Indianapolis, IN Keystone Crossing Office

Steve Eluere is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2024 and was a Senior Advice Solutions Representative at Charles Schwab from 2018 to 2023. In his professional practice, Steve emphasizes a partnership approach to financial planning, collaborating closely with clients to develop personalized financial plans aligned with their individual goals and priorities. He focuses on simplifying complex financial concepts and providing tailored guidance to help clients make informed decisions and implement strategies that support their long-term objectives. Clients appreciate his transparency, disciplined process, and commitment to their financial success. Outside of his professional activities, Steve engages in biking, fitness, golf, spending time at the lake, parenthood, and skiing.

John Mills is a Financial Consultant currently working with Fidelity Investments since 2022. In this role, he partners with clients to develop customized financial plans tailored to their unique goals and needs. John emphasizes collaboration with clients to ensure ongoing progress toward their financial objectives and aims to build lasting relationships through trust and dedicated service. Prior to his current position, John held several roles in the financial advisory field including Associate Wealth Advisor at Schwab Wealth Advisory from 2021 to 2022, Associate Financial Consultant at Charles Schwab from 2019 to 2021, and participated in the Financial Consultant Academy Cohort at Charles Schwab between 2017 and 2019. He also gained early experience as a Financial Advisor intern at Edward Jones in 2016. Outside of his professional work, John engages in activities such as family activities, hiking, music, spending time with pets, traveling, and volunteering.

Kaylee Smith is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2016 in various roles. Her current position involves working closely with clients to develop financial plans tailored to their individual goals and preferences. She has held several positions at Fidelity Investments, including Planning Consultant, Relationship Manager, Financial Representative, and Financial Associate. Through these roles, she has gained extensive experience in financial planning and client relationship management. Outside of her professional work, Kaylee enjoys attending concerts and traveling.

Austin Bunch is a Financial Consultant at Fidelity Investments, where he focuses on providing a holistic planning experience for clients. He emphasizes risk-adjusted return, goal-based investing, and tax-efficient investing in his approach. Austin works closely with clients to understand their goals and concerns, developing engagement strategies tailored to their unique planning needs. His professional experience includes roles as a Planning Consultant at Fidelity Investments from 2021 to 2022 and various positions at Charles Schwab, including Associate Private Client Advisor in 2021, Associate Financial Consultant from 2019 to 2021, and Stock Broker from 2018 to 2019. Outside of his professional work, Austin's personal interests include hiking, movies, parenthood, pets, and running.

Carter McGill is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2021, progressing through positions including Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Carter gained experience at Charles Schwab as part of the Client Service and Support team from 2020 to 2021 and completed an internship at Comprehensive Financial Consultants from 2015 to 2020. Carter specializes in partnering with families to develop and implement holistic financial plans. He focuses on helping clients design, build, and maintain their wealth by utilizing advanced investment resources and technology. Licensed with an Arkansas Insurance License, he emphasizes understanding the priorities of his clients and their families to provide tailored financial solutions.

Darby Handford is a Planning Consultant at Fidelity Investments, a position held since 2024. In this role, Darby focuses on building genuine relationships with clients to understand their financial goals and develop personalized strategies. Prior to joining Fidelity Investments, Darby gained experience at Munder Financial, where they served as an Investment Services Manager from 2023 to 2024. Before that, Darby worked as an Investment Operations Associate from 2021 to 2022 and as an Insurance Operations Associate in 2021. Outside of work, Darby enjoys hiking, outdoor adventures, spending time with pets, practicing Pilates, reading, and playing soccer.

Amber Collins is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments in various capacities since 2019, including as an Investment Consultant from 2024 to 2025 and as a Financial Consultant from 2019 to 2022. Prior to joining Fidelity, Amber served as an Associate Director of Network Supervision at Northwestern Mutual from 2015 to 2017 and worked as a Trade Execution Analyst at Charles Schwab from 2006 to 2013. With nearly two decades of experience in the financial industry, Amber has worked closely with clients to develop, implement, and pursue their financial goals. She emphasizes understanding client needs to build trust and maintain open communication throughout the advisory process. Outside of her professional responsibilities, Amber enjoys family activities, running, and traveling.

Kristine Mitchell is a financial advisor with Fidelity Investments in Indianapolis, IN, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She previously worked at Capital Group and currently combines her roles at Fidelity with employment at Kroger. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios that include mutual funds, ETFs, and ETPs.

Jamie Sanders is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Jamie works closely with business partners to utilize available resources effectively, aiming to earn and maintain clients' trust within the Private Wealth Management team. Jamie has been with Fidelity Investments since 2007, beginning as a Mutual Fund Trader. From 2009 to 2021, Jamie served as a Senior Relationship Manager, followed by a position as Wealth Management Service Specialist II from 2021 to 2024 before assuming the current role in 2024. Outside of professional responsibilities, Jamie has interests in baseball, concerts, football, movies, and music.

Aubree Reed is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. She has worked at Fidelity Investments since 2023 and held prior roles at Charles Schwab, among other positions. Fidelity's Strategic Advisers LLC, a company within Fidelity Investments, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds portfolios, and maintains a formal advisory role to multiple registered investment companies.

Semaj Sanford is a Financial Consultant currently working at Fidelity Investments, a role he has held since 2024. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and was a Private Client Advisor at JPMorgan Chase from 2019 to 2023. His approach to financial consulting is highly personalized, focusing on collaborating closely with clients to develop plans that align their wealth with their specific goals. He emphasizes regular meetings to ensure that financial strategies remain adaptable to changes in clients' circumstances or objectives.

Jacob Kaufman is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as an Investment Consultant at the same firm from 2023 to 2024. Before joining Fidelity Investments, Jacob worked as a Financial Advisor and Financial Advisor in Training at The Tranel Financial Group between 2022 and 2023. As a Certified Financial Planner®, Jacob focuses on providing personalized financial strategies through a collaborative process. He aims to support clients' long-term financial well-being by offering education and guidance in navigating complex financial matters. Outside of his professional work, Jacob's interests include camping, family activities, fitness, pets, reading, and traveling.

Michael Viele is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked previously at Brokers International and Kilroys on Kirkwood. Outside of finance, he works as an independent contractor delivering food for DoorDash. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kevin Rusie is Vice President, Wealth Planner at Fidelity Investments. In this role, he focuses on understanding clients' unique situations and developing plans that work towards their financial goals and those of their loved ones. Kevin has been with Fidelity Investments since 2012, holding various positions including Financial Representative, High Net Worth Service Representative, Relationship Manager, and Planning Consultant before his current role. His experience spans wealth planning and client relationship management. No information regarding Kevin's education, credentials, personal interests, or community involvement was provided.

Dustin Hunt is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2019, progressing from Financial Consultant 1 to Financial Consultant before assuming his current role in 2024. His approach centers on understanding clients' goals, priorities, and vision for the future to co-create personalized strategies that balance growth and risk. He focuses on providing clarity and guidance to help clients make informed decisions for both short-term needs and long-term aspirations. Outside of work, Dustin enjoys family activities, fitness, football, social events with friends, golf, and traveling.