David Richer is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity since 2012. Outside of his advisory work, he assists his son with a small family entertainment business. 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 manage discretionary and non-discretionary portfolios.

Travis Geers is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also registered with the CFTC as a commodity pool operator and serves multiple registered investment companies.

Titus Huber is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 1 year of industry experience. Before joining Fidelity, he held positions at JJA Italian, Amazon, Compass Group, and Xavier University. Fidelity’s Strategic Advisers LLC 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 research with quantitative analysis and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Michael Cooke II is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at PayChex and NEXAMP, as well as nearly a decade at Tailored English Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it maintains oversight through affiliated and unaffiliated sub-advisers.

Owen Stephens is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at the Cincinnati Circus Company and various positions related to education and finance. Outside of advising, he has experience in hospitality and nonprofit sectors, having worked with RoHS Street Cafe and Piston Society. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs and is noted for its registration with the CFTC and advisory roles to several registered investment companies.

Julia Fisher is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2023. In this role, she partners with clients to provide dedicated planning and service by understanding what is important to them and their families. She emphasizes forming strong relationships and maintaining open dialogue, trust, and reliability. Prior to her current role, Julia worked as a High Net Worth Associate at Fidelity Investments from 2021 to 2023 and as a Customer Relationship Advocate at Fidelity from 2020 to 2021. Before joining Fidelity, she was a Customer Service Associate at Waddell & Reed from 2018 to 2020. Outside of her professional career, Julia has personal interests that include concerts, music, pets, reading, and theater.

Cabell Payne is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining Fidelity, Payne worked in various roles at Wal-Mart for over two decades, along with brief positions at other companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Payton Hirko is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Fidelity, Hirko held various roles across multiple companies, including Yum! Brands and Quaker, Steak, and Lube. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and involvement in registered investment companies and fund-of-funds.

Phillip Littrell is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services LLC since 2017. His current role at Fidelity Investments began in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Bianca Wilson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior career includes roles at Spectrum Enterprise, Colorado Technical University, T-Mobile USA, and a self-employed venture called Awesome Paws. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, management of multiple registered investment companies, and incorporation of AI and advanced technologies in its investment process.

Jennifer Martinez is a financial advisor with Fidelity Investments, holding a Series 66 designation. She began her advisory career in 2025 and has prior experience in various roles outside the financial industry, including positions at UPS, Amazon, and FedEx. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.

Kevin Schafer is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. His career has been focused entirely at Edward Jones, a full-service wealth management firm. Outside of his advisory role, Schafer is involved in real estate development and management, including ownership and management roles in several residential and commercial properties, as well as participation in the Lawrenceburg Redevelopment Commission. Edward Jones serves over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm operates a large network of financial advisors and branch offices, offering both discretionary and non-discretionary strategies alongside affiliated mutual funds and tax-efficient services.

Nathan Price is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Schlumberger and St. Elizabeth Medical Center, along with service in the United States Marine Corps Reserves. He is affiliated 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 manage model portfolios across various asset classes.

William Kopp is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Before joining Fidelity, he worked in various roles including positions at Bessler Auto Parts and Blair Technology Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Jairus Houchen-Wilder is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as an Investment Solutions Representative at Fidelity Investments from 2022 to 2025. In his current role, Jairus partners with clients to develop personalized financial plans centered on their priorities and family needs. His approach includes gaining a detailed understanding of clients' situations to implement customized strategies such as tax-efficient investing, retirement planning, and tailored investment plans. Jairus holds an Arkansas Insurance License. Additional information regarding his education or personal interests has not been provided.

Robert Davis is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at Protective Life and Concourse Financial Group Securities for a decade before joining Cetera in 2025. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Michael Browne is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior work history includes roles at DoorDash, Semper Exeter Paper Company, Eckhart and Company, and Roosevelt Paper Company. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolios. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a broad client base with a focus on systematic methodologies and long-term asset allocation.

Steve O'Quinn is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, progressing through various roles including Financial Consultant I, Investment Solutions Representative III and II, Fixed Income Specialist, and Investment Solutions Representative. This experience provides him with a broad understanding of financial planning and investment solutions. Steve holds insurance licenses in Arkansas and California. He emphasizes working closely with clients to understand their goals and create customized financial plans tailored to their unique family needs. His approach involves ongoing collaboration to adjust plans and ensure effective management of clients' financial resources. Outside of his professional role, Steve has interests that include food, museums, music, reading, and traveling.

Robert Watson is a financial advisor at Fidelity with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity in various capacities since 2005, including roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Prior to that, he was with Mass Mutual Investors Services for two years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary assets and is noted for its registration as a commodity pool operator and its use of AI and long-term asset allocation strategies.

Jeff Schultz is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He has been with Fidelity for 15 years, during which he has partnered with clients to develop personalized financial plans that focus on their priorities and family needs. Jeff's approach to wealth planning includes understanding clients' personal situations and priorities to implement customized financial strategies that consider estate planning, tax-efficient investing, retirement planning, and personalized investment approaches. Jeff's experience at Fidelity includes various roles such as Portfolio Specialist from 2016 to 2019, Client Management Representative from 2015 to 2016, Investment and Retirement Solutions Representative from 2012 to 2014, and Financial Representative from 2011 to 2012. Prior to joining Fidelity, he worked as a Financial Representative at PNC Bank from 2010 to 2011 and at Northwestern Mutual from 2009 to 2010. He holds insurance licenses for Arkansas and California.