Chris Thompson is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has been with Fidelity Investments since 2008, progressing through several positions including Workplace Planning and Guidance Consultant, Regional Sales Consultant, Retirement Relationship Manager, Retirement Representative IV, Retirement Solutions Representative, and Financial Representative. Throughout his career at Fidelity, Chris has developed expertise in financial consulting, retirement solutions, and workplace planning. He holds insurance licenses in Arkansas and California. Chris aims to build long-term relationships with his clients and their families based on trust, drawing on their personal experiences and goals while leveraging Fidelity's financial and investing resources.

Kenneth Lange is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Fidelity Brokerage Services LLC, DHL, and Heidelberg Distribution of Kentucky. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and consult on discretionary and non-discretionary portfolios.

Tyler Lyon is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Investments and prior employment at St. Elizabeth Hospital, Northern Kentucky University, and County Market. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and serves in advisory roles for multiple registered investment companies.

Quentin Bateman is a financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he worked for over a decade at Providence St. Joseph Medical Center. He holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and Charitable Gift Funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Morgan Maxwell is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Education At Work and Northern Kentucky University. Morgan works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Corey Luman is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022. Prior to joining Fidelity, he was self-employed and held roles at MH Equipment and Slater Tile. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and formal advisory roles within the Fidelity institutional platform.

Anna Makris is a financial advisor with OSAIC in Cincinnati, OH, holding a Series 66 designation and eight years of industry experience. Before joining OSAIC in 2018, she worked at Signator Investors Inc and was involved in the clothing business with Kotsovos Fine Apparel. Outside of finance, she sells consignment clothing items online through the Poshmark platform. OSAIC serves a broad range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services supported by a variety of asset-allocation tools, investment platforms, and third-party managed-account solutions.

Daniel Smith is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 1998. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction and is noted for its advisory role to multiple registered investment companies and use of advanced methodologies such as AI in research.

Robert Blades Jr. is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Chase Investment Services Corp., and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad clientele including retail and institutional investors, charitable funds, and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Benjamin Kress is a financial advisor with Morgan Stanley in Cincinnati, OH. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining Morgan Stanley, he worked at PC Bennett Solutions and has experience in diverse roles including business operations and university employment. Morgan Stanley Wealth Management serves individual and institutional clients with comprehensive advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers tailored planning using structured processes and advanced modeling tools.

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.