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.

Clifford Brown is a financial advisor with Charles Schwab in Butler, KY, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors for a total of 14 years before joining Schwab in 2021. Outside of advising, he owns Prime Vibes Meditation, where he teaches meditation classes and produces related content, and serves as a brand ambassador for Raw Nutrition. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary managed accounts. The firm is notable for its scale, integrated service model, and multi-asset investment approach.

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.

Rachael House is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked within various Fidelity divisions since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction into its investment process, and serves in advisory roles uncommon among large institutional peers.

Daniel Hect is a financial advisor with Primerica Advisors in Fort Wright, KY, holding Series 65 and Series 63 credentials and five years of industry experience. Prior to his current role, he worked with Primerica Financial Services and has a background that includes law enforcement and academic positions. Outside of advising, he is the author of a book titled *Impact of Martial Arts on Law Enforcement* and serves on the advisory board of Transcontinental University. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm’s investment approach relies on model-delivery strategies developed by unaffiliated asset managers, supported by custodial and trading services through Pershing and BNY Mellon Advisors.

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 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, Zhou worked in the mortgage finance sector at Churchill Mortgage Corp and NVR Mortgage Finance Inc. 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 model portfolios, delegated management, and involvement with multiple registered investment companies.

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.

Luke Basil is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he held roles at Miami University and Hantz Financial. His background includes a variety of positions outside the industry, including work with HydroClean LLC and involvement with Saginaw County Parks & Recreation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research combined with quantitative analysis and algorithmic methods.

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.

David Croft is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of experience in the investment industry. Prior to joining Fidelity, he spent nine years with DriveTime Car Sales LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its role as a commodity pool operator, advisory services to registered investment companies and fund-of-funds, and its use of algorithmic methods and AI in research.

Aaron Talbert is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with Fidelity, where he has held various roles since 2015, including positions at Fidelity Brokerage Service LLC and Fidelity Personal and Workplace Advisors. His background also includes a decade of service with the Kentucky National Guard. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios delivered to intermediary platforms.

Ryan Wilham is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked in various roles across Fidelity Brokerage Services LLC since 2008, including seven years with Fidelity Personal and Workplace Advisors and his current role at Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both 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 multiple registered investment companies and employs systematic methodologies supported by AI and long-term asset allocation strategies.

Jennifer Welsh is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity divisions since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, model-driven investment solutions.