John Jager is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Fidelity Investments and prior positions at Longship, CED, and Kona Ice of Louisville. He has also worked in education at the University of Louisville and Highlands Middle School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative and algorithmic portfolio construction across a range of investment vehicles.

Carlos Varela is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at Four Facets and multiple positions at the University of Kentucky, as well as experience with Amazon.com Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through discretionary and non-discretionary portfolio management. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies.

Melvin Goss Jr. is a financial advisor with LPL Enterprise, holding the Series 63 and Series 66 designations and bringing 30 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Silver Oak Securities, Inc., and Certified Retirement Resources, Inc. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, corporations, and charitable entities through a network of investment adviser representatives. The firm’s model-driven investment approach incorporates third-party asset managers and discretionary authority for certain portfolios, alongside affiliated trust custody, insurance, and lending services.

Chris Thompson is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has been with Fidelity Investments since 2008, progressing through several positions including Workplace Planning and Guidance Consultant, Regional Sales Consultant, Retirement Relationship Manager, Retirement Representative IV, Retirement Solutions Representative, and Financial Representative. Throughout his career at Fidelity, Chris has developed expertise in financial consulting, retirement solutions, and workplace planning. He holds insurance licenses in Arkansas and California. Chris aims to build long-term relationships with his clients and their families based on trust, drawing on their personal experiences and goals while leveraging Fidelity's financial and investing resources.

Kenneth Lange is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Fidelity Brokerage Services LLC, DHL, and Heidelberg Distribution of Kentucky. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and consult on discretionary and non-discretionary portfolios.

Tyler Lyon is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Investments and prior employment at St. Elizabeth Hospital, Northern Kentucky University, and County Market. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and serves in advisory roles for multiple registered investment companies.

Quentin Bateman is a financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he worked for over a decade at Providence St. Joseph Medical Center. He holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and Charitable Gift Funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Morgan Maxwell is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Education At Work and Northern Kentucky University. Morgan 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Corey Luman is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022. Prior to joining Fidelity, he was self-employed and held roles at MH Equipment and Slater Tile. 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 employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and formal advisory roles within the Fidelity institutional platform.

Robert Blades Jr. is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Chase Investment Services Corp., and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad clientele including retail and institutional investors, charitable funds, and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Colin Conner is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior roles include positions at Huntington Bank, Keith and Associates, and various customer service and education-related jobs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both 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, fund advisory, and model portfolios, and is notable for its use of AI-driven research and its formal advisory role to multiple registered investment companies.

Daniel Foltz is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Fidelity Investments since 2007, including seven years at Fidelity Personal and Workplace Advisors. Outside of his advisory role, he is involved in an online T-shirt business focused on design. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios across multiple asset classes.

Devin Mitts is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he held various roles in academic and behavioral research institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegated management structures, and formal advisory roles to multiple registered investment companies.

Ashley Richter is a financial advisor at Fidelity with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several Fidelity entities and Strategic Advisors Inc. since 1996. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves in advisory roles that include managing multi-manager funds and delivering model portfolios using systematic methodologies.

William Huddleston is a financial advisor at Fidelity with Series 63 and Series 65 credentials and five years of industry experience. His background includes roles at Fidelity Investments and work related to educational institutions and collegiate athletics. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including specialized services for charitable funds and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to construct systematic, algorithm-based model portfolios.

Zachary Haag is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at Wesbanco Securities LLC, Wesbanco Bank, and Huntington Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing model portfolios composed of mutual funds, ETFs, and ETPs.

Thomas Rennegarbe is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Fifth Third Securities for eight years before joining LPL Financial in 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Colleen Kupper is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Bank of America, Merrill, Raymond James Financial Services Advisors, First Financial Wealth Management, The Huntington Investment Company, and StanCorp Equities. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Stacie Key is a financial advisor with Ameriprise, holding a Series 66 designation and over 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she provides administrative services as a paraplanner for River Hills Consulting Services, LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering tailored, non-discretionary recommendations through a centralized consulting team. The firm combines research and modeling with tax-efficient strategies and integrates algorithmic automation in its advisory process.

Carrie Lacey is a financial advisor at Fidelity with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2008. 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 to manage diversified model portfolios.