Corey Sorrell is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2022. In this capacity, he partners with clients to help them understand their employer-sponsored benefits and prepares them for their financial futures. Prior to this, Corey held multiple roles at Fidelity Investments, including Executive Services Associate from 2019 to 2022, Retirement Benefits Coordinator from 2015 to 2019, and Financial Services Associate from 2013 to 2015. Corey's extensive experience within Fidelity Investments spans various aspects of financial services and retirement benefits, equipping him with a comprehensive understanding of employee benefits and financial planning. Outside of his professional work, Corey enjoys fishing, socializing with friends, playing golf, hiking, and traveling.

Ryan Harrison is a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a role he has held since 2024. He collaborates closely with clients to understand their needs related to benefits plans and provides them with tools and knowledge to assist in financial decision-making. Ryan emphasizes building trust and strong relationships as a core part of his professional approach. Ryan has accumulated extensive experience in financial services at Fidelity Investments, progressing through roles including Workplace Planning Consultant III, Central Relationship Manager, Client Service Manager for Stock Plan Services, Stock Plan Consultant, and Financial Representative since 2015. This progression reflects his expertise in benefits planning, client relationship management, and stock plan services. Outside of his professional career, Ryan's personal interests include biking, camping, fitness, running, snowboarding, and tennis.

Jennifer Kuhse is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 66 and Series 63 designations and has worked with various Fidelity entities since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, charitable funds, and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Justin Mcclure is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with various Fidelity entities since 2011 and currently teaches business and investment courses as an adjunct professor at Northern Kentucky University and Thomas More College. Mcclure is also the owner and operator of Kentucky Gunslingers LLC, where he manages operations and creates educational content. Strategic Advisers LLC, a Fidelity Investments company where Mcclure works, provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds, serving a broad range of investors including registered investment companies and charitable funds.

Jenna Knipper is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has been with Fidelity since 2015, progressing through various roles including Investment Management Consultant, Client Management Representative, Workplace Planning Consultant, Stock Plan Consultant, High Net Worth Representative, and Financial Representative. Her experience encompasses benefits and planning consultation, investment management, client management, workplace planning, stock plan consulting, and serving high net worth clients. Jenna focuses on helping clients build financial plans to work toward their goals and maximize the tools and resources Fidelity offers. Since joining Fidelity in 2015, Jenna has developed expertise across multiple facets of financial services within the company. She is committed to assisting clients in utilizing their relationship with Fidelity effectively to support their financial objectives.

Elena Boyd is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Her work history includes roles at Cincinnati Landmark Productions, Altar'd State, and Northern Kentucky University. She is part of Strategic Advisers LLC, a Fidelity Investments affiliate, which provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Steven Ninichuck is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2007. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as a registered commodity pool operator with notable involvement in model portfolio development and proxy voting oversight.

Tyler Helton is a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a position he has held since 2025. He has progressed through various roles at Fidelity Investments, including Investment Solutions Representative III and II, Investment Solutions Representative I, High Net Worth Service Associate, and Customer Relations Advocate, gaining a comprehensive understanding of investment solutions and client service since 2021. Tyler holds insurance licenses in Arkansas and California, which complement his expertise in benefits and financial planning. His professional focus is on helping clients and their families grow and protect their wealth, make informed investment decisions, and simplify their financial lives.