Matthew Tedford is a financial advisor with Fidelity in Indianapolis, IN, holding Series 63 and Series 66 designations and totaling 20 years of industry experience. He has been with Fidelity Investments since 2005, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

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 and holds the Series 66 designation. She has been with various Fidelity entities since 2010, including Fidelity Personal and Workplace Advisors since 2018. Fidelity, through its affiliate Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its role in managing model portfolios, using systematic methodologies and AI-driven research, and for its advisory positions with multiple registered investment companies.

John Murphy is a financial advisor at Fidelity with Series 66 and Series 63 designations and 10 years of industry experience. He has worked at multiple firms including Alphastar Capital Management, The Assurance Group, and Bankers Life in various roles since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Kristopher Kuehr is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at J.P. Morgan Chase and Charles Schwab & Co., Inc. He is based in Indianapolis, IN. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

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.