Lexington, KY Office

Christopher Neuhaus is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been associated with various Fidelity entities since 2007, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight and conflicts of interest through delegated sub-advisers and formal governance procedures.

Grant Houchens is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Front Runner Investments, Lexington Sporting Club, K5 Capital Group, and the University of Kentucky. Outside of finance, he has managed a lawncare and landscaping business. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs.

Kyle Howard is a financial advisor with Fidelity in Lexington, KY, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at various Fidelity entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes proprietary fundamental research alongside quantitative and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Parker Rice is a Series 66 licensed financial advisor at Fidelity with one year of experience. His prior roles include positions at Longship and Andover Management Group, as well as diverse work history in education and small business operations. Fidelity’s Strategic Advisers LLC, where he works, 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 portfolios including mutual funds, ETFs, and ETPs.

Mark Mills is a financial advisor with Fidelity in Lexington, KY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ameriprise Financial Services, SunTrust Investment Services, and State Farm-related firms. He works with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Jami Mansour is a financial advisor at Fidelity with Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity, Jami held roles at Fifth Third Securities and Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it is involved in advisory roles for multiple registered investment companies and fund-of-funds.

Evan Schlinger is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at InstaCart and Creative Image LLC, as well as positions in various other industries before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds structures, and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.