David Clawson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include a summer internship at UBS and various positions outside the financial sector, such as delivery work and roles in hospitality and recreation. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Matthew Kinkopf is a Financial Consultant I at Fidelity Investments, where he has been working since 2026. He has held multiple roles within Fidelity Investments since 2020, including Planning Consultant, Investment Solutions Representative II and I, High Net Worth I, and Customer Relationship Advocate. This progression highlights his experience in various aspects of financial consulting and client relationship management. Matthew holds insurance licenses in Arkansas and California. He emphasizes trust and transparency in his professional relationships, aiming to partner with clients and their families to develop financial plans aligned with their goals and priorities. Outside of his professional work, Matthew enjoys family activities, football, golf, hiking, soccer, and traveling.

Jack Lehman is a financial advisor at OSAIC with four years of industry experience and holds the Series 66 designation. His prior work includes roles at KMK Financial and Thoroughbred Financial Agency, as well as employment at Kroger. OSAIC Wealth serves a diverse client base through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio options. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Mitchell Zacharyasz is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 credential and previously worked at NuGrowth Solutions, LLC and Aflac. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Chase Brown is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity Investments, he held roles at Steris, ADP, and Jefferson Social, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Michael Ferris is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2006, including Strategic Advisors, Inc. since 2004. 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 discretionary and non-discretionary portfolios, and it plays a formal advisory role to multiple registered investment companies and fund-of-funds.

Duane Froelicher is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and previously worked at Osaic FA, Inc. He is also an independent insurance agent and serves as president of Walden Advisors. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Andrew Schweitzer is a PFS™ credentialed advisor with Cetera, bringing one year of industry experience. He also serves as president of an independent property and casualty insurance agency and an independent CPA firm offering tax compliance and financial statement services. Schweitzer has a background that includes prior roles at Avantax Advisory Services and longstanding leadership of his own business entities in insurance and tax services. Cetera Investment Advisers LLC is an SEC-registered firm providing advisory services through a nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning solutions across multiple program structures.

Ian Dietz is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at DoorDash, DHL Express, and Capital Software before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and delivery of model portfolios. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Sara Voelker is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She focuses on building strong client relationships and tailoring financial strategies to meet individual goals, emphasizing open communication and personalized support. Sara's experience includes roles at Fidelity Investments since 2013, progressing from Investment Solutions Representative to her current position. Prior to Fidelity, she worked as a Financial Advisor at Edward Jones from 2011 to 2013. Her expertise encompasses retirement planning, investment management, and workplace planning. No additional information about Sara's education, credentials, personal interests, or community involvement was provided.

Payton Lutz is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2018 and Fidelity Investments since 2025. Prior to his career in finance, he was employed by Kroger from 2016 to 2018. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies.

William Carter Jr. 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 and its affiliated entities since 2008. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager funds, model portfolios, and other investment products.

Clayton Sanford is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2011. He supports individuals and families with comprehensive financial planning, focusing on investment strategy, retirement planning, income protection, and estate planning considerations. He collaborates with clients to develop and adjust financial plans that align with their personal goals and changing life circumstances. Before his current role, Clayton held various positions at Fidelity Investments, including Portfolio Specialist, Fixed Income Specialist, and Client Relationship Advocate, beginning in 2007. Prior to joining Fidelity, he worked as a Client Service Representative at Advest from 2005 to 2007. He holds insurance licenses in Arkansas and California.

Christopher Reinhart is a financial advisor with Fidelity who holds a Series 66 designation and has seven years of industry experience. He has worked with Fidelity Investments since 2025 and Fidelity Brokerage Services LLC since 2018, following nine years at Fifth Third Bank. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Austin Shumate is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at Fidelity Brokerage Services, LLC since 2018 and Fidelity Investments since 2025, as well as prior employment at Northern Kentucky University. 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 employs a systematic investment process blending fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of AI and formal advisory roles with multiple registered investment companies.

Matthew Wright is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across several Fidelity entities since 2007. 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’s investment process combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Amber Bolser is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base that includes retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Amanda King is a Series 66-credentialed financial advisor with Fidelity, based in Covington, KY, and has five years of industry experience. Her prior work includes roles at VomFass and the Cincinnati Reds, as well as extensive experience in local education boards. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers advisory services including fund management and consulting.

Brogan Dwyer is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at various Fidelity entities since 2015, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and acts as a formal advisor to multiple registered investment companies.

Kiana Kaelin is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2017. Her professional background also includes roles at US Bank and the University of Cincinnati. 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 deliver model portfolios and manages oversight through affiliated and unaffiliated sub-advisers.