Carrie Hilbert is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, she held various roles including positions at Butter’s Burgers and the University of Tampa. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Angelo Ferro is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fidelity, he spent three years in education-related work. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios. The firm also serves as advisor to registered investment companies and employs systematic methodologies including AI and algorithmic techniques in its investment process.

Brookelyn Hopkins is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Her prior roles include work with the Woodford County Economic Development Authority and Midway University. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Timothy Wallin is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked in various capacities at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios from a broad investable universe while maintaining oversight and incorporating advanced methodologies such as AI in its processes.

William Rhodes is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Fifth Third Bank and held roles in the hospitality sector and education. Rhodes’s background includes four years at The Ohio State University and Urban Meyers Pint House. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies.

Claire Allen is a financial advisor at Fidelity with three years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Fidelity, she held roles at Gateway Community and Technical College and St. Elizabeth Healthcare, and operated a small business, Doggie Paddles LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Christopher Ingoglia is a Wealth Management Planning Consultant at Fidelity Investments, where he has served since 2022. In this role, he collaborates with a Wealth Management Advisor and a support team to assist clients in working toward their financial goals through planning, service, and problem resolution. Prior to this position, he has held various roles at Fidelity Investments, including Wealth Management Operations from 2018 to 2022, Service Support Specialist from 2016 to 2018, and Financial Representative from 2014 to 2016. He also worked as a Financial Representative at Northwestern Mutual from 2012 to 2013. Christopher holds an Arkansas Insurance License, which supports his work in wealth management and financial planning. Outside of his professional responsibilities, he has personal interests in baseball, football, and exploring culinary experiences as a foodie.

Whitney MacFarlane is Vice President and Financial Consultant at Fidelity Investments, a position held since 2024. She has been with Fidelity Investments since 2006, progressing through roles including Financial Consultant, Retirement Solutions Representative, Investments Solutions Representative, Financial Service Representative, and Customer Service Associate II Retirements. Her experience spans various facets of financial consulting, with a focus on creating and maintaining customized financial plans for clients. Whitney emphasizes building long-lasting relationships based on trust and exceptional client service. She holds insurance licenses in Arkansas and California.

Amber Melvin is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop personalized financial plans and supports them in executing those plans through ongoing engagement strategies. She has been in her current role since 2026. Amber has held various positions at Fidelity Investments, including Investment Management Consultant from 2023 to 2026, College Planning Specialist in two terms (2020-2021 and 2022-2023), Learning Lead in 2022, Series 7 Mentor from 2021 to 2022, and Customer Relationship Advocate from 2019 to 2020. This range of roles has provided her with experience in financial planning, investment management, college planning, and mentoring. Outside of her work, Amber enjoys a variety of activities such as cars, golf, outdoor adventures, pets, traveling, and yoga.

Cory Curry is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Robert Baird & Co. since 2007. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers across various investment strategies.

Grant Jennings is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Fidelity Investments and has previously worked at Whitaker Myers and Fidelity for a combined total of 17 years. Fidelity’s Strategic Advisers LLC 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 algorithmic portfolio construction, including the use of AI and systematic methodologies, to manage diversified model portfolios.

Sean Scaffidi is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity Investments LLC, he held positions at various organizations including Child Focus and JusticeWorks. 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 portfolios that include mutual funds, ETFs, and ETPs. The firm is noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of AI and systematic methodologies in investment research.

Jonathan Thornberry is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2003. Outside of his advisory role, he serves on the board and investment committee of Chatfield College and is involved with the Freestore Foodbank of Cincinnati, Ohio. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, with a focus on aligning strategies to client goals and risk tolerances.

Burton Tienken is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Gannett and Banker's Life, as well as experience outside finance with E+O Kitchen and Palomino. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight of delegated sub-advisers.

Kathryn Lafay is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2008. Outside of her advisory role, she operates a small business making and selling handmade crochet blankets and clothing. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, offering discretionary and non-discretionary advisory services, fund advisory, and model portfolio construction using proprietary research and systematic methodologies.

Daniel Junod is a financial advisor at Fidelity with six years of industry experience. He has served in the United States Navy from 2011 to 2017 before joining Fidelity Investments, where he has worked since 2017. Junod holds a Series 66 designation. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs, and holds distinctive registrations and advisory roles uncommon among large institutional peers.

Michael Bisbe is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones for 18 years before joining Raymond James in 2021. Outside of advisory work, he owns an interest in a birthing center and has business ownership roles in several LLCs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored non-discretionary planning and consulting supported by analytical tools and maintains unique offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Muntazir Dhala is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Investments in various capacities since 2006. 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 across a range of funds and model portfolios.

Max Agabon is a financial advisor with Fidelity Investments, holding the Series 65 and Series 66 designations and with three years of industry experience. Prior to joining Fidelity in 2025, he was the sole proprietor of Moonlight Bread, an artisan bread and baked goods business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers model portfolios and advisory services to registered investment companies and intermediary platforms.

Mitchell Royse is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he focuses on assisting clients in pursuing their financial goals through personalized planning and investment strategies tailored to their individual needs and priorities. He collaborates closely with clients to understand their key financial objectives and helps them develop plans and strategies aligned with those goals. Mitchell has been with Fidelity Investments since 2020, progressing from Financial Representative to Relationship Manager before becoming a Planning Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Mitchell has personal interests that include cars, fitness, football, and golf.