Johnathan Beach is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. Prior to joining Fidelity, he held roles at Total Quality Logistics, Great American Insurance, and other firms. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction 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.

Austin Brownell is a financial advisor at Fidelity with three years of industry experience. He holds Series 66 and Series 63 designations and has worked at various firms including DoorDash and Fluent Solar. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and managed funds.

Jonathan Schadler is the Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he partners with executives to help them understand and maximize their employer benefits and develop clear, actionable strategies to achieve their financial goals. He takes a consultative approach to empower clients to feel confident in their plans and aims to build strong, lasting relationships with them. Jonathan has held various roles at Fidelity Investments since 2013, including Financial Consultant, Benefits & Planning Consultant in Executive Services, Transaction Processing Manager, and Workplace Planning and Advice Consultant. His extensive experience within the organization has equipped him with a deep understanding of financial consulting and benefits planning. He holds an insurance license in Arkansas.

Brian Roeding is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 15 years of industry experience. His tenure at Fidelity includes roles with Fidelity Brokerage Services LLC since 2010 and Fidelity Personal and Workplace Advisors since 2018. He is part of 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary services as well as model portfolios built from mutual funds, ETFs, and ETPs.

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. Prior to his current role, he worked at USIC LLC and held positions in hospitality at Crafts & Vines. Outside of advising, he has experience as an employee in the hospitality industry, working at a bar and restaurant. Strategic Advisers LLC, a Fidelity Investments company, offers 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

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.

Jacob Bassler is a financial advisor at Osaic Wealth, Inc. with one year of industry experience and holds a Series 66 credential. Prior to joining Osaic, he worked with the Air Force Life Cycle Management Center and the Dayton Phoenix Group. He is also involved as an investment advisor with Lindloff Wealth Advisors, providing retirement planning and financial plan development. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of investment advisory and brokerage services, utilizing various tools and third-party platforms to manage portfolios across multiple asset classes.

Michael Link is a financial advisor at Fidelity with Series 66 and Series 63 designations and one year of industry experience. His prior work includes roles in various industries, such as Protective Packaging Solutions and 95A Bistro & Sushi. 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 portfolios that include mutual funds, ETFs, and ETPs.

Steve Hornsberger is an Investment Solutions Representative III at Fidelity Investments, where he has served since 2022. In his role, he collaborates with clients to develop comprehensive financial plans tailored to their unique situations and goals. He focuses on building long-term relationships to create adaptable strategies that adjust to changing circumstances and objectives. Steve has extensive experience in investment solutions, having previously held positions as an Investment Solutions Representative II and as a Fixed Income Specialist at Fidelity Investments from 2013 to 2022. He holds an Arkansas Insurance License, supporting his work in providing financial and insurance-related guidance. Outside of his professional responsibilities, Steve engages in activities such as baseball, family events, social gatherings with friends, hiking, outdoor adventures, and spending time with pets.

Timothy Powers is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at the University of Cincinnati and Zavtek, as well as entrepreneurial experience with Grimeboss Detailing and Abby Girl Sweets. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Craig Rengering is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with various Fidelity entities since 2010. Outside of his advisory role, he is active as a football official for youth, high school, and NCAA college games. 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 combines proprietary research with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs.

Madeline Grosse is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with one year of industry experience. Before joining Morgan Stanley, she worked in various roles including at Taste Of Belgium and Amazon. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis.