Nathan Price is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at SLB (formerly Schlumberger) for five years and served in the United States Marine Corps Reserves for four years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm’s investment approach combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including mutual funds, ETFs, and ETPs.

William Kopp is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Before joining Fidelity, he worked in various roles including positions at Bessler Auto Parts and Blair Technology Group. 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 portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Jairus Houchen-Wilder is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as an Investment Solutions Representative at Fidelity Investments from 2022 to 2025. In his current role, Jairus partners with clients to develop personalized financial plans centered on their priorities and family needs. His approach includes gaining a detailed understanding of clients' situations to implement customized strategies such as tax-efficient investing, retirement planning, and tailored investment plans. Jairus holds an Arkansas Insurance License. Additional information regarding his education or personal interests has not been provided.

Dennis Grothaus is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Financial Securities and AllState Insurance Company. Grothaus also owns Grothaus Financial Group LLC, where he offers various insurance products alongside his financial advisory work. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, providing both brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and risk management tools.

Robert Davis is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at Protective Life and Concourse Financial Group Securities for a decade before joining Cetera in 2025. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Michael Browne is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior work history includes roles at DoorDash, Semper Exeter Paper Company, Eckhart and Company, and Roosevelt Paper Company. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolios. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a broad client base with a focus on systematic methodologies and long-term asset allocation.

Steve O'Quinn is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, progressing through various roles including Financial Consultant I, Investment Solutions Representative III and II, Fixed Income Specialist, and Investment Solutions Representative. This experience provides him with a broad understanding of financial planning and investment solutions. Steve holds insurance licenses in Arkansas and California. He emphasizes working closely with clients to understand their goals and create customized financial plans tailored to their unique family needs. His approach involves ongoing collaboration to adjust plans and ensure effective management of clients' financial resources. Outside of his professional role, Steve has interests that include food, museums, music, reading, and traveling.

Robert Watson is a financial advisor at Fidelity with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity in various capacities since 2005, including roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Prior to that, he was with Mass Mutual Investors Services for two years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as 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 assets and is noted for its registration as a commodity pool operator and its use of AI and long-term asset allocation strategies.

Jeff Schultz is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He has been with Fidelity for 15 years, during which he has partnered with clients to develop personalized financial plans that focus on their priorities and family needs. Jeff's approach to wealth planning includes understanding clients' personal situations and priorities to implement customized financial strategies that consider estate planning, tax-efficient investing, retirement planning, and personalized investment approaches. Jeff's experience at Fidelity includes various roles such as Portfolio Specialist from 2016 to 2019, Client Management Representative from 2015 to 2016, Investment and Retirement Solutions Representative from 2012 to 2014, and Financial Representative from 2011 to 2012. Prior to joining Fidelity, he worked as a Financial Representative at PNC Bank from 2010 to 2011 and at Northwestern Mutual from 2009 to 2010. He holds insurance licenses for Arkansas and California.

Peter Knochelmann is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Fifth Third, W&S Brokerage Services, and Western and Southern Life. 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. The firm offers discretionary and non-discretionary advisory services, fund management and consulting, and model portfolios delivered to intermediary platforms.

Brandon Davis is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Fidelity Brokerage Services LLC since 2015. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and provide fund advisory services.

Jodi Crouch is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked extensively with Huntington National Bank and The Huntington Investment Company. Outside of her advisory work, she engages in crafting personalized clothing and gifts as a small-scale hobby business. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines investment research, third-party data, and algorithmic tools to provide tailored, tax-aware withdrawal strategies within a structured product ecosystem.

Adam Prohaska is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Fidelity Investments since 2023, including previous roles at Fidelity Brokerage Services LLC and Metlife Securities. Outside of his advisory work, he is involved in basketball coaching and skills training in Union, Kentucky. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products and model portfolios.

Ryan Dieringer is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Brokerage Services LLC since 2015, joining the broader Fidelity Investments team in 2025. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and serves in advisory roles uncommon among large institutional peers.

Jared Haught is a financial advisor at Fidelity with five years of industry experience and holds Series 63 and Series 66 licenses. He has spent his entire advisory career at Fidelity Investments since 2021. Outside of his advisory work, he is involved in tennis as an assistant tennis professional at Summit Hills Country Club and operates a sole proprietorship focused on racket stringing and teaching tennis lessons. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, managing model portfolios composed of mutual funds, ETFs, and ETPs, and serves as a registered investment company advisor with a focus on systematic methodologies and oversight controls.

Aryah Myrick is a financial advisor at Fidelity with a Series 66 designation and recent entry into the industry. Prior to joining Fidelity, Myrick held various roles including community involvement with Northern Kentucky Junior Volleyball. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its use of systematic methodologies and AI-driven research.

Kelsey Baker is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its related entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with notable involvement in commodity pool operations and AI-driven research methodologies.

Joseph Jennings is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at Miami University and Stow-Munroe Falls High School. Fidelity’s Strategic Advisers LLC offers 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 manage portfolios across mutual funds, ETFs, and ETPs.

James Stewart is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Mass Mutual Investors Services, MetLife Resources, and Banc One Securities Corporation. Stewart is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides proprietary model strategies under the Founders Gate Capital brand.

Christopher Guptill is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Northwestern Mutual and Fidelity Brokerage Services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver diversified model portfolios across various platforms.