Jonathan Schadler is the Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he partners with executives to help them understand and maximize their employer benefits and develop clear, actionable strategies to achieve their financial goals. He takes a consultative approach to empower clients to feel confident in their plans and aims to build strong, lasting relationships with them. Jonathan has held various roles at Fidelity Investments since 2013, including Financial Consultant, Benefits & Planning Consultant in Executive Services, Transaction Processing Manager, and Workplace Planning and Advice Consultant. His extensive experience within the organization has equipped him with a deep understanding of financial consulting and benefits planning. He holds an insurance license in Arkansas.

Catherine Weddell is a Series 66 licensed financial advisor with two years of industry experience. She is currently with Fidelity Investments and previously worked at Ross and Matthews, PC, and Northwestern Mutual Advisor. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Christopher Guptill is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. His career includes roles at Fidelity Brokerage Services LLC and Northwestern Mutual entities. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm’s approach includes managing model portfolios composed of mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Vincent Meiman is an Executive Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2013, progressing through various roles including Benefits and Planning Consultant, Workplace Planning & Guidance Consultant II, Workplace Planning and Guidance Consultant I, and Financial Associate II. In his professional approach, Vincent emphasizes listening closely to clients to understand their individual goals and maintain an open mind about new possibilities. He focuses on aiding clients with their financial planning needs through a detail-oriented and team-oriented method. Outside of his professional work, Vincent's personal interests include camping, football, hiking, music, and outdoor adventures.