Dayton, OH Office

Team
Updated today

Client AUM

$561,384,950,404

Clients

2,390,975

Advisors

2

Of 17,005 advisors across 1,872 offices

Location

Dayton OH

Advisors at this office

2

Advisors at this office

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Clare T

Series 63, Series 65

Dayton, OH

Fidelity

Clare Thielen is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at ALPS Distributors, Inc. and James Capital Alliance, Inc. before joining Fidelity. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management

Justin F

Series 66

Dayton, OH

Fidelity

Justin Fairchild is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through roles including Workplace Planning Consultant III, II, and I, as well as Workplace Planning Associate. Prior to joining Fidelity, he worked as an Associate at Black Bull Capital Partners in 2020. In his role, Justin collaborates with clients to develop comprehensive financial plans aimed at helping them pursue their goals with confidence. He focuses on wealth planning and assists families in addressing risks that can affect their financial strategies. As a husband and father of two, he brings an understanding of life's complexities to his work. Outside of his professional responsibilities, Justin has interests in comedy, fitness, golf, outdoor adventures, parenthood, and traveling.

Wealth management Life insurance needs analysis Long-term care insurance Disability insurance Cash flow / budgeting Parents
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