Aaron Satterfield is a financial advisor with Fidelity Investments in Covington, KY, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc., Central Ohio Financial Services, and US Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Judy Prusinowski is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 credentials. Prior to her current role, she worked at Avanta Credit Union and Il Vicino Wood Oven Pizza. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to registered investment companies, and use of algorithmic methods and AI in research.

Justin Blatny is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment approach combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Eric Ostertag is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and having six years of industry experience. His work history includes roles at Fidelity Investments and DoorDash, as well as positions at Ohio University and Home City Ice Co. prior to his current advisory role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it holds a distinctive advisory role with multiple registered investment companies and fund-of-funds.

Katherine Conniff is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. She previously worked at Cintas Corporation for five years before joining Fidelity in 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Robbie Mckenna is a CFP® with 19 years of experience in the financial industry, currently serving at Fidelity. He has held various roles within Fidelity and its affiliated entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it holds distinctive registrations and advisory roles that differentiate it among large institutional peers.

Clark Turner III is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at firms including Morgan Stanley, E*TRADE Capital Management, and SunTrust Investment Services. Outside of his advisory role, Turner is involved as an agent team member at Tim Broyles and Phillip Bell Insurance Agencies. He is affiliated 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages multiple registered investment companies and fund-of-funds.

Jonathan Rigby is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2011. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Pervis Stepney is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 66 designation and has been with Fidelity Investments since 2000, including time at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs, and maintains a distinctive role in fund advisory and commodity pool operations.

Chasten Boen is a financial advisor at Fidelity with a Series 66 designation and seven years of industry experience. His previous roles include positions at NBC Securities Inc, First State Financial Management, and Southeast Missouri Community Credit Union. Outside of his advisory work, he is involved with Boen Racing, where he works on and drives a dirt track racing car in events throughout the Midwest. Fidelity’s Strategic Advisers LLC 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 with quantitative analysis and algorithmic portfolio construction.

Robert Beasley is a financial advisor at Fidelity with Series 66 credentials and five years of industry experience. His work history includes multiple roles at Fidelity Investments since 2020 and prior positions in diverse fields such as education and retail. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its regulatory registrations and advisory roles to registered investment companies.

Jenny Dematteo is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been affiliated with various divisions within Fidelity since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. 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, with a focus on systematic methodologies and long-term asset allocation.

Marcus Waller is a financial advisor with Fidelity and holds a Series 66 designation. He has five years of industry experience, including roles at Fidelity Investments and Chase Bank. His background also includes a brief period at Petco. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves clients through discretionary and non-discretionary advisory services.

Mitchel Fortin is a Planning Consultant currently working at FRRM Fidelity since 2023. In his role, he partners with clients to assist with strategy and retirement planning. He holds a California Insurance License, enabling him to provide insurance-related financial guidance. Specific details about his educational background or additional credentials are not provided.

Isaac Stoneking is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He has been with Fidelity Investments since 2007, progressing through various roles including Financial Representative, Investor Representative Phones, Investor Center Financial Representative, Private Client Specialist, and Investments Representative before becoming Vice President. Isaac draws on his experience and commitment to service, which began during his time in the Navy, to guide clients in their financial planning. He aims to be the primary, trusted advisor for his clients' wealth planning needs. Outside of his professional work, Isaac enjoys boating, fishing, fitness, and spending time at the lake.

Nicholas Larson is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He has over 21 years of experience in the financial industry, including previous roles as a Senior Financial Consultant at Wells Fargo Funds Distributor from 2005 to 2010, and as a Financial Consultant at Strong Investments from 2004 to 2005. As a Certified Financial Planner, Nicholas partners with clients to develop customized financial plans that start with setting goals and evaluating risks. He emphasizes adjusting these plans over time to help clients work toward their full financial potential. He prioritizes building trust through honesty, integrity, and transparency to become his clients' most trusted advisor. Outside of his professional work, Nicholas enjoys a variety of personal interests including family activities, fishing, golfing, outdoor adventures, traveling, and exploring food.

Alicia Fitzsimmons is a financial advisor at Fidelity with 23 years of industry experience. She holds Series 63 and Series 65 designations and has worked in various roles within Fidelity, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and employs systematic methodologies and AI tools in its investment processes.

Jennifer Curtis is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2018. She has been with Fidelity for 17 years, during which she has progressed through several roles including Financial Consultant, Investment Representative, Financial Representative, and Workplace Guidance specialist. Her experience encompasses partnering with clients and their families to navigate financial complexities and develop tailored plans to help achieve their goals. Jennifer emphasizes attentive listening to understand the specific needs and concerns of her clients, working collaboratively to create and execute personalized financial strategies.

Eric Kane is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Planning Consultant at the same firm from 2020 to 2023. In his professional capacity, Eric focuses on developing comprehensive financial plans tailored to the unique situations and goals of each client. Eric holds an Arkansas Insurance License, supporting his work in financial consulting and planning. Outside of his professional life, he enjoys spending time with his wife, daughter, and their three dogs. His personal interests include baseball, fishing, football, golf, hiking, and caring for pets.

Daniel Roma is a Financial Consultant at Fidelity Investments. He partners with individuals and families to develop financial plans aimed at enhancing their financial well-being. In his role at Fidelity, Daniel focuses on understanding clients' priorities to build customized strategies aligned with their goals and needs, and he monitors these plans to implement adjustments as necessary. Daniel's experience at Fidelity Investments spans several roles, including Planning Consultant from 2022 to 2025 and Workplace Planning Consultant from 2021 to 2022, before assuming his current position. He holds insurance licenses in Arkansas and California.