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.

Brittany Reynolds is an Investment Consultant at Fidelity Investments, where she partners with clients to develop personalized financial plans aimed at achieving long-term goals. She emphasizes a holistic approach to investment consulting, working closely with clients to visualize and pursue their financial objectives. Prior to her current role, Brittany gained experience as a Wealth Management Advisor at U.S. Bancorp Investments from 2021 to 2024 and served as a Premier Client Relationship Consultant at U.S. Bank between 2016 and 2021. She holds insurance licenses for Arkansas and California.

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 Series 66-licensed financial advisor with 25 years of industry experience. He is currently with Osaic Wealth, where he has worked since 2025, and previously worked at Lincoln Financial Securities and AllState Insurance Company. Grothaus continues to operate Grothaus Financial Group LLC, offering a range of insurance products alongside his wealth management practice. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services, employing various asset allocation tools and third-party solutions to tailor investment portfolios.

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 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles within Fidelity-affiliated entities since 2005. His current positions include roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory role to multiple registered investment companies, and integration of AI in its research processes.

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 credential and less than one year of industry experience. His prior roles include positions at Fifth Third, W&S Brokerage Services, Western and Southern Life, and several other organizations. 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 employs a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Brandon Davis is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves a broad client base with both discretionary and non-discretionary advisory services.

Christian Combs is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His background includes roles at US Bank and Fidelity Investments, as well as experience in retail and service industries. Outside of his advisory work, he has worked as a food delivery contractor, a notary, and a restaurant server. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services including fund advisory and model portfolios.

Adam Prohaska is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Fidelity Investments in 2025, he worked at Fidelity Brokerage Services LLC and Metlife Securities. Outside of his advisory role, he is involved in basketball coaching and skills training in Union, Kentucky. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad range of clients, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

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 with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 credentials. He has four years of industry experience and has worked at Fidelity since 2021. Outside of his advisory role, he is involved in tennis coaching and operates a tennis stringing and lesson business. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

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 and has previously worked at MassMutual Life Insurance Company, Mass Mutual Investors Services, and MetLife Resources. Stewart also operates as an independent insurance agent and manages The Rosselot Financial Group in Cincinnati, OH. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory through a network of independent professionals, providing both proprietary and third-party strategies tailored to client objectives.

Christopher Guptill is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. His career includes roles at Fidelity Brokerage Services LLC and Northwestern Mutual entities. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm’s approach includes managing model portfolios composed of mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.