Joseph Williams is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked in various roles including logistics at FedEx Ground and operated a Labrador Retriever breeding business, On Point Labradors, for over a decade. 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 across diversified fund structures.

Raymond Erpenbeck is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, incorporating proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model investment solutions.

Brandon Webster is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at US Bank and self-employment, and he is involved in a trading card sales and content business where he manages social media advertising. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through intermediary platforms.

Jared Hachenski is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, progressing through various positions including Investment Solutions Representative I, II, and III, and Customer Relationship Advocate. His career path reflects a growing specialization in financial planning within the same organization. Jared's approach to financial planning emphasizes clear communication, personalized guidance, and a comprehensive, long-term view of clients' financial situations. He focuses on identifying opportunities and potential risks, developing strategies tailored to clients' evolving goals, and providing ongoing support to help clients make informed financial decisions. He holds insurance licenses in Arkansas and California. Outside of work, Jared enjoys activities such as golf, spending time at the lake, scuba diving, snowboarding, and traveling.

Jonathan Kral is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to his current role, he worked at Northern Kentucky University and ran a business focusing on online book publishing, where he used AI software to outline and self-author digital books. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including institutional and retail investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Alex Jordan is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at Fidelity Brokerage Services, LLC since 2015 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors and registered investment companies. The firm employs a research-driven investment process that combines fundamental analysis, quantitative methods, and algorithmic portfolio construction.

Andrew Baker is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2013 and joined Fidelity in Covington, KY in 2025. 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 systematic portfolio construction, utilizing model portfolios built from mutual funds, ETFs, and ETPs.

Christopher Gibson is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various divisions of Fidelity since 2014. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, managing a range of investment vehicles and serving as an adviser to multiple registered investment companies.

Brian Webb is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at AT&T and has held roles in both retail and community organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable involvement in registered investment companies and fund-of-funds.

Greg Piedel is the Director, Executive Services Officer at Fidelity Investments. In this role, he provides strategic financial guidance to senior level executives concerning their equity compensation needs and serves as the primary point of contact for their broader financial planning requirements. He has been with Fidelity Investments since 2011, beginning as a Stock Plan Services Executive Specialist. He then served as a Relationship Manager for Executive Services from 2015 to 2019 before assuming his current position in 2019.

Steve Nurre is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, he worked in various roles including with the U.S. Census Bureau and has been involved as a stagehand supporting local arts organizations and event management in Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Stephanie Jordan is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2023. In this role, she collaborates with clients and Wealth Management Advisors to develop and maintain financial plans tailored to the specific needs of clients and their families. Stephanie has been with Fidelity Investments since 2017, progressing through roles including Brokerage Operations Representative IV and Wealth Management Operations Associate before her current position. Her experience encompasses various aspects of wealth management operations and planning. No information about her education, credentials, personal interests, or community involvement has been provided.

Edward Villari is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Aaron Peloe is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services LLC since 2012. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios and delivers these through various intermediary platforms.

Robert Thelen is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior experience includes roles at Black Knight, Inc. and Indotronix International Corp. Fidelity Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes proprietary fundamental research combined with quantitative analysis and systematic portfolio construction, delivering model portfolios through algorithmic methods and oversight of affiliated sub-advisers.

Brian Cassin is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. Prior to this, he worked at Touchstone Securities and IFS Financial Services from 2013 to 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Nicholas Greathouse is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services since 2015. Outside of his advisory role, he is also a partner involved in managing thoroughbred racehorses. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Timothy Webster is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Joshua Menendez is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 66 and Series 63 designations and has worked at various Fidelity entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its role in managing multiple registered investment companies, its use of systematic methodologies including AI, and its development of model portfolios for intermediary platforms.

Callie Bolling is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Cincinnati Children's Hospital Center for ADHD and Hopebridge Autism Therapy Center. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver diversified model portfolios.