Matthew Darpel is a financial advisor with Robert W. Baird & Co. Incorporated, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Independent Advisor Alliance, LPL Financial, and operated his own practice, Matthew L. Darpel P.S.C., for over two decades. In addition to his financial advisory work, he is also an attorney specializing in estate planning, probate, and elder law. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The group offers a range of financial planning and portfolio management services utilizing both manager-traded and model-traded strategies, supported by internal research and monitoring.

Robert Cappa 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 Aransas County ISD and Wharton ISD. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolios, and is registered with the CFTC as a commodity pool operator.

Chris Eibel is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2000. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services alongside model portfolios built from mutual funds, ETFs, and ETPs.

Jonas Vance is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles in various organizations, such as Kings Hammer Soccer Club, where he organizes and manages team activities. He is also involved in disc golf organizations as a director and professional. 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Michael Somers is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he held various roles including self-employment and positions in glass and door repair, packaging, music therapy, and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

David Epplen is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 1996. Outside of his advisory role, he serves as a high school baseball umpire in the Northern Kentucky area. He is associated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Mitchell Hofer is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has held various roles within Fidelity since 2000, including positions at Fidelity Investment Services, LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Noah Helber is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked with Ringle, an online English learning platform, as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a wide investable universe, including mutual funds, ETFs, and ETPs.

Rosemarie Carrington is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Her prior work includes roles at SkillCloud Consulting Group, Procter & Gamble, and Lowe's Home Improvement. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, utilizing a research-driven investment process that combines fundamental analysis, quantitative methods, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and use of AI and algorithmic tools in portfolio management.

John Feldman is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2018, following three years at Transamerica Agency Network. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles for multiple funds with established governance and proxy-voting procedures.

Jeffrey Morehead is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In his role, he collaborates with clients and their Wealth Management Advisors to create, implement, and oversee investment strategies aimed at achieving long-term financial objectives. Jeffrey has been with Fidelity Investments since 2016, progressing through various positions including Customer Relationship Advocate, High Net Worth Associate, High Net Worth Tier II Associate, and multiple levels of Investment Management Consultant. His experience encompasses a comprehensive understanding of investment management within the wealth management sector.

Brian Frakes is a Wealth Management Planning Consultant at Fidelity Investments, where he works closely with a team of Senior Relationship Managers in the Southeast Region. In this role, he collaborates to provide comprehensive financial service to clients and their families. Brian has been with Fidelity Investments since 2018, gaining experience in various roles including Operations Specialist and Wealth Management Operations before his current position. This progression reflects his growing expertise in wealth management and operational support. Outside of his professional career, Brian enjoys baseball, board games, comedy, cooking and baking, family activities, and social events with friends.

Andrew Martin is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at New York Life and El Toro IP Targeting, along with various academic and other engagements. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and systematic model portfolio construction across mutual funds, ETFs, and ETPs.

Kati Nolan is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity since 2022. Prior to her advisory role, she has experience in retail and education sectors, including positions at Pandora Shops by Todd and Northern Kentucky University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and long-term asset allocation strategies.

Mark Celebrezze is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2024. He collaborates with clients to develop comprehensive and holistic financial plans, focusing on avoiding common financial mistakes, identifying financial goals, implementing tax-efficient investment strategies, and assisting with legacy planning considerations. He emphasizes open communication and ongoing dialogue to tailor plans that evolve with clients' goals. Mark has extensive experience within Fidelity Investments, having held several positions since 2016. His previous roles include Portfolio Specialist, Client Management Representative, Senior Stock Plan Executive Services Representative, Stock Plan Consultant, Workplace Investing Executive Services Representative, Full Trader, Pension Representative, and 401k Financial Service Associate. He holds insurance licenses in Arkansas and California. Outside of his professional work, Mark has interests in camping, kayaking, visiting museums, parenthood, caring for pets, and volunteering.

Joshua Appleman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Fidelity, he worked in the restaurant industry for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct systematic, model-based portfolios.

Arjun Verma is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he worked in various roles including at Rock Solid Remodeling and several academic institutions such as Thomas More University and Montgomery College. Strategic Advisers LLC, a Fidelity Investments company, 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 across mutual funds, ETFs, and ETPs.

Connor Fox is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes positions at Performance Lexus RiverCenter and Jaguar Land Rover Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and adviser to multiple registered investment companies.

Debra Mohr is a financial advisor with Fidelity, holding a Series 66 designation and 22 years of industry experience. Her career includes roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, PRUCO Securities, and Ameriprise. She is a member of Astronomics, LLS, an inactive credit counseling organization. Fidelity’s Strategic Advisers LLC, where she works, provides investment management and advisory services to a wide range of clients, using proprietary fundamental research alongside quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Preston Nash is a Financial Consultant at Fidelity Investments, where he collaborates with clients to understand their financial priorities and develop tailored financial plans. He has held various roles at Fidelity Investments since 2021, including Planning Consultant, Fixed Income Specialist, Investment Solutions Representative, and Customer Relationship Advocate. He holds insurance licenses in Arkansas and California, supporting his work in financial consulting and planning. Information about his education and personal interests has not been provided.