Chase Brown is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity Investments, he held roles at Steris, ADP, and Jefferson Social, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

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 various Fidelity entities since 2006, including Strategic Advisors, Inc. since 2004. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it plays a formal advisory role to multiple registered investment companies and fund-of-funds.

Duane Froelicher is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and previously worked at Osaic FA, Inc. He is also an independent insurance agent and serves as president of Walden Advisors. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

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 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliated entities since 2008. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager funds, model portfolios, and other investment products.

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 credentials and has worked across several Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity Investments company, 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 investment process combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

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 with Fidelity, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at various Fidelity entities since 2015, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and acts as a formal advisor to multiple registered investment companies.

Kiana Kaelin is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2017. Her professional background also includes roles at US Bank and the University of Cincinnati. 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 deliver model portfolios and manages oversight through affiliated and unaffiliated sub-advisers.

Andrew Goheen is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at various divisions within Fidelity since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves diverse client types and is noted for its use of advanced methodologies, including AI, in portfolio management.

Derek Grove is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He initially joined Fidelity in 2010 as a Financial Representative. In his role, Derek focuses on financial planning and works closely with clients to develop, implement, and maintain investment plans. Derek is licensed to provide insurance services in Arkansas and California. His professional experience at Fidelity equips him to navigate challenging market environments using the resources available through the firm. No additional information regarding education, credentials beyond insurance licenses, personal interests, or community involvement has been provided.