Tyler Lyon is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Investments and prior employment at St. Elizabeth Hospital, Northern Kentucky University, and County Market. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and serves in advisory roles for multiple registered investment companies.

Quentin Bateman is a financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he worked for over a decade at Providence St. Joseph Medical Center. He holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and Charitable Gift Funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Morgan Maxwell is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Education At Work and Northern Kentucky University. Morgan works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Corey Luman is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022. Prior to joining Fidelity, he was self-employed and held roles at MH Equipment and Slater Tile. Fidelity’s Strategic Advisers LLC 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 fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and formal advisory roles within the Fidelity institutional platform.

Daniel Smith is a financial advisor at Fidelity with 27 years of industry experience. He has been associated with various Fidelity entities since 1998, including Fidelity Brokerage Services, Fidelity Personal And Workplace Advisors, and Fidelity Investments. He holds Series 63 and Series 66 designations. Strategic Advisers LLC, part of Fidelity Investments, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Robert Blades Jr. 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 and its related entities since 2012. 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Brandi Kohlsmith is a Series 66-licensed financial advisor with Raymond James Financial in Fort Thomas, KY, bringing four years of industry experience. Prior to joining Raymond James, she worked at Edward Jones for 20 years. Outside of her advisory role, she is also involved as an associate at Bisbe Capital, providing administrative support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting using advanced analytical tools and supports a wide advisor network with specialized municipal and public finance capabilities.

Benjamin Kress is a financial advisor with Morgan Stanley in Cincinnati, OH. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining Morgan Stanley, he worked at PC Bennett Solutions and has experience in diverse roles including business operations and university employment. Morgan Stanley Wealth Management serves individual and institutional clients with comprehensive advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers tailored planning using structured processes and advanced modeling tools.

Colin Conner is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles in banking, retail, and education. Outside of finance, he has experience in the coffee industry. Colin works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse investment portfolios and serves as an advisor to multiple registered investment companies.

Daniel Foltz is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity since 2007, including roles at Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory work, he is involved in an online T-shirt business focused on designing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products.

Devin Mitts is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2021, he held various roles including positions at Eastern University and the Positive Behavior Solutions Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a methodology that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves retail and institutional investors, offering discretionary portfolio management, fund advisory, and model portfolio delivery.

Ashley Richter is a financial advisor at Fidelity with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Strategic Advisors Inc. and Fidelity Brokerage Services since 1996. Richter joined Fidelity Personal and Workplace Advisors in 2018 and transitioned to Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, as well as registered investment companies. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing model portfolios built from mutual funds, ETFs, and ETPs.

William Huddleston is a financial advisor at Fidelity with Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Fidelity, he held roles at Highlands High School and Northern Kentucky University. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees multiple advisory and fund management activities.

Zachary Haag is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining Fidelity in 2022, he worked at Wesbanco Securities LLC and Wesbanco Bank, among other roles. 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 notable for its use of systematic methodologies, delegation of management to sub-advisers, and involvement with registered investment companies and model portfolios.

Thomas Rennegarbe is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities for eight years before joining LPL Financial in 2021. 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, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Richard Haeufle is a financial advisor with Ameriprise in Cincinnati, OH, holding the CFP® designation and Series 63 and 66 licenses. He has 21 years of industry experience, including prior roles at Fidelity Personal and Workplace Advisors and Horter Investment Management. Outside of his advisory work, he holds a seasonal position as Caddie Superintendent and outside services team member at Maketewah Country Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies, supported by internal research and algorithmic tools.

Amy Burgraff is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling in its financial planning process.

Colleen Kupper is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Bank of America, Merrill, Raymond James Financial Services Advisors, First Financial Wealth Management, The Huntington Investment Company, and StanCorp Equities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Stacie Key is a financial advisor with Ameriprise, holding a Series 66 designation and over 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she provides administrative services as a paraplanner for River Hills Consulting Services, LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering tailored, non-discretionary recommendations through a centralized consulting team. The firm combines research and modeling with tax-efficient strategies and integrates algorithmic automation in its advisory process.

Carrie Lacey is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.