Evan Purkiss is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 31 years of industry experience. He has worked at various Fidelity entities since 2004, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. 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 develop model portfolios from a broad investable universe, while overseeing affiliated and unaffiliated sub-advisers.

Christopher Kleman is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Yellow Cardinal Advisory and Raymond James Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Craig Ogburn is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Before joining Fidelity, he spent ten years at Cengage Learning. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers model portfolios to intermediary platforms.

Michael Secker is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at 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 an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Eric Oatman is a financial advisor with LPL Financial, holding a Series 66 designation and with 19 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 17 years prior to joining LPL Financial in 2024. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Bryce Bussell is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His previous roles include positions at Team Holland (FirstWatch), ARGI Financial Group, and various other organizations spanning healthcare, automotive, and education sectors. Fidelity’s Strategic Advisers LLC delivers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also engages in fund advisory and manages advisory relationships with registered investment companies, utilizing algorithmic methods and formal governance procedures.

Matthew Brothers is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments for most of his career. He works at Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Jay Bowman is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2005 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

Alex Mullins is an Investment Solutions Representative III at Fidelity Investments. In this role, Alex works with clients to understand their short- and long-term financial goals and helps develop tailored financial plans. Collaborating with senior Financial Consultants, Alex aims to build strong client relationships and provide reliable and trustworthy support. Alex's experience at Fidelity spans several roles, starting as a Customer Relationship Advocate in 2024, progressing through Investment Solutions Representative I and II positions, and currently serving as Investment Solutions Representative III. This progression reflects a developing expertise in investment solutions and client service within the organization. Outside of work, Alex enjoys activities such as hiking, kayaking, traveling, participating in social events, spending time with pets, and exploring food.

Peter Thomas is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 16 years of industry experience. He has worked with various Fidelity entities since 2008, including Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a range of mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of advanced technology such as AI in its investment process.

Colin Campbell is a Financial Consultant at Fidelity Investments, where he partners with families to identify and pursue their financial goals through disciplined, all-weather strategies. He follows a structured three-step process that begins with understanding clients and their investment objectives, followed by creating and implementing a tailored financial plan, and finally monitoring and adjusting the plan as needed. Colin has been with Fidelity Investments since 2010, holding various roles including Senior Portfolio Specialist, Client Management Representative, Premium High Net Worth Representative, and Customer Service Representative. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Colin engages in family activities and enjoys fishing, food, gardening, golf, and parenthood.

Benjamin Ledford is a financial advisor at Ameriprise in Covington, KY, holding a Series 66 designation with one year of industry experience. His prior work includes roles at the University of Kentucky, Connetic Ventures, Amazon, United Parcel Service, and Larry A. Ryle High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides comprehensive retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Nicholas Lyons is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Fidelity, he held various roles in multiple companies including GE Appliances and Value City Furniture. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Jordan Shteiwi is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, PNC, and other organizations. He was also employed at the University of Cincinnati for three years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Elizabeth Woeste is a financial advisor at Fidelity with nine years of industry experience. She holds a Series 66 designation and has held various roles within Fidelity since 2016, including positions at Fidelity Brokerage Services, FIDELITY Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Christopher Cornett is a financial advisor with Fidelity and holds a Series 66 designation. He has three years of industry experience, including roles at Fidelity Investments and prior work with organizations such as D1 Training and Designed.co. Cornett also spent time with the Fellowship of Christian Athletes and Vineyard Christian Church. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles to multiple registered investment companies.

Drew Elliott is a Benefits & Planning Consultant within Executive Services at Fidelity Investments. In this role, he assists clients in understanding their employer-provided benefits and aims to maximize the value of their relationship with Fidelity. Drew focuses on helping clients develop plans that support their short-term and long-term financial goals. He has been with Fidelity Investments since 2019, progressing through various roles including Workplace Planning Associate, Workplace Planning Consultant I, II, and III, before assuming his current position in 2024. This experience has contributed to his expertise in workplace benefits and financial planning. No additional information about his education, credentials, personal interests, or community involvement was provided.

Amanda Prior is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2020. Prior’s prior experience includes roles at Keating, Muething, & Klekamp, PLL, Pandora Jewelry, and Northern Kentucky University. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Kyle Scott is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to his current role, he has worked in various positions including at LAZ Parking Midwest LLC and Mu irfield Village Golf Club IN. 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 deliver model portfolios and discretionary management services.

David Heile is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across several Fidelity entities since 2005, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on managing model portfolios across various fund structures.