Lynn Kistler is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments in various capacities since 2001, including positions as Investment Consultant, Private Client Group Specialist, and Investment Solutions II Fixed Income. Her experience spans wealth management planning, fixed income investment solutions, and client specialization within private client groups. Lynn holds an Arkansas Insurance License. Outside of her professional work, Lynn's personal interests include fitness, golf, hiking, traveling, and yoga.

Jacob Mercer is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been employed with Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and utilizes affiliated and unaffiliated sub-advisers while maintaining oversight and governance protocols.

Darrell Sharp is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior experience includes roles at Assurance IQ, New York Life, and The Prudential Insurance Company of America. Fidelity's 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Jacob Holmes is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role at Fidelity Investments, Holmes worked at PNC Bank for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including oversight of registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Mason Sexton is a Series 66 licensed financial advisor with Fidelity, based in Covington, KY, and has three years of industry experience. His prior work includes roles at Amazon Returns Center CVG2, Roto-Rooter Services Company, and Bramel & Ackley, PSC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it manages model portfolios across mutual funds, ETFs, and ETPs.

Zack Houze is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2023. He previously worked as a High Net Worth Associate from 2022 to 2023 and as a Customer Relationship Advocate from 2021 to 2022 at the same firm. In his work as an investment advisor, Zack focuses on understanding clients' specific needs and goals to co-create holistic financial plans and tailored investment strategies. His approach emphasizes collaboration and the use of available tools to support clients' financial well-being and peace of mind.

Rachel Hupprich Anderson is a financial advisor at Fidelity with eight years of industry experience. She has worked at Fidelity Investments and FIDELITY Brokerage Services LLC since 2017, and previously at Legacy Investment Services from 2015 to 2017. She holds Series 63 and Series 66 licenses. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles as a commodity pool operator, advisor to multiple registered investment companies, and its use of algorithmic methods and AI in research.

Kara Hohnecker is a Wealth Management Senior Relationship Manager at Fidelity Investments. She has been with Fidelity since 2014, progressing through various roles including Wealth Management Planning Consultant, Benefits and Planning Consultant, and Relationship Manager positions across Investor Centers and Portfolio Advisory Services. Her career at Fidelity demonstrates a consistent focus on client relationship management and wealth planning. In her current role, Kara emphasizes a collaborative approach with clients, aiming to work as a team to ensure that client objectives are central to the planning process. She is organized and committed to delivering work that instills confidence in the financial plans developed with her clients. Outside of her professional responsibilities, Kara has personal interests that include pets, reading, and traveling.

Tejay Evans serves as Vice President and Financial Consultant at Fidelity Investments, a position held since 1998. He is a Certified Financial Planner(r) and holds the Chartered Financial Analyst (CFA(r)) charter. In his role, he supports clients with wealth strategies and financial planning, including investment strategy, retirement planning, income protection, and facilitating family conversations. Evans partners with clients to create comprehensive financial plans tailored to their goals, needs, and preferences. He holds insurance licenses in Arkansas and California.

Jantine Harsveld Van Der Veen is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Thomas More University, SBM Offshore, and Utrecht University. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jeffrey Huss is a financial advisor with Fidelity, holding Series 63, Series 65, and Series 66 credentials and 14 years of industry experience. He has been associated with Fidelity Brokerage Services LLC since 2014 and joined Fidelity Investments in 2025. Fidelity’s affiliate, Strategic Advisers LLC, offers 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 create model portfolios across various investment vehicles.

Roman Gomez Sauceda is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2017, as well as brief tenures at PNC Financial Services Group and Western and Southern. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios.

Kelly McMahon is a Series 66-licensed financial advisor with nine years of industry experience. She has worked at Fidelity Investments since 2020 and previously held roles at Raymond James Financial Services and Park National Bank of Southwest Ohio & Northern Kentucky. McMahon also has experience with the United Way of Greater Cincinnati. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that 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, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jordan Tuss is a Series 66 licensed financial advisor at Fidelity with three years of industry experience. He has held various roles including consulting for small businesses and serving as a paid lead volunteer for community events in Cincinnati. Prior to Fidelity, his background includes diverse engagements in community organizations and creative ventures. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients through a process that blends fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolios, with a focus on systematic methodologies and oversight of sub-advisers.

Haley Kohl is a financial advisor with Fidelity Investments based in Covington, KY. She holds Series 63 and Series 66 credentials and has four years of industry experience. Prior to joining Fidelity, she worked at Beechmont Toyota and has a side hobby painting nails under the name High Fashion Nails by Hales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Brandon Maegley is a financial advisor at Fidelity with 12 years of industry experience. He has held various roles within Fidelity since 2012, including positions at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He holds Series 63 and Series 66 designations. 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 across a broad investable universe. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios for intermediary platforms.

Patti Bruns is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she partners with the team to provide support and guidance, assisting with planning and servicing needs. Patti has been with Fidelity Investments since 2017, gaining experience through various roles including Managed Account Support Specialist, High Net Worth Service Associate, and Customer Relationship Advocate. This progression reflects her growing expertise in wealth management and client service within the firm.

Andrew Brauer is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm is noted for its advisory roles with registered investment companies and its use of AI and systematic approaches in portfolio management.

Elijah Thomer is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked across several Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Thomas Grindstaff is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Investments and Fidelity Investments Institutional Services Company, Inc. since 1996. 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 employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI in constructing model portfolios.