Andre Cook Jr. is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His prior roles include positions at Washington University in Saint Louis and Algonquin Country Club. Outside of his advisory work, he also performs grocery shopping and delivery services for Instacart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering a range of portfolio and fund advisory services that utilize proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction.

Todd Hater is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been part of Fidelity Investments since 1997, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using a systematic, long-term asset allocation approach.

Nathan Phu is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021. Prior to that, he held roles at TSC Apparel, Zid Zid, Aroma, and Ruby Tuesday. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on using proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and its use of AI and algorithmic methods in portfolio management.

Michael Luft is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role at Fidelity, he worked for the Nassau County School Board for 15 years. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and oversees affiliated sub-advisers in its investment process.

Sean Plagens is a financial advisor at Fidelity with one year of industry experience. He previously worked for nine years at Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm employs a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and has a formal advisory role with multiple registered investment companies.

Mary Rich Nugent is a financial advisor at Fidelity with 8 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Drs. Levin & Fetner. Strategic Advisers LLC, a Fidelity Investments company, 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, delivering model portfolios based on long-term asset allocation benchmarks.

Mckenzie Leigh is a financial advisor with Fidelity and holds Series 66 and Series 63 licenses. She began her advisory career in 2025 and has prior experience working in education and retail sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage model portfolios, and it serves multiple registered investment companies with a distinctive use of algorithmic methods and formal governance procedures.

Tyler Dever is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2024. He collaborates with clients to understand their financial goals and develops personalized plans for their financial futures. Tyler has progressed through multiple roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2021, then advancing through Investment Solutions Representative I and II positions before his current role. He holds an Arkansas Insurance License, which supports his work in financial planning and investment solutions. Outside of his professional career, Tyler enjoys spending time on family activities, fitness, outdoor adventures, caring for pets, and traveling.

Sabrina Menkhaus is a financial advisor with Robert Baird & Co. based in Fort Wright, KY. She holds a Series 66 designation and has one year of industry experience. Prior to joining Baird, she worked at We Can Code IT and held positions in counseling and academic settings. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, portfolio management, and separately managed account programs, supported by ongoing manager selection and internal research involving artificial intelligence.

Richard Evensen is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and possessing two years of industry experience. Prior to joining Fidelity, he held various positions across multiple sectors including communications and food service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Ty Houston is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Hanover and St. Charles Community. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified charitable funds, and registered investment companies. The firm employs a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary portfolio management along with fund advisory services.

Devin Loechtenfeldt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Ohio National and Kroger Co, as well as positions related to education at the University of Cincinnati and Elder High School. 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 uses a combined approach of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Julius Peluola is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant at the same firm from 2021 to 2024 and as a Workplace Planning Consultant from 2020 to 2021. Before joining Fidelity Investments, Julius was an Agency Owner at Shelter Insurance from 2019 to 2020. He holds the designations of CFP® Professional and CFA Charterholder, and he possesses insurance licenses in Arkansas and California. Julius focuses on creating customized financial plans by understanding clients' unique needs and providing clear, practical guidance. Outside of his professional work, Julius has interests in fitness, hiking, running, traveling, and exploring food.

Kimberly Fitzpatrick is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and six years of industry experience. Her work history includes roles at The Huntington National Bank and The Huntington Investment Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kevin Hagerty is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 63 designation and 29 years of industry experience. His career includes roles at MSI Financial Services and Valic Financial Advisors before joining Cambridge in 2012. Outside of his advisory work, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Kevin Tierney is a financial advisor with Raymond James & Associates in Covington, KY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Josiah Stuhmer is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity in 2024, he was involved with multiple organizations including Hope Pathways LLC and Transformations LLC, and held positions at Asbury University and Georgetown College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of model portfolios using proprietary research, quantitative analysis, and algorithmic methods. The firm serves a diverse client base with discretionary and non-discretionary services and holds roles uncommon among large peers, such as registration with the CFTC as a commodity pool operator.

Justin Wells is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Best Buy and Action Graphics. Wells is based in Covington, KY. 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 and deliver model portfolios across a diverse range of investment vehicles.

Benjamin Locker is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Northwestern Mutual, FedEx, and Twitch Entertainment, as well as a four-year period at Northern Kentucky University. 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 across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and is noted for its use of advanced technologies such as AI and systematic methodologies in its investment process.

Jonathan Billing is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments, he worked in automotive and rental car industries as well as at Mansea Metal. He is also the director of Appleseed LLC, a small business he founded to brand and trademark handmade pallet furniture. 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 systematic investment process combining fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.