Richard Zimmerman is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2007. 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 investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Amanda Harris is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. She has been with Fidelity Investments since 2014. 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. The firm serves a diverse client base, including registered investment companies and offers model portfolios utilizing systematic methodologies and long-term asset allocation benchmarks.

Stacie Whalen is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2008. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Kathleen Dalton is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at StanCorp Investment Advisers, StanCorp Equities, Sheridan Road Financial, and LPL Financial. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines fundamental research with quantitative analysis and systematic methodologies to construct model portfolios using mutual funds, ETFs, and ETPs.

Kelly Ellington is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has worked at various Fidelity entities since 1997, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages a range of discretionary and non-discretionary advisory services.

Mike Lonnemann is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2004. In this role, he works closely with clients to understand their personal and financial needs, collaboratively developing and implementing tailored financial plans. His approach involves laying out facts, discussing preferences, and creating a game plan that is monitored over time to help clients achieve their financial objectives. Mike holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial advice. Outside of his professional responsibilities, he enjoys attending concerts, participating in family activities, and engaging in interests such as football, golf, skiing, and exploring culinary experiences.

James Zents is a financial advisor with Fidelity Investments based in Covington, KY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes roles at Great American Advisors and Creative Bus Sales. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios.

Curtis Metzger is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked within Fidelity and its affiliated entities since 2000. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Jenny Everman is a financial advisor at Raymond James & Associates with 29 years of industry experience. She has been with Raymond James & Associates since 2013. She holds a Series 63 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christopher Scherer is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across various Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

Christopher Sprenkle is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with Morgan Stanley in Cincinnati, OH, having previously worked at Bank of America and Merrill. His credentials also include Series 63 and Series 65 registrations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Arik Naasz is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2007. Over the years, he has held several roles within the company, including Portfolio Specialist from 2012 to 2015 and Retirement Solutions Representative from 2010 to 2012. His experience encompasses guiding clients through various financial planning tools and investment options to help them achieve their goals. Originally from a small town in Ohio, Arik values honesty, hard work, and treating others with respect. These principles have been central to his approach in building long-term client relationships based on trust and collaboration. He holds insurance licenses in Arkansas and California, supporting his ability to serve clients in these states.

Michael Galinger is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its advisory role to multiple registered investment companies, use of AI and algorithmic methods in research, and formal governance procedures.

Brian Bruns is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, and various Fidelity divisions. 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 discretionary and non-discretionary portfolios and model portfolios delivered to intermediary platforms.

Justin Clark is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. In his role, he partners with clients to understand their financial goals, objectives, values, and needs in order to develop comprehensive plans tailored to their circumstances. Justin's experience at Fidelity Investments includes roles as an Investment Solutions Representative, Customer Relationship Advocate, Workplace Planning Consultant, and Financial Associate, spanning from 2014 to the present. His expertise encompasses financial planning and client relationship management. He holds an Arkansas Insurance License. Outside of his professional work, Justin's personal interests include family activities, fitness, football, movies, tennis, and traveling.

James Farrell IV is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Outside of finance, he is a co-owner of Phineas Productions LLC, where he is involved in budgeting, script review, and logistics for film projects. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a large team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain decision-making authority.

Lawrence Vogelpohl is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various Fidelity entities since 1996. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including managing model portfolios using proprietary research and systematic methodologies. The firm serves a broad client base and incorporates algorithmic portfolio construction and oversight of sub-advisers in its investment process.

Tony Weickert is a Planning Consultant at Fidelity Investments, where he supports clients by reviewing their retirement plans, needs, and goals, and providing potential solutions to strengthen their overall retirement plans. He has been with Fidelity since 2022, progressing through various roles including High Net Worth Representative, Investment Solutions Representative I, II, and III before becoming a Planning Consultant in 2025. Tony holds insurance licenses in Arkansas and California, which complement his work with clients in managing retirement and investment solutions. His professional experience is centered on investment solutions and client service within Fidelity Investments. Outside of his professional role, Tony enjoys cooking and baking, participating in family activities, fitness, social events with friends, spending time at the lake, and parenthood.

Cody Smith is a Series 66 licensed financial advisor at Fidelity with two years of industry experience. He previously worked at Altafiber for six years and GTN Logistics for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Kristine Black is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at Citizens Bank and Fifth Third Securities. Outside of her advisory work, she has performed food delivery and shopping services with Instacart and DoorDash. She is associated with Strategic Advisers LLC, a Fidelity Investments company that serves retail and institutional clients through discretionary and non-discretionary portfolio management, advisory services, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, overseeing investments with attention to conflicts of interest and regulatory compliance.