Minneapolis, MN Office

Logan Tibbits is a financial advisor at Fidelity with seven years of industry experience. He held positions at Ameriprise Financial Services and AutoTrek before joining Fidelity. Tibbits also managed Shimmering Pines Club Lambs for 15 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

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 4 years of industry experience. His prior roles include positions at TD Ameritrade and Tastytrade Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.

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.

Kathleen Korman is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has previously worked at Principal Financial and WatersEdge Wealth Management. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios created from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

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.