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.

Tyler Eckstein is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. He has worked at several firms, including Long Schaefer Financial Advisors and Avantax Advisory Services. Outside of his advisory role, he is a partner in a residential rental property management business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting advisors with discretionary and non-discretionary strategies across multiple program structures.

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 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.

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 with Fidelity, holding Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Protective Packaging Solutions and several short-term engagements across diverse businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a broad client base, including charitable funds and registered investment companies, and is notable for its use of systematic methodologies and formal advisory roles to multiple funds.

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 with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. His tenure includes roles at Fidelity Brokerage Services LLC since 2010 and Fidelity Personal and Workplace Advisors from 2018 to 2025. Outside of his advisory work, he officiates youth, high school, and NCAA college football games. He works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment approach combining fundamental research and quantitative analysis to construct model portfolios using 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.

Levi Berg is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates closely with clients to understand their values and goals, using this insight to develop personalized financial plans tailored to their specific situations and concerns. Levi has gained comprehensive experience through various roles at Fidelity Investments since 2022, including Investment Solutions Representative I, II, and III, as well as Electronic Channel Specialist. He holds an Arkansas Insurance License, supporting his professional qualifications. Outside of his professional work, Levi enjoys baseball, board games, family activities, spending time at the lake, and reading.

Alexandra Christman is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Her prior work experience includes roles at Buffalo Wild Wings and Lowe's. She completed her education at Robert Morris University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals and institutions.

Rachael House is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked within various Fidelity divisions since 2008. 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 integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction into its investment process, and serves in advisory roles uncommon among large institutional peers.

Carol Rodgers Rivir is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and over 28 years of industry experience. Her prior work includes roles at AXA Advisors, Valic Financial Advisors, Chase Investment Services Corp., Banc One Securities Corporation, and Merrill. She is also an employee of Huff Realty, a non-investment related business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models and third-party managers, providing services that include mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.