Christopher Ingoglia is a Wealth Management Planning Consultant at Fidelity Investments, where he has served since 2022. In this role, he collaborates with a Wealth Management Advisor and a support team to assist clients in working toward their financial goals through planning, service, and problem resolution. Prior to this position, he has held various roles at Fidelity Investments, including Wealth Management Operations from 2018 to 2022, Service Support Specialist from 2016 to 2018, and Financial Representative from 2014 to 2016. He also worked as a Financial Representative at Northwestern Mutual from 2012 to 2013. Christopher holds an Arkansas Insurance License, which supports his work in wealth management and financial planning. Outside of his professional responsibilities, he has personal interests in baseball, football, and exploring culinary experiences as a foodie.

Whitney MacFarlane is Vice President and Financial Consultant at Fidelity Investments, a position held since 2024. She has been with Fidelity Investments since 2006, progressing through roles including Financial Consultant, Retirement Solutions Representative, Investments Solutions Representative, Financial Service Representative, and Customer Service Associate II Retirements. Her experience spans various facets of financial consulting, with a focus on creating and maintaining customized financial plans for clients. Whitney emphasizes building long-lasting relationships based on trust and exceptional client service. She holds insurance licenses in Arkansas and California.

Amber Melvin is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop personalized financial plans and supports them in executing those plans through ongoing engagement strategies. She has been in her current role since 2026. Amber has held various positions at Fidelity Investments, including Investment Management Consultant from 2023 to 2026, College Planning Specialist in two terms (2020-2021 and 2022-2023), Learning Lead in 2022, Series 7 Mentor from 2021 to 2022, and Customer Relationship Advocate from 2019 to 2020. This range of roles has provided her with experience in financial planning, investment management, college planning, and mentoring. Outside of her work, Amber enjoys a variety of activities such as cars, golf, outdoor adventures, pets, traveling, and yoga.

Cory Curry is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Robert Baird & Co. since 2007. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers across various investment strategies.

Grant Jennings is a CFP®-certified financial advisor with 17 years of industry experience, currently serving at Fidelity in Covington, KY. He previously worked at Whitaker Myers and has an extensive tenure at Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Sean Scaffidi is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity Investments LLC, he held positions at various organizations including Child Focus and JusticeWorks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm is noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of AI and systematic methodologies in investment research.

Jonathan Thornberry is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2003. Outside of his advisory role, he serves on the board and investment committee of Chatfield College and is involved with the Freestore Foodbank of Cincinnati, Ohio. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, with a focus on aligning strategies to client goals and risk tolerances.

John Willcox is a CFP®-certified financial advisor at Morgan Stanley with five years of industry experience. He has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, Merrill Lynch, and other financial institutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to assist clients with their financial goals.

Burton Tienken is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Gannett and Banker's Life, as well as entrepreneurial work with E+O Kitchen. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Timothy Sauer is a CFP® professional with eight years of industry experience, currently affiliated with Cetera. He has held roles at Jamie L. Hatfield Wealth Management since 2019 and previously worked at Commonwealth Financial Network. Outside of his advisory work, he serves as a deacon at Bible Chapel of Delhi Hills. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a diverse client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party money managers.

Kathryn Lafay is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2008. Outside of her advisory role, she is the sole proprietor of Le Crochet de LaFay, a business that produces and sells handmade crochet blankets and clothing items. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Daniel Junod is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 designation and served in the United States Navy from 2011 to 2017 before joining Fidelity. 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 proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to offer discretionary and non-discretionary advisory services and manages model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Muntazir Dhala is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors starting in 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors and registered investment companies. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Max Agabon is a financial advisor at Fidelity with three years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Fidelity, he was the sole proprietor of Moonlight Bread, an artisan bread and baked goods business. 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 manage portfolios across a range of mutual funds, ETFs, and ETPs.

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.