Karley Leist is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 and Series 63 designations. Her prior work includes roles at Fildeity Investments, Daniels Textile Rental, and Rue21. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, with notable use of AI and systematic methodologies.

Kyle Kubera is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked across various Fidelity entities since 2016, including Fidelity Brokerage Service, LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Cherry Mcdavid is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, Mcdavid worked in various roles including staffing and gig economy positions. Outside of advising, Mcdavid streams shows and games on Twitch in their free time. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Grant Geswein is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and Fidelity Brokerage Services LLC since 2018. Prior to that, he held positions at Edward Jones, Dicks Sporting Goods, Northwestern Mutual, and Miami University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs, and it serves in an advisory capacity for multiple registered investment companies.

Drew Louden is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Louvino, TUC Dock, and the City of Fishers. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Brent Love is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at GoGoMeds Pharmacy, Promevo, Double Helix, and Cengage. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Alan Green is a financial advisor with Fidelity in Covington, KY, holding a Series 66 designation and one year of industry experience. His prior work includes roles in transportation and entertainment management, and he currently works as a commercial driver in logistics alongside his advisory duties. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a mix of proprietary research, quantitative analysis, and algorithmic portfolio construction.

T'cheka Davis is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across multiple asset classes and serves as an advisor to registered investment companies, incorporating systematic methodologies and oversight controls in its investment approach.

Joseph Quigley is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2008 and Fidelity Investments Institutional Services Company, Inc. since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Jerry Moody is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, Moody worked at Fidelity Brokerage Services LLC and has experience outside finance at Morton's Steak House and Medpace. He also works part-time as a bartender at GlendAlehouse Brewery in Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Robert Thomasson III is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior work experience in diverse fields including financial therapy clinics and the Kentucky Cooperative Extension Service. Outside of his advisory role, he has been involved with Thomasson Landscape for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios through systematic methodologies.

David Sehlhorst is a Financial Consultant at Fidelity Investments, where he collaborates with clients to help them achieve their financial goals through tailored planning and ongoing support. He has been with Fidelity Investments since 2018, holding various roles including Investment Solutions Representative and Fixed Income Specialist, which have contributed to his comprehensive understanding of investment strategies and client relationship management. David holds insurance licenses in Arkansas and California, supporting his ability to provide a range of financial services. Outside of his professional work, he engages in family activities and enjoys fitness, golf, hiking, and traveling.

Samantha Mccomas is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Fifth Third Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Justin Maldonado is Vice President and Wealth Planner at Fidelity Investments. In this role, he focuses on building sustained relationships with clients and their families, aiming to understand their priorities and goals. He collaborates with clients to develop comprehensive wealth plans tailored to their personal definitions of success. Justin joined Fidelity Investments in 2013 and has held multiple positions within the company, including Director of Executive Services Officer, Benefits and Planning Consultant for Executive Services, Fixed Income Specialist, Senior Stock Plan Executive Services Specialist, and Stock Plan Consultant. This progression reflects his extensive experience in wealth planning and financial services. He holds an AR Insurance License.

Mark Keiser is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked for ten years at Beacon Orthopaedics and Sports Medicine. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a range of mutual funds, ETFs, and ETPs.

Jeremy Homer is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Investments since 2015. Outside of advising, he is the sole proprietor of The Dragon Hoard, a business selling tabletop gaming access and operating booths at conventions. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Benjamin Benson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles outside the financial industry, such as at Provest and Planet Fitness Midwest. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

Bradley Edwards is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at Stepaniak Collections for seven years. Outside of advising, he works as an independent contractor driver for Uber. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Thomas Howell is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2005. Strategic Advisers LLC, a Fidelity Investments company, 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, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Karen Geisen is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with various Fidelity entities since 2007, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of her advisory work, she is the sole proprietor of Wreaths by Karen, a business selling handcrafted custom wreaths. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse investment offerings and deliver model portfolios.