Peyton Bray is a financial advisor at Fidelity with three years of industry experience. He holds Series 66 and Series 63 licenses. Prior to his advisory role, he worked in diverse positions including at Enterprise-Rent-a-Car and Jeff Ruby's of Lexington. Outside of his advisory work, he serves as an assistant coach for high school lacrosse. Fidelity’s Strategic Advisers LLC, where Peyton works, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Nathan Key is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Lincoln Financial Securities Corporation for 11 years. In addition to his advisory role, he serves as president of KMK Financial Group, where he offers various insurance products including accident and health, disability, and life insurance. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios across a range of asset classes.

Eric Gruss is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. He has been with Fidelity since 2021. 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Thomas Vennemeyer is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Northwestern Mutual Wealth Management Company. Outside of finance, he has experience with entrepreneurial and recreational ventures including roles at Yellow Brick Ventures LLC, Skippers Pub, and involvement with sports and country clubs. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and IRS-qualified Charitable Gift Funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered funds while utilizing advanced methodologies such as AI and systematic model portfolios.

Benjamin Holthus is a CFP® with 18 years of industry experience, currently affiliated with Fidelity. He has worked at various Fidelity divisions since 2007, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to provide discretionary and non-discretionary portfolio management and fund advisory services.

Jamie Hardtke is a financial advisor at Fidelity with 14 years of industry experience. They hold Series 63 and Series 66 licenses and have been with Fidelity and its affiliates since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating management to sub-advisers while maintaining oversight.

Anthony Duggan is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America. He is currently based in Cincinnati, OH. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly and through Corporate Financial Planning agreements.

Shannon Hauser is a financial advisor at Fidelity with three years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of finance, she has experience working in the restaurant industry and public schools. 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 that combines proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its roles in commodity pool operation and advisory services to multiple registered investment companies.

Luke Ridder is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2018, with prior experience at Bank of America and Walther, Gay, Mack PLC. 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 to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Angela Gibson is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with various Fidelity divisions since 1998. Angela is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including offering model strategies to intermediary platforms.

Katlyn Buemi is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and previously worked at PNC Bank for six years. Fidelity’s Strategic Advisers LLC serves a broad client base including retail and institutional investors, offering investment management and advisory services that utilize a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory role to multiple registered investment companies, and use of AI-driven methods in portfolio management.

Jacob Vierling is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he held positions at Verizon Wireless and several automotive and sales companies. He serves as treasurer for Dragons Baseball Club, where he is responsible for budget implementation and monitoring organizational spending. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a diverse range of mutual funds, ETFs, and ETPs.

Scott Brooks is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 1996 to 2020. Brooks owns and operates an LLC that provides support services and payroll administration for his Ameriprise practice. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary retirement income recommendations, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Beau Otto is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. He has previously worked at Equitable Advisors, LLC, City of Forest Park, Capital University, and Otto & Walsh Concrete. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also advises multiple registered investment companies and utilizes systematic methodologies and AI in its investment process.

Daniel Durr is a financial advisor with J.P. Morgan Securities in Florence, KY, holding Series 63 and Series 65 licenses and 15 years of industry experience. His work history includes roles at J.P. Morgan Securities since 2016 and JPMorgan Chase Bank. Prior to his financial services career, he was employed at Home Depot for six years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Joe Mangiafico Jr. is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in selling and servicing health insurance through a separate business activity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through a platform that integrates advisory programs with brokerage and insurance product sales.

Rhett Ransom is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he collaborates closely with his team and clients to pursue their financial goals, emphasizing trust, transparency, and competency in all client interactions. Rhett has progressively advanced within Fidelity Investments, gaining experience in various roles since 2019, including Client Services Help Desk, High Net Worth Service Associate, Investment Solutions Representative, and Customer Relationship Advocate. This breadth of experience supports his expertise in wealth management and client service. Outside of his professional work, Rhett enjoys personal interests such as board games, reading, snowboarding, table tennis, and tennis.

Jenna Fessler is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity, she held roles at several educational institutions and has been involved in volleyball consulting and coaching over multiple years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from a broad investable universe. The firm is notable for its use of algorithmic methods, formal advisory roles to multiple registered investment companies, and established governance procedures.

Zachary Bitzer is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been associated with various Fidelity entities since 2008, including Fidelity Personal and Workplace Advisors since 2018. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Kevin Rohrer is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 designations. Outside of his advisory work, he operates a small woodworking business as sole proprietor in Covington, Kentucky. Kevin is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.