Carlos Varela is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at Four Facets and multiple positions at the University of Kentucky, as well as experience with Amazon.com Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through discretionary and non-discretionary portfolio management. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies.

Melvin Goss Jr. is a financial advisor with LPL Enterprise, holding the Series 63 and Series 66 designations and bringing 30 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Silver Oak Securities, Inc., and Certified Retirement Resources, Inc. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, corporations, and charitable entities through a network of investment adviser representatives. The firm’s model-driven investment approach incorporates third-party asset managers and discretionary authority for certain portfolios, alongside affiliated trust custody, insurance, and lending services.

Chris Thompson is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has been with Fidelity Investments since 2008, progressing through several positions including Workplace Planning and Guidance Consultant, Regional Sales Consultant, Retirement Relationship Manager, Retirement Representative IV, Retirement Solutions Representative, and Financial Representative. Throughout his career at Fidelity, Chris has developed expertise in financial consulting, retirement solutions, and workplace planning. He holds insurance licenses in Arkansas and California. Chris aims to build long-term relationships with his clients and their families based on trust, drawing on their personal experiences and goals while leveraging Fidelity's financial and investing resources.

Kenneth Lange is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior work includes roles at DHL and Heidelberg Distribution of Kentucky. He works 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

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 Series 66 licensed financial advisor at Fidelity with four years of industry experience. His prior work includes roles at MH Equipment and a period of self-employment. Corey is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Anna Makris is a financial professional at OSAIC with eight years of industry experience. She holds a Series 66 designation and previously worked at Signator Investors Inc. Outside of her advisory role, she operates a clothing consignment business via an online platform. OSAIC Wealth serves a broad range of retail and institutional clients with a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, providing customizable strategies and access to multiple custodial and third-party platforms.

Daniel Smith is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 1998. 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 and is noted for its advisory role to multiple registered investment companies and use of advanced methodologies such as AI in research.

Robert Blades Jr. is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Chase Investment Services Corp., and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad clientele including retail and institutional investors, charitable funds, 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 solutions.

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 Series 66 credentials and one year of industry experience. His prior roles include positions at Huntington Bank, Keith and Associates, and various customer service and education-related jobs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and is notable for its use of AI-driven research and its formal advisory role to multiple registered investment companies.

Daniel Foltz is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Fidelity Investments since 2007, including seven years at Fidelity Personal and Workplace Advisors. Outside of his advisory role, he is involved in an online T-shirt business focused on design. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios across multiple asset classes.

Devin Mitts is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles in academic and behavioral research settings prior to joining Fidelity. 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 systematic investment process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Ashley Richter is a financial advisor at Fidelity with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several Fidelity entities and Strategic Advisors Inc. since 1996. 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 process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves in advisory roles that include managing multi-manager funds and delivering model portfolios using systematic methodologies.

William Huddleston is a financial advisor at Fidelity with Series 63 and Series 65 licenses and five years of industry experience. His background includes roles at Fidelity Investments and work related to educational institutions and collegiate athletics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Zachary Haag is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Fidelity, he worked at Wesbanco Securities LLC, Wesbanco Bank, and Huntington Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Thomas Rennegarbe is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Fifth Third Securities for eight years before joining LPL Financial in 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.