Minneapolis, MN Office

Logan Tibbits is a financial advisor with Fidelity Investments based in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has seven years of industry experience, including prior roles at Ameriprise Financial Services and AutoTrek. From 2002 to 2017, he was involved with Shimmering Pines Club Lambs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its involvement with registered investment companies, its use of systematic methodologies including AI, and its role in constructing model portfolios for intermediary platforms.

Peneal Tiruneh is a financial advisor at Fidelity with three years of industry experience and holds the Series 66 designation. Prior to joining Fidelity in 2025, Peneal worked at Fisher Investments, Thrivent, Thrivent Investment Management Inc, Thrivent Financial, Urban Ventures, and North Central University. Fidelity's Strategic Advisers LLC offers 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios.

Roderick Dixon is a financial advisor with Fidelity Investments in Minneapolis, MN, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His prior work includes roles at Scottrade, Uber, Angi Homeservices, and the US Census Bureau. Fidelity's Strategic Advisers LLC, where he is based, offers 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, and serves multiple registered investment companies and intermediary platforms.

Meghan Kumpf is a financial advisor with Fidelity in Minneapolis, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. Her prior work includes roles at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory work, she serves as a varsity head coach for gymnastics at Hopkins Public Schools, coaching students in grades 7 through 12. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Agustin Garcia is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His work history includes roles at TD Ameritrade, Tastytrade Inc., and Bank of America Merrill Lynch. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides 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 create model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Emma Broderick is a Financial Consultant I specializing in helping clients pursue their financial goals through trust, transparency, and ongoing guidance. She focuses on creating an environment where clients feel safe and supported in making informed financial decisions. Emma works collaboratively with clients to develop personalized financial plans that provide clarity and confidence at every stage of life. Outside of her professional role, Emma has interests in fitness, food, gardening, music, outdoor adventures, and parenthood.

Trevor Hopkins is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. His prior experience includes roles at CX Institutional, LPL Financial, Personal Wealth Partners, and service in the Minnesota Army National Guard. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and uses algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Derek Graham is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior experience includes roles at Ameriprise Financial Services and involvement with the Liberty University Center for Financial Literacy. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with notable use of systematic methodologies and long-term asset allocation benchmarks.

Alexander Irwin is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ameriprise Financial Services and MassMutual. Outside of his advisory role, he is the sole proprietor of two rental property businesses in Minnesota. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various asset classes.