Donald Stewart II is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2004. Outside of his advisory role, Stewart is a spiritual teacher, coach, and speaker who performs music for churches nationwide and provides spiritual coaching. He also delivers keynote speeches on emotional intelligence, time management, and communication strategies. Strategic Advisers LLC, a Fidelity Investments company, offers 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 across various investment vehicles.

Alexander Crawford is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones and several Fidelity-affiliated entities over his career. Outside of his advisory roles, he was employed at Bishop Brossart High School for 10 years. 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 and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Meggie Murphy is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2023. In this position, she focuses on building trustworthy relationships with clients by understanding their priorities and delivering tailored wealth management solutions to help grow and preserve their assets. Meggie has been with Fidelity Investments since 2019, progressing through various roles including Wealth Management Service Specialist, High Net Worth Associate, and Customer Relations Advocate. This experience has provided her with a comprehensive understanding of wealth management services and client relations. Outside of her professional life, Meggie enjoys cooking and baking, gardening, music, social events with friends, parenthood, and scuba diving.

Hassnaa Ingram is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and four years of industry experience. She has worked at Fidelity Investments since 2021 and has previous involvement with the Islamic Association of Cincinnati and the Islamic Center of Northern Kentucky. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery while maintaining oversight of sub-advisers and integrating AI-driven methodologies in its investment process.

Luke Schmelzer is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Cleveland Research Company and Lowe’s, as well as positions in educational and community organizations. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including model portfolios delivered to intermediary platforms.

Jenna Gressler is a financial advisor at Fidelity with Series 63 and Series 66 certifications and five years of industry experience. Prior to joining Fidelity, she held positions at Mitchell's Salon & Day Spa and Northern Kentucky University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a range of clients through discretionary and non-discretionary management, fund advisory, and model portfolio delivery.

Kristin Galati is the Regional Director of Wealth Management at Fidelity Investments. In her role, she leads, coaches, and collaborates with Wealth Management Planning Consultants, who are financial professionals focused on developing strategies to meet client needs. Kristin has held several leadership positions at Fidelity Investments, including Team Leader roles in Portfolio Advisory Services from 2021 to 2022, Investment Solutions from 2019 to 2021, and Client Services from 2015 to 2019, before assuming her current position in 2022.

Ethan Quinn is an Investment Solutions Representative III at Fidelity Investments, where he has been employed since 2023. In his current role, he assists individuals and families in creating personalized financial plans that align with their goals. By understanding clients' needs and priorities, he provides guidance and strategies aimed at building confidence in their financial futures. Ethan's experience at Fidelity Investments includes progressive positions starting as a Client Relationship Advocate in 2023, advancing to Investment Solutions Representative I from 2024 to 2026, then to Investment Solutions Representative II in 2026, and currently holding the Investment Solutions Representative III role. This progression reflects his growing expertise in investment solutions and client relationship management.

Franklin Boyd is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His career includes roles at Fidelity Investments, Northwestern Mutual, and ClaimLinx. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research and quantitative analysis. The firm employs systematic methodologies and algorithmic portfolio construction, with a focus on oversight and conflict-of-interest management.

Timothy Collins is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Fidelity Brokerage Services LLC since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its roles as a commodity pool operator and advisor to multiple registered funds.

Samuel Connett is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held positions at Vonlehman & Company Inc., Great American Insurance Group, Anthem, Inc., and Orangetheory Fitness. He studied at the University of Cincinnati from 2019 to 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that include mutual funds, ETFs, and ETPs.

Erin Seidel is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 18 years of industry experience. She has been with Fidelity Investments since 2006, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing systematic methodologies and long-term asset allocation benchmarks.

Colby Fugate is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021. Prior to that, he was employed at SOAR from 2019 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, formal advisory roles to registered investment companies, and incorporation of algorithmic methods and AI in its investment process.

Robert Meade III is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Fidelity Investments since 2021 and previously held roles at TD Ameritrade and UBS Wealth Management. Outside of finance, his early work experience includes positions at Chipotle and Panera Bread. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including multi-manager and fund-of-funds structures.

Jess Bennion is an Investment Solutions Representative III at Fidelity Investments. In this role, Jess collaborates with senior Financial Consultants to build trusted relationships and provide guidance that helps clients work toward their financial goals. Jess focuses on assisting individuals and families with important financial decisions and planning aligned with their objectives. Jess's experience at Fidelity Investments includes progressive roles from Customer Relationship Advocate starting in 2023, through Investment Solutions Representative I and II, leading up to the current position as Investment Solutions Representative III. This progression reflects a commitment to developing expertise in investment solutions and client advisory services. Outside of professional duties, Jess has interests in art, cooking and baking, social events with friends, golf, soccer, and traveling.

Nicholas Pollitt is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at DHL Express, United Parcel Service, and Kroger. 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 combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs, and it is noted for its use of systematic methodologies and advisory roles with multiple registered investment companies.

Jonathan Harrison is a Financial Consultant at Fidelity Investments, where he currently applies his expertise to develop customized financial plans and strategies tailored to each client's unique preferences and values. He has been with Fidelity Investments since 2011, progressing through roles including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, Fixed Income Specialist, and Private Client Group Relationship Manager. With over a decade of experience in the financial industry, Jonathan specializes in retirement planning, investment strategies, principal and income protection, and estate planning considerations. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jonathan enjoys camping, family activities, gardening, playing musical instruments, and outdoor adventures.

Anna Jordan is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Dollar General and Victoria's Secret. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies with a focus on systematic methodologies and long-term asset allocation.

Jake Balsley is a financial advisor with Fidelity and holds a Series 66 designation. He has one year of industry experience, with prior roles including positions at Rockefeller Capital Management and The E.W. Scripps Company. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios as well as fund advisory services.

Chelsea Rentschler is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she focuses on developing strategies that enhance engagement between clients and their advisors. Her work involves partnering with teams to build strong relationships with clients and their families to pursue both short- and long-term financial planning goals tailored to individual needs. Chelsea has over 10 years of experience in the financial services industry. Prior to her current role, she held several positions at Fidelity Investments, including Service Support Specialist (2020-2022), Executive Services Associate (2015-2019), Retirement Benefits Coordinator (2012-2015), Defined Benefits Specialist (2012), and Defined Contributions Specialist (2011-2012). She also worked as a Client Service Associate at UBS Financial Services, Inc. from 2019 to 2020.