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 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity divisions since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on various fund structures and model portfolios.

Brian Sztanyo is a financial advisor with Fidelity who holds a Series 66 designation and has 20 years of industry experience. He has been with Fidelity Investments since 2006, including seven years at Fidelity Personal and Workplace Advisors and one year with Fidelity Investments in his current role. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

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.

Evan Brignolo is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 and Series 63 licenses and has worked within various Fidelity divisions since 2015, including Fidelity Brokerage Services LLC and Fidelity Investments Institutional Operations Company. Prior to his career in finance, he spent two years at Cunningham Restaurant Group. 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 uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Austin May is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. His career includes roles at Fidelity Investments, Western & Southern Life, Bank of America, U.S. Bank, and MiejEr. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and its use of systematic methodologies and technology-driven investment approaches.

Maxwell Kiker is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he held roles at U.S. Bank and worked briefly at the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Thomas Lang is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various divisions of Fidelity since 2000. 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 fundamental research with quantitative analysis and systematic portfolio construction, utilizing model portfolios comprised of mutual funds, ETFs, and ETPs.

Zachary Carter is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022. His prior experience includes roles at Triple Canopy, UPS, the University of Maryland Global Campus, and the United States Air Force. 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 discretionary and non-discretionary portfolios, including fund advisory for registered investment companies.

Thomas Chapman is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2022. His prior experience includes roles at Humana, Citibank, Fifth Third Bank, and Best Buy. Fidelity’s Strategic Advisers LLC 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 deliver model portfolios and advisory services.

Crystal Haley is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with a dedicated team to provide personalized service and build lifelong relationships with clients. She emphasizes trust, reliability, and communication in her work. Her experience at Fidelity Investments spans multiple roles since 2014, including Investment Solutions Representative, Relationship Manager, Planning Consultant, and currently Wealth Management Planning Consultant. She holds insurance licenses for Arkansas and California.

Cory Cochran is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and Uber. He serves as a volunteer troop leader for Girls Scouts Troop 1432. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a broad range of individual and institutional clients, including pension and charitable organizations. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Mike Naberhaus is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2006. He has been with Fidelity since 1998, initially serving as a Financial Representative before advancing to his current position. Throughout his career, Mike has focused on understanding the financial needs of clients and providing clear and succinct guidance to address those needs. He adheres to the professional standards of the CFP Board in all client interactions and strives to treat each client with the same care as a family member. Mike holds insurance licenses in Arkansas and California, supporting his work in financial consulting. Outside of his professional responsibilities, Mike has interests in art, hiking, skiing, and traveling.

Jared Kidd is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity since 2010. 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's investment process combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction using a broad universe of mutual funds, ETFs, and ETPs.

John Frame II is a financial advisor at Fidelity with eight years of industry experience. He holds Series 66 and Series 63 licenses and has a background that includes work in legal advocacy and public defense prior to 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Bailey Bates is a Planning Consultant who partners with clients to understand their short and long-term financial goals and build customized financial plans to pursue those needs. Bailey has held several roles at Fidelity Investments, including Investment Solutions Representative III, II, and I, High Networth Representative, and Customer Relationship Advocate, gaining progressive experience in investment solutions and client relationship management. Bailey holds insurance licenses in both Arkansas and California. Outside of work, Bailey has interests in art and family activities.

Amanda Lewis is a financial advisor with Fidelity Investments who holds a Series 66 designation and has four years of industry experience. Her background includes roles at several retail and service companies, including DILLARDS and Bluemercury. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.