Zachary Carter is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022. His prior experience includes roles at Triple Canopy, UPS, the University of Maryland Global Campus, and the United States Air Force. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory for registered investment companies.

Thomas Chapman is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2022. His prior experience includes roles at Humana, Citibank, Fifth Third Bank, and Best Buy. Fidelity’s Strategic Advisers LLC 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 deliver model portfolios and advisory services.

Crystal Haley is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with a dedicated team to provide personalized service and build lifelong relationships with clients. She emphasizes trust, reliability, and communication in her work. Her experience at Fidelity Investments spans multiple roles since 2014, including Investment Solutions Representative, Relationship Manager, Planning Consultant, and currently Wealth Management Planning Consultant. She holds insurance licenses for Arkansas and California.

Cory Cochran is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, N.A., JP Morgan Securities LLC, and Uber. He volunteers as a troop leader for Girls Scouts Troop 1432. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals using various portfolio management strategies and platform arrangements.

Anthony Pierson is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its subsidiaries since 2007. His career includes roles at Fidelity Investments and Fidelity Brokerage Services LLC. 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 to deliver model portfolios and fund advisory services.

Mike Naberhaus is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2006. He has been with Fidelity since 1998, initially serving as a Financial Representative before advancing to his current position. Throughout his career, Mike has focused on understanding the financial needs of clients and providing clear and succinct guidance to address those needs. He adheres to the professional standards of the CFP Board in all client interactions and strives to treat each client with the same care as a family member. Mike holds insurance licenses in Arkansas and California, supporting his work in financial consulting. Outside of his professional responsibilities, Mike has interests in art, hiking, skiing, and traveling.

Jared Kidd is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity since 2010. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm's investment process combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction using a broad universe of mutual funds, ETFs, and ETPs.

John Frame II is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and eight years of industry experience. His background includes roles in public advocacy and legal services, including positions as a public defender and with the Campbell County Commonwealth's Attorney. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. 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.

Bailey Bates is a Planning Consultant who partners with clients to understand their short and long-term financial goals and build customized financial plans to pursue those needs. Bailey has held several roles at Fidelity Investments, including Investment Solutions Representative III, II, and I, High Networth Representative, and Customer Relationship Advocate, gaining progressive experience in investment solutions and client relationship management. Bailey holds insurance licenses in both Arkansas and California. Outside of work, Bailey has interests in art and family activities.

Amanda Lewis is a financial advisor with Fidelity Investments who holds a Series 66 designation and has four years of industry experience. Her background includes roles at several retail and service companies, including DILLARDS and Bluemercury. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Joshua Newcomb is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and four years of industry experience. He has been with Fidelity Investments since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products and model portfolios.

Amy True is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Her prior roles include positions at Fidelity Investments and the Boone County Board of Education. She also worked at 1st Inspections Services and Cornerstone Communications. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm’s process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Shannon Lindon is a Wealth Management Planning Consultant at Fidelity Investments, where she has been working since 2017. In this role, she partners with clients to plan for their financial futures and facilitates conversations among family members to determine the collective use of their wealth. Prior to this, she was part of the Service Support Group at Fidelity Investments from 2014 to 2017. As a Planning Consultant in Private Wealth Management, Shannon focuses on delivering a high level of personal service and guidance tailored to each client's individual situation. She aims to simplify the financial planning process to make it as straightforward as possible for her clients.

Brett Heimann is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked with various divisions of Fidelity since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jason Stallo is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Pruco Securities LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Ryan Sketch is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. He has worked across multiple Fidelity business units since 2016, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios from mutual funds, ETFs, and ETPs, and services include discretionary portfolio management, fund advisory, and consulting.

Garrett Bird is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he held positions at Sherwin-Williams and the University of Louisville. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

Benjamin Berger is a financial advisor with Fidelity Investments in Covington, KY, holding the Series 66 designation and having one year of industry experience. Prior to joining Fidelity, he held positions with the Cincinnati Reds and FC Cincinnati. Outside of his advisory role, he works as an independent contractor for DoorDash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing proprietary research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Zachary Haigis is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 designations and one year of industry experience. His prior work experience includes roles at Amazon, Kroger, Domino’s Pizza, and DoorDash. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to a broad range of clients, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Jody Pol is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1990. He serves on the Board of Directors for California Woods Advisory Council. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.