Timothy Collins is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Fidelity Brokerage Services LLC since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its roles as a commodity pool operator and advisor to multiple registered funds.

Susan Anderson is a financial advisor at Fidelity with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked across several Fidelity entities since 1996. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a diverse investable universe.

Kurt Skinner is a financial advisor at Edelman Financial Engines with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Financial Engines Advisors L.L.C. since 2018. Prior to that, he spent 20 years with Charles Schwab and Charles Schwab Bank. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large participant base through both advisor-led and online offerings.

Patrick Ryan is Vice President Private Wealth Management Advisor at Fidelity Investments. He has held various roles at Fidelity since 2008, progressing from Defined Contribution Representative I to his current position. Patrick has served wealthy clients and their families for nearly two decades, focusing on developing client relationships and comprehensive financial plans. As a Certified Financial Planner™ Professional, Patrick collaborates with clients and their families to grow, preserve, and distribute wealth according to their unique financial goals. His expertise includes wealth management and financial planning tailored for high-net-worth individuals. Outside of his professional work, Patrick's personal interests include family activities, food, football, golf, parenthood, and traveling.

Thomas Enderle is a CFP® professional with 27 years of industry experience. He is affiliated with LPL Financial and has worked previously with Linsco Private Ledger for over 20 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm provides a range of financial planning and advisory programs, utilizing model portfolios and research from various sources, and offers both discretionary and non-discretionary management solutions.

Samuel Connett is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. His prior experience includes roles at Vonlehman & Company Inc., Great American Insurance Group, Anthem, Inc., and Orangetheory Fitness. He has a background as a student at the University of Cincinnati and has worked in various customer-facing positions. 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 and model portfolios delivered to intermediary platforms.

Erin Seidel is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been associated with Fidelity and its affiliated entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its role in advising multiple registered investment companies and fund-of-funds, as well as its use of algorithmic methods and AI in research.

Colby Fugate is a financial advisor at Fidelity with Series 63 and Series 65 licenses and four years of industry experience. He previously worked at SOAR before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Robert Meade III is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Fidelity Investments since 2021 and previously held roles at TD Ameritrade and UBS Wealth Management. Outside of finance, his early work experience includes positions at Chipotle and Panera Bread. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including multi-manager and fund-of-funds structures.

Jess Bennion is an Investment Solutions Representative III at Fidelity Investments. In this role, Jess collaborates with senior Financial Consultants to build trusted relationships and provide guidance that helps clients work toward their financial goals. Jess focuses on assisting individuals and families with important financial decisions and planning aligned with their objectives. Jess's experience at Fidelity Investments includes progressive roles from Customer Relationship Advocate starting in 2023, through Investment Solutions Representative I and II, leading up to the current position as Investment Solutions Representative III. This progression reflects a commitment to developing expertise in investment solutions and client advisory services. Outside of professional duties, Jess has interests in art, cooking and baking, social events with friends, golf, soccer, and traveling.

Robert Walker is a financial advisor with Equitable Advisors, holding a Series 63 designation and 44 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, Inc., Questar Asset Management, and Questar Capital Corporation. Outside of advising, he is involved in tax preparation as a co-owner of a local business and serves as Vice President of Millson/Walker Investments, Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Nicholas Pollitt is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior work experience includes roles at DHL Express, United Parcel Service, and Kroger. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its formal advisory role to multiple registered investment companies and use of algorithmic methods and AI in research.

Jonathan Harrison is a Financial Consultant at Fidelity Investments, where he currently applies his expertise to develop customized financial plans and strategies tailored to each client's unique preferences and values. He has been with Fidelity Investments since 2011, progressing through roles including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, Fixed Income Specialist, and Private Client Group Relationship Manager. With over a decade of experience in the financial industry, Jonathan specializes in retirement planning, investment strategies, principal and income protection, and estate planning considerations. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jonathan enjoys camping, family activities, gardening, playing musical instruments, and outdoor adventures.

Anna Jordan is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Dollar General and Victoria's Secret. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies with a focus on systematic methodologies and long-term asset allocation.

Nathan Monks is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at The Procter & Gamble Company for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Jake Balsley is a financial advisor with Fidelity and holds a Series 66 designation. He has one year of industry experience, with prior roles including positions at Rockefeller Capital Management and The E.W. Scripps Company. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios as well as fund advisory services.

Samuel Mershon is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Service LLC since 2017. Prior to joining Fidelity, he worked in brokerage and paving services and was employed at Northern Kentucky University. Samuel 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 a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Patrick Ward is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Money Concepts Capital Corp and runs Ward Financial. Outside of his advisory roles, Ward is involved with Benefit Planning Inc., where he conducts seminars, and Milner Financial, which focuses on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research, model portfolios, and various management approaches.

Bill Crawford IV is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at JP Morgan Chase Bank and Edward Jones. Outside of finance, he is involved in a musical instrument rental business, Aurora Tone Solutions, which he owns and operates. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a variety of model portfolios and research resources.

Chelsea Rentschler is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she focuses on developing strategies that enhance engagement between clients and their advisors. Her work involves partnering with teams to build strong relationships with clients and their families to pursue both short- and long-term financial planning goals tailored to individual needs. Chelsea has over 10 years of experience in the financial services industry. Prior to her current role, she held several positions at Fidelity Investments, including Service Support Specialist (2020-2022), Executive Services Associate (2015-2019), Retirement Benefits Coordinator (2012-2015), Defined Benefits Specialist (2012), and Defined Contributions Specialist (2011-2012). She also worked as a Client Service Associate at UBS Financial Services, Inc. from 2019 to 2020.