Hudson Kugel is a financial advisor with Fidelity in Milwaukee, WI, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Equitable Advisors, Cutler Financial Group, and LPL Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Frederick Ballenger is a financial advisor at Fidelity with 11 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and PNC Bank. At Fidelity, he has been associated with the firm since 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and plays a formal advisory role to multiple funds, utilizing systematic methodologies and established governance procedures.

William Fieber is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served in various capacities at Fidelity Investments including Investment Consultant (2023-2024), Fixed Income Specialist (2022-2023), and Investment Solutions Representative (2021-2022). He began his financial services career as a Client Service Associate at J.P. Morgan Securities from 2020 to 2021. In his current position, William focuses on developing comprehensive financial plans tailored to individual client needs. His approach encompasses risk management, tax-efficient investing, retirement income, and long-term financial goals, emphasizing ongoing collaboration and plan updates as clients progress through different life stages. Outside of his professional responsibilities, William has interests in cars, cooking and baking, gardening, hiking, music, and reading.