Megan Gessner is a financial advisor with Fidelity and holds a Series 66 designation. She has one year of industry experience and previously worked in education for six years. Outside of finance, she has been involved with Restore Hyper Wellness, Kings Hammer Soccer Club, and Fort Thomas Swim Club. 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 manage portfolios across a broad range of investment vehicles.

Kasey King is an Investment Solutions Representative III at Fidelity Investments, a role held since 2026. Prior to this, Kasey progressed through several positions at Fidelity Investments, including Investment Solutions Representative II from 2025 to 2026, Investment Solutions Representative I from 2024 to 2025, and Customer Relationship Advocate from 2022 to 2024. In this capacity, Kasey works closely with clients to understand their unique goals and priorities, aiming to provide guidance, education, and support that help clients make informed decisions and advance toward their financial objectives. Outside of work, Kasey has interests in cars, concerts, cooking and baking, fishing, outdoor adventures, and snowboarding.

Samuel Hughes is a financial advisor with Fidelity Investments in Covington, KY, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Carfagnas for three years and has additional experience in various roles outside finance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and oversight of sub-advisers.

Allen Morwind Arul is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Panacea Facilities Private Limited, Housing Development Finance Corporation Limited, and Ashiana Housing Limited. Fidelity's Strategic Advisers LLC provides 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 including mutual funds, ETFs, and ETPs. The firm is also registered as a commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Jennifer Marcil is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, she worked at Bankoh Investment Services, Inc and Bank of Hawaii. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods.

Ryan Murray is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services since 2015. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios across various asset classes.

Jessica Wiley is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2021. Prior to that, she held roles at Fifth Third Bank and Moerline Lager House. 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 integrates fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Matthew Record is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Fidelity Brokerage Services since 2013 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and is noted for its use of AI-driven research and formal advisory roles to multiple registered funds.

David Ridenour is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2012 in several roles including Financial Consultant and Retirement Relationship Manager. In his current role, he focuses on retirement planning, income analysis, and investment strategies. He works with clients across various age groups, tailoring their financial planning to their individual needs. As a Certified Financial Planner (CFP®), David aims to ensure each client feels valued and understood. David holds an Arkansas Insurance License, supporting his professional capacity to serve clients comprehensively. Outside of his financial advisory work, he has interests in the beach, football, outdoor adventures, parenthood, pets, and traveling.

Samuel Goldsberry is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Bartlett Wealth Management and Fidant Wealth Partners, as well as academic appointments at the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves as an adviser to multiple registered investment companies and develops model portfolios using systematic methodologies.

Joseph Requejo is a financial advisor at Fidelity with 30 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Fidelity affiliates since 1996. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves in advisory roles to registered investment companies, employing systematic methodologies and long-term asset allocation benchmarks.

Matthew Concannon is a financial advisor with Fidelity in Covington, KY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Resource MFG, DoorDash, AT&T, University of Dayton, and St. Xavier High School. 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 employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of investment products and has distinctive roles including commodity pool operation and advisory services to registered investment companies.

Justin Mitchell is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity in 2025, he worked in education and sales roles, including a position at Campbell County School District and Cellular Sales. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs.

Kyle Costanzo is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked at Curl Market and has a background that includes roles at Ohio State University and Panera Bread. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Max Ingram is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Northwestern Mutual and several positions in banking and auto sales. Strategic Advisers LLC, a Fidelity Investments company, 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, quantitative analysis, and algorithmic portfolio construction, and it serves distinctive roles such as commodity pool operator registration and advisory services to multiple registered investment companies.

William Jones is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at LaRosas, Liberty University, Graphic Village, Fedex Office, and Loveland High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction using a diverse investable universe.

Mark Boudrie is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. His work history includes roles at Fidelity Investments since 2022 as well as positions outside the financial industry, such as employment at Rally House and FedEx. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, 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 using mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and uses advanced methodologies including AI and systematic oversight.

Tosha Thompson is a financial advisor with Ameriprise in Crestview Hills, KY, holding Series 66 and Series 63 credentials and bringing 11 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and JP Morgan Securities LLC from 2016 to 2018. She also serves as Director of Operations at River Hills Consulting Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jared Keyser is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked across several Fidelity entities since 2016, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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 manages model portfolios using systematic methodologies and serves as an advisor to multiple registered investment companies and fund-of-funds.

Daphne Hedger is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Prior to her current role, she has worked with Fidelity since 2020 and has experience in other businesses, including owning and marketing handmade elderberry products through Daph's Naturals. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and is noted for its formal advisory role to registered investment companies and its use of advanced technologies such as AI in research.