Nichulas Schneider is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He focuses on understanding his clients' personal stories, goals, and preferences to tailor financial plans that address their unique family needs. Nichulas emphasizes building trust and demonstrating competency throughout the planning process to help clients work toward achieving their financial objectives. Prior to his current position, Nichulas held various roles at Fidelity Investments, including Investment Consultant - Solutions Representative III (2022-2023), Fixed Income Specialist (2020-2022), Investment Solutions Representative (2016-2020), and Full Trader (2012-2016). His experience spans multiple aspects of investment and financial consulting. Nichulas holds insurance licenses in Arkansas and California.

Emily Metelko is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work experience includes roles at Loft, Ascena Retail Group, Salon Service Group, Standard Textile, and Kendra Scott, LLC. 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 proprietary fundamental research with quantitative analysis and systematic portfolio construction, employing algorithmic methods and AI in its process.

Molly Moore is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Her prior work includes roles at St. Elizabeth Healthcare, Walgreens pharmacy, and Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage a diverse range of portfolios.

Megan Bartell is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity in various capacities since 2016. Prior to her tenure at Fidelity, she was employed by Progress Rail Services for six years. 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, offering discretionary and non-discretionary advisory services, model portfolios, and fund advisory.

Jamie Witherall is a CFP® professional based in Covington, KY, with six years of industry experience. He has worked at Fidelity Investments since 2019 and previously held positions at US Bank, BB Riverboats, Panera Bread, and Eastern Kentucky University. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Matthew Gates is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions since 2014. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Benjamin Morris is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity affiliates since 2015. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Krista Schuh is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations. Her career at Fidelity includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. 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 using proprietary research and algorithmic methods. The firm also serves multiple registered investment companies and employs formal governance procedures.

Michelle Westendorf is a financial advisor with Fidelity Investments based in Covington, KY. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Fidelity in 2024, she worked at UBS Financial Services from 2021 to 2024 and Fifth Third from 2020 to 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves a broad client base including delivering solutions to intermediary platforms.

Kyle Yoest is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2018, progressing through various positions including Regional Center Planning Consultant, PAS FC Relationship Manager, Central Relationship Manager, and HSA Planner. Kyle is focused on understanding his clients' situations to help develop disciplined investment strategies that are adjustable and maintainable over time. His professional experience spans several facets of financial consulting and client relationship management. He holds insurance licenses in Arkansas and California. Outside of work, Kyle's personal interests include fitness, football, social events with friends, and parenthood.

Anthony Coffee is a Series 66 credentialed advisor with Fidelity, based in Covington, KY, and has two years of industry experience. Prior to joining Fidelity, he held various roles including positions at Northern Kentucky University and in property care services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves multiple registered investment companies and offers advisory services that incorporate systematic investment approaches and oversight controls.

Jordan Domaschko is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Fidelity in 2020, he worked at United Parcel Service for three years and had roles at Leone Chiropractic and Grace Academy. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and managed solutions.

Eugenia Lackey Bryant is a financial advisor at Fidelity with Series 63 and Series 66 designations and six years of industry experience. She has held positions at Fidelity Investments since 2023 and previously worked at Primerica Advisors and Primerica Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its formal advisory role to multiple registered investment companies.

Nick King is the Director, Executive Services Officer at Fidelity Investments, where he supports executives of Fidelity Stock Plan Service clients. He assists them in navigating equity compensation and complex trading plans to recognize the value of partnering with Fidelity for long-term investment support. Nick has been with Fidelity Investments since 2014, holding various roles including Wealth Management Senior Relationship Manager, Wealth Management Planning Consultant, Wealth Management Operations Associate, Personal Investing Operations Specialist, and Brokerage Operations Representative. This breadth of experience provides him with a comprehensive understanding of wealth management and operations within the firm. Outside of his professional responsibilities, Nick engages in hiking, skiing, and volunteering activities.

David Weinstein is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, he held positions in various sectors including automotive sales, retail, and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is distinguished by its role in managing registered investment companies, delivering model portfolios for intermediary platforms, and its use of AI and long-term asset allocation strategies.

Laura Harris is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2010. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing a range of model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Sarah Wilke is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various divisions of Fidelity since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager and fund-of-funds structures. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios and serves as an adviser to multiple registered investment companies.

Cherie Hartmann is a financial advisor with Fidelity Investments, holding a Series 66 designation and 21 years of industry experience. She has worked with Fidelity since 2007 across various roles, including at Fidelity Personal and Workplace Advisors. 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 discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Justin Colvin is a Financial Consultant I at Fidelity Investments, where he currently works to develop personalized financial plans for clients. He began his career at Fidelity in 2022 and has held several roles within the company, including Planning Consultant, Investment Solutions Representative II and I, and Customer Relationship Advocate. His professional experience has provided him with a comprehensive understanding of financial planning and investment strategies. He holds insurance licenses in Arkansas and California. Outside of work, Justin enjoys baseball, bowling, fitness, hiking, and table tennis.

Kazeem Alli is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments in various capacities since 2012. Outside of his advisory role, he is involved in the hospitality industry as a barback at a restaurant and bar in Cincinnati. 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. The firm advises multiple registered investment companies and utilizes systematic methodologies to construct model portfolios.