Jason Rudder is an Investment Consultant at Fidelity Investments, a position he has held since 2026. He focuses on building long-term relationships with clients to provide financial planning tailored to their unique goals and life stories. His approach emphasizes trust, clear communication, and consistency to help clients make informed financial decisions. Jason has experience in various roles within the financial services industry. Prior to his current role, he worked as a Workplace Financial Consultant at Fidelity Investments from 2021 to 2026. He also served as an Investment Advisor Representative at Regal Investment Advisors in 2020 and as a Registered Representative at Western Southern Life Insurance from 2019 to 2020. His personal interests include comedy, social events with friends, parenthood, sailing, and swimming.

Matthew Tedford is a financial advisor with Fidelity, holding Series 63 and 66 designations and bringing 20 years of industry experience. He has been with Fidelity and its affiliates since 2005, including a seven-year tenure at Fidelity Personal and Workplace Advisors and his current role beginning in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and offers specialized services including fund advisory and model portfolio delivery using systematic methodologies.

Sean Hayes is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, following two years at Charles Schwab & Co., Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe. The firm’s distinctive features include registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of algorithmic and AI-driven methodologies in its investment process.

Thomas McCarthy is an Investment Consultant who partners with clients to understand their unique needs and help formulate holistic financial plans aligned with their preferences and suitability to keep them on course for their financial goals. He currently serves as an Investment Solutions Representative at Fidelity Investments since 2022. Prior to this, he worked at Fidelity Investments as a High Net Worth Associate from 2021 to 2022, at JP Morgan Chase as a Private Client Banker from 2020 to 2021, and at Charles Schwab & Co. as a Financial Services Professional from 2018 to 2020.

Tosin Ratchford is a financial advisor at Fidelity with 20 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2010, including roles at Fidelity Personal and Workplace Advisors. His prior experience includes positions at Chase Investment Services Corp. and Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

John Murphy is a financial advisor with Fidelity in Indianapolis, IN, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Alphastar Capital Management, The Assurance Group, and Bankers Life. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering disciplined portfolio construction through a blend of fundamental research, quantitative analysis, and systematic methodologies. The firm is notable for its advisory roles to registered investment companies, use of algorithmic and AI-driven research, and its model portfolio delivery to intermediary platforms.

Kristopher Kuehr is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Charles Schwab & Co., J.P. Morgan Chase, Tiffany and Co., and H.H. Gregg. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it holds distinctive roles such as registration with the CFTC as a commodity pool operator.

Tenille Redwine is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab, UBS Financial Services, and Assurance IQ. Outside of her advisory work, she coaches volleyball for youth ages 8 to 18. 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 a registered investment company adviser and utilizes AI-driven tools in portfolio management.

Michelle Simandle is a financial advisor at Fidelity with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Thurston Springer Financial, David A. Noyes & Co., and American Alternative Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including fund-of-funds and model portfolios.

Lucille Phillips is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she held roles at Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, she creates and distributes artwork through a monthly subscription service. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, combining fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.