Colin Conner is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior roles include positions at Huntington Bank, Keith and Associates, and various customer service and education-related jobs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and is notable for its use of AI-driven research and its formal advisory role to multiple registered investment companies.

Daniel Foltz is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Fidelity Investments since 2007, including seven years at Fidelity Personal and Workplace Advisors. Outside of his advisory role, he is involved in an online T-shirt business focused on design. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios across multiple asset classes.

Devin Mitts is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he held various roles in academic and behavioral research institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegated management structures, and formal advisory roles to multiple registered investment companies.

Ashley Richter is a financial advisor at Fidelity with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several Fidelity entities and Strategic Advisors Inc. since 1996. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves in advisory roles that include managing multi-manager funds and delivering model portfolios using systematic methodologies.

William Huddleston is a financial advisor at Fidelity with Series 63 and Series 65 credentials and five years of industry experience. His background includes roles at Fidelity Investments and work related to educational institutions and collegiate athletics. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including specialized services for charitable funds and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to construct systematic, algorithm-based model portfolios.

Zachary Haag is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at Wesbanco Securities LLC, Wesbanco Bank, and Huntington Bank. 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’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing model portfolios composed of mutual funds, ETFs, and ETPs.

Thomas Rennegarbe is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Fifth Third Securities for eight years before joining LPL Financial in 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Richard Haeufle is a financial advisor with Ameriprise in Cincinnati, OH, holding the CFP® designation and Series 63 and 66 licenses. He has 21 years of industry experience, including prior roles at Fidelity Personal and Workplace Advisors and Horter Investment Management. Outside of his advisory work, he holds a seasonal position as Caddie Superintendent and outside services team member at Maketewah Country Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies, supported by internal research and algorithmic tools.

Amy Burgraff is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling in its financial planning process.

Colleen Kupper is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Bank of America, Merrill, Raymond James Financial Services Advisors, First Financial Wealth Management, The Huntington Investment Company, and StanCorp Equities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Stacie Key is a financial advisor with Ameriprise, holding a Series 66 designation and over 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she provides administrative services as a paraplanner for River Hills Consulting Services, LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering tailored, non-discretionary recommendations through a centralized consulting team. The firm combines research and modeling with tax-efficient strategies and integrates algorithmic automation in its advisory process.

Carrie Lacey is a financial advisor at Fidelity with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Peyton Bray is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked in various roles including at Enterprise-Rent-a-Car and Transylvania University. He serves as an assistant coach for a high school lacrosse team in Union, Kentucky. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Nathan Key is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Lincoln Financial Securities Corporation for 11 years. In addition to his advisory role, he serves as president of KMK Financial Group, where he offers various insurance products including accident and health, disability, and life insurance. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios across a range of asset classes.

Eric Gruss is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has been with Fidelity since 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and offers model portfolios through intermediary platforms.

Mark Sutton is a CFP® with 33 years of experience in the financial services industry. He has been with Ameriprise since 1992 and currently operates out of Cincinnati, OH. Outside of his advisory role, he owns and consults for MBS Management, LLC. Ameriprise provides retirement-income planning services designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Thomas Vennemeyer is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, delegating management as needed and maintaining established governance and oversight procedures.

Benjamin Holthus is a Certified Financial Planner® at Fidelity with 19 years of industry experience. He has worked within various Fidelity divisions since 2007, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Jamie Hardtke is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 15 years of industry experience. His work history includes roles across several Fidelity entities since 2013, as well as a year at Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors as well as registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its use of AI and systematic methodologies in developing model portfolios.

Anthony Duggan is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and over 22 years of industry experience. His career includes 16 years at Bank of America and 21 years at Merrill prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through various channels, including its Financial Advisors and Estate Planning Strategies Group.