Bryce Bussell is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has worked at multiple firms including Strategic Advisers LLC, a Fidelity Investments company, since 2022. Bryce’s background includes roles outside financial services such as involvement with Delta Tau Delta International Fraternity and various positions in other industries. Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic portfolio construction, advisory roles to registered investment companies, and regulatory registration as a commodity pool operator.

Jay Bowman is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2005 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

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.

Logan Doane is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this position, he served as a Workplace Planning Consultant at Fidelity Investments from 2020 to 2023. His professional focus involves collaborating with clients to develop financial strategies tailored to their individual goals. Logan emphasizes understanding each client's unique story and priorities as the foundation for meaningful financial planning. He is committed to building trusted relationships and working closely with clients and their families as their financial needs change over time. Outside of his professional responsibilities, Logan has interests in football, golf, skiing, traveling, food, and parenthood.

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.

Mackenzie Bennett is a Series 66-licensed financial advisor with Raymond James Financial in Cincinnati, Ohio, and has eight years of industry experience. He has served in the U.S. Navy since 2013, including active military duty and continuing service from 2019 to the present. Bennett is involved in business development for Cornerstone Retirement Advisor, Inc., and serves as an insurance agent selling fixed, index, life, and Medicare-related products. He also participates in the finance and investment committee of the International Order of Odd Fellows, Dekalb Lodge #12. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a municipal advisor affiliation.

Jonathan Coleman is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked as a Caddie Master from 2016 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

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.

Courtney Galinger is a financial advisor at Fidelity with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2012. 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 blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, delegating day-to-day management as appropriate while maintaining oversight and addressing potential conflicts of interest.

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.