Aaron Peloe is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services LLC since 2012. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios and delivers these through various intermediary platforms.

Robert Thelen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Black Knight, Inc., Indotronix International Corp, and Vaco, Inc. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Brian Cassin is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. Prior to this, he worked at Touchstone Securities and IFS Financial Services from 2013 to 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Nicholas Greathouse is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services since 2015. Outside of his advisory role, he is also a partner involved in managing thoroughbred racehorses. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Samuel Warren is a financial advisor at Merrill based in Cincinnati, OH, holding a Series 66 designation. He joined Merrill and Bank of America in 2025 and has less than one year of industry experience. Prior to his advisory role, his work history includes positions outside the financial sector, such as roles at Texas Roadhouse and local parks departments. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services within the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Webster is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Joshua Menendez is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Callie Bolling is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Cincinnati Children's Hospital Center for ADHD and Hopebridge Autism Therapy Center. 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 to deliver diversified model portfolios.

Michael Allgeyer is a Wealth Management Planning Consultant at Fidelity Investments, where he supports Private Wealth Management Advisors and their clients by providing a tailored client experience and high-level service. He has been with Fidelity Investments since 2012, holding various roles including Planning Consultant, Relationship Manager, and High Net Worth Service positions. Michael holds insurance licenses in Arkansas and California. Outside of his professional work, he has interests in art, camping, hiking, playing musical instruments, enjoying lakes, and music.

Ryan Stallmeyer is Vice President and Executive Planning Consultant at Fidelity Investments. In his role, he assists executives in maximizing their employer benefits and integrating these benefits into broader wealth planning goals. Since 2016, he has provided executive planning consulting at Fidelity Investments. Ryan holds insurance licenses in Arkansas and California.

Tyler Wittenbrook is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His prior work includes time at Fidelity Investments as well as entrepreneurial ventures such as operating a book publishing company and starting an LLC focused on buying, renovating, and selling residential properties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios across mutual funds, ETFs, and ETPs.

David Clawson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include a summer internship at UBS and various positions outside the financial sector, such as delivery work and roles in hospitality and recreation. Fidelity’s affiliate, Strategic Advisers LLC, offers 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 mutual funds, ETFs, and ETPs.

Elizabeth Adkins is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and 9 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2019 and previously worked at PNC Investments and PNC Bank from 2016 to 2018. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Matthew Kinkopf is a Financial Consultant I at Fidelity Investments, where he has been working since 2026. He has held multiple roles within Fidelity Investments since 2020, including Planning Consultant, Investment Solutions Representative II and I, High Net Worth I, and Customer Relationship Advocate. This progression highlights his experience in various aspects of financial consulting and client relationship management. Matthew holds insurance licenses in Arkansas and California. He emphasizes trust and transparency in his professional relationships, aiming to partner with clients and their families to develop financial plans aligned with their goals and priorities. Outside of his professional work, Matthew enjoys family activities, football, golf, hiking, soccer, and traveling.

Jack Lehman is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at KMK Financial and Thoroughbred Financial Agency. Outside of his advisory roles, he has been employed at Kroger since 2018. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation and portfolio management tools and provides access to third-party money managers and wrap programs.

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 with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at Steris, ADP, and Jefferson Social, and has a background that includes work related to the University of Cincinnati and Cleveland Metro Park. 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. The firm’s offerings include discretionary portfolio management, fund advisory services, and the delivery of model portfolios, supported by systematic methodologies and oversight controls.

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.

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.