Julius Peluola is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant at the same firm from 2021 to 2024 and as a Workplace Planning Consultant from 2020 to 2021. Before joining Fidelity Investments, Julius was an Agency Owner at Shelter Insurance from 2019 to 2020. He holds the designations of CFP® Professional and CFA Charterholder, and he possesses insurance licenses in Arkansas and California. Julius focuses on creating customized financial plans by understanding clients' unique needs and providing clear, practical guidance. Outside of his professional work, Julius has interests in fitness, hiking, running, traveling, and exploring food.

Josiah Stuhmer is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity in 2024, he was involved with multiple organizations including Hope Pathways LLC and Transformations LLC, and held positions at Asbury University and Georgetown College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of model portfolios using proprietary research, quantitative analysis, and algorithmic methods. The firm serves a diverse client base with discretionary and non-discretionary services and holds roles uncommon among large peers, such as registration with the CFTC as a commodity pool operator.

Justin Wells is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Best Buy and Action Graphics. Wells is based in Covington, KY. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across a diverse range of investment vehicles.

Benjamin Locker is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Northwestern Mutual, FedEx, and Twitch Entertainment, as well as a four-year period at Northern Kentucky 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 mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and is noted for its use of advanced technologies such as AI and systematic methodologies in its investment process.

Jonathan Billing is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments, he worked in automotive and rental car industries as well as at Mansea Metal. He is also the director of Appleseed LLC, a small business he founded to brand and trademark handmade pallet furniture. 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 systematic investment process combining fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

James Mcpherson is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and two years of industry experience. Before joining Fidelity, he worked in the brewing industry with several breweries, including Rhinegeist Brewery and Wooly Pig Farm Brewery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, blending fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs. The firm serves retail and institutional clients, including registered investment companies and a Charitable Gift Fund, and utilizes systematic methodologies alongside oversight of affiliated and unaffiliated sub-advisers.

Matthew Duggan is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked at Emac Lighting for five years and Dewey's Pizza for thirteen years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of model portfolios constructed through proprietary fundamental research and quantitative analysis. The firm is noted for its use of algorithmic portfolio construction, advisory roles to multiple registered investment companies, and formal governance procedures.

Madison Axtell Stegman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Stegman held roles at Saint Agnes School and 3 G's Inc. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on diversified portfolios.

Thomas Agonito is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and bringing two years of industry experience. His prior work includes roles at Brooksource, Compass Group USA, and Xavier University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a systematic investment approach that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Alexander Leisure is a Series 66-licensed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at Value City Furniture for three years and AcceptanceNow for ten years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Mark Josaitis is a financial advisor at LPL Financial with 14 years of industry experience. He holds the ChFC® and Series 66 designations and has previously worked at JP Morgan Securities, Fifth Third Securities, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kevin Carothers is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Before joining Fidelity, he worked at Fischer Management, LLC for seven years. Outside of his advisory role, he has experience in customer service at Home Depot. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Richard Zimmerman is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2007. 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’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Amanda Harris is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. She has been with Fidelity Investments since 2014. 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 serves a diverse client base, including registered investment companies and offers model portfolios utilizing systematic methodologies and long-term asset allocation benchmarks.

Stacie Whalen is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Kathleen Dalton is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at StanCorp Investment Advisers, StanCorp Equities, Sheridan Road Financial, and LPL Financial. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines fundamental research with quantitative analysis and systematic methodologies to construct model portfolios using mutual funds, ETFs, and ETPs.

Kelly Ellington is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has worked at various Fidelity entities since 1997, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages a range of discretionary and non-discretionary advisory services.

Mike Lonnemann is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2004. In this role, he works closely with clients to understand their personal and financial needs, collaboratively developing and implementing tailored financial plans. His approach involves laying out facts, discussing preferences, and creating a game plan that is monitored over time to help clients achieve their financial objectives. Mike holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial advice. Outside of his professional responsibilities, he enjoys attending concerts, participating in family activities, and engaging in interests such as football, golf, skiing, and exploring culinary experiences.

James Zents is a financial advisor with Fidelity Investments based in Covington, KY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes roles at Great American Advisors and Creative Bus Sales. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios.

Curtis Metzger is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked within Fidelity and its affiliated entities since 2000. Strategic Advisers LLC, a Fidelity Investments company, provides 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 algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.