Mitchell Zacharyasz is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 credential and previously worked at NuGrowth Solutions, LLC and Aflac. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Chase Brown is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Steris, ADP, and the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from a broad investable universe.

Michael Ferris is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Personal and Workplace Advisors since 2018, Fidelity Investments Life Insurance Co. since 2006, and Strategic Advisors, Inc. since 2004. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages oversight and advisory roles with a focus on systematic methodologies and long-term asset allocation.

Duane Froelicher is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and has been affiliated with Cambridge Investment Research, Inc. since 2004. In addition to his advisory work, he is an independent insurance agent and serves as president of Walden Advisors. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment implementation options through multiple custody and platform arrangements, combining proprietary and third-party strategies tailored to client objectives.

Andrew Tate is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and began his advisory career in 2025. Prior to joining Raymond James, he served five years in the United States Army and has experience in small business ownership through Tate Welding LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm uses fact-finding and risk-profiling tools to deliver non-discretionary planning tailored to client goals and supports a wide network of advisors and affiliate firms.

Andrew Schweitzer is a PFS™ credentialed advisor with Cetera, bringing one year of industry experience. He also serves as president of an independent property and casualty insurance agency and an independent CPA firm offering tax compliance and financial statement services. Schweitzer has a background that includes prior roles at Avantax Advisory Services and longstanding leadership of his own business entities in insurance and tax services. Cetera Investment Advisers LLC is an SEC-registered firm providing advisory services through a nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning solutions across multiple program structures.

Ian Dietz is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at DoorDash, DHL Express, and Capital Software before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and delivery of model portfolios. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Sara Voelker is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She focuses on building strong client relationships and tailoring financial strategies to meet individual goals, emphasizing open communication and personalized support. Sara's experience includes roles at Fidelity Investments since 2013, progressing from Investment Solutions Representative to her current position. Prior to Fidelity, she worked as a Financial Advisor at Edward Jones from 2011 to 2013. Her expertise encompasses retirement planning, investment management, and workplace planning. No additional information about Sara's education, credentials, personal interests, or community involvement was provided.

Payton Lutz is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2018 and Fidelity Investments since 2025. Prior to his career in finance, he was employed by Kroger from 2016 to 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies.

William Carter Jr. is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2008. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Clayton Sanford is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2011. He supports individuals and families with comprehensive financial planning, focusing on investment strategy, retirement planning, income protection, and estate planning considerations. He collaborates with clients to develop and adjust financial plans that align with their personal goals and changing life circumstances. Before his current role, Clayton held various positions at Fidelity Investments, including Portfolio Specialist, Fixed Income Specialist, and Client Relationship Advocate, beginning in 2007. Prior to joining Fidelity, he worked as a Client Service Representative at Advest from 2005 to 2007. He holds insurance licenses in Arkansas and California.

Christopher Reinhart is a financial advisor with Fidelity who holds a Series 66 designation and has seven years of industry experience. He has worked with Fidelity Investments since 2025 and Fidelity Brokerage Services LLC since 2018, following nine years at Fifth Third Bank. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Austin Shumate is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at Fidelity Brokerage Services, LLC since 2018 and Fidelity Investments since 2025, as well as prior employment at Northern Kentucky University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process blending fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of AI and formal advisory roles with multiple registered investment companies.

Sean Dempsey is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He has been with Robert Baird & Co. since 2015 and holds a Series 66 designation. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team offers financial planning, discretionary and non-discretionary portfolio management, and a range of separately managed account programs tailored to client goals and risk tolerances.

Matthew Wright is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity-affiliated firms since 2007, including roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and is noted for its use of systematic methodologies, regulatory registrations, and advisory roles to multiple registered investment companies.

Amber Bolser is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base that includes retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Amanda King is a Series 66-credentialed financial advisor with Fidelity, based in Covington, KY, and has five years of industry experience. Her prior work includes roles at VomFass and the Cincinnati Reds, as well as extensive experience in local education boards. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers advisory services including fund management and consulting.

Wallace Murphy is a financial advisor with Primerica Advisors in Villa Hills, KY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1989. In addition to advisory work, he is involved in sales of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Kathleen Morman is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2021, she worked at UBS Financial Services for 14 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Brogan Dwyer is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with various Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.