Nathan Gindele is a Planning Consultant at Fidelity Investments, where he focuses on understanding clients' financial goals and analyzing their current financial situations to develop tailored, goal-based strategies aimed at long-term financial success. He joined Fidelity Investments in 2020 and has held various roles, including Proactive Engagement in Stock Plan Services and Relationship Manager, before becoming a Planning Consultant in 2024. Nathan holds insurance licenses in Arkansas and California. Outside of his professional role, he enjoys board games, camping, football, music, parenthood, and soccer.

Carolyn Borgert is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 30 years of industry experience. She has worked at Cetera since 1999 and Cetera Financial Specialists LLC since 2004. Outside of her advisory role, she is involved in equestrian activities, serving as a technical delegate and chief steward for a horse showing association and working as an independent contractor organizing equestrian events. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a network of independent advisors, utilizing multi-manager platforms that feature both affiliated and third-party investment options.

Richard Rowland is a financial advisor at Fidelity with 33 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Strategic Advisors Inc over his career. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages day-to-day investment decisions through affiliated and unaffiliated sub-advisers.

John Droege is a financial advisor at Fidelity with Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Fidelity in 2018, he worked at Amazon and Health Point Family Care. Outside of his advisory role, he is involved as a subcontractor with Zoomer 2 Inc, a food vending operation during festivals. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various funds and strategies.

Sean Kinsella is a financial advisor with Fidelity who holds a Series 66 designation and has one year of industry experience. Prior to joining Fidelity, he worked for Starbucks Coffee Co. for five years. In addition to his advisory role, he is a co-owner of Squid Squad LLC, a clothing brand based in Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment approach integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Daniel Hassall is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at Central Bank & Trust Co for five years and held roles at Eastern Kentucky University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, as well as registered investment companies. The firm employs a systematic investment process using proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Sonia Demoss is a financial advisor at OSAIC with 26 years of industry experience. She holds a Series 63 designation and has previously worked at Lincoln Financial Advisors and Lincoln Financial Securities Corporation. Outside of advising, she instructs group fitness cycling classes and serves as the court-appointed guardian for her granddaughter. OSAIC serves a wide range of clients, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform that features model-based asset allocation, portfolio optimization, and various managed account programs.

Wick Makse is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. He has worked at Fidelity Investments since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often employing affiliated and unaffiliated sub-advisers.

Hunter Cornelius is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to develop personalized financial plans tailored to their priorities. He focuses on understanding each client's unique situation to support them in implementing customized strategies that include tax-efficient investing, detailed retirement planning, and personalized investment approaches. Since joining Fidelity Investments in 2023, Hunter has held various roles including Customer Relationship Advocate and Investment Solutions Representative I, II, and III, before becoming a Planning Consultant in 2026. His progression reflects his experience and commitment within the company. Hunter holds insurance licenses in Arkansas and California. No information about his education or personal interests was provided.

Scott Mcevoy is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role, he was involved with the Cincinnati Opera Association and the Young Professionals Choral Collective. Outside of finance, he performs and manages bookings as an independent contractor with The SunBurners LLC, a musical entertainment group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Maxwell Mccauley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked at Hyde Park Wealth Advisors and Morgan Stanley. He has also been involved with Valet Guys of Knoxville and worked in educational settings including the University of Tennessee Knoxville and Covington Catholic High School. Fidelity’s Strategic Advisers LLC, where Maxwell is based, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a methodology that combines fundamental research with quantitative analysis and algorithmic portfolio construction, and is notable for its advisory roles with multiple registered investment companies and use of advanced technologies in portfolio management.

Jonathan Henkel is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, he worked for Ollies Bargain Outlet for eight years. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage a broad range of model portfolios.

Connor Koop is a financial advisor at Fidelity with a Series 66 credential and industry experience beginning in 2024. His prior work includes roles at Fritz Baumgartner and Mark Greenblatt, among others. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Hannah Sparkman is a financial advisor at Fidelity with six years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2018. Prior to that, she held roles at MSU Housing and Watsons. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and incorporation of AI and algorithmic methods in its investment process.

Robert Seetin is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities since 2013. Outside of his advisory role, he assists with sports card sales by helping his son manage online postings and shipping. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees sub-advisers while managing potential conflicts of interest.

Cole Dehlinger is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Fidelity Investments since 2021, as well as positions at Tristate Parking, Towne Park, and 50 West Canoe and Kayak. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs, and it is noted for its use of algorithmic methods and a formal advisory role to multiple registered investment companies.

Ted Abner Jr. is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked within various Fidelity entities since 2013, including Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 manage discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies, AI-driven research, and its role as a commodity pool operator and formal adviser to multiple registered funds.

Alexander Rybarczyk is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across multiple Fidelity entities since 2011. Outside of advising, he serves as a special deputy providing security and traffic control for events in Hamilton County, Ohio. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment approach combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Jaron Price is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 10 years of industry experience. He has worked within various divisions of Fidelity since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and deliver model portfolios to intermediary platforms.

Amy Blankenship is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and nine years of industry experience. She has been with Fidelity Brokerage Services, LLC since 2017 and transitioned to Fidelity Investments in 2025. Prior to her financial services career, she worked at Save A Lot Food Stores from 2012 to 2017. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, including multi-manager and fund-of-funds structures.