Mason Schwalbach is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Western and Southern Financial Group and held various roles outside of financial services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a methodology that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Lindsey Webb is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to her current role, she has worked with Amazon and has extensive involvement in volleyball organizations, including officiating and training volleyball officials for the Ohio High School Athletic Association and USA Volleyball. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s distinctive features include its registration with the CFTC as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of AI and algorithmic methods in its research and portfolio management.

Michael Johns is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at PNC Bank for 12 years and has been a freelance musician for nearly two decades. He also performs music periodically at St. Columban Church in Loveland, Ohio. Fidelity, through its Strategic Advisers LLC affiliate, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Corey Jones is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity affiliates since 2012. 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 to deliver model portfolios across a broad investable universe.

Amanda Moon is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked at several firms, including TADA Wealth Advisors, Concorde Investment Services, and The Spice and Tea Exchange. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, serving a range of clients including charitable funds and registered investment companies.

Ryan Schultz is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity Investments, he worked at Prime IV Hydration and Wellness and Bruegger's Bagels. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across multiple asset classes.

Brett Peters is an Investment Solutions Representative III at Fidelity Investments. In this role, he assists clients in working towards their financial goals by utilizing Fidelity's array of tools and resources. He aims to help clients pursue their ideal outcomes and ensure they leave with clarity and peace of mind. Brett has progressed through several roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2021, then serving as a High Net Worth Service Representative from 2022 to 2023, followed by three levels of Investment Solutions Representative from 2023 to the present. This experience has provided him with a solid background in investment solutions and client service. Outside of his professional work, Brett enjoys golf, hiking, skiing, and traveling.

Dylan Bard is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2023. Prior to his advisory role, he held various positions in education and other sectors, including Northern Kentucky University and Calvary Christian School. 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 manage portfolios that include mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Jeffrey Staley II is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Fidelity Investments and its affiliated entities since 2007. In addition to his advisory role, he serves as an adjunct professor of finance and is a member of the Department of Economics & Finance Advisory Board at Northern Kentucky University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Ryan Marquis is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served in various capacities at Fidelity Investments including Planning Consultant from 2023 to 2024, Work Place Planning Consultant from 2019 to 2023, Retirements Planner from 2018 to 2019, and Customer Relationship Advocate from 2017 to 2018. His career at Fidelity has been marked by a focus on financial planning aligned with clients' goals and values. Ryan holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial services. He emphasizes building personalized financial plans that adapt to clients' changing life circumstances, aiming to bring confidence and clarity to their decision-making. Outside of his professional work, Ryan has interests in beach activities, cooking and baking, food, golf, outdoor adventures, and traveling.

Brennan Hehman is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments since 2021. Prior to joining Fidelity, he worked at Cience and The Dynamic Catholic Institute. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, providing investment management and advisory services through a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios built from mutual funds, ETFs, and ETPs, and has notable roles in commodity pool operations, advisory services to registered investment companies, and the use of AI in its research methodologies.

Spencer Friery is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held roles in yacht sales and watersports services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolios supported by systematic methodologies and oversight controls.

Dan Gonzalez is a Financial Consultant at Fidelity Investments, where he works closely with clients to understand their financial goals and objectives. He collaborates with clients to develop strategic road maps tailored to their needs, aiming to promote financial health and wellness across generations. Dan's professional experience includes roles as a Financial Consultant at Fidelity Investments since 2024, Planning Consultant from 2022 to 2023, and ISR from 2019 to 2021. Prior to joining Fidelity, he served as a Financial Consultant at Hilliard Lyons from 2017 to 2019 and was Regional Vice President at Touchstone Investments from 2008 to 2016. He holds insurance licenses in Arkansas and California. Outside of his professional work, Dan enjoys family activities, exploring food, football, soccer, spending time with friends at social events, and caring for pets.

David Trendler Jr. is a financial advisor with Raymond James Financial in Florence, KY, holding Series 63 and Series 65 credentials and with 30 years of industry experience. He has been with Raymond James Financial and its affiliate since 2010. He serves as Treasurer and handles financial duties for the Over-the-Rhine Museum as a board officer. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, institutional, and charitable clients. The firm offers tailored non-discretionary planning and supports municipal and public finance work alongside specialized retirement plan consulting.

Brian Edwards 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 Diplomat Specialty Pharmacy and Cincinnati Children's Medical Center. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Nathaniel Wright is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity, a position he has held since 2024. In this role, he partners with clients and their Wealth Management Advisors to align investment strategies with clients' financial goals. Nathaniel has been with Fidelity Investments since 2008, progressing through various roles including Service and Trading, Investment Solutions Representative, Retirement Solutions Representative, and Investment Management Consultant. His extensive experience spans over a decade in investment management and consulting within Fidelity. No information about Nathaniel's education, credentials, personal interests, or community involvement was provided.

Marshal Luning is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Fidelity Brokerage Services, LLC since 2016 and joined Fidelity Investments in 2025. Outside of his advisory role, Luning serves as an assistant volleyball coach for the Elevation Volleyball Club in Mason, Ohio. 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 discretionary and non-discretionary advisory services, manages model portfolios, and serves multiple registered investment companies with formal oversight and governance procedures.

Alexander Hall is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2020. Outside of finance, he has worked as an independent contractor delivering Amazon Fresh and same-day Amazon.com orders. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Timothy Settles is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses and 14 years of industry experience. His work history includes multiple roles at Fidelity since 2011, as well as positions at W&S Brokerage Services, Western Southern Life, and Total Quality Logistics. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it holds distinctive registrations such as with the CFTC as a commodity pool operator.

Luke Upright is a financial advisor at Fidelity with Series 63 and 66 licenses and one year of industry experience. Prior to joining Fidelity, he held roles at Huntington National Bank, W&S Brokerage Services, Western & Southern Life, and several educational institutions. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management and fund advisory. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees multiple registered investment companies and fund-of-funds.