Nicholas Lyons is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at GE Appliances and several other companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of AI and algorithmic methods in its investment process.

Jordan Shteiwi is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to Merrill, he worked at Bank of America, PNC, Ross Inc, and held roles at the University of Cincinnati, Smoothie King, Meijer Stores, and Fairfield City School District. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

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, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Designed.co and the Fellowship of Christian Athletes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and use of algorithmic methods and AI in portfolio management.

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 with Fidelity in Covington, KY, holding Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at LAZ Parking and various other companies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

David Heile is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2005. He works within Strategic Advisers LLC, a Fidelity Investments company that 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and consult on portfolios, often delegating day-to-day management to sub-advisers while maintaining oversight.

Skyler Benn is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he held positions across various sectors including retail at Gap Inc. and aviation services with Delta Global Services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Donovan Rainer is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2006. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered funds and model portfolio platforms.

William Whiteley is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Key Investment Services, VALIC Financial Advisors, Bank of America, Merrill Lynch, and Fidelity Brokerage Services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by model portfolios, third-party asset management, and integrated insurance product offerings.

Roger Trapp is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been associated with various Fidelity entities since 1999, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, 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 discretionary and non-discretionary portfolios, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Andrew Bardgett is a Wealth Management Planning Consultant at Fidelity Investments, where he is part of a team focused on delivering personalized service and building lifelong client relationships. He works with families to develop comprehensive wealth planning strategies aimed at growing, preserving, and transferring wealth. Andrew has been with Fidelity Investments since 2017, with experience spanning roles such as Financial Representative, High Net Worth Service Associate, Help Desk in Client Services, and currently, Wealth Management Planning Consultant. This progression reflects his continuous involvement in various aspects of wealth management and client service within the firm.

Brian Lillis is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Ameriprise and its related entities since 1992. Outside of his advisory role, he owns Brian P Lillis and Associates LLC, where he manages his Ameriprise business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with financial advisors.

Thomas Frietch is a financial advisor with Fidelity, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience, having worked at various Fidelity entities since 2007. Fidelity's Strategic Advisers LLC serves a diverse client base, including retail and institutional investors, through investment management and advisory services that integrate fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its registration as a commodity pool operator, and its advisory role to multiple registered investment companies.

Mihail Blair is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked in various roles including as a bartender at Killer Queen. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios.

Jennie Bueter is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and market modeling techniques.

Michael Tolle is a financial advisor with LPL Financial in Crestview Hills, KY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining LPL Financial in 2021, he worked for The Huntington Investment Company from 2014 to 2021. Outside of his advisory role, he serves as a minister. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management and access to model portfolios and research.

Justin Schultz is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2016. Outside of his advisory role, he serves as an officer responsible for maintenance at Leave It Blank LLC, a limited liability company based in Kentucky. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s distinctive activities include managing fund-of-funds structures, acting as a commodity pool operator, and utilizing AI-driven methodologies in portfolio management.

Morgan Claspill is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, Claspill worked at InvestCloud and Convergence Research. 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 combination of fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.