Scott Hacker is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2004. Outside of his advisory role, he performs as a guitarist in clubs and events in Cincinnati. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and provides oversight through affiliated and unaffiliated sub-advisers.

Amanda Beckerich is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services and Fidelity Investments since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves in advisory roles for registered investment companies and offers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

David Salada is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Fidelity, he was self-employed from 2022 to 2025 and worked at The Sparrow Agency from 2010 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is registered as a commodity pool operator and serves as an adviser to multiple registered investment companies and fund-of-funds.

James Grace is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity and its affiliated companies since 2007. 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 serves a broad client base and participates in activities such as commodity pool operations and advisory roles for multiple registered investment companies.

Kirk Carr is a Planning Consultant at Fidelity Investments, where he has been contributing since 2010. Prior to this role, he worked as a Private Client Group Associate at Fidelity Investments from 2005 to 2010. In his professional capacity, Kirk focuses on establishing trusted relationships with families and households to support their financial success throughout retirement or other financial objectives. Kirk holds insurance licenses in Arkansas and California, which complement his expertise in financial planning. Outside of his professional work, he pursues personal interests including comedy, concerts, cooking and baking, hiking, outdoor adventures, and skiing.

Joseph Redding is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 20 years of industry experience. He has worked at Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction and is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Jonathan Stocking is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2020. Prior to that, he held positions at Northwestern Mutual and other firms in various roles. Jonathan is part of Strategic Advisers LLC, a Fidelity company that offers investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it maintains distinctive regulatory registrations and advisory roles within the institutional investment space.

Morgan Rains is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held roles in diverse fields including banking, accounting, and food service. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven research tools.

Tarha Young is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 63 and Series 66 credentials. Young has been with Fidelity Brokerage Services LLC since 2014 and joined Fidelity Investments in 2025. Fidelity’s affiliate, Strategic Advisers LLC, 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Ryan Scherder is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2005. Outside of his advisory role, Scherder creates and sells art. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages a diverse range of portfolios and serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Jacob Heck is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2018. Prior to his financial services career, he was involved with Christian Moerlein Brewing Company and worked in education. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of proprietary research and quantitative analysis, with distinctive capabilities in algorithmic portfolio construction and advisory roles for registered investment companies.

Jordan Palmateer is a Series 66 licensed financial advisor at Fidelity with three years of industry experience. Prior to joining Fidelity, he worked at ADT Security Services for seven years. Outside of his advisory role, he serves as an independent contractor refereeing soccer games at state tournaments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs.

Kory Keough is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 10 years of industry experience. He has been affiliated with various Fidelity entities since 2015, 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, as well as registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

Jack Poirier is an advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Fidelity, he held positions at Asplundh Tree Expert, Fairway Mortgage, L & N Federal Credit Union, and Liberty University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Cregory Storer is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various Fidelity divisions since 1998, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers 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, delivering model portfolios from a range of mutual funds, ETFs, and ETPs.

Jonathan Yellman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His work history includes multiple roles at Fidelity Investments since 2020, as well as prior experience in audiovisual services and academic positions. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and oversees its sub-advisers with established governance procedures.

Brian Schnur is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains a registered commodity pool operator status along with advisory roles to multiple registered investment companies.

Andrew Rightmyer is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at ColdIron Event Rentals and Outback Steakhouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund consulting, and model portfolios, and is noted for its use of algorithmic methods and its role advising registered investment companies.

Zachary Perry is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His prior work includes roles at Divisions Inc, Vendorpass (Paycor), Northwestern Mutual, and Northern Kentucky University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios. The firm is noted for its regulatory registrations, advisory roles with multiple registered investment companies, and its use of AI and systematic methodologies in portfolio management.

Jenna Brown is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior work includes roles at Turning Point Events, Beck Consulting, Fawn Candy, and the University of Cincinnati. 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 manages discretionary and non-discretionary portfolios and serves as an adviser to registered investment companies, employing systematic methodologies and long-term asset allocation benchmarks.