Angela Gibson is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 1998. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, constructing model portfolios, and its use of systematic methodologies and AI in investment research.

Katlyn Buemi is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and previously worked at PNC Bank for six years. Fidelity’s Strategic Advisers LLC serves a broad client base including retail and institutional investors, offering investment management and advisory services that utilize a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory role to multiple registered investment companies, and use of AI-driven methods in portfolio management.

Jacob Vierling is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he held positions at Verizon Wireless and several automotive and sales companies. He serves as treasurer for Dragons Baseball Club, where he is responsible for budget implementation and monitoring organizational spending. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a diverse range of mutual funds, ETFs, and ETPs.

Scott Brooks is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 1996 to 2020. Brooks owns and operates an LLC that provides support services and payroll administration for his Ameriprise practice. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary retirement income recommendations, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Beau Otto is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Equitable Advisors, City of Forest Park, and Capital University, as well as involvement with Otto & Walsh Concrete. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research, quantitative analysis, and systematic methodologies.

Daniel Durr is a financial advisor with J.P. Morgan Securities in Florence, KY, holding Series 63 and Series 65 licenses and 15 years of industry experience. His work history includes roles at J.P. Morgan Securities since 2016 and JPMorgan Chase Bank. Prior to his financial services career, he was employed at Home Depot for six years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Joe Mangiafico Jr. is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in selling and servicing health insurance through Perspective Financial Group. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services in financial planning, trust custody, insurance products, and lending programs.

Michael Hewitt is a financial advisor at Ameriprise in Ft. Mitchell, KY, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Fifth Third Securities, The Huntington Investment Company, Fidelity, and earlier experience outside finance at Snappy Tomato Pizza and Sears. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Rhett Ransom is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he collaborates closely with his team and clients to pursue their financial goals, emphasizing trust, transparency, and competency in all client interactions. Rhett has progressively advanced within Fidelity Investments, gaining experience in various roles since 2019, including Client Services Help Desk, High Net Worth Service Associate, Investment Solutions Representative, and Customer Relationship Advocate. This breadth of experience supports his expertise in wealth management and client service. Outside of his professional work, Rhett enjoys personal interests such as board games, reading, snowboarding, table tennis, and tennis.

Jenna Fessler is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity, she held roles at several educational institutions and has been involved in volleyball consulting and coaching over multiple years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from a broad investable universe. The firm is notable for its use of algorithmic methods, formal advisory roles to multiple registered investment companies, and established governance procedures.

Zachary Bitzer is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2008, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios across multiple platforms and maintaining oversight through affiliated sub-advisers.

Kevin Rohrer is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked exclusively within Fidelity-affiliated firms since 2012. Outside of his advisory role, Rohrer operates a small woodworking business as a sole proprietor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is notable for its role advising multiple registered investment companies and its use of advanced methodologies such as AI and systematic investment processes.

Adam Trent is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has been with Fidelity and its affiliated entities in various roles since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to registered investment companies and model portfolio platforms.

Matt Best is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He has held several roles within Fidelity Investments since 2021, including Financial Consultant I, Regional Center Planning Consultant - Premium, and Investment Solutions Representative. Matt provides counsel and support for personal financial decisions, focusing on retirement planning, investment strategy, income planning, tax-efficient investing, and family conversations. He holds insurance licenses in Arkansas and California. Outside of his professional work, Matt is interested in family activities, social events, hiking, outdoor adventures, traveling, and volunteering.

Ryan Gartrell is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he gained experience in various capacities within Fidelity Investments, including Financial Consultant I, Investment Solutions Representative III, Investment Consultant, and Central Relationship Manager from 2020 to 2025. Before joining Fidelity, Ryan served as Vice President Employee Benefits Advisor at Fifth Third from 2019 to 2020 and worked as an Analyst at OPOC.us from 2013 to 2019. Ryan holds insurance licenses for both Arkansas and California. He focuses on understanding clients' priorities to collaboratively develop tailored financial plans that are straightforward and sustainable. His approach centers on working closely with clients to build plans that align with their individual needs and goals.

Michael Mcqueeney is a financial advisor at Fidelity with Series 63 and Series 66 designations. He joined Fidelity in 2026 and has prior work experience at Amazon and Russell Cellular. 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 to manage model portfolios and delegated sub-adviser relationships.

Richard Combs II is a financial advisor with Edward Jones in Crestview Hills, KY, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is involved in property ownership to support family housing needs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Robert Hageman is a financial advisor at Edward Jones in Fort Mitchell, KY, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is the owner of an LLC that holds a building in Fort Mitchell. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by over 23,700 financial advisors nationwide.

Reece Tate is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at Madewell, Delhi Fitness Club, and Town and Country Pools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves a diverse client base and maintains a notable advisory role to multiple registered investment companies and fund-of-funds.

Tiffany Weigle is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2010. Outside of her advisory role, she teaches private and group yoga classes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.