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.

Michael Bisbe is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones for 18 years before joining Raymond James in 2021. Outside of advisory work, he owns an interest in a birthing center and has business ownership roles in several LLCs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored non-discretionary planning and consulting supported by analytical tools and maintains unique offerings such as municipal advisory services and SIMPLE IRA employer consulting.

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.

Brent Kassner is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007 and Bank of America, N.A. since 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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.

Richard Hidy is a Financial Advisor with The Evelo/Singer/Sullivan/Bruegge Group of Merrill Private Wealth Management. He works directly with clients to create, implement, and monitor personalized financial plans aligned with their long-term goals. Rich helps lead the group's corporate executive practice and serves as a senior member of the team's Investment Policy Committee, which sets the overall investment strategy for clients. From 2017 to 2020, Rich served as a Private Wealth Analyst, where he developed wealth strategy reviews for ultra-high net worth clients, conducted investment research, and executed investment activity across asset classes. He subsequently worked as an Assistant Vice President and Private Wealth Relationship Manager from 2021 to 2024. Rich holds the Accredited Asset Management Specialist (AAMS) and CERTIFIED FINANCIAL PLANNER (CFP) certifications. Rich earned his Bachelor of Business Administration with a minor in Journalism from the University of Notre Dame in 2016 and completed his MBA at Xavier University in 2017. He is a board member of May We Help, a nonprofit organization that provides free support to individuals with disabilities through innovative solutions and access to adaptive equipment.

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.

Angie Keeley is a financial advisor at Stifel with 19 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Morgan Stanley Private Bank for seven years. Outside of her advisory role, she teaches a weekly Zumba class. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on asset allocation and planning analyses.

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.

Kristin Biedenharn is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2013, concurrently serving at Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.