Grant Jennings is a CFP®-certified financial advisor with 17 years of industry experience, currently serving at Fidelity in Covington, KY. He previously worked at Whitaker Myers and has an extensive tenure at Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Francis Gabriel Amador is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held roles at Unum and Boyne Resorts, and has experience in educational settings including multiple schools and a university. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and annual advice utilizing proprietary research and third-party data.

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 Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Gannett and Banker's Life, as well as entrepreneurial work with E+O Kitchen. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Timothy Sauer is a CFP® professional with eight years of industry experience, currently affiliated with Cetera. He has held roles at Jamie L. Hatfield Wealth Management since 2019 and previously worked at Commonwealth Financial Network. Outside of his advisory work, he serves as a deacon at Bible Chapel of Delhi Hills. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a diverse client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party money managers.

Kathryn Lafay is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2008. Outside of her advisory role, she is the sole proprietor of Le Crochet de LaFay, a business that produces and sells handmade crochet blankets and clothing items. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Daniel Junod is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 designation and served in the United States Navy from 2011 to 2017 before joining Fidelity. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to offer discretionary and non-discretionary advisory services and manages model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Tyler Helton is a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a position he has held since 2025. He has progressed through various roles at Fidelity Investments, including Investment Solutions Representative III and II, Investment Solutions Representative I, High Net Worth Service Associate, and Customer Relations Advocate, gaining a comprehensive understanding of investment solutions and client service since 2021. Tyler holds insurance licenses in Arkansas and California, which complement his expertise in benefits and financial planning. His professional focus is on helping clients and their families grow and protect their wealth, make informed investment decisions, and simplify their financial lives.

Muntazir Dhala is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors starting in 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors and registered investment companies. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Max Agabon is a financial advisor at Fidelity with three years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Fidelity, 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 retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a range of mutual funds, ETFs, and ETPs.

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.

Richard Cook III is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services since 2012. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and is noted for its use of AI-driven methodologies and formal advisory roles to multiple registered investment companies.

Jacob Feitlinger is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and one year of industry experience. His prior roles include work at JF Network Solutions and involvement with the Greenacres Foundation. He also spent six years at the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Kate Reidel is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Her prior roles include work with St. Aloysius Orphanage and Farmwise Education, as well as founding Cultivating Curiosity, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of funds and portfolios. The firm also serves multiple registered investment companies and utilizes advanced methodologies, including AI and systematic oversight, to manage its offerings.

Greg Rios is a Planning Consultant at Fidelity Investments, where he assists clients and their families in creating financial plans designed to help them work toward achieving financial success. His approach involves a four-step process: learning about clients' goals and values, building tailored financial plans, implementing these plans, and regularly reviewing and adjusting them based on changes in clients' situations and market conditions. Prior to his current role, Greg served as a Relationship Manager at Fidelity Investments in 2024. He holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial planning services. Outside of his professional work, Greg has interests in gardening, music—including playing instruments and singing—outdoor adventures, and parenthood.

Jason Rimmer is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2012. Fidelity's Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Jason Calvert is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2009 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brian Sztanyo is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments and its affiliated entities since 2006. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Daniel McCamey is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with Wealth Management Senior Relationship Managers to address clients' financial planning and service needs. In his role, he assists clients and their families in growing and protecting their wealth, making informed investment decisions, and simplifying their financial lives. Daniel has been with Fidelity Investments since 2015, serving in various roles including High Net Worth Service Representative, Margin Trading Specialist, and Help Desk Client Services before assuming his current position in 2022. His experience spans multiple aspects of wealth management and client services within the firm. Outside of his professional responsibilities, Daniel's interests include biking, comedy, concerts, cooking and baking, fitness, and scuba diving.