Kimberly Haggard is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity and its affiliates since 1999. Outside of her advisory role, she operates a home-based fashion jewelry and clothing business and serves as a content creator and influencer specializing in plus-size fashion, fitness, hair, and beauty. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Matthew Frondorf is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Brokerage Services since 2015. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Charley Jenkins is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He brings extensive experience from various roles within Fidelity, including Senior Portfolio Specialist, Portfolio Specialist, and Client Management Representative, among others. His career at Fidelity spans from 2005 to the present, during which he has developed expertise in investment strategies and portfolio management. Charley focuses on analyzing clients' financial situations to develop disciplined investment strategies tailored to their goals. He is committed to helping clients work confidently towards their financial objectives by adjusting and maintaining these strategies over time. Charley holds insurance licenses in Arkansas and California. Outside of his professional work, Charley has personal interests that include comedy, family activities, fitness, golf, soccer, and traveling.

Sean Conway is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2012, including 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 uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Jose Molinuevo is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity Investments, he held positions in healthcare organizations including Crossroads Hospice and Palliative Care and The Urology Group. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and offers specialized advisory services including fund advisory and model portfolio delivery.

Travis Smith is a financial advisor at Fidelity with Series 63 and Series 66 licenses and nine years of industry experience. His work history includes roles at Fidelity Brokerage Services and Fidelity Investments, as well as prior experience with the City and County of Denver Department of Safety. He 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 and quantitative analysis to construct systematic, algorithm-driven portfolios and serves an IRS-qualified Charitable Gift Fund and multiple registered investment companies.

Michael Edwards is a CFP® with 19 years of industry experience. He is currently with RBC Capital Markets and previously worked at Stifel Nicolaus & Co Inc and Bank of America, N.A. Edwards serves on the Board of the Indiana University Alumni Association. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm employs a tailored investment approach using a blend of in-house and third-party managers and emphasizes integrated capital markets and asset management capabilities.

Angela Congleton is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She previously worked at David's Bridal Inc for fourteen years before joining Fidelity Investments. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Mike Kinney is a Benefits & Planning Consultant specializing in Executive Services. He is currently employed as a Business Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, Mike works closely with clients to ensure they have a clear understanding of their benefits and educates them on how to utilize these benefits effectively. Mike focuses on building strong relationships with clients to support their future planning. Outside of his professional work, he has personal interests that include baseball, bowling, cars, cooking and baking, hiking, and music.

Jaime Lanham is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at various Fidelity entities since 1999, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently at Fidelity Investments. Outside of his advisory role, he serves as a director on the board of the Girl Scouts in Cincinnati. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

Gustin Graham is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services since 2019, with prior roles at The Prudential Insurance Company of America and Pruco Securities LLC. Graham is based in Covington, KY. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages fund-advisory and consulting services with oversight and systematic methodologies.

Tyler Putman is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in logistics and staffing roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory services. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad range of investment vehicles.

Cade Curtis is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Kelly Services and Interweave Solutions, and has experience with The Church of Jesus Christ of Latter-day Saints. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves as an advisor to multiple registered investment companies and employs systematic methodologies that incorporate AI and long-term asset allocation benchmarks.

Danielle Pillman is a Planning Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2020, previously serving as a Relationship Manager from 2021 to 2023 and as a Customer Relationship Advocate from 2020 to 2021. In her current position, she focuses on developing strong financial plans that align with clients' long-term financial needs by understanding their individual stories and financial situations. Danielle holds insurance licenses in Arkansas and California. She is committed to sharing her passion and knowledge of financial planning, having personally experienced the freedom and peace it can provide. Her approach emphasizes starting with solid financial planning to create tailored strategies for clients.

Kevin Meier is a Series 66-registered financial advisor with Fidelity Investments in Covington, KY, having three years of industry experience. His background includes roles at several automotive firms prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios for intermediary platforms.

Sean Schroeder is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He works with clients to establish goal-oriented financial strategies and aims to develop long-lasting personal relationships through thoughtful engagement. Sean has a comprehensive background in financial services, with progressive roles at Fidelity Investments starting in 2007. His experience includes positions such as Retirement Relationship Manager, Retirement Solutions Representative, Investments Solutions Representative, Financial Representative, and Defined Contribution Representative III. He holds insurance licenses in Arkansas and California. Outside of his professional work, Sean engages in activities such as motorcycling and skiing.

Cory Clausius is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cincinnati Public Schools and Tracker Boats. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Chris Broering is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2025. He joined Fidelity in 1998 and has held multiple roles within the company, including Wealth Management Service Specialist, Private Client Group Service Representative, Premium Service Representative, and Brokerage Service Representative. Throughout his tenure, Chris has focused on providing high levels of service to clients, aiming to ensure client satisfaction and loyalty to Fidelity. His experience spans various facets of wealth management services, reflecting a long-standing commitment to the firm's service-oriented approach. Outside of his professional work, Chris enjoys family activities, fitness, golf, music, and soccer.

Davis Mc Nichol is a financial advisor with Mass Mutual Investors Services in Erlanger, KY, holding CFP® and ChFC® designations and eight years of industry experience. His career includes roles at Mass Mutual Life Insurance Company and MML Investors Services, LLC since 2018. Outside of advising, he is involved in home healthcare for special needs clients and conducts employee education sessions on personal finance topics such as budgeting. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative financial planning using analytic tools and provides event-driven planning programs, including divorce and estate-settlement services.

Tracy Read is a Financial Consultant at Fidelity Investments, a role she has held since 2024. Prior to this, she worked as a Planning Consultant at Fidelity Investments from 2023 to 2024, and served as a Director Retirement Planner at the same company from 2021 to 2023. Throughout her career, Tracy focuses on helping clients with their overall financial well-being by maintaining personal and straightforward conversations. She holds insurance licenses in Arkansas and California, supporting her work in financial consulting. Tracy emphasizes building strong client relationships through attentive listening, which she believes facilitates clients feeling understood and comfortable as they pursue their financial goals. Outside of her professional responsibilities, Tracy has interests in fitness, social events with friends, gardening, golf, music, and volunteering.