Alexander Steckl is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked at Fidelity Investments since 2010. Strategic Advisers LLC, a Fidelity Investments company, 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 to create model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Shaun Groneck is a Financial Consultant at Fidelity Investments, a position he has held since 2008. He specializes in financial planning and is dedicated to helping clients work toward their financial goals by developing customized plans tailored to their unique financial situations. Shaun holds insurance licenses in Arkansas and California. He has over a decade of experience in the financial industry, focusing on simplifying complex financial topics for his clients to ensure they fully understand their options and feel comfortable with their financial strategies. Outside of his professional work, Shaun is involved in family activities, enjoys golf and traveling, and participates in volunteering.

Zachary Baecker is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity in 2021, he worked at the University of Cincinnati and was involved with the Woodhaven Swim Club and Springboro High School. 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 mutual funds, ETFs, and ETPs. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and use of AI-driven research in portfolio management.

Robert Taylor is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in telecommunications and logistics and served in the Kentucky Army National Guard for eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to multiple registered investment companies and use of AI and algorithmic methods in research.

John Bose is a CFP® professional with 10 years of experience in the financial industry. He has worked at Fidelity since 2017, including roles with Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Prior to Fidelity, he was with John Dovich & Associates, LLC for two years. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Eric Sintz is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various branches of Fidelity since 2002. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios and serves in advisory roles less common among large institutional peers.

Brett Patton is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 registrations and two years of industry experience. His prior roles include positions at Altafiber and Jack P. Arkle Financial Services. Outside of finance, he has worked in the food and beverage sector with Gaslight Brewhouse and Fridge & Pantry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various registered investment companies and employs systematic methodologies to develop model portfolios for intermediary platforms.

Kyle Sander is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services, LLC since 2016. Outside of his advisor role, he serves as an assistant coach for the men’s varsity lacrosse team at Anderson High School in Cincinnati. Kyle works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products, including model portfolios and registered investment companies.

Paul Paganetto is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work experience includes roles at Summit Hill Country Club and the University of Kentucky. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Robert Williams is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior roles include positions outside finance, such as work with Great American Insurance Group and various part-time jobs during his educational years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Rachel Anderson is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. Her background includes service with the U.S. Army Department of Defense and various roles in the hospitality sector prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory, and utilizes systematic methodologies and oversight in its investment process.

Cory Knaley is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 credentials and five years of industry experience. Before joining Fidelity, he held roles at Better Blend Nutrition, PatientPoint, and Prolanthropy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios. The firm also manages multiple registered investment companies and applies systematic oversight in its delegated portfolio management.

Samuel Bruggemann is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans and maintains engagement strategies to support plan execution. He began his career at Fidelity Investments in 2022 and has progressed through various roles within the company, including Connect & Advance, and three levels of Workplace Planning & Advice. His experience at Fidelity Investments spans over several positions, reflecting a focus on workplace planning and client advice. Samuel's roles have involved directly supporting clients in navigating their financial plans and workplace-related financial strategies. No specific information about Samuel's education or personal interests has been provided.

Jordan Olson is an advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Western Southern Life, W&S Brokerage Services, Fifth Third Securities, and Fifth Third Bank. 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 manage diversified model portfolios.

Nolan Endres is a Financial Consultant at Fidelity Investments, where he collaborates with clients to understand their financial goals in the context of their broader personal plans. This approach enables him to develop financial plans tailored to the unique short- and long-term objectives of individuals and their families. He has held several roles within Fidelity Investments since 2020, progressing from Customer Relationship Advocate to High Net Worth Representative, and through various Investment Solutions Representative positions before his current role. Nolan holds insurance licenses in Arkansas and California. Outside of his professional work, Nolan has interests that include beach activities, boating, family activities, football, golf, and traveling.

Andrew Finn is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses. He has six years of industry experience, including prior roles at Lerner, Sampson, and Rothfuss, Kroger, CVS, and Home City Ice. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

John Schutte is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2008. In this role, he partners with clients to develop, design, and implement financial plans aimed at achieving their long-term financial goals. He has expertise in investment strategy, retirement planning, income production, and family conversations related to estate planning considerations. Prior to his current position, John worked as a Financial Representative at Fidelity Investments from 2004 to 2008, and as an Account Specialist at Union Central Life from 1998 to 2004. He holds insurance licenses in Arkansas and California.

Jacob Smith is a Series 66–licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he held positions at Northern Kentucky University and Owensboro Municipal Utilities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures, and employs systematic methodologies with oversight controls and a focus on long-term asset allocation.

Annie Yeung is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2015, progressing through roles including Financial Representative, Investment Solutions Representative, Private Client Relationship Manager, and Planning Consultant before assuming her current position in 2023. Her experience spans various aspects of financial planning and client relationship management. She holds insurance licenses in Arkansas and California. Annie applies her education and thorough process, alongside Fidelity's resources, to collaborate with clients and their families in creating tailored financial plans. Outside of her professional work, Annie enjoys activities such as going to the beach, camping, playing soccer, traveling, volunteering, and practicing yoga.

John Hall Jr. is a Series 66-registered financial advisor with Fidelity, based in Covington, KY, and has nine years of industry experience. He has held roles at Fidelity Brokerage Services LLC since 2015 and at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, management of multiple registered investment companies, and integration of AI in its research processes.