Carl Smith is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2014. Outside of his advisory role, he is involved in real estate activities, including serving as a sales agent for a mortgage and real estate services firm and participating in a partnership focused on property transactions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research and a variety of institutional services.

Jonathan Brown is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Joseph Besheer is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Fidelity Investments since 2002 and has worked within Fidelity Personal and Workplace Advisors since 2018. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Dominique Dall is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various divisions of Fidelity since 2007. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, providing model portfolios using mutual funds, ETFs, and ETPs.

Abigail Edgington is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Balance Cafe and Smoothies. 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 proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in research as well as its advisory role to multiple registered investment companies.

Amanda Gall is a financial advisor at Robert Baird & Co. with 15 years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of her advisory role, she is involved with BMG Marketing, where she conducts promotional beverage tasting events. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing a variety of strategies including traditional and non-traditional allocations, with discretionary and non-discretionary management options.

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.

James Jones is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and five years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019. Prior to his advisory role, he worked in the landscaping industry. Outside of his advisory duties, he is involved in sales of loan products and home security and automation services through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Nicole Wanek is currently serving as Vice President and Financial Consultant at Fidelity Investments. She has been with Fidelity since 2014, advancing through various roles including Financial Representative, Stock Plan Consultant, Senior SPS Executive Services Specialist, Relationship Manager, Benefits & Planning Consultant, Investment Consultant, and Financial Consultant. Nicole's experience spans benefits and planning, stock plan consulting, relationship management, and investment consulting. She emphasizes the importance of building and sticking to a plan to help clients work towards their financial goals. Her professional approach involves understanding client objectives and mapping clear paths to achieve them. Outside of her professional role, Nicole enjoys hiking, music, spending time with pets, running, and theater.

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.