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.

Gary Mitchell is a financial advisor with Raymond James Financial in Cincinnati, OH, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. He has been with Raymond James since 2009. Mitchell is also involved in managing a family real estate business that originated from his father’s estate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique advisory arrangements.

Jamie Witherall is a CFP® professional based in Covington, KY, with six years of industry experience. He has worked at Fidelity Investments since 2019 and previously held positions at US Bank, BB Riverboats, Panera Bread, and Eastern Kentucky University. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Matthew Gates is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Benjamin Morris is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has worked in various roles within Fidelity since 2015. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Krista Schuh is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various roles within Fidelity and its affiliates since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolio delivery, incorporating systematic methodologies and oversight to address potential conflicts of interest.

Michelle Westendorf is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, she worked at UBS Financial Services and Fifth Third. Strategic Advisers LLC, a Fidelity Investments company, offers 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Kyle Yoest is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2018, progressing through various positions including Regional Center Planning Consultant, PAS FC Relationship Manager, Central Relationship Manager, and HSA Planner. Kyle is focused on understanding his clients' situations to help develop disciplined investment strategies that are adjustable and maintainable over time. His professional experience spans several facets of financial consulting and client relationship management. He holds insurance licenses in Arkansas and California. Outside of work, Kyle's personal interests include fitness, football, social events with friends, and parenthood.

Anthony Coffee is a Series 66 credentialed advisor with Fidelity, based in Covington, KY, and has two years of industry experience. Prior to joining Fidelity, he held various roles including positions at Northern Kentucky University and in property care services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves multiple registered investment companies and offers advisory services that incorporate systematic investment approaches and oversight controls.

Jordan Domaschko is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Fidelity in 2020, Jordan worked at United Parcel Service and has experience in chiropractic care and education. Strategic Advisers LLC, a Fidelity Investments company, offers 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.

Eugenia Lackey Bryant is a financial advisor at Fidelity with Series 63 and Series 66 designations and six years of industry experience. She has held positions at Fidelity Investments since 2023 and previously worked at Primerica Advisors and Primerica Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its formal advisory role to multiple registered investment companies.

Nick King is the Director, Executive Services Officer at Fidelity Investments, where he supports executives of Fidelity Stock Plan Service clients. He assists them in navigating equity compensation and complex trading plans to recognize the value of partnering with Fidelity for long-term investment support. Nick has been with Fidelity Investments since 2014, holding various roles including Wealth Management Senior Relationship Manager, Wealth Management Planning Consultant, Wealth Management Operations Associate, Personal Investing Operations Specialist, and Brokerage Operations Representative. This breadth of experience provides him with a comprehensive understanding of wealth management and operations within the firm. Outside of his professional responsibilities, Nick engages in hiking, skiing, and volunteering activities.