Connor Mcphail is a financial advisor with Fidelity who holds a Series 66 designation and has nine years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC since 2018 and Edward Jones in 2017–2018. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Julie Talbot is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various capacities at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments since 2000. Outside of her advisory role, she serves as Treasurer on the board of the Loveland Youth Volleyball Organization. Her firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

William Moore is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Fidelity Brokerage Services LLC since 2018 and spent seven years at Schneider Electric. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Gregory Baker is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity Investments, he held roles at Divisions Maintenance Group and Haven Homes Group, where he also worked as an independent contractor providing real estate brokerage services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across retail and institutional segments.

Brian Lewin is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments in various capacities since 2005. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and charitable funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Ashley Pyles is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity Investments in 2025, Pyles worked at various companies including Duluth Trading Company and Paycor HCM Inc. Outside of finance, Pyles has been involved with Oki Furniture Fair since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors as well as registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Christian Reyes is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked in education with Covington Independent Public Schools and Holmes High School. 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 is noted for its use of model portfolios, regulatory registrations, and advisory roles to multiple fund structures.

Eric Parnitzke is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has worked at Fidelity Brokerage Services since 1993 and previously served at Fidelity Personal and Workplace Advisors. Outside of finance, he releases doves for weddings and memorial services and works as a bartender at a rooftop bar. He advises through Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Theodore Hunt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked for T-Mobile USA for nine years. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, supporting various registered investment companies and employing systematic methodologies in its investment process.

Conner Brown is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His work history includes multiple roles at Fidelity Investments since 2021 and prior experience at companies such as FedEx Ground, Kroger, Amazon, and Gopuff. He has also worked at Northern Kentucky University and Indiana University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies and AI tools in managing model portfolios and serves in advisory roles to multiple registered investment companies.

Jack Defevers is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Pruco Securities LLC, The Prudential Insurance Company of America, AXA-ADVISORS, LLC, and other firms. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Garry Groh is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Strategic Advisers, Fidelity Brokerage Services, and Fidelity Personal and Workplace Advisors. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Frank Coffenberry is a financial advisor with Cambridge Investment Research Advisors in Florence, KY, holding Series 63 and Series 66 licenses. He has 25 years of industry experience and previously worked at LPL Financial and Raymond James & Associates. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Corey Sorrell is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2022. In this capacity, he partners with clients to help them understand their employer-sponsored benefits and prepares them for their financial futures. Prior to this, Corey held multiple roles at Fidelity Investments, including Executive Services Associate from 2019 to 2022, Retirement Benefits Coordinator from 2015 to 2019, and Financial Services Associate from 2013 to 2015. Corey's extensive experience within Fidelity Investments spans various aspects of financial services and retirement benefits, equipping him with a comprehensive understanding of employee benefits and financial planning. Outside of his professional work, Corey enjoys fishing, socializing with friends, playing golf, hiking, and traveling.

Clayton Mckinney is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services since 2017. Prior to his career in finance, he was involved with Dynamic Supply Chain Solutions, LLC, and he has served in the Kentucky Army National Guard since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment approach that combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving multiple registered investment companies and offering model portfolios through Fidelity Institutional Wealth Adviser.

Kasey Goulet is a Wealth Management Planning Consultant at Fidelity Investments, where she has been serving since 2019. In this role, she supports clients' planning needs as part of the private wealth management team and acts as a partner and resource for both planning and day-to-day financial requirements. Kasey has been with Fidelity Investments since 2016, starting as a Financial Representative before advancing to High Net Worth Representative from 2017 to 2019. Her experience includes providing tailored financial guidance and managing complex wealth management strategies for clients. Outside of her professional role, Kasey enjoys family activities and reading.

Michael Lataille is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 65 credentials. His career includes roles at Fidelity Investments since 2012, as well as prior positions at Edward Jones, TD Ameritrade, and PNC Wealth Management. 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 combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it holds distinctive roles such as registration with the CFTC as a commodity pool operator and advisory responsibilities to multiple registered investment companies.

Elise Sinchek is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Fidelity Brokerage Services LLC since 2015, including seven years with Fidelity Personal and Workplace Advisors. Prior to Fidelity, she was with PNC Wealth Management from 2013 to 2015. 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. The firm offers discretionary and non-discretionary advisory services and is notable for its use of systematic methodologies and its registration as a commodity pool operator.

William Matthews is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and is based in Covington, KY. Matthews has been with Fidelity Investments since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and a formal advisory role to multiple registered investment companies.

Luis Lopez is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 designations and four years of industry experience. He has held several roles within Fidelity since 2021 and has prior work experience in various industries including hospitality and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also operates as a commodity pool operator and serves multiple registered investment companies, incorporating AI-driven methods and formal governance procedures in its investment approach.