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, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has worked with various Fidelity entities since 2008, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of services, including discretionary portfolio management and fund advisory, and is noted for its use of systematic methodologies, AI tools, and its role with registered investment companies.

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 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 with Merrill based in Cincinnati, OH, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, PNC, Ross Inc, and the University of Cincinnati. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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.

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 Series 66-licensed financial advisor at Morgan Stanley in Cincinnati, Ohio, with 21 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through both direct and corporate financial planning agreements.