Gail Zilka is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. Her prior work includes 17 years at PNC Capital Markets, Inc. before joining Fidelity Brokerage Services LLC in 2018. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Matthew Taggart is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has progressed through various positions within Fidelity, including Financial Consultant 1 (2024-2025), Investment Solutions Representative 3 (2023-2024), Investment Solutions Representative 2 (2023), Investment Solutions Representative (2022-2023), and Electronic Channel Support Specialist (2020-2022). In his current role, Matthew collaborates with clients to understand their financial goals and how these relate to their overall personal plans. This approach enables him to help clients build financial plans tailored to their unique short- and long-term objectives. He holds insurance licenses in Arkansas and California. Outside of his professional work, Matthew has interests in cars, comedy, cooking and baking, fishing, football, and movies.

Taylor Hafling is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also notable for its use of algorithmic methods and AI in research, its roles with registered investment companies and fund-of-funds, and its provision of model portfolios to intermediary platforms.

Lucas Wise is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments, Impact Group, Amazon, and several other companies. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including funds of funds and model portfolios.

Jeremy Sweet is a Planning Consultant at Fidelity Investments, where he works collaboratively with clients to develop customized financial plans tailored to their unique needs. He focuses on building comprehensive plans, identifying strategies for improvement, and maintaining open communication with clients. Jeremy has been with Fidelity Investments since 2021, advancing through roles including Customer Relationship Advocate, High Net Worth Service Associate, Investment Solutions Representative, and currently as a Planning Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jeremy is engaged in various personal interests including social events, outdoor adventures, parenthood, pets, and soccer.

Nathaniel Bitonte is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held various positions outside the financial industry, including roles at Scioto Country Club and Schellman. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Tyler Dombroski is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Stack Construction Technologies, the Cincinnati Reds, Crowe LLP, and several service and delivery companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to serve its clients.

Andrew Ford Jr. is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Bank of America and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and AI-driven research in its investment approach.

Michael Cahill is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors. Outside of finance, he is a golf professional providing golf instruction. Strategic Advisers LLC, part of Fidelity Investments, offers investment management and advisory services to diverse clients, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including those for registered investment companies.

Brittany Sparks Weber is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity Investments, she worked for Greater Cincinnati Veterinary Specialists for eight years and had a one-year involvement with Furry and Fabulous. 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 to develop model portfolios across mutual funds, ETFs, and ETPs. The firm also serves as an adviser to registered investment companies and employs systematic methodologies, including AI and algorithmic tools, in its investment process.

Samuel Adams is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Education at Work and Northern Kentucky University. Outside of his advisory work, he is an affiliate streamer on Twitch Interactive, where he operates independently. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across model portfolios.

Kevin Crowell is a Financial Consultant at Fidelity Investments. He assists clients in developing their financial plans by helping them make sound investment decisions and simplifying their financial lives. Kevin has held multiple roles within Fidelity Investments since 2012, including positions such as Financial Consultant, Investment Solutions Representative, Workplace Planning Consultant, and Retirement Solutions Representative. His extensive experience within the firm reflects a broad understanding of financial consulting and investment solutions. He holds insurance licenses in Arkansas and California.

Paul Kelley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Fidelity since 2022 and previously held positions at Anytime Fitness and Planet Fitness. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Jessica Meyer is a financial advisor at Fidelity with three years of industry experience. She holds the Series 66 designation and has worked at Fidelity since 2022. Prior to her career in finance, she was employed at LongHorn Steakhouse for seven years. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using a range of mutual funds, ETFs, and ETPs.

Joe Wulfeck is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2024. He has progressed through various roles within Fidelity, including Investment Solutions Representative II from 2022 to 2024 and Investment Solutions Representative I from 2021 to 2022. Prior to joining Fidelity, Joe gained experience at several financial institutions, including Huntington National Bank as a Branch Relationship Banker III - Investment Representative from 2016 to 2021, US Bancorp Investments as a Branch Manager - Registered Representative from 2015 to 2016, Fifth Third Securities as a Licensed Personal Banker - Registered Representative from 2011 to 2015, and JP Morgan Chase Securities as a Licensed Banker - Registered Representative from 2007 to 2011. Joe holds insurance licenses in Arkansas and California. Outside of his professional career, he has personal interests in cars, comedy, motorcycles, and pets.

Rachel Allgeier is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 credentials and five years of industry experience. Her work history includes multiple roles at Miami University and positions in retail and insurance prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Bennie Falls is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Veritude and the State of Kentucky. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers services including discretionary portfolio management, fund advisory, and model portfolio delivery.

Christopher Davis is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held roles at ADM Archer Daniels Midland and was involved in food delivery services as an independent contractor. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, employing a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Abigail Kaufman is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2018. Prior to her career in finance, she was employed at Nordstrom from 2014 to 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Samuel Rees is a financial advisor at Fidelity with one year of industry experience. He previously worked at Fifth Third Bank for six years and has held various roles since 2012. 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 combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.