Carrie Lacey is a financial advisor at Fidelity with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2008. 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 manage diversified model portfolios.

Peyton Bray is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role, he held various positions including time at Enterprise-Rent-a-Car and Transylvania University. Outside of his advisory work, he serves as an assistant coach for high school lacrosse. Fidelity’s Strategic Advisers LLC, the firm where Peyton works, provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Andrew Topmiller is a financial advisor at Fidelity Investments with a Series 66 designation and less than one year of industry experience. His prior work includes roles in the United States Army Reserves and several positions in logistics and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Eric Gruss is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. He has worked at Fidelity since 2021. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it maintains roles as a commodity pool operator and advisor to multiple registered investment companies.

Benjamin Holthus is a Certified Financial Planner® at Fidelity with 19 years of industry experience. He has worked within various Fidelity divisions since 2007, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Shannon Hauser is a financial advisor at Fidelity with three years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of finance, she has experience working in the restaurant industry and public schools. 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 that combines proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its roles in commodity pool operation and advisory services to multiple registered investment companies.

Luke Ridder is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2018, with prior experience at Bank of America and Walther, Gay, Mack PLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Angela Gibson is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her tenure at Fidelity includes roles across brokerage services and personal and workplace advisory positions. 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 portfolios and provides advisory services that include model portfolios and oversight of affiliated sub-advisers.

Katlyn Buemi is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and previously worked at PNC Bank for six years. Fidelity’s Strategic Advisers LLC serves a broad client base including retail and institutional investors, offering investment management and advisory services that utilize a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory role to multiple registered investment companies, and use of AI-driven methods in portfolio management.

Jacob Vierling is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he held positions at Verizon Wireless and several automotive and sales companies. He serves as treasurer for Dragons Baseball Club, where he is responsible for budget implementation and monitoring organizational spending. Fidelity’s affiliate, 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 a diverse range of mutual funds, ETFs, and ETPs.

Beau Otto is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His work history includes roles at Fidelity Investments since 2019 and prior experience with Equitable Advisors, City of Forest Park, Capital University, and Otto & Walsh Concrete. 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 model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

John Wambaugh is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Riethweil Chili LLC and Rosen Management INC. before joining Fidelity. Fidelity’s Strategic Advisers LLC provides 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 blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Rhett Ransom is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he collaborates closely with his team and clients to pursue their financial goals, emphasizing trust, transparency, and competency in all client interactions. Rhett has progressively advanced within Fidelity Investments, gaining experience in various roles since 2019, including Client Services Help Desk, High Net Worth Service Associate, Investment Solutions Representative, and Customer Relationship Advocate. This breadth of experience supports his expertise in wealth management and client service. Outside of his professional work, Rhett enjoys personal interests such as board games, reading, snowboarding, table tennis, and tennis.

Jenna Fessler is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity, she held roles at several educational institutions and has been involved in volleyball consulting and coaching over multiple years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from a broad investable universe. The firm is notable for its use of algorithmic methods, formal advisory roles to multiple registered investment companies, and established governance procedures.

Zachary Bitzer is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2008, including roles at Fidelity Personal and Workplace Advisors. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios across multiple platforms and maintaining oversight through affiliated sub-advisers.

Kevin Rohrer is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked exclusively within Fidelity-affiliated firms since 2012. Outside of his advisory role, Rohrer operates a small woodworking business as a sole proprietor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is notable for its role advising multiple registered investment companies and its use of advanced methodologies such as AI and systematic investment processes.

Adam Trent is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has been with Fidelity and its affiliated entities in various roles since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to registered investment companies and model portfolio platforms.

Matt Best is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He has held several roles within Fidelity Investments since 2021, including Financial Consultant I, Regional Center Planning Consultant - Premium, and Investment Solutions Representative. Matt provides counsel and support for personal financial decisions, focusing on retirement planning, investment strategy, income planning, tax-efficient investing, and family conversations. He holds insurance licenses in Arkansas and California. Outside of his professional work, Matt is interested in family activities, social events, hiking, outdoor adventures, traveling, and volunteering.

Ryan Gartrell is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he gained experience in various capacities within Fidelity Investments, including Financial Consultant I, Investment Solutions Representative III, Investment Consultant, and Central Relationship Manager from 2020 to 2025. Before joining Fidelity, Ryan served as Vice President Employee Benefits Advisor at Fifth Third from 2019 to 2020 and worked as an Analyst at OPOC.us from 2013 to 2019. Ryan holds insurance licenses for both Arkansas and California. He focuses on understanding clients' priorities to collaboratively develop tailored financial plans that are straightforward and sustainable. His approach centers on working closely with clients to build plans that align with their individual needs and goals.

Michael Mcqueeney is an advisor at Fidelity with Series 63 and Series 66 credentials. He has one year of industry experience and previously worked at Amazon for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios. The firm uses proprietary research combined with quantitative and algorithmic methods to construct portfolios and serves in advisory roles for multiple registered investment companies.