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.

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.

Jenny Everman is a financial advisor at Raymond James & Associates with 29 years of industry experience. She has been with Raymond James & Associates since 2013. She holds a Series 63 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Edgar Ortega Hernandez is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at FirstWatch, Buckle INC, Abercrombie and Fitch, and several other companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors, offering discretionary and non-discretionary portfolio management as well as model portfolios constructed through proprietary fundamental research and quantitative analysis.

Christopher Scherer is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at various Fidelity entities since 2015, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services and fund-of-funds structures.

Arik Naasz is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2007. Over the years, he has held several roles within the company, including Portfolio Specialist from 2012 to 2015 and Retirement Solutions Representative from 2010 to 2012. His experience encompasses guiding clients through various financial planning tools and investment options to help them achieve their goals. Originally from a small town in Ohio, Arik values honesty, hard work, and treating others with respect. These principles have been central to his approach in building long-term client relationships based on trust and collaboration. He holds insurance licenses in Arkansas and California, supporting his ability to serve clients in these states.

Michael Galinger is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its advisory role to multiple registered investment companies, use of AI and algorithmic methods in research, and formal governance procedures.

Brian Bruns is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, and various Fidelity divisions. Strategic Advisers LLC, a Fidelity Investments company, 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 and model portfolios delivered to intermediary platforms.