Stephanie Fisher is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her prior roles include positions at W&S Brokerage Services, Western and Southern Life, Burlington, and Gregory S Young Co LPA. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and maintains oversight through affiliated or unaffiliated sub-advisers.

Katherine Clay is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she worked at Refined Social Events and has been involved with nonprofit organizations including the American Red Cross and New Vista. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research and quantitative methods to construct model portfolios from mutual funds, ETFs, and ETPs, with distinctive features such as commodity pool operator registration and advisory roles to multiple registered investment companies.

Andy Woolums is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2012, initially serving as a Workplace Planning & Guidance Advisor, then as Director Retirement Planner from 2016 to 2020, followed by Planning Consultant from 2020 to 2021. In his role, Andy engages clients through a structured four-step process that begins with understanding their individual goals and preferences. He then creates, implements, and continuously monitors customized financial plans to address clients' needs effectively. Andy holds insurance licenses in Arkansas and California. Outside of his professional work, Andy has personal interests that include baseball, boating, fitness, football, lake activities, and parenthood.

Christopher Allen is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and Fidelity Investments LLC since 2022. His prior roles include positions at several local churches and General Nutrition Center. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Michael Schlachter is a financial advisor at Fidelity with a Series 66 designation and seven years of industry experience. He has been with Fidelity Brokerage Services LLC since 2016 and joined Fidelity Investments in 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Joseph Fultz is a financial advisor with Fidelity, holding a Series 66 designation and bringing 10 years of industry experience. He has worked within various branches of Fidelity since 2015, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its work with registered investment companies, fund-of-funds structures, and its use of AI and systematic methodologies in portfolio management.

Noah Wulfeck is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Xpress Valet and Guardian Savings Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Nathan Tolbert is a financial advisor with Fidelity, holding a Series 66 credential and four years of industry experience. His prior work includes roles at Enterprise Rent-a-Car and in healthcare and retail sectors before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including model portfolio construction using algorithmic and quantitative methods, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Chase Gilbert is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. His background includes roles at Education At Work and Northern Kentucky University prior to joining Fidelity. Strategic Advisers LLC, part of Fidelity Investments, 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 is noted for its registration as a commodity pool operator and its use of advanced technologies, including AI and machine learning, in developing model portfolios.

Caleb Ross is a CFP®-certified financial advisor with 21 years of industry experience. He has been with Fidelity Investments since 2005, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods, AI, and a formal advisory role with multiple registered investment companies.

Andrew Roake is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with Fidelity Investments in various capacities since 2014, with a brief period as self-employed from 2021 to 2022. He holds Series 63 and Series 66 licenses and is based in Covington, KY. He works at Strategic Advisers LLC, a Fidelity Investments company that 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 to manage diversified portfolios and offers formal advisory services to multiple registered funds.

Jon Qualls is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments, Fidelity Brokerage Services LLC, Edward Jones, and the Commonwealth of Kentucky. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves a notable role in advising multiple registered investment companies and constructing model portfolios using systematic methodologies.

Stephanie Vickers is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services, LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors, as well as registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to create model portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Kelly Wesselman is the Regional Director of Wealth Management at Fidelity Investments, a position she has held since 2024. In this role, she supports Wealth Management Planning Consultants in delivering services to high net worth clients and partners with families on multi-generational financial planning. Kelly has been with Fidelity Investments since 2018, previously serving as the Onboarding Team Leader from 2021 to 2025, and as Client Services Team Leader from 2018 to 2021. Her experience encompasses leadership roles focused on client services and onboarding processes within the wealth management sector.

Mitchell Walters is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Fidelity Brokerage Services since 2019 and joined Fidelity Investments in 2025. Prior to his financial services career, he held various roles including positions at Uber and Cinfed Credit Union. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Patrick Van Sant is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining Fidelity, he worked at 360 American Title Company and Asplundh Tree Experts. Outside of his advisory role, he serves as an assistant coach in his community. Strategic Advisers LLC, a Fidelity Investments company, 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 to manage discretionary and non-discretionary portfolios, often delegating day-to-day management to sub-advisers while maintaining oversight and addressing conflicts of interest.

Anthony Ohlhaut is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has eight years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, USAA Financial Advisors, Inc., and Strategic Staffing Solutions. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is registered with the CFTC as a commodity pool operator and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Shawn Fox is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

David Sparby is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles in healthcare staffing and consulting, as well as positions in retail and medical staff services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, and is noted for its registration as a commodity pool operator and advisory role to multiple registered investment companies.

Jojiro Lecroix is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Northern Kentucky University, Ashford University, Brinks Inc, and service in the U.S. Army. Outside of his advisory role, he operates Genki Mindset, a rental real estate investing 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.