David Heile is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across several Fidelity entities since 2005, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on managing model portfolios across various fund structures.

Skyler Benn is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held positions at Gap Inc., Unifi Aviation/Delta Global Services, and other firms. He has diverse work experience spanning aviation, retail, and financial services. 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 across mutual funds, ETFs, and ETPs.

Donovan Rainer is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities at Fidelity since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple investment companies, and use of algorithmic and AI-driven methods in its investment process.

William Whiteley is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at Key Investment Services, VALIC Financial Advisors, Bank of America, Merrill Lynch, and Fidelity Brokerage Services. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to various financial planning and consulting services.

Roger Trapp is a financial advisor at Fidelity with 27 years of industry experience. He has held various roles within the Fidelity organization since 1999, including positions at 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 clients, as well as registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Andrew Bardgett is a Wealth Management Planning Consultant at Fidelity Investments, where he is part of a team focused on delivering personalized service and building lifelong client relationships. He works with families to develop comprehensive wealth planning strategies aimed at growing, preserving, and transferring wealth. Andrew has been with Fidelity Investments since 2017, with experience spanning roles such as Financial Representative, High Net Worth Service Associate, Help Desk in Client Services, and currently, Wealth Management Planning Consultant. This progression reflects his continuous involvement in various aspects of wealth management and client service within the firm.

Thomas Frietch is a financial advisor with Fidelity, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience, having worked at various Fidelity entities since 2007. Fidelity's Strategic Advisers LLC serves a diverse client base, including retail and institutional investors, through investment management and advisory services that integrate fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its registration as a commodity pool operator, and its advisory role to multiple registered investment companies.

Mihail Blair is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity Investments, he held roles in various sectors including hospitality and retail, notably working as a bartender at Killer Queen. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a systematic investment process that combines fundamental research with quantitative analysis and model portfolios constructed from mutual funds, ETFs, and ETPs.

Michael Tolle is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at The Huntington Investment Company, Fifth Third Securities, and Natcity Investments. Outside of his advisory work, he serves as a minister in Cincinnati, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Justin Schultz is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2016. Outside of his advisory role, he is an officer of Leave It Blank LLC, a Kentucky-based limited liability company involved in property maintenance. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Morgan Claspill is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, Claspill worked at InvestCloud and held roles in education and other industries. 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 offers services including discretionary portfolio management, fund advisory, and model portfolio delivery, with distinctive capabilities such as registration as a commodity pool operator and use of AI-driven research methods.

Claudia May is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she worked in various roles including at Shady Nook Care Center and the University of Cincinnati. Fidelity’s Strategic Advisers LLC serves retail and institutional clients through investment management and advisory services, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Austin Powell is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressively advanced within the company since 2019, beginning as a Workplace Planning Associate and moving through various planning consultant roles before his current appointment. As a Certified Financial Planner (CFP®) Professional, Austin specializes in comprehensive financial planning services including retirement planning, income planning, tax-efficient investing, and estate planning considerations. He emphasizes building trust and understanding client goals to foster long-term relationships. Austin holds insurance licenses in Arkansas and California.

Matthew Henn is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he was involved with Henn Plumbing Inc and held various roles associated with the University of Kentucky. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment platforms.

Megan Brooks is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Outside of her advisory role, she is a distributor for Senegence, a make-up sales business, which she uses primarily for a personal product discount. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model-based investment solutions.

Matthew Nachazel is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles within Fidelity since 2015. His current position is with Fidelity Investments, following earlier roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Matthew works within 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 oversees a range of advisory and management services.

Bradley Simonson is a financial advisor with Fidelity Investments in Covington, KY, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at LendKey Technologies and Delaware North, as well as work with Education at Work and 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. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory mandates, supported by a formal governance framework and the use of AI tools in its investment process.

Anthony Bosch is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2000. 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 is noted for its advisory roles to multiple registered investment companies and its use of algorithmic methods and AI in research.

Jarred Baker is a financial advisor with Fidelity, holding a Series 66 credential and four years of industry experience. He has been with Fidelity since 2021 and previously worked at Amazon and in the automotive industry. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products, including model portfolios and multi-manager fund structures.

Justin Baute is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and PNC Wealth Management. He is associated 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, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios.