Thomas Eyers is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at several Fidelity affiliates since 2013, as well as at USAA Financial Planning Services and TIAA-CREF. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it serves a range of clients through discretionary and non-discretionary advisory services.

Nick Niehaus is a Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he guides executives and investors through financial planning, investment strategy, and employer benefit decisions. He focuses on tailoring ideas and suggestions to align with each client's unique goals and preferences. Nick has extensive experience in the financial services industry, having held several leadership positions. Before his current role, he was a Vice President and Regional Planning Consultant at Fidelity Investments from 2019 to 2021. Prior to that, he served as Vice President and Branch Manager at Charles Schwab & Co., Inc. from 2011 to 2019 and as Vice President and Financial Consultant at Charles Schwab & Co., Inc. from 2004 to 2011. He holds insurance licenses in Arkansas and California.

Gary McDaniel is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He supports families in their pursuit of living the life they want to live. He has been with Fidelity Investments since 2007, progressing through several roles including Investments Representative, Portfolio Specialist, PAS Investment Consultant, Financial Consultant, and Vice President, Financial Consultant before his current role. This extensive experience has provided him with a broad understanding of wealth planning and financial consulting. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Dakota Coombes is a financial advisor at Fidelity with a Series 66 designation and seven years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC and Fidelity Investments, as well as earlier positions at AXA Advisors and involvement with Colorado State University-Pueblo. 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. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and serves roles including commodity pool operator registration and advisory services to multiple registered investment companies.

Kevin Mccann is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 66 designation and has worked at various Fidelity entities since 2014. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Brianna Mathis is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2023. She initially joined Fidelity in 2020 as a Financial Consultant and has experience in providing customized financial planning to clients. Prior to her current position, Ms. Mathis held several roles at Charles Schwab from 2017 to 2020, including Vice President and Financial Consultant, Manager of Branch Support, Senior Specialist, and Registered Brokerage Service Representative. Her career has encompassed various aspects of financial services and client support. Outside of her professional work, Brianna Mathis has interests in bowling, cooking and baking, hiking, parenthood, pets, and traveling.

Scott Carmody is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he gained experience at Fidelity Investments in various positions including Investment Management Consultant 2, Client Management Representative, and Investment Solutions Representative between 2019 and 2023. His earlier career includes roles as an Internal Wholesaler at Black Creek Group and Jackson National from 2010 to 2018. Scott focuses on developing financial plans collaboratively with his clients, addressing both their concerns and financial goals. He aims to create plans that meet both short- and long-term needs for clients and their families. He approaches his client relationships with a perspective of trust and treats each client as if they were a family member.

Eric Zaruba is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He began his career at Fidelity in 2014, progressing through roles including Financial Consultant and Investment Representative. Prior to joining Fidelity, he worked as a Retirement Consultant at JPMorgan Institutional Investments and held client consulting roles at Charles Schwab. Eric focuses on empowering clients through education, aiming to simplify complex financial topics and help them develop detailed roadmaps toward their financial and personal goals. His approach to financial planning is guided by the principle of treating clients as he would want to be treated. Outside of his professional work, Eric enjoys outdoor activities such as baseball, camping, fishing, golf, hiking, and skiing.

Cameron Rogers is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. He has progressed through several roles within the company since 2022, including Investment Consultant, Planning Consultant, Investment Solutions Representative, and Client Services. His expertise includes retirement planning, investments, education savings, and tax-efficient investing. Cameron focuses on helping individuals and families develop personalized financial strategies that align with their priorities. Outside of his professional work, Cameron enjoys camping, concerts, fitness, hiking, outdoor adventures, and traveling.

Jolie Mckinnon is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63, 65, and 66 designations and has worked at Fidelity Investments since 2025, with prior roles at Oppenheimer Funds and TD Ameritrade. Outside of advisory work, she is a partner in a real estate development venture. 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. The firm offers services including discretionary portfolio management and fund advisory, and it is noted for its use of systematic methodologies, AI research, and formal governance procedures.

Lauren Smith is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She works closely with executives to create personalized financial strategies that align with their individual goals, values, and long-term visions. Her approach emphasizes clear communication and collaborative planning to simplify complex financial decisions. Lauren has been with Fidelity Investments since 2024, initially serving as a Workplace Planning Consultant before advancing to her current role in 2026. Prior to joining Fidelity, she gained experience as an Administrative Associate at Western Wealth Management, LLC, and LPL Financial, LLC from 2017 to 2023.

Jacob Rather is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at Fidelity in various capacities since 2007, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory roles to multiple registered investment companies, and incorporation of AI in its investment process.

Michael Murphy is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Fidelity entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Samuel Jones is a Planning Consultant at Fidelity Investments, where he focuses on developing tailored financial plans that address the evolving goals, needs, and life events of clients and their families. He emphasizes communication, trust-building, and education to help clients make informed financial decisions. Samuel's experience at Fidelity Investments includes roles as a Financial Representative and Relationship Manager prior to his current position, providing him with a comprehensive understanding of client financial management and relationship development. Outside of his professional work, Samuel has interests in cars, fitness, food, social events with friends, golf, and swimming.

Edson Gallardo Vazquez is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Westerra Credit Union before joining Fidelity Brokerage Services LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing mutual funds, ETFs, and ETPs to implement systematic, long-term asset allocation strategies.