Brett Patton is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 registrations and two years of industry experience. His prior roles include positions at Altafiber and Jack P. Arkle Financial Services. Outside of finance, he has worked in the food and beverage sector with Gaslight Brewhouse and Fridge & Pantry. 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. The firm manages various registered investment companies and employs systematic methodologies to develop model portfolios for intermediary platforms.

Kyle Sander is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services, LLC since 2016. Outside of his advisor role, he serves as an assistant coach for the men’s varsity lacrosse team at Anderson High School in Cincinnati. Kyle works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products, including model portfolios and registered investment companies.

Jennifer Thompson is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for eight years and Merrill Lynch, Pierce, Fenner & Smith Incorporated for 13 years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Paganetto is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work experience includes roles at Summit Hill Country Club and the University of Kentucky. He is part of Strategic Advisers LLC, a Fidelity Investments company that 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 deliver model portfolios and advisory services.

Robert Williams is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior roles include positions outside finance, such as work with Great American Insurance Group and various part-time jobs during his educational years. 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 to manage discretionary and non-discretionary portfolios.

Edward Freese is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several Fidelity entities since 2001, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Prior to that, he spent a year at Fisher Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, often employing affiliated or unaffiliated sub-advisers to manage portfolios systematically.

Rachel Anderson is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. Her background includes service with the U.S. Army Department of Defense and various roles in the hospitality sector prior to joining Fidelity. 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. The firm manages discretionary and non-discretionary portfolios, fund advisory, and utilizes systematic methodologies and oversight in its investment process.

Daniel Mcdowell is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has worked within various Fidelity entities since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research and quantitative analysis, utilizing algorithmic portfolio construction across a range of portfolios including mutual funds, ETFs, and ETPs.

Cory Knaley is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 credentials and five years of industry experience. Before joining Fidelity, he held roles at Better Blend Nutrition, PatientPoint, and Prolanthropy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios. The firm also manages multiple registered investment companies and applies systematic oversight in its delegated portfolio management.

Samuel Bruggemann is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans and maintains engagement strategies to support plan execution. He began his career at Fidelity Investments in 2022 and has progressed through various roles within the company, including Connect & Advance, and three levels of Workplace Planning & Advice. His experience at Fidelity Investments spans over several positions, reflecting a focus on workplace planning and client advice. Samuel's roles have involved directly supporting clients in navigating their financial plans and workplace-related financial strategies. No specific information about Samuel's education or personal interests has been provided.

Jordan Olson is an advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Western Southern Life, W&S Brokerage Services, Fifth Third Securities, and Fifth Third Bank. 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 to manage diversified model portfolios.

Nolan Endres is a Financial Consultant at Fidelity Investments, where he collaborates 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 objectives of individuals and their families. He has held several roles within Fidelity Investments since 2020, progressing from Customer Relationship Advocate to High Net Worth Representative, and through various Investment Solutions Representative positions before his current role. Nolan holds insurance licenses in Arkansas and California. Outside of his professional work, Nolan has interests that include beach activities, boating, family activities, football, golf, and traveling.

Andrew Finn is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses. He has six years of industry experience, including prior roles at Lerner, Sampson, and Rothfuss, Kroger, CVS, and Home City Ice. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

John Schutte is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2008. In this role, he partners with clients to develop, design, and implement financial plans aimed at achieving their long-term financial goals. He has expertise in investment strategy, retirement planning, income production, and family conversations related to estate planning considerations. Prior to his current position, John worked as a Financial Representative at Fidelity Investments from 2004 to 2008, and as an Account Specialist at Union Central Life from 1998 to 2004. He holds insurance licenses in Arkansas and California.

Jacob Smith is a Series 66–licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he held positions at Northern Kentucky University and Owensboro Municipal Utilities. 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 manages discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures, and employs systematic methodologies with oversight controls and a focus on long-term asset allocation.

Mark Becker is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 24 years of industry experience, including prior roles at Commonwealth Financial Network, Lincoln Financial Distributors, Inc., and Edward Jones. Becker is also the owner of Becker Financial Services, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering a range of portfolio management solutions and access to both proprietary and third-party investment strategies.

Annie Yeung is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2015, progressing through roles including Financial Representative, Investment Solutions Representative, Private Client Relationship Manager, and Planning Consultant before assuming her current position in 2023. Her experience spans various aspects of financial planning and client relationship management. She holds insurance licenses in Arkansas and California. Annie applies her education and thorough process, alongside Fidelity's resources, to collaborate with clients and their families in creating tailored financial plans. Outside of her professional work, Annie enjoys activities such as going to the beach, camping, playing soccer, traveling, volunteering, and practicing yoga.

William Metz is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

John Hall Jr. is a Series 66-licensed financial advisor with Fidelity, based in Covington, KY, and has 10 years of industry experience. He has held roles across Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments since 2015. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to a broad client base, including retail and institutional investors, through a systematic investment process that combines fundamental research and quantitative analysis. The firm is noted for its use of algorithmic portfolio construction, advisory roles to multiple registered investment companies, and formal governance procedures.

Fergus Culleton is a Series 66-licensed financial advisor with three years of industry experience, currently with Fidelity Investments. He previously worked at Fifth Third Bank for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research, as well as its advisory roles to registered investment companies and fund-of-funds.