Michael Lataille is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with various Fidelity entities since 2012. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios, and it maintains oversight of delegated management and evaluates share classes to address conflicts of interest.

Elise Sinchek is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked across multiple Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios consisting of mutual funds, ETFs, and ETPs.

William Matthews is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and is based in Covington, KY. Matthews has been with Fidelity Investments since 2015. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and a formal advisory role to multiple registered investment companies.

Luis Lopez is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 designations and four years of industry experience. He has held several roles within Fidelity since 2021 and has prior work experience in various industries including hospitality and retail. 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 mutual funds, ETFs, and ETPs. The firm also operates as a commodity pool operator and serves multiple registered investment companies, incorporating AI-driven methods and formal governance procedures in its investment approach.

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.

David Girmann is a financial advisor with Ameriprise in Cincinnati, OH, holding Series 63, 65, and 66 credentials and 23 years of industry experience. He has been with Ameriprise since 2017 and previously owned Little Dutch Trading Company for 14 years. He is also employed by River Hills Consulting Services, LLC, a role related to his advisory practice. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, emphasizing managed accounts and algorithmic support in its retirement planning approach.

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 Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Fidelity in various roles since 2012. Corey is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios delivered to intermediary platforms.

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.

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 designations. Outside of his advisory role, he serves as an adjunct finance instructor and an advisory board member for the Department of Economics and Finance at Northern Kentucky University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

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.

Michael Grefer is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2004. 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 a range of portfolios, including fund-of-funds and model portfolios.

Spencer Friery is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he worked in yacht sales and watersports services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

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.