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Dustin R
Series 63, Series 66
Fort Thomas, KY
Fidelity
Dustin Rodgers is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to develop personalized financial plans tailored to their goals and preferences. He emphasizes building strong and lasting client relationships in his practice. He has been with Fidelity Investments since 2016, progressing through roles including Financial Services Representative, Stock Plan Associate, Stock Plan Consultant, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2024.
Brandon B
Series 63, Series 66
Fort Thomas, KY
Fidelity
Brandon Barlow is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC delivers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios, utilizing systematic methodologies and long-term asset allocation benchmarks.
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