Christina Wadkins is a financial advisor at Fidelity with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Bank of America, and Aflac. Fidelity’s Strategic Advisers LLC offers 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 a range of portfolios and registered investment companies.

Justin Beerens is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he held various roles outside finance, including positions at Latitude 39 Restaurant and West 82 Food Court. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and utilizes AI-driven methodologies in its research.

Ryan Sims is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Milliman Inc. and FedEx. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, AI-driven research, and advisory roles with multiple registered investment companies.

Brandon Heringer is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity since 2000 in various capacities, including Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, including AI methodologies, to serve a diverse client base.

Todd Wolff is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Sean Lacey is a Planning Consultant at Fidelity Investments, where he partners with Financial Consultants to assist clients in understanding their finances and developing strategies aligned with their goals and values. He has been with Fidelity since 2021, initially serving as a Customer Relationship Advocate before becoming a Workplace Planning Consultant in 2022. In his role, Sean focuses on collaborating with financial professionals to provide comprehensive planning services tailored to client needs. His experience spans client relationship management and financial consultation within the Fidelity environment. Outside of his professional duties, Sean has personal interests that include movies, music, reading, and traveling.

David Spence is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been associated with Fidelity Brokerage Services LLC since 2014 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios constructed from mutual funds, ETFs, and ETPs, and is notable for its use of AI and formal advisory roles to multiple registered investment companies.

Jordan Johnson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2025, Jordan worked at Diversified Capital Management and engaged in various roles including pet care as a dog walker. 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 to manage diversified portfolios and fund advisory services.

Collin Wrona is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he worked in the hospitality sector at Moerlein Lager House, Bravo Cucina Italiana, and Delaware North. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and deliver model portfolios to intermediary platforms.

Logan Taylor is a financial advisor with Fidelity and holds a Series 66 designation. He has one year of industry experience and has previously worked at U.S. Bank, Spectrum, and Freedom Mortgage among other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and offers a range of advisory and fund management services.

Robert Herbert is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He has worked with Fidelity Brokerage Services and Fidelity Investments since 2007. Outside of his advisory role, Herbert serves as a preaching minister for Christian Churches, Churches of Christ in Milford, Ohio. 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 combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products, including model portfolios for intermediary platforms.

Heather Jackson is a financial advisor at Fidelity with 13 years of industry experience. She holds a Series 66 designation and has worked within various branches of Fidelity Investments since 2012. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that include mutual funds, ETFs, and ETPs.

Quinn Tracey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Quinn’s prior work history includes roles at various organizations such as DoorDash, FedEx, and the University of Kentucky. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Noah Franklin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked in various roles including at Health Carousel Travel Network and Zenith Logistics. 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. The firm offers discretionary and non-discretionary advisory services and manages model portfolios constructed from mutual funds, ETFs, and ETPs.

Sherri Thomas is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Thrivent and Jack Richeson & Company. Outside of finance, she is the sole proprietor of a fine art business, creating and selling artwork. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Tyler Cox is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fidelity, he worked at Safran Landing Systems Inc., Macy's Inc., Old State Properties, and The Kroger Co. 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’s investment process integrates proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Levi Combs is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity, he worked in various roles including as an independent contractor designing outdoor spaces for MyPatioDesign. Fidelity, through its Strategic Advisers LLC division, 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 deliver model portfolios and fund advisory services.

Richie Butler is an Investment Solutions Representative III at Fidelity Investments, where he has been working since 2026. He has progressed through several roles within the company, beginning as a Customer Relationship Advocate in 2020 and advancing through positions including Premium Services for High Net Worth clients and multiple levels of Investment Solutions Representative. In his current role, Richie focuses on collaborating with clients to develop tailored investment strategies that align with their individual goals. His approach emphasizes co-creating plans to meet unique financial objectives. Outside of his professional responsibilities, Richie enjoys baseball, family activities, golf, music, and outdoor adventures.

Kelly King is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Kelly supports a Private Wealth Management (PWM) Advisor in co-creating plans that assist clients and their families in growing and protecting their wealth, making informed investment decisions, and simplifying their financial lives. Kelly has been with Fidelity Investments since 2008, gaining experience in various roles including Private Wealth Management Planning Consultant since 2019, Private Wealth Management Operations Associate from 2015 to 2019, Private Client Group Service Associate from 2010 to 2015, and Service and Trading Associate from 2008 to 2010.

Bradley Herald is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities since 2006. He serves as Treasurer for Summit Church of Christ in Cold Spring, Kentucky, overseeing general financial matters for the organization. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, managing a range of portfolios including multi-manager and fund-of-funds structures.