Jake Ernst is a Planning Consultant at Fidelity Investments, where he supports a broader wealth management team. He focuses on understanding clients' needs by exploring their goals, concerns, retirement timelines, legacy planning, and investment preferences. Jake emphasizes building confidence through trusted relationships in addition to creating effective financial strategies. He has been with Fidelity Investments since 2022, initially serving as a Workplace Planning Consultant before his current role as a Planning Consultant starting in 2026. Jake holds insurance licenses in Arkansas and California.

Daniel Bettendorf is a financial advisor at Fidelity with Series 63 and 66 licenses and three years of industry experience. His prior roles include work with Holtzman Propane Delivery LLC and the US Department of Homeland Security. Outside of advising, he engages in creating and marketing print-on-demand books through Amazon's self-publishing platform. He works 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including model portfolios and fund-of-funds strategies.

Andrew Donelan is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 designations and has been with Fidelity Brokerage Services since 2016, joining Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios constructed from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Kevin Osborne is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity divisions since 2001. 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 employs a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Braydon Benedum is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior work experience that includes both financial services and roles in the service and maintenance sectors. Outside of advising, he has worked at Eastgate Lanes, a bowling alley where he performed maintenance and customer service duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing a range of model portfolios using systematic, long-term asset allocation strategies.

Joshua Erhart is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliates since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Dustin Watkins is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 1999. Fidelity’s Strategic Advisers LLC serves a broad client base including retail and institutional investors, providing investment management and advisory services that utilize a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s offerings include discretionary portfolio management, advisory work, fund advisory, and model portfolio delivery.

Andres Garcia is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fidelity, he worked at Coke Consolidated, Jimmy John's, and Zillow Group. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Joao Paulo Monteiro is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2020. Prior to that, he held positions at Edelweiss Lodge and Resort/US Department of Defense and Centre College. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Sara Ahlrichs is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and previously worked at Sheer Technologies, ConstructConnect, and Teksystems. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, overseeing model portfolios composed of mutual funds, ETFs, and ETPs.

Lewis Curd is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity, he worked at USA Homestays and was involved with Grace Fellowship Church. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios.

Greg Peebles is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity since 2017, previously serving as a Director and Retirement Planner from 2017 to 2020 and as a Portfolio Specialist from 2020 to 2021. In his current position, Greg focuses on understanding clients' goals and financial situations to develop and maintain personalized financial plans using Fidelity's resources. Greg holds insurance licenses in Arkansas and California. Outside of his professional work, he engages in family activities, fishing, football, outdoor adventures, and parenthood.

Christopher Hatfield is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 1998, including Strategic Advisers since 2001. 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’s process combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services and managing fund-of-funds structures.

Dave Torggler is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Brokerage Services, Inc., Fidelity Personal and Workplace Advisors, and Strategic Advisors Inc. since 1991 in various roles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios constructed from mutual funds, ETFs, and ETPs.

A Mcdougal is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. Their career includes long-term roles at various Fidelity divisions dating back to 1995. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it is noted for its use of AI technologies and formal advisory roles within the industry.

Nichulas Schneider is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He focuses on understanding his clients' personal stories, goals, and preferences to tailor financial plans that address their unique family needs. Nichulas emphasizes building trust and demonstrating competency throughout the planning process to help clients work toward achieving their financial objectives. Prior to his current position, Nichulas held various roles at Fidelity Investments, including Investment Consultant - Solutions Representative III (2022-2023), Fixed Income Specialist (2020-2022), Investment Solutions Representative (2016-2020), and Full Trader (2012-2016). His experience spans multiple aspects of investment and financial consulting. Nichulas holds insurance licenses in Arkansas and California.

Emily Metelko is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work experience includes roles at Loft, Ascena Retail Group, Salon Service Group, Standard Textile, and Kendra Scott, LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, employing algorithmic methods and AI in its process.

John Burke is a CFP® with 27 years of experience in the financial services industry. He is currently affiliated with Fidelity and has held various roles within the firm and its subsidiaries since 2011. Prior to joining Fidelity, he worked at Fifth Third Securities, UBS Financial Services, Foster & Motley Inc, and Charles Schwab. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Molly Moore is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Her prior work includes roles in healthcare, retail, and logistics sectors before joining Fidelity. 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 also serves as an advisor to registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks in its model portfolios.

Megan Bartell is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2016, following six years at Progress Rail Services. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and delivers model portfolios to intermediary platforms.