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Scott N

Series 63, Series 65

Loveland, OH

Fidelity

Scott Noelcke is a financial advisor at Fidelity with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with various Fidelity entities since 2009. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
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Christopher M

Series 66

Loveland, OH

Fidelity

Christopher Millard is a Benefits & Planning Consultant within the Executive Services division at Fidelity Investments, where he provides comprehensive wealth planning advice that integrates workplace benefits into client strategies. He currently works as part of a team of advisors focused on developing tailored plans for clients. Christopher has held several roles at Fidelity Investments since 2015, including Director of Retirement Planning, Retirement Planner, Central Relationship Manager, Workplace Planning Consultant, and Financial Associate. He also served as an AVP and Financial Solutions Advisor at Bank of America Merrill Lynch from 2019 to 2021. His experience centers on retirement planning, financial advising, and client relationship management. Outside of his professional career, Christopher's interests include family activities, football, military service, parenthood, and traveling.

General retirement planning Retirement income strategy Income planning Parents
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Mark M

Series 63, Series 66

Loveland, OH

Fidelity

Mark Meyrose is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Fidelity Investments since 2005, including roles at Fidelity Personal and Workplace Advisors since 2018. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm’s investment approach combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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