Daniel Foltz is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Fidelity Investments since 2007, including seven years at Fidelity Personal and Workplace Advisors. Outside of his advisory role, he is involved in an online T-shirt business focused on design. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios across multiple asset classes.

Devin Mitts is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he held various roles in academic and behavioral research institutions. 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 is noted for its use of systematic methodologies, delegated management structures, and formal advisory roles to multiple registered investment companies.

Ashley Richter is a financial advisor at Fidelity with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several Fidelity entities and Strategic Advisors Inc. since 1996. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves in advisory roles that include managing multi-manager funds and delivering model portfolios using systematic methodologies.

William Huddleston is a financial advisor at Fidelity with Series 63 and Series 65 credentials and five years of industry experience. His background includes roles at Fidelity Investments and work related to educational institutions and collegiate athletics. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including specialized services for charitable funds and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to construct systematic, algorithm-based model portfolios.

Zachary Haag is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at Wesbanco Securities LLC, Wesbanco Bank, and Huntington Bank. 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’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing model portfolios composed of mutual funds, ETFs, and ETPs.

Colleen Kupper is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Bank of America, Merrill, Raymond James Financial Services Advisors, First Financial Wealth Management, The Huntington Investment Company, and StanCorp Equities. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Carrie Lacey is a financial advisor at Fidelity with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Peyton Bray is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked in various roles including at Enterprise-Rent-a-Car and Transylvania University. He serves as an assistant coach for a high school lacrosse team in Union, Kentucky. 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 to manage portfolios that include mutual funds, ETFs, and ETPs.

Eric Gruss is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has been with Fidelity since 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and offers model portfolios through intermediary platforms.

Benjamin Holthus is a Certified Financial Planner® at Fidelity with 19 years of industry experience. He has worked within various Fidelity divisions since 2007, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Shannon Hauser is a financial advisor at Fidelity with three years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of finance, she has experience working in the restaurant industry and public schools. 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 employs a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its roles in commodity pool operation and advisory services to multiple registered investment companies.

Luke Ridder is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2018, with prior experience at Bank of America and Walther, Gay, Mack PLC. 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, including fund advisory and model portfolio delivery.

Angela Gibson is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 1998. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, constructing model portfolios, and its use of systematic methodologies and AI in investment research.

Katlyn Buemi is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and previously worked at PNC Bank for six years. Fidelity’s Strategic Advisers LLC serves a broad client base including retail and institutional investors, offering investment management and advisory services that utilize a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory role to multiple registered investment companies, and use of AI-driven methods in portfolio management.

Jacob Vierling is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he held positions at Verizon Wireless and several automotive and sales companies. He serves as treasurer for Dragons Baseball Club, where he is responsible for budget implementation and monitoring organizational spending. Fidelity’s affiliate, 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 across a diverse range of mutual funds, ETFs, and ETPs.

Beau Otto is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Equitable Advisors, City of Forest Park, and Capital University, as well as involvement with Otto & Walsh Concrete. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research, quantitative analysis, and systematic methodologies.

Rhett Ransom is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he collaborates closely with his team and clients to pursue their financial goals, emphasizing trust, transparency, and competency in all client interactions. Rhett has progressively advanced within Fidelity Investments, gaining experience in various roles since 2019, including Client Services Help Desk, High Net Worth Service Associate, Investment Solutions Representative, and Customer Relationship Advocate. This breadth of experience supports his expertise in wealth management and client service. Outside of his professional work, Rhett enjoys personal interests such as board games, reading, snowboarding, table tennis, and tennis.

Jenna Fessler is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity, she held roles at several educational institutions and has been involved in volleyball consulting and coaching over multiple years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from a broad investable universe. The firm is notable for its use of algorithmic methods, formal advisory roles to multiple registered investment companies, and established governance procedures.

Kevin Rohrer is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked exclusively within Fidelity-affiliated firms since 2012. Outside of his advisory role, Rohrer operates a small woodworking business as a sole proprietor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is notable for its role advising multiple registered investment companies and its use of advanced methodologies such as AI and systematic investment processes.

Adam Trent is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has been with Fidelity and its affiliated entities in various roles since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to registered investment companies and model portfolio platforms.