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.

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.

Jennifer Drapp is a financial advisor at Ameriprise with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at The Huntington Investment Company and The Huntington Bank, Inc. for over two decades. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm utilizes proprietary research and third-party data within a defined investment framework that includes affiliated product offerings.

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 at Fidelity with Series 65 and Series 66 credentials and 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, through its Strategic Advisers LLC division, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment portfolios.

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 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.

Paul Webster Jr. is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Securities Corporation for 17 years. Outside of his advisory work, he owns a racehorse and is employed assembling automotive steering systems. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment platforms and employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across multiple asset classes.

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 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 Series 63 and Series 66 licenses and six years of industry experience. His background includes roles at Fidelity Investments, Fidelity Brokerage Services LLC, and Fidelity Investments Institutional Operations Company, as well as two years with Cunningham Restaurant Group. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and management of model portfolios. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as its registration as a commodity pool operator and advisory roles to multiple registered investment companies.

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 less than one year of industry experience. His prior work experience includes roles at U.S. Bank and various other positions outside the financial industry. 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 combination of fundamental research, 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.

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.

Megean Caldwell is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with Cetera and has previously worked at Summit Financial Group and Summit Brokerage Services Inc. Caldwell is also a registered representative for Renaissance Capital Management, where she has been involved since 2012. Additionally, she holds a role as an insurance agent selling life, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a large network of advisors and supports multiple program structures with discretionary and non-discretionary management options.