Noah Smith is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Fidelity Investments since 2021. His prior experience includes roles in retail and education sectors. 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 diversified portfolios.

Erin Robbins is a financial advisor with Fidelity, holding a Series 66 designation and 22 years of industry experience. She has been with Fidelity and its affiliates in various roles since 2015. 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 to manage portfolios including mutual funds, ETFs, and ETPs.

Oleg Peleshok is an Investment Solutions Representative III at Fidelity Investments. In this role, he partners with clients to understand their short and long-term financial goals and helps them explore investment strategies that align with their priorities. He focuses on simplifying complex financial topics to assist clients in making confident decisions about their investments. Oleg has progressed through several positions at Fidelity Investments, beginning as a Customer Relationship Advocate in 2024, then advancing through the Investment Solutions Representative levels I and II before reaching his current role. His experience centers on working closely with clients to provide tailored investment guidance. Outside of his professional responsibilities, Oleg enjoys fishing, music, tennis, and traveling.

Jack Buffington is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across Fidelity’s Personal and Workplace Advisors and Brokerage Service divisions since 2016. 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

James Turner is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at U.S. Bank and Upward Mobile LLC, as well as experience at Northern Kentucky University. 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, managing a range of investment products including model portfolios, fund advisory, and consulting services.

Michael Strucke is an Investment Solutions Representative III. In his role, he works with clients to understand their short- and long-term financial goals and assists in building tailored financial plans. He collaborates with senior Financial Consultants to establish strong client relationships and gain comprehensive insight into their situations. Michael's professional experience at Fidelity Investments includes progressive roles from Customer Relationship Advocate (2023-2025), Investment Solutions Representative I (2025), Investment Solutions Representative II (2025-2026), to his current position. He holds an Arkansas insurance license, supporting his capacity to address insurance-related financial planning needs.

Donald Hicks is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2006, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Caroline Beglane is a financial advisor at Fidelity with 10 years of industry experience. She holds a Series 66 designation and has been with Fidelity Investments since 2015, including roles at Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds structures and model portfolios.

Ashton Hutchinson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held roles in various sectors including retail and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm serves both retail and institutional investors and is noted for its use of algorithmic methods and AI in portfolio management.

Benjamin Pieper is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Professional Designation of Personal Investment Advisor (PIA). Benjamin received his Bachelor's Degree from Xavier University. His role involves providing financial advisory services, leveraging his expertise as a Personal Investment Advisor.

Franklin Graves is a Financial Consultant with experience at Fidelity Investments and Fifth Third Bank. He partners with clients to help them achieve their financial goals, providing guidance on investment strategies, income planning, tax-efficient investing, and retirement planning. His professional experience includes roles such as Financial Consultant, Planning Consultant, Investment Management Consultant, Preferred Relationship Manager, Workplace Planning Consultant, Investment Solutions Representative, and Customer Service Representative, all contributing to his comprehensive understanding of financial services. Franklin holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys activities including fishing, exploring food, football, movies, tennis, and traveling.

Javier Aparicio is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Outside of his advisory role, he works as a driver for Lyft. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Steven Thomas is a financial advisor with Wells Fargo Advisors in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. His career includes over a decade of service within various Wells Fargo entities since 2009. Outside of his advisory role, he is involved in a golf ball cleaning activity at Glenview Golf Course. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory services with other financial products and referral channels.

Charles Hais is a financial advisor with OSAIC based in Cincinnati, OH, holding Series 63 and Series 65 licenses and having four years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc., and before entering the financial industry, he held positions at Advics Manufacturing Ohio and Toyota Boshoku America. Outside of his advisory role, he is involved in a general partnership focused on sales of life insurance and Medicare supplements. 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, financial planning, and access to multiple investment platforms, utilizing various asset allocation and portfolio construction tools.

Joshua Straw is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held roles at TB Products and Total Quality Logistics, and worked at Monfort Aquarium & Pet. He also has experience in education, having worked at Miami University and Colerain High School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Allison Kees is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Kees serves as secretary on the board of Gathering Place International Ministries, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and brokerage and insurance products via an integrated platform.

Casey Cornett is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior roles include work at Powerhome Solar and various positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Nikita Lemon is a Planning Consultant at Fidelity Investments, where she collaborates with individuals and their families to develop plans aimed at achieving long-term investment and retirement objectives. She works alongside dedicated Financial Consultants to provide suitable planning and guidance tailored to clients' needs. Nikita prioritizes cultivating lasting relationships based on trust and client service. She has been with Fidelity Investments since 2021, serving in roles that include Customer Relationship Advocate, Relationship Manager, and currently as Planning Consultant. Her professional journey reflects experience in client relationship management and financial planning. Nikita holds insurance licenses in Arkansas and California. Outside of her professional work, Nikita's personal interests include art, parenthood, Pilates, traveling, and volunteering.

John Jager is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Fidelity Investments and prior positions at Longship, CED, and Kona Ice of Louisville. He has also worked in education at the University of Louisville and Highlands Middle School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative and algorithmic portfolio construction across a range of investment vehicles.

Carlos Varela is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at Four Facets and multiple positions at the University of Kentucky, as well as experience with Amazon.com Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through discretionary and non-discretionary portfolio management. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies.