Joshua Boltz is a Financial Consultant at Fidelity Investments, a role he has held since 2004. He works with clients from diverse personal and professional backgrounds to develop financial plans tailored to their individual goals and circumstances. Joshua's approach focuses on understanding each client's objectives, concerns, and preferences to create cost-efficient and effective financial strategies that adapt over time. He holds insurance licenses in Arkansas and California, enabling him to provide services that include insurance planning as part of his comprehensive financial consulting. Joshua's expertise is supported by his extensive experience at Fidelity Investments, where he leverages the company's broad range of offerings to assist clients through various life changes and wealth transfer scenarios.

Patrick Allen is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he held several positions within Fidelity, including Financial Consultant 1, Planning Consultant, and Workplace Planning Consultant, demonstrating a progressive career in financial consulting since 2021. Before joining Fidelity, Patrick worked as an Internal Auditor at Fifth Third Bank from 2017 to 2018. He is a Certified Financial Planner® and focuses on investment strategy, retirement planning, income protection, and facilitating family conversations about financial goals. Patrick holds insurance licenses in Arkansas and California, supporting his work in providing comprehensive financial advice. Outside of his professional life, Patrick enjoys activities such as board games, exploring food, socializing with friends, gardening, outdoor adventures, and parenthood.

Sean Stewart Jr. is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he held positions at Cooper's Hawk Winery & Restaurants, Dewey's Pizza, and Target Corporation. Fidelity's Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Christopher Weber is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes multiple roles at Fidelity Investments as well as positions at Empower, Medical Solutions, Health Carousel, and Cellular Sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios drawn from mutual funds, ETFs, and ETPs, with a focus on oversight and management of conflicts of interest.

Jacob Ford is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles with Customs and Border Protection, Pop A Lock, Ashford University, and service in the U.S. Air Force. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model portfolios to intermediary platforms.

Johnathan Beach is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity Investments, he worked in various roles across logistics, insurance, and promotions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Samantha Mazzaro is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her background includes roles at the University of Louisville College of Business, University of Louisville Athletics, and the RC Durr YMCA. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Kevin Rigney is an Executive Planning Consultant at Fidelity Investments in the Executive Services department. In his role, he collaborates closely with clients to create personalized and holistic financial plans that focus on transparency, empathy, and building long-term relationships to ensure clients feel informed and supported. Kevin has been with Fidelity Investments since 2021, progressing through roles including Workplace & Planning Consultant III and Benefits & Planning Consultant prior to his current position. He holds an Arkansas Insurance License, supporting his capabilities in providing comprehensive financial planning services. Outside of his professional work, Kevin's personal interests include boating, fitness, golf, music, parenthood, and soccer.

Alexander Hammock is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliated entities since 2016. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Andrew Vollman is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2017. Prior to that, he worked at Infiniteam Management Group LLC for one year. 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 build model portfolios from mutual funds, ETFs, and ETPs.

Robert Whaley Jr. is a financial advisor at Fidelity with a Series 66 designation and recent experience beginning in 2024. Prior to joining Fidelity, he worked at Charter Spectrum and Defender Direcr, a now-defunct firm. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees management with a focus on addressing conflicts of interest.

Austin Neat is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this position, he focuses on cultivating and maintaining relationships with clients to support their financial situations. Prior to this role, he gained experience at Fidelity Investments in various capacities including Investment Solutions Representative I and II from 2024 to 2026, High Net Worth Associate in 2024, and Customer Relationship Advocate from 2023 to 2024. He holds insurance licenses in both Arkansas and California.

Luke Mitsch is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Fidelity Investments since 2021. Prior to his financial career, he held roles at Tri-State Coatings and Repairs, Ameritas Insurance Company, and Xavier University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

James Herrick is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He has held various roles within Fidelity since 2015, including Benefits Planning Consultant, Portfolio Specialist, Workplace Planning Consultant, and High Net Worth Associate. His work focuses on collaboration, education, and personalization to create holistic and flexible planning experiences. He aims to help individuals and their families progress toward their goals by co-creating plans tailored to their unique life journeys. Outside of his professional responsibilities, James has interests in fitness, food, outdoor adventures, parenthood, and traveling.

Austin Brownell is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Fidelity Investments since 2023 and prior positions at DoorDash and other companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Brian Roeding is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked within various Fidelity entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, algorithmic methods including AI, and its advisory role to multiple registered investment companies.

Samuel Sprague is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Storopack, QliqSoft, and UPDOX. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Kole Feinauer is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at USIC LLC, Syka Agency, and Crafts & Vines, where he was employed for five years. 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 create model portfolios from mutual funds, ETFs, and ETPs.

Matthew Mann is a CFP® certificant affiliated with Cetera, bringing 14 years of industry experience. He has held roles with Avantax Advisory Services and Avantax Insurance Agency, and he is a partner at Hicks & Mann, an accounting and tax preparation firm. He is also a part-owner and accountant for The Goat Bar & Grill LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a large network of independent advisors. The firm offers a multi-manager platform with various investment and portfolio management options, managing over $256 billion in assets.

Victoria Michels is a financial advisor at Fidelity with four years of industry experience. She previously worked at Citizens National Bank of Meridian and Renasant Bank before joining Fidelity. She holds a Series 66 designation. Strategic Advisers LLC, a Fidelity Investments company where she is based, provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative and algorithmic portfolio construction, managing a variety of funds and model portfolios while employing systematic methodologies and oversight controls.