Stephanie Trotta is the Director and Executive Services Officer at Fidelity Investments, where she has been since 2021. In this role, she provides service and support to clients, focusing on planning and education related to Equity Compensation Awards earned through employment. She helps clients understand these awards and incorporate them into their overall financial goals. Prior to her current position, Stephanie served as a Wealth Management Planning Consultant at Fidelity Investments from 2018 to 2021 and as a Senior Executive Services Specialist from 2016 to 2018, gaining extensive experience in wealth management and executive services. Outside of her professional responsibilities, Stephanie enjoys cooking and baking, participating in family activities, and engaging in sports such as football and golf. She also has interests in outdoor adventures and traveling.

Brian Kirshman is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Raymond James Financial Services. Kirshman serves as a board member for Kings Youth Lacrosse, assisting with event planning and uniform distribution. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Garrett Dunahugh is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2022, following roles at Fifth Third Securities and Fifth Third Bank. Prior to his financial career, he was employed at LaRosa's for three years. 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. The firm is noted for its use of systematic methodologies, involvement with registered investment companies, and integration of advanced technologies such as AI in its research processes.

Luke Tabler is an Investment Solutions Representative III at Fidelity Investments. He began his career at Fidelity as a Customer Relations Advocate in 2022 and has held various roles within the company, including Trading Specialist I, High Net Worth Associate, and Investment Solutions Representative I before assuming his current position in 2024. In his professional practice, Luke focuses on connecting with individuals and families to help them make confident financial decisions. He works with clients to build long-term wealth through thoughtful planning and disciplined investment strategies, aiming to support their financial security and peace of mind. Outside of his professional responsibilities, Luke has interests in baseball, concerts, fitness, football, golf, and snowboarding.

Zachary Thornton is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2014 and joined Fidelity Investments in 2025. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI-driven research, and its role in managing multiple registered investment companies and model portfolios.

Jeff Slavey is a Financial Consultant at Fidelity Investments, where he has been partnering with clients since 2012. In his current role, he provides help and support for personal financial decisions, creating unique plans tailored to each client's individual situation. His areas of expertise include retirement planning, investment strategy, income planning, tax-efficient investing, and asset protection. Jeff has held various positions at Fidelity Investments, progressing from Financial Associate I in Defined Contribution to his current role, demonstrating extensive experience within the company. Jeff holds insurance licenses in Arkansas and California. Outside of work, he has interests in baseball, family activities, football, movies, and traveling.

Brendan McDermott is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he focuses on understanding each client's unique circumstances and long-term objectives to develop tailored financial strategies. Brendan aims to provide clarity and direction, helping clients move confidently toward their financial goals. Prior to his current role, Brendan held several positions at Fidelity Investments, including Fixed Income Specialist from 2022 to 2025, Stock Plan Associate in 2022, High Net Worth Associate from 2021 to 2022, and Customer Relationship Advocate from 2019 to 2021. He holds insurance licenses in Arkansas and California. Outside of his professional work, Brendan enjoys baseball, board games, hiking, music, and traveling.

Caleb Lloyd is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Tom Zientek is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2007. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2004 to 2006 and as a Corporate Credit Analyst at National City Bank from 2002 to 2003. His professional background encompasses wealth planning and financial consulting. Tom holds insurance licenses for Arkansas and California. He emphasizes understanding his clients' needs and delivering tailored financial planning solutions to support their specific situations. He looks forward to collaborating with clients to create and execute plans that align with their goals. Outside of his professional work, Tom enjoys golf, table tennis, traveling, spending time with pets, and volunteering.

Andrea Smedley is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Fidelity Brokerage Services since 2000 and joined Fidelity in its current form in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios and oversight of sub-advisers.

David Burgin is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. He has worked at Fidelity and its affiliate FIDELITY Brokerage Services LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, multi-manager investment solutions.

Nathan Metzger is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes positions at Home Depot, Lowe's, and Dewey's Pizza, as well as time spent at Dixie Heights High School. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Zachary Stewart is a financial advisor with Fidelity in Covington, KY, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he served multiple law enforcement roles, including positions with the Kenton County Police Department, Campbell County Police, Scott County Sheriff's Office, and Mayfield Police Department, along with 14 years in the Kentucky Army National Guard. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role as a commodity pool operator registered with the CFTC, its use of AI in research, and its advisory responsibilities to multiple registered investment companies and fund-of-funds.

Kolby Faust is a Planning Consultant at Fidelity Investments, where he works closely with clients to co-create financial plans tailored to their individual needs and goals. He places importance on understanding what is significant to each client and their family in order to assist them effectively in working toward their financial objectives. Kolby has held multiple roles within Fidelity Investments since 2022, including Investment Solutions Representative and Customer Relationship Advocate. Prior to joining Fidelity, he was a Client Service Specialist at Charles Schwab. He holds an Arkansas Insurance License, which supports his ability to provide comprehensive financial planning advice. Outside of his professional work, Kolby has interests in baseball, beach activities, boating, golf, outdoor adventures, and social events with friends.

Eric Jarrard is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

Madelyn Sliger is a financial advisor at Fidelity with two years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at TEKSystems and Total Quality Logistics. Outside of her advisory role, she is the sole proprietor of Kitty Stitch LLC, a digital content business. 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 create model portfolios across mutual funds, ETFs, and ETPs.

Maria Rizzo is an Investment Solutions Representative III at Fidelity Investments, a role she has held since 2024. Prior to this, she worked as a Customer Relationship Advocate at Fidelity Investments from 2023 to 2024. In her professional capacity, Maria focuses on understanding clients' goals, values, and priorities to develop personalized financial and investment strategies tailored to individual needs. She is committed to providing clear education, trusted guidance, and fostering a collaborative experience that supports clients' financial well-being and peace of mind. Maria's approach centers on empowering clients to make informed financial decisions through access to knowledge and guidance. Outside of her professional work, she has interests in art, camping, family activities, kayaking, music, and reading.

Judith Mcdole is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 65 licenses and eight years of industry experience. Her background includes roles at Notre Dame Academy and Kenton County Schools before joining Fidelity in 2018. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base including retail and institutional investors, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its role in managing registered investment companies and its use of advanced methodologies such as AI in research.

William Taylor is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity in 2023, he worked in various roles including with Tournament Bus Services for FIFA events and at American Classic Agency. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to multiple registered investment companies and its use of AI and systematic methodologies in managing model portfolios.

Anthony Hamann is a Vice President and Financial Consultant at Fidelity Investments, where he has held various roles since 2015. He currently serves high-net-worth individuals, families, and business owners, focusing on wealth building, preservation, and transition. His expertise includes investment strategy, retirement planning, estate and legacy considerations, and tax-efficient investing. Anthony holds the CERTIFIED FINANCIAL PLANNER™ designation and possesses insurance licenses in Arkansas and California. His career at Fidelity Investments has included positions such as Financial Consultant, Relationship Manager, Fixed Income Specialist, Investment Solutions Representative, and Financial Representative. Outside of his professional work, Anthony enjoys family activities, golf, outdoor adventures, snowboarding, and volunteering.