Cameron Robinson is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Primerica Advisors and several other firms. Outside of finance, he was the sole proprietor of an online retail business, Q3 Garage LLC, which is currently inactive. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jason Cvetkovich is an Investment Management Consultant II at Fidelity, where he collaborates with clients to understand their financial needs, concerns, and goals. He works with clients to build personalized financial plans by utilizing the tools and resources available at Fidelity. Jason has experience as an Investment Consultant at Fidelity since 2024. Prior to this, he served as a Financial Advisor at PNC Investments from 2020 to 2024 and worked as an Investment Consultant at TD Ameritrade in 2020. Outside of his professional role, Jason has personal interests that include fitness, football, movies, and reading.

Dylan Chafin is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His career includes roles at Fidelity Investments, DoorDash, UPS, and Archer Daniel Midland. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Elliot Hartmann is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2021, progressing through roles from Customer Relationship Advocate to his current position. His approach focuses on providing thoughtful, responsive service and clear communication to clients. Elliot works to simplify complex financial decisions, aiming to help clients feel informed, confident, and supported as they pursue their financial goals. His experience spans multiple roles within Fidelity, providing him with a broad understanding of investment solutions and client relations. Outside of his professional responsibilities, Elliot has personal interests that include baseball, football, golf, music, family activities, and parenthood.

Jeffrey Kohls is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2015. Fidelity’s subsidiary Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, leveraging a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios. The firm is noted for its registration as a commodity pool operator and its advisory role to multiple registered investment companies.

Justin Hudnall is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC and Mount St Joseph University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Holly Hullemeyer is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fidelity since 2005, serving in various roles including Fidelity Brokerage Services LLC. 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 employs a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it has a formal advisory role to multiple registered investment companies.

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 the Series 63 and Series 66 designations. Gardner is a minority owner and voting member of an LLC involved in purchasing and investing activities. Fidelity, through its affiliate Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as model portfolios delivered to intermediary platforms.

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 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor AXA Advisors, LLC. Outside of his advisory work, he is the owner and editor of ModernTirst.com, a non-investment website. 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 various third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services while leveraging external asset managers and emphasizing tailored client intake processes.

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 Series 63 and Series 66 designations and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies, use of algorithmic methods and AI in research, and its management of model portfolios for institutional clients.

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.