Skyler Benn is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity Investments in 2024, Benn held positions at Gap Inc. and was self-employed, among other roles. 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 discretionary and non-discretionary portfolios.

Donovan Rainer is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities at Fidelity since 2006. 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 that include mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple investment companies, and use of algorithmic and AI-driven methods in its investment process.

Andrew Bardgett is a Wealth Management Planning Consultant at Fidelity Investments, where he is part of a team focused on delivering personalized service and building lifelong client relationships. He works with families to develop comprehensive wealth planning strategies aimed at growing, preserving, and transferring wealth. Andrew has been with Fidelity Investments since 2017, with experience spanning roles such as Financial Representative, High Net Worth Service Associate, Help Desk in Client Services, and currently, Wealth Management Planning Consultant. This progression reflects his continuous involvement in various aspects of wealth management and client service within the firm.

Thomas Frietch is a financial advisor with Fidelity, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience, having worked at various Fidelity entities since 2007. Fidelity's Strategic Advisers LLC serves a diverse client base, including retail and institutional investors, through investment management and advisory services that integrate fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its registration as a commodity pool operator, and its advisory role to multiple registered investment companies.

Mihail Blair is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held roles in various industries including hospitality, retail, and transportation. He has also worked as a bartender at a bar in Cincinnati. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios.

Justin Schultz is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2016. Outside of his advisory work, he is an officer of Leave It Blank LLC, a Kentucky-based LLC involved in property maintenance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of algorithmic and AI-driven research methods.

Morgan Claspill is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, Claspill worked at InvestCloud and held roles in education and other industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers services including discretionary portfolio management, fund advisory, and model portfolio delivery, with distinctive capabilities such as registration as a commodity pool operator and use of AI-driven research methods.

Claudia May is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she worked in various roles including at Shady Nook Care Center and the University of Cincinnati. Fidelity’s Strategic Advisers LLC serves retail and institutional clients through investment management and advisory services, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Austin Powell is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressively advanced within the company since 2019, beginning as a Workplace Planning Associate and moving through various planning consultant roles before his current appointment. As a Certified Financial Planner (CFP®) Professional, Austin specializes in comprehensive financial planning services including retirement planning, income planning, tax-efficient investing, and estate planning considerations. He emphasizes building trust and understanding client goals to foster long-term relationships. Austin holds insurance licenses in Arkansas and California.

Matthew Henn is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he was involved with Henn Plumbing Inc and held various roles associated with the University of Kentucky. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment platforms.

Megan Brooks is a financial advisor at Fidelity with 13 years of industry experience. She holds the Series 63 and Series 66 credentials and has been associated with Fidelity and its related entities since 2012. Outside of her advisory work, she is a distributor for Senegence, a make-up sales company, which she uses primarily for product discounts. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its systematic investment approach, use of AI and algorithmic methods, and its roles in managing registered investment companies and model portfolios.

Matthew Nachazel is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and serves as a registered commodity pool operator with advisory roles for multiple investment companies.

Bradley Simonson is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His career includes roles at Fidelity Investments since 2021 and earlier positions in technology and education sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses proprietary research and quantitative methods to construct model portfolios and serves in advisory roles that include algorithmic portfolio construction and fund governance.

Jarred Baker is a financial advisor with Fidelity, holding a Series 66 credential and four years of industry experience. He has been with Fidelity since 2021 and previously worked at Amazon and in the automotive industry. 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 uses proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products, including model portfolios and multi-manager fund structures.

James Bickers is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His background includes roles in both the financial sector and the hospitality industry, with prior positions at Northern Kentucky University, Thunderdome Restaurant Group, Pazzos Pizza Pub and Bar None, and The Local Taco. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jacob Kohls is a financial advisor with Fidelity in Covington, KY, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he was involved with JPK Savings LLC, a retail and e-commerce business, where he remains the owner though it is currently inactive. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and operates with oversight controls addressing conflicts of interest.

Bill Unkraut is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2006. He has been with Fidelity Investments for over 30 years, working with a select group of clients to improve their financial outcomes. His work focuses on six critical areas: Investment Planning, Retirement Income Planning, Asset Protection Considerations, Income Protection, Tax Efficient Investing, and Estate Planning Considerations. Throughout his career at Fidelity Investments, Bill has held various roles including 401k Client Relationship Manager, Income Planning Consultant, Retirement Investment Specialist, Private Access Representative, Retirement Counselor, Business Development Leader, Premium Service Representative II, and Brokerage Trader. He holds insurance licenses in Arkansas and California.

Meghan Winstead is a Planning Consultant at Fidelity Investments, where she works closely with individuals and families to develop financial plans tailored to their short- and long-term goals. Her role involves partnering with clients to understand their objectives and assist in building strategies to achieve them. Prior to her current position, Meghan served as a Relationship Manager at Fidelity Investments from 2023 to 2024, and as a Stock Plan Consultant from 2021 to 2023. She holds insurance licenses in Arkansas and California. Outside of her professional work, Meghan's personal interests include cooking and baking, participating in family activities, football, golf, parenthood, and Pilates.

Lucas Elsener is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 66 designation and has worked across several Fidelity entities since 2015, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, as well as registered investment companies and a qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios assembled from mutual funds, ETFs, and ETPs.

Joye Hsiang is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she held various roles including teaching and tutoring, and she operates a private math tutoring and piano lesson business. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.