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.

Tobias Mrozek is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previously worked at Total Quality Logistics, Aircall, and FOM Hochschule Berlin, among other organizations. 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 combines fundamental research with quantitative and algorithmic portfolio construction, offering discretionary and non-discretionary management, fund advisory, and model portfolio delivery.

Emily Coleman is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Her work history includes roles at Fidelity Investments since 2020, as well as prior positions with the Cincinnati Reds and Incrediplex. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Karel Simbartl is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Andrew Horner is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. His background includes roles at ConstructConnect and various positions during his studies at the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Emily Dannemiller is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2004. Outside of her advisory role, she is the owner and designer of a jewelry business and serves as an independent marketing executive for a wellness company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolios.

Rebecca Charnegie is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2014, including Fidelity Investments Institutional Operating Company and Fidelity Brokerage Services LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and delivers model portfolios to intermediary platforms.

Sarah Pickens is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior roles include positions at THOR Wealth Management and various organizations during her academic tenure at the University of Cincinnati. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Cassie Kirn is a financial advisor with Fidelity, holding Series 66 and Series 63 registrations and 12 years of industry experience. She has worked at various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC delivers investment management and advisory services to both retail and institutional clients using a combination of proprietary fundamental research and quantitative analysis. The firm’s approach includes the construction of model portfolios with systematic methodologies and oversight of affiliated and unaffiliated sub-advisers.

Alexander Klawitter is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His prior work includes positions at Quicken Loans and the United States Postal Service, as well as roles in retail and hospitality. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Michael Cosimano is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services and Fidelity Investments since 2014. 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 employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to multiple funds and use of AI and algorithmic methods in portfolio management.

Alexander Burch 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 LLC since 2019. His prior experience includes roles at DFAS, Lendkey Technologies, Panera Bread, and the University of Cincinnati. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including registered investment companies and charitable funds. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

Gail Zilka is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. Her prior work includes 17 years at PNC Capital Markets, Inc. before joining Fidelity Brokerage Services LLC in 2018. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Matthew Taggart is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has progressed through various positions within Fidelity, including Financial Consultant 1 (2024-2025), Investment Solutions Representative 3 (2023-2024), Investment Solutions Representative 2 (2023), Investment Solutions Representative (2022-2023), and Electronic Channel Support Specialist (2020-2022). In his current role, Matthew collaborates with clients to understand their financial goals and how these relate to their overall personal plans. This approach enables him to help clients build financial plans tailored to their unique short- and long-term objectives. He holds insurance licenses in Arkansas and California. Outside of his professional work, Matthew has interests in cars, comedy, cooking and baking, fishing, football, and movies.