Erin Seidel is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 18 years of industry experience. She has been with Fidelity Investments since 2006, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing systematic methodologies and long-term asset allocation benchmarks.

Colby Fugate is a financial advisor at Fidelity with Series 65 and Series 63 licenses and five years of industry experience. His prior work includes roles at SOAR and various positions before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs. The firm is notable for its role as a commodity pool operator, formal advisory duties to registered investment companies, and integration of algorithmic and AI-driven research methods.

Robert Meade III is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and UBS Wealth Management. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

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 in Florence, KY, holding a Series 63 designation and 45 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, Inc., and Questar Asset Management. Outside his advisory work, he is co-owner of a tax preparation business and serves as Vice President of Millson/Walker Investments, Inc. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Nicholas Pollitt is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at DHL Express, United Parcel Service, and Kroger. 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 portfolios delivered via intermediary platforms. The firm blends fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

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 with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Money Concepts Capital Corp for 11 years and has operated Ward Financial since 2005. Outside of his advisory work, he is involved with Benefit Planning Inc., conducting seminars and related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using various strategies and operational support tools.

Bill Crawford IV is a financial advisor with LPL Financial based in Cincinnati, Ohio, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at JP Morgan Chase Bank, Edward Jones, and Aon. Outside of finance, he is involved as the owner and partner of Aurora Tone Solutions, a company focused on renting musical instruments and equipment. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Peter Swenty II is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at Kestra Advisory, Morgan Stanley, Chase Investment Services, Natcity Investments, and Fidelity. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Austin Nolan is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at 1st National Bank. Outside of advising, Nolan has involvement in a real estate business and works part-time in retail. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Douglas Cooper is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2013 and was previously with Fifth Third Securities in 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Robert Titcomb is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. He has worked at Fidelity Investments since 2020 and previously worked at Grifols Biomat USA Inc. from 2014 to 2020. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts and model portfolios.

Christopher Price is a financial advisor with Fidelity Investments, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company where he practices, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and its use of AI and systematic methodologies in investment management.

Brian Shea is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work history includes roles at United Parcel Service, Terlau Financial, and Amazon. Outside of his advisory role, he instructs youth baseball players with At The Yard Baseball Club in Florence, Kentucky. Fidelity, through its Strategic Advisers LLC affiliate, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of investment vehicles.