc. and West and Main Homes. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.