Andrew Pillai is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC, Dunham & Associates Investment Counsel, Robinhood Financial, and TD Ameritrade. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors 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 services.

Kyle Brosmore is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He partners with clients to develop and implement wealth strategies aimed at building, preserving, and transferring wealth. His approach focuses on understanding the priorities of clients and their families to tailor financial solutions that address their needs both now and in the future. Kyle has been with Fidelity Investments since 2013 and has held several positions including Financial Consultant, Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, and Financial Representative. This extensive experience has provided him with a broad perspective on financial consulting and client management. He holds insurance licenses in Arkansas and California.

James Gardner is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and its affiliated entities since 2010. Gardner is a minority owner of a Kentucky-based LLC, where he participates in organizational decision-making. 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, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Gregory Martini is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Entoura. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Olivia Croft is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Fidelity Brokerage Services LLC since 2017. Outside of her advisory work, she owns and operates Spellbound Bread Co., a small micro bakery in Covington, Kentucky. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Chase Robison is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he worked in the automotive retail sector at several dealerships from 2017 to 2025. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Bradley King is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes roles at The Home Depot, Land Cargo Air Express, and DHL Express. 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 a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Matthew Gates is a financial advisor with Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, since 2003. Outside of his advisory role, he is the owner and editor of ModernTirst.com, a non-investment website. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and matching them to tailored investment models or discretionary managers, utilizing both proprietary and third-party platforms.

Dean Trindle is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Maxwell Kelly is a Financial Consultant I at Fidelity Investments, where he has been serving since 2025. He has held various roles within the company, including Planning Consultant, Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate, gaining a breadth of experience in financial services from 2021 onward. Maxwell collaborates closely with clients and their families to navigate their financial journeys through a structured three-step process: understanding clients' personal goals and preferences, creating tailored financial plans, and implementing these plans with ongoing adjustments and monitoring. He holds insurance licenses for Arkansas and California. Outside of his professional work, Maxwell enjoys family activities, exploring culinary experiences as a foodie, following football, hiking, spending time with pets, and traveling.

Jesse Jett is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Fidelity in various capacities since 2011. 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 proprietary fundamental research and quantitative analysis, including algorithmic portfolio construction and AI-driven methods, distinguishing itself through its role as a commodity pool operator and advisor to multiple registered investment companies.

Ben Frazier is a Planning Consultant who is dedicated to working closely with clients to help them progress toward their financial goals. He focuses on aligning his advice with each client's unique situation and priorities, aiming to build long-lasting relationships and serve as a reliable resource. Ben has experience as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2025 and previously worked in High Net Worth Services at Fidelity Investments from 2021 to 2022. He holds an Arkansas Insurance License. Outside of his professional work, Ben engages in activities such as family time, fitness, football, social events with friends, music, and snowboarding.

Karl Diebold is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. His prior roles include positions at U.S. Bancorp Investments, Pruco Securities LLC, The Prudential Insurance Company of America, and Horan Securities, Inc. He is also employed as a financial advisor at River Hills Consulting Services LLC. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, offering comprehensive written Recommendation Reports that incorporate income analysis, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and algorithmic tools with personalized advisory services to deliver these plans.

Nathan Gindele is a Planning Consultant at Fidelity Investments, where he focuses on understanding clients' financial goals and analyzing their current financial situations to develop tailored, goal-based strategies aimed at long-term financial success. He joined Fidelity Investments in 2020 and has held various roles, including Proactive Engagement in Stock Plan Services and Relationship Manager, before becoming a Planning Consultant in 2024. Nathan holds insurance licenses in Arkansas and California. Outside of his professional role, he enjoys board games, camping, football, music, parenthood, and soccer.

Donald Nickerson is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2010. He served on a seven-person economic development advisory committee for Anderson Township in 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary market research and model-based asset allocation to tailor services to client goals. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, integrating institutional trading capabilities with wealth management services.

Carolyn Borgert is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 30 years of industry experience. She has worked at Cetera since 1999 and Cetera Financial Specialists LLC since 2004. Outside of her advisory role, she is involved in equestrian activities, serving as a technical delegate and chief steward for a horse showing association and working as an independent contractor organizing equestrian events. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a network of independent advisors, utilizing multi-manager platforms that feature both affiliated and third-party investment options.

Richard Rowland is a financial advisor at Fidelity with 33 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Strategic Advisors Inc over his career. 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages day-to-day investment decisions through affiliated and unaffiliated sub-advisers.

John Droege is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity in 2018, he worked at Amazon and Health Point Family Care. Outside of his advisory role, he is involved as a subcontractor with Zoomer 2 Inc, a food vending operation during festivals. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios using systematic methodologies.

Sean Kinsella is a financial advisor with Fidelity who holds a Series 66 designation and has one year of industry experience. Prior to joining Fidelity, he worked for Starbucks Coffee Co. for five years. In addition to his advisory role, he is a co-owner of Squid Squad LLC, a clothing brand based in Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment approach integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Daniel Hassall is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at Central Bank & Trust Co for five years and held roles at Eastern Kentucky University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, as well as registered investment companies. The firm employs a systematic investment process using proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.