Logan Cope Grosardt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Before joining Fidelity, he worked at Dayton Progress and The Home Depot. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios incorporating mutual funds, ETFs, and ETPs.

Bennett Heustis is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he partners with clients and their advisors to develop personalized comprehensive financial plans that align with clients' values and goals. He aims to leverage Fidelity's resources to provide exceptional customer service and a tailored experience for clients. Heustis has been with Fidelity Investments since 2012, holding various positions including High Net Worth Service Associate, Senior Service Support Specialist, Wealth Management Operations Associate, and currently, Wealth Management Planning Consultant since 2021. His experience spans client service and wealth management operations within the firm. Heustis holds insurance licenses in Arkansas and California.

Josiah Archer is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has previously been self-employed with Ware Properties LLC and involved with Pillar Ministries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Gabriel Marko is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity Investments, he worked at Doodash, Totally Lit Events, USA Balloonatics, and the Marjorie P. Lee Retirement Community. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a model-driven investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

William Schaefer is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked with various Fidelity entities since 2004, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, as well as registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple fund-of-funds structures.

Leonard Newton is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2017, progressively advancing through roles including Investment Solutions Representative, Investment Consultant, and Investment Solutions Representative III. Prior to joining Fidelity, Leonard worked as a Financial Advisor at Merrill Lynch from 2016 to 2017. Leonard focuses on collaborating with clients to understand their financial goals in the context of their broader personal plans. This approach enables him to develop financial plans tailored to the unique short- and long-term goals of his clients and their families. He holds insurance licenses in Arkansas and California. Outside of his professional work, Leonard has interests in beach activities, family activities, fitness, football, military service, and outdoor adventures.

Trent Norman is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity Investments since 1999 and currently serves in a role focused on assisting investors with investment strategy planning, retirement planning, and income planning. Additionally, he provides support for a variety of wealth planning needs. His tenure at Fidelity Investments includes experience as a Financial Representative from 2001 to 2007 before assuming his current position in 2007. Trent holds insurance licenses in Arkansas and California, which support his expertise in financial consulting and planning.

Casey Pflum is a CFP®-designated financial advisor with 25 years of industry experience, currently with Fidelity Investments. He has held various roles within Fidelity since 2000, including at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently at Fidelity. Strategic Advisers LLC, a Fidelity Investments company where Casey is based, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Erika Lundstedt is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. She has worked at Fidelity Investments in several capacities since 2020 and has prior experience at UBS Financial Services, Kohl's, and educational organizations. Lundstedt serves on the boards of the Indiana University Alumni Association and the Junior League of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI and algorithmic methods in research.

John Rand is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services, LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its advisory role to multiple registered investment companies, and its incorporation of AI and algorithmic techniques in research.

Nicki Niehaus is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with Senior Relationship Managers to support clients in working towards their financial goals. Building strong relationships with clients and their families is central to her approach, emphasizing trust, reliability, and competency. Nicki has been with Fidelity Investments since 2020, holding various positions including Fixed Income Specialist and Investment Solutions Representative. Her progression within the company reflects her experience in wealth management and client support. Outside of her professional work, Nicki's personal interests include attending concerts and following football.

Jacob Templar is a Planning Consultant at Fidelity Investments, where he currently helps clients create strong financial plans aligned with their financial goals. He emphasizes building long-term, personal relationships to better understand client needs and provides education and clarity to ensure clients feel secure and confident with their plans. Jacob has held multiple roles at Fidelity Investments since 2020, including Central Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. He holds insurance licenses for Arkansas and California. Outside of work, Jacob enjoys football, social events with friends, hiking, music, skiing, and traveling.

Anthony Krummen is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across multiple divisions of Fidelity since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies, formal advisory roles to registered investment companies, and integration of AI in its research processes.

Austin Sammons is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has previously worked at Ameritas Investment Company, Western and Southern Life, and SkyLight Financial Group. Outside of finance, he has experience in a family painting business. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Ivan Lewis is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2012, serving in various roles including Benefits & Planning Consultant in Executive Services from 2016 to 2024, and Executive Service Associate from 2012 to 2016. Ivan focuses on comprehensive financial planning and strives to ensure his clients understand their options by considering the human element in wealth planning. He holds insurance licenses in Arkansas and California. Outside of his professional work, Ivan has personal interests in biking, cars, fishing, and soccer.

Tyler Canup is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity Investments, he held roles in education and retail, and he has worked with local schools and community organizations in the Covington, KY area. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Jaidan Riley is a financial advisor with Fidelity Investments in Covington, KY. He holds a Series 66 designation and has recently begun his career in the industry, joining Fidelity in 2026. Prior to this, he held various roles outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and incorporation of AI and systematic methodologies in its investment process.

Bradley Shipe is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Michael Belg is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 credential. His prior work includes positions at Chapel Electric Company and several grocery market chains. 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 portfolios that include mutual funds, ETFs, and ETPs.

Todd Hammond is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities including Strategic Advisers, Fidelity Brokerage Services, and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a range of clients, including retail and institutional investors, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios created from mutual funds, ETFs, and ETPs using systematic methods and long-term asset allocation benchmarks.