Steve Eluere is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2024 and was a Senior Advice Solutions Representative at Charles Schwab from 2018 to 2023. In his professional practice, Steve emphasizes a partnership approach to financial planning, collaborating closely with clients to develop personalized financial plans aligned with their individual goals and priorities. He focuses on simplifying complex financial concepts and providing tailored guidance to help clients make informed decisions and implement strategies that support their long-term objectives. Clients appreciate his transparency, disciplined process, and commitment to their financial success. Outside of his professional activities, Steve engages in biking, fitness, golf, spending time at the lake, parenthood, and skiing.

John Mills is a Financial Consultant currently working with Fidelity Investments since 2022. In this role, he partners with clients to develop customized financial plans tailored to their unique goals and needs. John emphasizes collaboration with clients to ensure ongoing progress toward their financial objectives and aims to build lasting relationships through trust and dedicated service. Prior to his current position, John held several roles in the financial advisory field including Associate Wealth Advisor at Schwab Wealth Advisory from 2021 to 2022, Associate Financial Consultant at Charles Schwab from 2019 to 2021, and participated in the Financial Consultant Academy Cohort at Charles Schwab between 2017 and 2019. He also gained early experience as a Financial Advisor intern at Edward Jones in 2016. Outside of his professional work, John engages in activities such as family activities, hiking, music, spending time with pets, traveling, and volunteering.

Kaylee Smith is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2016 in various roles. Her current position involves working closely with clients to develop financial plans tailored to their individual goals and preferences. She has held several positions at Fidelity Investments, including Planning Consultant, Relationship Manager, Financial Representative, and Financial Associate. Through these roles, she has gained extensive experience in financial planning and client relationship management. Outside of her professional work, Kaylee enjoys attending concerts and traveling.

Austin Bunch is a Financial Consultant at Fidelity Investments, where he focuses on providing a holistic planning experience for clients. He emphasizes risk-adjusted return, goal-based investing, and tax-efficient investing in his approach. Austin works closely with clients to understand their goals and concerns, developing engagement strategies tailored to their unique planning needs. His professional experience includes roles as a Planning Consultant at Fidelity Investments from 2021 to 2022 and various positions at Charles Schwab, including Associate Private Client Advisor in 2021, Associate Financial Consultant from 2019 to 2021, and Stock Broker from 2018 to 2019. Outside of his professional work, Austin's personal interests include hiking, movies, parenthood, pets, and running.

Carter McGill is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2021, progressing through positions including Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Carter gained experience at Charles Schwab as part of the Client Service and Support team from 2020 to 2021 and completed an internship at Comprehensive Financial Consultants from 2015 to 2020. Carter specializes in partnering with families to develop and implement holistic financial plans. He focuses on helping clients design, build, and maintain their wealth by utilizing advanced investment resources and technology. Licensed with an Arkansas Insurance License, he emphasizes understanding the priorities of his clients and their families to provide tailored financial solutions.

Darby Handford is a Planning Consultant at Fidelity Investments, a position held since 2024. In this role, Darby focuses on building genuine relationships with clients to understand their financial goals and develop personalized strategies. Prior to joining Fidelity Investments, Darby gained experience at Munder Financial, where they served as an Investment Services Manager from 2023 to 2024. Before that, Darby worked as an Investment Operations Associate from 2021 to 2022 and as an Insurance Operations Associate in 2021. Outside of work, Darby enjoys hiking, outdoor adventures, spending time with pets, practicing Pilates, reading, and playing soccer.

Amber Collins is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments in various capacities since 2019, including as an Investment Consultant from 2024 to 2025 and as a Financial Consultant from 2019 to 2022. Prior to joining Fidelity, Amber served as an Associate Director of Network Supervision at Northwestern Mutual from 2015 to 2017 and worked as a Trade Execution Analyst at Charles Schwab from 2006 to 2013. With nearly two decades of experience in the financial industry, Amber has worked closely with clients to develop, implement, and pursue their financial goals. She emphasizes understanding client needs to build trust and maintain open communication throughout the advisory process. Outside of her professional responsibilities, Amber enjoys family activities, running, and traveling.

Kristine Mitchell is a financial advisor with Fidelity Investments in Indianapolis, IN, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She previously worked at Capital Group and currently combines her roles at Fidelity with employment at Kroger. 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 diversified portfolios that include mutual funds, ETFs, and ETPs.

Jamie Sanders is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Jamie works closely with business partners to utilize available resources effectively, aiming to earn and maintain clients' trust within the Private Wealth Management team. Jamie has been with Fidelity Investments since 2007, beginning as a Mutual Fund Trader. From 2009 to 2021, Jamie served as a Senior Relationship Manager, followed by a position as Wealth Management Service Specialist II from 2021 to 2024 before assuming the current role in 2024. Outside of professional responsibilities, Jamie has interests in baseball, concerts, football, movies, and music.

Aubree Reed is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. She has worked at Fidelity Investments since 2023 and held prior roles at Charles Schwab, among other positions. Fidelity's Strategic Advisers LLC, a company within Fidelity Investments, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds portfolios, and maintains a formal advisory role to multiple registered investment companies.

Semaj Sanford is a Financial Consultant currently working at Fidelity Investments, a role he has held since 2024. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and was a Private Client Advisor at JPMorgan Chase from 2019 to 2023. His approach to financial consulting is highly personalized, focusing on collaborating closely with clients to develop plans that align their wealth with their specific goals. He emphasizes regular meetings to ensure that financial strategies remain adaptable to changes in clients' circumstances or objectives.

Jacob Kaufman is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as an Investment Consultant at the same firm from 2023 to 2024. Before joining Fidelity Investments, Jacob worked as a Financial Advisor and Financial Advisor in Training at The Tranel Financial Group between 2022 and 2023. As a Certified Financial Planner®, Jacob focuses on providing personalized financial strategies through a collaborative process. He aims to support clients' long-term financial well-being by offering education and guidance in navigating complex financial matters. Outside of his professional work, Jacob's interests include camping, family activities, fitness, pets, reading, and traveling.

Michael Viele is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked previously at Brokers International and Kilroys on Kirkwood. Outside of finance, he works as an independent contractor delivering food for DoorDash. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kevin Rusie is Vice President, Wealth Planner at Fidelity Investments. In this role, he focuses on understanding clients' unique situations and developing plans that work towards their financial goals and those of their loved ones. Kevin has been with Fidelity Investments since 2012, holding various positions including Financial Representative, High Net Worth Service Representative, Relationship Manager, and Planning Consultant before his current role. His experience spans wealth planning and client relationship management. No information regarding Kevin's education, credentials, personal interests, or community involvement was provided.

Dustin Hunt is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2019, progressing from Financial Consultant 1 to Financial Consultant before assuming his current role in 2024. His approach centers on understanding clients' goals, priorities, and vision for the future to co-create personalized strategies that balance growth and risk. He focuses on providing clarity and guidance to help clients make informed decisions for both short-term needs and long-term aspirations. Outside of work, Dustin enjoys family activities, fitness, football, social events with friends, golf, and traveling.

Ryan Stockman is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity since 2022, progressing through various positions including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Ryan worked as a Financial Services Specialist at Charles Schwab from 2020 to 2022. Ryan's professional focus is on helping clients and families develop comprehensive financial plans to achieve their retirement and other financial goals. He utilizes the tools, technology, and resources available at Fidelity to support his clients. He is known for his commitment to understanding what is important to his clients and their families. Outside of his professional work, Ryan is interested in fitness, socializing with friends, music, and traveling.

Jenny Feller is a Planning Consultant at Fidelity Investments, where she has been part of the Indianapolis planning team since 2021. In this role, she assists clients in building and maintaining their financial profiles, providing clarity, and developing personalized financial roadmaps to help achieve their goals. Prior to this position, she served as a Relationship Manager at Fidelity Investments from 2017 to 2021. Jenny's career in finance began in the banking industry, where she worked for 17 years. Her previous roles include Licensed Financial Consultant at PNC Bank from 2008 to 2017, Licensed Banker at National City Bank from 2005 to 2008, Branch Manager at National City Bank from 2003 to 2004, and Management Trainee at National City Bank from 2001 to 2003. Outside of her professional work, Jenny has interests in art, fitness, food, pets, photography, and reading.

Jake Steslicki is a financial advisor with Fidelity in Indianapolis, IN, holding a Series 66 designation and beginning his industry career in 2025. His prior experience includes roles at Prudential Advisors, Federated Mutual Insurance Company, and Foguth Financial Group, along with academic work at the University of Michigan. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Stephen Hlawnchhing is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He partners with clients to create comprehensive financial plans that are built on trust, relationships, and their personal preferences. Stephen helps clients navigate the wide range of options available at Fidelity to choose those that align with their personal goals. Stephen has been with Fidelity Investments since 2020, progressing through roles including Workplace Planning Consultant, Relationship Manager, and Planning Consultant. His experience across these positions reflects a focus on client-centered financial planning and relationship management. Outside of his professional work, Stephen enjoys camping, comedy, fishing, fitness, and music.

Brian Denny is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assist clients in planning for long-term financial well-being. Prior to joining Fidelity Investments, Brian served as an Options Support Manager at Robinhood from 2021 to 2022. His professional experience includes leadership roles that emphasize team development and client-focused financial planning. Brian's approach centers on collaboration and support to achieve organizational and client goals. Outside of his professional responsibilities, Brian enjoys family activities, social events with friends, hiking, running, and traveling.

Jordan Mock is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held roles at Empire Logistics, DHL, and Horan Associates. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Connor Dispennett is a Planning Consultant with experience in financial services and client relationship management. He has worked in various roles including Relationship Manager and Financial Representative at Fidelity Investments from 2021 to 2024, and Prospecting Manager at State Farm Insurance from 2019 to 2021. Connor focuses on understanding the unique goals and ambitions of the families he works with to provide tailored financial planning support. He emphasizes building strong client relationships and assisting clients throughout their financial journeys. Outside of his professional work, Connor has personal interests that include baseball, canoeing, concerts, hiking, and movies.

Candice Cristy is a Vice President and Financial Consultant at Fidelity Investments, where she has worked since 2014. She has held various roles within the company, progressing from Financial Representative to her current position since 2019. Her professional focus is on helping clients work toward their financial goals through thorough and ethical planning. Candice's experience encompasses a range of financial consulting roles within Fidelity Investments, allowing her to develop expertise in investment consulting and financial representation. She emphasizes understanding what is important to her clients and their families to provide tailored financial advice. Outside of her professional work, Candice has personal interests that include art, painting, family activities, and traveling.

Andrew Curran is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2012, serving in various capacities including Financial Consultant and Workplace Planning and Guidance Consultant II. Prior to joining Fidelity, he was an Assistant Vice President and Financial Solutions Advisor at Merrill Lynch and a Senior Financial Analyst at First Person. Andrew specializes in creating comprehensive financial plans tailored to his clients' goals. His approach involves understanding clients' financial situations and preferences, collaborating with them and their families on strategy development, and monitoring progress toward their objectives. This process underpins his commitment to building long-term relationships with clients. Outside of his professional work, Andrew has interests in beach activities, football, soccer, and traveling.

Braden Hall is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he worked in the food service industry at Trax BBQ and Rad's Restaurants. Fidelity's affiliated firm, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis, using systematic methodologies and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Isaiah Bennett serves as Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, previously working as a Planning Consultant and Financial Consultant. Prior to joining Fidelity, Isaiah worked as a Financial Analyst at Ehlen Heldman PC from 2018 to 2021. Isaiah partners with clients and their families to help guide them through their financial roadmap, aiming to provide clarity and peace of mind. Drawing on his experience as a military veteran, he strives to be a trusted advocate for his clients throughout their financial journey. Outside of his professional work, Isaiah's personal interests include board games, family activities, fitness, football, military service, and parenthood.

John Caves is a CFP® professional with 29 years of industry experience, currently affiliated with Fidelity Investments in Indianapolis, IN. His prior roles include positions at STAR Financial, Cetera Investment Services, First Merchants Trust Co, and Thrivent Financial. Outside of financial advising, he operates a leadership and career coaching business. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and model portfolio platforms.

Evan Judd is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity since 2010, progressing through various positions including Financial Consultant, Investment Consultant, Retirement Services Representative, and Financial Representative. His experience at Fidelity encompasses a broad range of financial services and client support roles, providing him with comprehensive expertise in investment solutions and retirement services. Evan is committed to helping clients and their families achieve their financial goals with dedication and integrity. Outside of his professional work, Evan enjoys fishing, outdoor adventures, parenthood, pets, reading, and traveling.

Derek O'Connor is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Investment Solutions Representative and Investment Consultant. Prior to his tenure at Fidelity, he participated in the Financial Consultant Academy at Charles Schwab from 2021 to 2022. In his current role, Derek partners with clients to co-create personalized financial plans by analyzing their investment strategies and retirement plans relative to their goals. He is known for a warm and welcoming approach to financial planning. Outside of his professional work, Derek has personal interests that include fitness, golf, parenthood, reading, and table tennis.

Daniel Hart currently serves as a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he gained experience as a Relationship Manager, Help Desk Client Services representative, High Net Worth Service Associate, and CRA Representative within Fidelity Investments from 2021 to 2025. Daniel emphasizes the importance of creating well-organized plans that foster satisfactory relationships with clients, prioritizing a positive client experience. Outside of his professional responsibilities, he engages in personal interests such as biking, board games, lake activities, parenthood, traveling, and volunteering.

Ryan Fite is Vice President and Financial Consultant at Fidelity Investments, where he has been working since 2001. Over his 24-year career with Fidelity, he has held positions including Financial Representative, Investments Consultant, Financial Planning Consultant, and currently Vice President, Financial Consultant. Ryan focuses on helping clients design, build, and maintain financial plans aimed at protecting and growing their wealth. He leverages Fidelity's investment resources, advanced technology, and cost-effective approaches to support his clients' financial goals. He holds a California Insurance License. Outside of his professional work, Ryan enjoys gardening and traveling.

Bailey Matthys is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Bailey worked at Prudential Financial Services and managed Matthys Construction LM, LLC. Outside of finance, Bailey has experience in the restaurant industry and spent several years in full-time education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies, use of AI and algorithmic methods, and oversight in model portfolio delivery.

Ryan Rettig is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2010. He has over 15 years of industry experience supporting high net worth families with financial guidance and planning. In his role, he collaborates with clients to co-create financial plans based on trust, personal relationships, and individual preferences, utilizing Fidelity's resources and strategies. His career at Fidelity began as a Financial Representative in 2010, progressing through roles including Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2018. Prior to joining Fidelity, Ryan completed a financial internship at Smith Barney from 2007 to 2009. Outside of his professional responsibilities, Ryan has interests in biking, family activities, hiking, outdoor adventures, reading, and soccer.