Quinn Tracey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Quinn’s prior work history includes roles at various organizations such as DoorDash, FedEx, and the University of Kentucky. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Noah Franklin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked in various roles including at Health Carousel Travel Network and Zenith Logistics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios constructed from mutual funds, ETFs, and ETPs.

Sherri Thomas is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Thrivent and Jack Richeson & Company. Outside of finance, she is the sole proprietor of a fine art business, creating and selling artwork. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Tyler Cox is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fidelity, he worked at Safran Landing Systems Inc., Macy's Inc., Old State Properties, and The Kroger Co. 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’s investment process integrates proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Levi Combs is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity, he worked in various roles including as an independent contractor designing outdoor spaces for MyPatioDesign. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Richie Butler is an Investment Solutions Representative III at Fidelity Investments, where he has been working since 2026. He has progressed through several roles within the company, beginning as a Customer Relationship Advocate in 2020 and advancing through positions including Premium Services for High Net Worth clients and multiple levels of Investment Solutions Representative. In his current role, Richie focuses on collaborating with clients to develop tailored investment strategies that align with their individual goals. His approach emphasizes co-creating plans to meet unique financial objectives. Outside of his professional responsibilities, Richie enjoys baseball, family activities, golf, music, and outdoor adventures.

Kelly King is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Kelly supports a Private Wealth Management (PWM) Advisor in co-creating plans that assist clients and their families in growing and protecting their wealth, making informed investment decisions, and simplifying their financial lives. Kelly has been with Fidelity Investments since 2008, gaining experience in various roles including Private Wealth Management Planning Consultant since 2019, Private Wealth Management Operations Associate from 2015 to 2019, Private Client Group Service Associate from 2010 to 2015, and Service and Trading Associate from 2008 to 2010.

Bradley Herald is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities since 2006. He serves as Treasurer for Summit Church of Christ in Cold Spring, Kentucky, overseeing general financial matters for the organization. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, managing a range of portfolios including multi-manager and fund-of-funds structures.

Meredith Hemmer is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. She has five years of industry experience, including roles at Tradebe Environmental Services and Auburn University prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm integrates fundamental research with quantitative and algorithmic approaches to construct model portfolios using mutual funds, ETFs, and ETPs.

Christopher Grote is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Equitable Advisors and R.W. Baird. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Jacqueline Hurwitz is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Karla Heck is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. She has been affiliated with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Millard Ledford is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he managed the Ledford Family Farm and held an executive leadership role at Rock Solid Roofing, where he was involved in sales. Outside of his advisory work, he has experience as a sole proprietor in agriculture and as a partner in a roofing and exterior company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across funds, ETFs, and ETPs.

Joshua Goewey is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Jake Ernst is a Planning Consultant at Fidelity Investments, where he supports a broader wealth management team. He focuses on understanding clients' needs by exploring their goals, concerns, retirement timelines, legacy planning, and investment preferences. Jake emphasizes building confidence through trusted relationships in addition to creating effective financial strategies. He has been with Fidelity Investments since 2022, initially serving as a Workplace Planning Consultant before his current role as a Planning Consultant starting in 2026. Jake holds insurance licenses in Arkansas and California.

Daniel Bettendorf is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022. Outside of his advisory role, he creates content and designs for Amazon Print on Demand Products. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Andrew Donelan is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked within Fidelity’s organizations since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles in fund advisory, use of systematic methodologies including AI, and formal advisory responsibilities to multiple registered investment companies.

Kevin Osborne is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity divisions since 2001. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Braydon Benedum is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior work experience that includes both financial services and roles in the service and maintenance sectors. Outside of advising, he has worked at Eastgate Lanes, a bowling alley where he performed maintenance and customer service duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing a range of model portfolios using systematic, long-term asset allocation strategies.

Joshua Erhart is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliates since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.