Jason Waters is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 1996, progressing through roles including Investments Representative, Financial Consultant, and currently Vice President, Financial Consultant. With over 30 years of experience, Jason takes a holistic approach to financial planning, utilizing Fidelity's tools and resources to assist clients in prudent investment strategies aimed at achieving their financial goals.

Max Weston is a Financial Consultant currently working at Fidelity Investments since 2021. He has over a decade of experience in financial services, engaging with individuals and families to develop collaborative financial plans. Max believes that such collaborative planning reduces stress and provides clear purpose and direction within a complex financial landscape. Prior to his current role, Max held several positions at Fifth Third Bank, including Officer and Preferred Relationship Manager from 2019 to 2021, Licensed Banker II from 2017 to 2019, and Personal Banker II from 2016 to 2017. He also worked as a Branch Financial Consultant at PNC Bank from 2014 to 2016. Max holds an Arkansas Insurance License. Outside of his professional work, Max participates in various personal interests including family activities, social events, golf, outdoor adventures, soccer, and volunteering.

Barine Nwangwu is an Investment Consultant at Fidelity Investments. She began her career with AXA Advisors, LLC as a Registered Representative from 2019 to 2020, then joined Fidelity Investments as a Financial Representative, progressing through roles including Relationship Manager and Planning Consultant before attaining her current position. As a CERTIFIED FINANCIAL PLANNER®, Barine collaborates with clients to understand their financial situations and aspirations, helping to identify priorities and develop steps toward achieving their financial goals. Her professional experience centers on investment consulting, financial planning, and client relationship management. Outside of her professional work, Barine engages in personal interests such as cooking and baking, reading, swimming, and writing.

Noah Webb is a financial advisor at Fidelity with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at JPMorgan Chase, The Home Depot, and Walmart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Nathan Smith is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has over a decade of experience in financial advising, having previously worked as a Private Client Advisor at JPMorgan Securities from 2018 to 2021, a Financial Consultant at TD Ameritrade in 2018, and an Investment Consultant at Scottrade, Inc from 2008 to 2018. Nathan specializes in creating customized investment and financial planning strategies tailored to his clients' specific goals. He emphasizes clear communication to ensure clients understand complex investment approaches and feel confident in their financial plans. Outside of his professional work, Nathan is married to a physician and has two sons. His personal interests include baseball, football, fitness, reading, and family activities.

Nathan Dornoff is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Amazon, Clean Harbors, and the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Kevin Homan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He began his career in the financial services industry in 2007 as a Financial Paraplanner at Ameriprise Financial Services. Since joining Fidelity in 2012, Kevin has held roles including Relationship Manager, Investment Consultant, and Financial Consultant. Kevin's professional focus is to assist clients in all areas of their financial lives, emphasizing trust, relationship building, and client preferences to help individuals and families gain confidence in their financial futures. He holds a California Insurance License. Outside of his professional work, Kevin and his family are active in their church. They enjoy hiking and supporting the Ohio State Buckeyes.

Chad Hoover is Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2025. He has extensive experience in wealth management and financial planning, with a career spanning roles at Fidelity Investments, Burney Partners, and JPMorgan Chase. His expertise includes private wealth advisory, wealth planning, and regional investment specialization. Chad's professional journey includes roles such as Vice President, Wealth Planner at Fidelity Investments from 2021 to 2025, and Regional Investment Specialist, Vice President at JPMorgan Chase from 2015 to 2019. He has also served as a Wealth Advisor and Regional Manager at Burney Partners and has held various positions at J.P. Morgan Asset Management since 2003. As a Certified Financial Planner (CFP®) professional, Chad focuses on helping clients create holistic financial plans that adapt over time to meet their financial goals. His aim is to provide clients with peace of mind and confidence in their financial decisions.

Kristen Cain is currently serving as a Branch Leader at Fidelity Investments, a role she has held since 2026. In this capacity, she supports advisors who engage clients through thoughtful and holistic planning. Prior to this position, she worked as a Planning Consultant from 2025 to 2026 and as a Relationship Manager from 2024 to 2025, both at Fidelity Investments. Her interest in financial planning was sparked early during a high school personal finance course, which highlighted the significant impact of money management on individuals' lives. Kristen earned a Bachelor of Science in Business Administration in Finance from The Ohio State University. She joined Fidelity Investments, aligning her career with a mission of service that resonates with her personal and professional goals.

Zachary Stevens is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and Charles Schwab. He is currently based in Columbus, OH. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, supporting a range of investment products and maintaining regulatory registrations uncommon among large institutional peers.

Justin Gibbs is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2014. In his current role since 2017, he partners with clients to develop efficient financial plans aimed at providing peace of mind. As a Certified Financial Planner, Justin employs a holistic approach to evaluating opportunities and risks. Justin's experience at Fidelity Investments spans several years, beginning as a Financial Consultant before advancing to his current leadership position. His professional focus includes financial planning and client partnership. Outside of his professional work, Justin has interests in music, outdoor adventures, parenthood, pets, running, and snowboarding.

Tyler Fout is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been a part of Fidelity Investments since 2020, initially serving as an Investment Consultant. Prior to joining Fidelity, Tyler worked as a Financial Planning Associate at Ameriprise Financial from 2019 to 2020 and as a Regional Internal Consultant focusing on Annuities at Nationwide Insurance from 2014 to 2019. As a Certified Financial Planner® professional, Tyler collaborates with clients to create and maintain comprehensive financial plans tailored to their individual needs and goals. He holds a California Insurance License, which supports his expertise in financial planning and investment consulting. Outside of his professional work, Tyler enjoys various personal interests including football, golf, hiking, parenthood, pets, and traveling. He spends time outdoors and values moments with his wife, dog, and two daughters.

Ryan Ristofski is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, serving previously as a Workplace Planning Consultant from 2022 to 2025 and as a Relationship Manager from 2025 to 2026. Ryan focuses on financial planning and works closely with clients to develop goal-focused plans that evolve over time. He emphasizes building lasting relationships with clients and their families based on trust and collaboration. Ryan's professional experience at Fidelity Investments encompasses various aspects of financial planning and client relationship management. Outside of his professional life, he enjoys activities such as beach outings, biking, golf, playing instruments, spending time at the lake, and running.

Krista Cavalieri is a Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2022. She is a Certified Financial Planning™ professional committed to guiding clients through important financial decisions with clarity and compassion. Krista's approach emphasizes understanding personal dreams and unique journeys to help clients pursue their financial goals. Her professional experience includes roles as a Money Coach at Ellevest from 2021 to 2022, an Associate Wealth Manager at Budros, Ruhlin, & Roe from 2019 to 2020, and Owner & Lead Advisor at Evolve Capital from 2016 to 2019. This diverse background contributes to her expertise in wealth planning and financial coaching. Outside of her professional work, Krista enjoys activities such as spending time at the beach, cooking and baking, family activities, parenthood, puzzles, and reading.

Chelsea Benninger is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 65 and Series 63 credentials and has previously worked at Northwestern Mutual in various capacities from 2012 to 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment approach that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Jeff Towles is Vice President and Financial Consultant at Fidelity Investments, where he has served since 2008. He began his career at Fidelity in 1998 as a Brokerage Trading Specialist and has held various roles within the firm, including Financial Planning Consultant. Prior to returning to Fidelity in 2004, he worked as a Financial Advisor at Charles Schwab from 2002 to 2004. His experience spans financial planning and consulting, leveraging his long tenure in the industry to partner with clients and develop customized financial plans. Jeff holds a California Insurance License and focuses on helping clients pursue their financial goals and dreams through a holistic approach. Outside of his professional career, Jeff is married with three children. He is active in his sons' activities, including participating in Boy Scouts and attending football and track events. The family often visits their daughter at Miami University. Jeff's personal interests include fitness, hiking, reading, and volunteering.

Fallyn Stephens is currently serving as a Branch Leader at Fidelity Investments, a role she has held since 2026. In this capacity, she works with advisors to help them leverage the right resources to provide the standards of care to all clients they meet with. Prior to this role, she was a Branch Manager at Fidelity Investments from 2026 to the present, and before that, she worked as a Financial Consultant at Fidelity Investments from 2023 to 2026. Earlier in her career, Fallyn was a Financial Advisor at Ameriprise Financial from 2021 to 2023. Fallyn's professional experience spans multiple roles within the financial services industry, focusing on supporting advisors and delivering client services. Outside of her professional duties, she has personal interests in fitness and traveling.

Pride Miller-Stevens is a Financial Consultant at Fidelity Investments, a role held since 2019. Prior to this, Pride served as Director, Retirement Planner at Fidelity Investments from 2018 to 2019, and as a Retirement Relationship Manager from 2014 to 2018. Pride began their career at Fidelity Investments as a Retirement Solutions Representative from 2012 to 2014. With over a decade of experience in financial planning, Pride works jointly with clients and their families to address financial goals including wealth accumulation, income needs, and wealth transfer.

John OConnell is a Planning Consultant who collaborates with a team of financial professionals to address clients' financial needs from a holistic perspective. He previously served as Regional Director at Macquarie Investments from 2006 to 2020.

Brandy Shingary-Morris is an Investment Consultant at Fidelity Investments, a position she has held since 2024. She has extensive experience within the financial industry, including prior roles as a Planning Consultant at Fidelity Investments from 2022 to 2024, and as a Senior Client Service Associate at Stifel Financial Corp from 2016 to 2022. Her career also includes experience at Manning & Napier Advisors, Yarger Wealth Strategies-Raymond James Financial Services, Northwestern Mutual, and Great West-GWFS Equities. Brandy is a Certified Financial Planner® professional and a Chartered Financial Consultant®, with over 20 years of experience covering various financial planning topics. She works with a diverse client base, including traditional, blended, and LGBTQI families, as well as single individuals. She emphasizes client education to ensure they understand their financial plans and feel confident about their futures. Outside of her professional work, Brandy has interests in art, concerts, food, kayaking, museums, and theater.

Owen Brennan is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this, he served in various roles within Fidelity Investments, including Relationship Manager (2025-2026), Financial Representative (2024-2025), and Financial Services Representative (2023-2024). Owen focuses on helping clients navigate financial complexity by building strong relationships and creating holistic financial plans tailored to each client's goals and concerns. His approach centers on simplifying complex decisions and providing clear guidance to help clients manage and grow their wealth over time. Outside of his professional work, Owen enjoys boating, cars, hiking, outdoor adventures, pets, and skiing.

Michael Krieger is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 1998, progressing from a Financial Representative to Vice President Financial Consultant before his current role. Michael focuses on building financial plans tailored to clients' individual definitions of success while cultivating deep family relationships. With over two decades of experience at Fidelity Investments, Michael brings extensive expertise in wealth planning and financial consulting. His career reflects a continuous commitment to guiding clients through their financial journeys. Outside of his professional responsibilities, Michael enjoys cooking and baking, participating in family activities, fishing, golf, music, and traveling.

Mae Bruns is a Planning Consultant at Fidelity Investments, where she partners with clients to develop strategic and well-structured financial plans. She works with individuals and families to help them make informed decisions by designing tailored strategies that align resources with their long-term goals. Mae holds the CERTIFIED FINANCIAL PLANNER® professional designation and is a licensed financial advisor. Prior to her current role, Mae worked as an Associate at Iterhic Wealth Advisors from 2024 to 2026, and as an Analyst at J.P. Morgan Securities LLC from 2023 to 2024. Her experience spans across wealth advisory and securities analysis, contributing to her expertise in financial planning and strategy. Outside of her professional work, Mae enjoys attending concerts, maintaining fitness, exploring culinary experiences, and volunteering.

Alexander Whitney is a financial advisor at Fidelity with Series 66 credentials and less than one year of industry experience. His prior work includes roles at The Ohio State University, Towne Construction Services, and Beechmont Investments Inc. Outside of advising, he operates freelance video editing and online selling businesses. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Andy Bean is a Financial Consultant currently working at Fidelity Investments. He partners with individuals and families to develop and implement comprehensive financial plans tailored to their goals and preferences. Andy has close to a decade of experience in the financial services industry, including roles as a Financial Advisor at Merrill Lynch, Mass Mutual, and Lifetime Financial Growth, as well as an Internal Wholesaler at Protective Life. His expertise encompasses insurance and comprehensive financial planning. In his free time, Andy enjoys spending time with his family and traveling. He also has interests in the beach, food, football, golf, and pets.

Tim Tilton serves as a Planning Consultant, partnering with clients to develop individualized plans tailored to their specific short- and long-term financial goals. He focuses on building meaningful relationships through education and ongoing support to foster trust and communication throughout the planning process. Tim's professional experience includes his role as a Financial Advisor at Ameriprise Financial Services, LLC, where he worked from 2023 to 2026. In this capacity, he worked closely with clients to help them strive toward their financial objectives. Outside of his professional work, Tim has personal interests that include cooking and baking, exploring food experiences as a foodie, participating in social events with friends, caring for pets, and playing soccer.

Jasmine Stepp is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she was self-employed at Famous Cleans, LLC and held various positions in the retail and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios and fund advisory services.

Colton Snyder is a Series 66-credentialed financial advisor with Fidelity Investments in Columbus, OH. He joined Fidelity in 2025 and has prior experience in various roles including at Behrs Buildings and Snagit LLC. His outside activities include involvement with Triway Youth Baseball and Wooster Parks and Recreation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment approach combines proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Nate Smock is a Vice President and Financial Consultant at Fidelity Investments. In his role, he partners with individuals and families to develop, maintain, and understand their retirement plans. He collaborates closely with clients to create intentional retirement strategies and educates a diverse client base to support informed financial decision-making. Nate has been with Fidelity Investments since 2013, progressing from Investment Consultant to Financial Consultant, and currently serving as Vice President, Financial Consultant. He holds a California Insurance License. Outside of his professional responsibilities, Nate's personal interests include family activities, football, social events with friends, golf, military service, and traveling.

JD Sprague is a Financial Consultant at Fidelity Investments, where he has been working since 2024. He has held several roles at Fidelity since 2021, including Investment Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, he was an Internal Wholesaler at Nationwide Financial from 2016 to 2021. As a Certified Financial Planner, JD focuses on assisting clients with their financial plans. His experience spans various aspects of financial consulting and investment advising, gained through his progressive roles at Fidelity and Nationwide Financial. JD is originally from Cincinnati and played quarterback at Ohio University from 2012 to 2016. He enjoys supporting Cincinnati sports teams, playing golf, and spending time with his family, which includes his wife and their two young sons.

Elizabeth Cramblett is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She began her career as a Financial Advisor with Northwestern Mutual from 2024 to 2026. Elizabeth holds a California Insurance License. She grew up in Lewis Center, Ohio, and currently lives just north of Central Ohio with her fiancé and their two cats. Outside of work, Elizabeth enjoys traveling, hosting social gatherings, spending time with family, and engaging in music and singing activities.

Brandon Hull is a Financial Consultant with experience in providing financial planning services. He has worked as an Investment Solutions Representative at Fidelity Investments since 2021 and previously served as a Financial Advisor at Landing Point Financial Group from 2016 to 2021. As a Certified Financial Planner, Brandon focuses on helping individuals and couples make decisions that support their lifestyle, protect their loved ones, and align with long-term goals. He aims to build plans that provide peace of mind and enable clients to focus on what brings them joy and happiness. Outside of his professional work, Brandon has interests in baseball, football, parenthood, pets, traveling, and volunteering.

Aria Marting is a Series 66-licensed financial advisor with Fidelity Investments in Columbus, OH, and has one year of industry experience. Prior to joining Fidelity, she worked in the hospitality sector, including as an employee at The Little Bar. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment strategies.

Sean Lafferty is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, serving in various capacities including Investment Consultant and Planning Consultant. Prior to his tenure at Fidelity, Sean worked as a Wholesaler at Nationwide from 2014 to 2021. Sean holds the Chartered Financial Consultant® designation. His professional approach centers on crafting financial strategies that begin with understanding each client's individual story, a perspective influenced by his upbringing in his family's comedy club. Outside of his professional responsibilities, Sean enjoys watching Cincinnati sports, working on his golf game, and spending time with his golden retriever. His personal interests also include comedy, football, kayaking, and music.

Chibuzor Odife is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has held roles at Fidelity Investments and has worked in real estate as an independent contractor representing buyers and sellers. Odife also serves in the United States Air Force Reserve. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of investment vehicles, including model portfolios and registered investment companies.

Chad Neichter is the Market Leader for the Ohio West Market at Fidelity Investments, a position he has held since 2025. In this role, he focuses on creating impactful experiences for clients and holds his team accountable for delivering service worthy of referrals to friends and family. Chad has extensive experience within Fidelity Investments, having held various positions including VP, Branch Leader from 2021 to 2025, Regional Planning Consultant from 2019 to 2021, and VP, Financial Consultant from 2013 to 2019. His career at Fidelity began in 2008 and includes roles such as Financial Consultant, Investment Consultant, and Retirement Solutions Representative. Outside of his professional responsibilities, Chad enjoys family activities, fishing, social events with friends, golf, hiking, and parenthood.

Allison Basile is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She has held several roles within the company since 2014, including Investment Consultant, Planning Consultant, Relationship Manager, and Planning and Guidance Consultant. As a Certified Financial Planner®, Allison collaborates with clients to develop financial plans tailored to their unique goals. She focuses on building relationships based on trust and helping clients achieve financial peace of mind. Outside of her professional work, Allison enjoys attending concerts, following football, participating in outdoor adventures, spending time with friends, traveling, and caring for her pets.

Ethan Nelson is a Financial Consultant at Fidelity Investments, where he has worked since 2026. He has been with Fidelity Investments since 2021, previously serving as a Planning Consultant from 2021 to 2024 and as an Investment Consultant from 2024 to 2025. Prior to joining Fidelity, he was a Regional Internal Consultant for Annuities at Nationwide from 2016 to 2021. As a Certified Financial Planner® with Fidelity Investments, Ethan collaborates with individuals and families to develop and maintain tailored financial plans aimed at helping clients achieve their retirement goals. His approach focuses on creating understandable strategies suited to each client’s unique financial situation. Outside of his professional work, Ethan enjoys camping, family activities, football, golf, outdoor adventures, and spending time with pets.

Brett Mohler is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. He is a Certified Financial Planner® who works with individuals and families to develop and implement comprehensive wealth plans tailored to their goals. His approach includes evaluating opportunities and risks to ensure that each plan is sustainable and aligned with clients' objectives. Brett has over a decade of experience in financial services, having held various roles at Fidelity Investments and Charles Schwab. His career includes positions as Financial Consultant and Vice President, Financial Consultant, as well as Associate Financial Consultant and roles in Active Trading Services. This experience provides him with a broad understanding of wealth management and financial planning. Outside of his professional work, Brett engages in family activities and pursues interests such as football, golf, outdoor adventures, traveling, and volunteering.

Adam Griffin is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads a team of financial advisors dedicated to collaborating with clients to create and implement financial plans aimed at achieving their overall financial goals. Adam has been with Fidelity Investments since 2014, progressing through various roles including Regional Planning Consultant, Vice President Financial Consultant, Financial Consultant, Investment Consultant, Financial Representative, and Administrative Intern. His career reflects a comprehensive background in financial consulting and planning within the firm. Outside of his professional responsibilities, Adam has interests that include food, football, golf, music, parenthood, and traveling.