Brennan Hehman is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments since 2021. Prior to joining Fidelity, he worked at Cience and The Dynamic Catholic Institute. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, providing investment management and advisory services through a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios built from mutual funds, ETFs, and ETPs, and has notable roles in commodity pool operations, advisory services to registered investment companies, and the use of AI in its research methodologies.

Spencer Friery is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held roles in yacht sales and watersports services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolios supported by systematic methodologies and oversight controls.

Dan Gonzalez is a Financial Consultant at Fidelity Investments, where he works closely with clients to understand their financial goals and objectives. He collaborates with clients to develop strategic road maps tailored to their needs, aiming to promote financial health and wellness across generations. Dan's professional experience includes roles as a Financial Consultant at Fidelity Investments since 2024, Planning Consultant from 2022 to 2023, and ISR from 2019 to 2021. Prior to joining Fidelity, he served as a Financial Consultant at Hilliard Lyons from 2017 to 2019 and was Regional Vice President at Touchstone Investments from 2008 to 2016. He holds insurance licenses in Arkansas and California. Outside of his professional work, Dan enjoys family activities, exploring food, football, soccer, spending time with friends at social events, and caring for pets.

Brian Edwards is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Diplomat Specialty Pharmacy and Cincinnati Children's Medical Center. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Nathaniel Wright is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity, a position he has held since 2024. In this role, he partners with clients and their Wealth Management Advisors to align investment strategies with clients' financial goals. Nathaniel has been with Fidelity Investments since 2008, progressing through various roles including Service and Trading, Investment Solutions Representative, Retirement Solutions Representative, and Investment Management Consultant. His extensive experience spans over a decade in investment management and consulting within Fidelity. No information about Nathaniel's education, credentials, personal interests, or community involvement was provided.

Marshal Luning is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Fidelity Brokerage Services, LLC since 2016 and joined Fidelity Investments in 2025. Outside of his advisory role, Luning serves as an assistant volleyball coach for the Elevation Volleyball Club in Mason, Ohio. 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 offers discretionary and non-discretionary advisory services, manages model portfolios, and serves multiple registered investment companies with formal oversight and governance procedures.

Alexander Hall is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2020. Outside of finance, he has worked as an independent contractor delivering Amazon Fresh and same-day Amazon.com orders. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Timothy Settles is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses and 14 years of industry experience. His work history includes multiple roles at Fidelity since 2011, as well as positions at W&S Brokerage Services, Western Southern Life, and Total Quality Logistics. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it holds distinctive registrations such as with the CFTC as a commodity pool operator.

Luke Upright is a financial advisor at Fidelity with Series 63 and 66 licenses and one year of industry experience. Prior to joining Fidelity, he held roles at Huntington National Bank, W&S Brokerage Services, Western & Southern Life, and several educational institutions. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management and fund advisory. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees multiple registered investment companies and fund-of-funds.

Samuel Schaefer is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments since 2022. Prior to his advisory role, he worked in education and has experience at Northern Kentucky University and Archbishop McNicholas High School. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Justin Smock is a financial advisor at Fidelity with 4 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at KJV & Associates and Turfway Park. Fidelity’s 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Stephane Salet is a financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity in 2025, he worked in various roles including positions at Beechmont Ford and Pinnacle Paving and Sealing. He has served in the Kentucky Army National Guard since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios.

Kristopher Profitt is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop flexible financial plans centered around their individual financial goals. He aims to simplify the investment experience through a partnership approach. He has been with Fidelity Investments since 2004, serving in multiple roles including Retirement Investment Services, Relationship Officer, Investment Management Consultant III, and currently as a Financial Consultant. His experience encompasses various aspects of financial consulting and investment management. Kristopher holds insurance licenses in Arkansas and California.

Christopher Ramos is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its related entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, oversees sub-advisers, and utilizes advanced methodologies including AI in its investment approach.

Brian Cromer is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he works closely with clients to develop financial plans tailored to their individual needs and goals, emphasizing collaboration and understanding of client priorities. Prior to his current position, he held various roles at Fidelity Investments, including Investment Solutions Representative III (2024-2025), Workplace Planning Consultant III (2022-2024), Workplace Planning Consultant II (2022), and Workplace Planning Consultant I (2021-2022). Brian holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial planning services across these states. Outside of his professional work, he has personal interests in cars, football, movies, music, and reading.

Kimberly Whaley is a financial advisor at Fidelity with 21 years of industry experience. She has previously worked at Ameriprise Financial Services and Wells Fargo Advisors. Outside of her advisory role, she is involved in food delivery services with Uber Eats, DoorDash, and GrubHub. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research and quantitative analysis to construct model portfolios and serves in advisory roles for registered investment companies.

Charles Foster is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to co-create financial plans aimed at meeting their financial goals and providing peace of mind. He has been with Fidelity Investments since 2013, progressing through various roles including Portfolio Specialist, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. Charles holds insurance licenses in Arkansas and California, supporting his ability to serve clients across these regions. His experience spans portfolio management, retirement planning, and investment solutions, reflecting a comprehensive understanding of financial advisory services. Outside of his professional role, Charles enjoys camping, fishing, hiking, fitness activities, and spending time with his family.

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.

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.