Katherine Anderson is a Financial Advisor with the Evelo|Singer|Sullivan|Bruegge Group at Merrill Lynch Wealth Management. She specializes in working with female entrepreneurs and business leaders, providing guidance on financial aspects related to business growth and career advancement, including tax savings, pre-liquidity planning, and executive compensation. Additionally, she works closely with clients and their families to prepare for the implications of significant wealth, involving education for adult children and facilitating family discussions about money. Katherine brings over 10 years of industry experience combined with a background in engineering, which adds analytical skills and strategic insight to her approach in wealth planning. She holds the Chartered Financial Analyst (CFA) designation and is a CERTIFIED FINANCIAL PLANNER (CFP) professional. She earned her Bachelor of Science degree from the University of Tennessee System. Beyond her professional work, Katherine is actively involved with the arts community in Cincinnati. She serves as a board member of the Cincinnati Opera and has participated in the ArtsWave Women's Leadership Roundtable Steering Committee. She is also a member of the Alpha Chi Omega Alumnae.

Nichulas Schneider is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He focuses on understanding his clients' personal stories, goals, and preferences to tailor financial plans that address their unique family needs. Nichulas emphasizes building trust and demonstrating competency throughout the planning process to help clients work toward achieving their financial objectives. Prior to his current position, Nichulas held various roles at Fidelity Investments, including Investment Consultant - Solutions Representative III (2022-2023), Fixed Income Specialist (2020-2022), Investment Solutions Representative (2016-2020), and Full Trader (2012-2016). His experience spans multiple aspects of investment and financial consulting. Nichulas holds insurance licenses in Arkansas and California.

Emily Lange is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. She has worked at Fidelity Investments since 2020 and has prior experience in retail and service companies including Loft, Ascena Retail Group, and Kendra Scott, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and offers discretionary and non-discretionary advisory services as well as fund management and consulting.

Ava Krieger is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, she worked for Lifetime Financial Group and has academic and teaching experience at Miami University and local schools. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of algorithmic methods and AI in research.

John Burke is a CFP® with 27 years of industry experience, currently serving at Fidelity. His tenure at Fidelity includes roles with Fidelity Brokerage Services LLC, 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable activities including registration as a commodity pool operator and formal advisory roles to multiple registered funds.

Molly Moore is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, she worked in healthcare and retail sectors including St. Elizabeth Healthcare and Walgreens pharmacy. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and manages model portfolios through systematic methodologies and oversight of affiliated sub-advisers.

Megan Bartell is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity in various capacities since 2016. Prior to her tenure at Fidelity, she was employed by Progress Rail Services for six years. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services, model portfolios, and fund advisory.

Jamie Witherall is a CFP® professional based in Covington, KY, with six years of industry experience. He has worked at Fidelity Investments since 2019 and previously held positions at US Bank, BB Riverboats, Panera Bread, and Eastern Kentucky University. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Matthew Thorne is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors and its predecessor firms since 2014. Outside of his advisory work, he is involved in hospitality-related ventures including ownership of The Bontany Bar and roles with Events by KT and Shaken LLC in Lebanon, Ohio. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through a variety of third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model combining advisory, brokerage, and insurance channels.

Matthew Gates is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2014. 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 uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Benjamin Morris is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 designations and has worked at various Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and holds distinctive registrations and advisory roles uncommon among large institutional peers.

Glenn Schnell is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial and LCNB National Bank since 2012. He serves as a trustee on a homeowners association and is a member of the investment committee for St. Peter & St. Paul U.C.C. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Krista Schuh is a financial advisor at Fidelity with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, and it serves as an advisor to multiple registered investment companies and model portfolio platforms.

Michelle Westendorf is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, she worked at UBS Financial Services and Fifth Third. Strategic Advisers LLC, a Fidelity Investments company, 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 proprietary research combined with quantitative and algorithmic portfolio construction to deliver model portfolios constructed from mutual funds, ETFs, and ETPs.

Kyle Yoest is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2018, progressing through various positions including Regional Center Planning Consultant, PAS FC Relationship Manager, Central Relationship Manager, and HSA Planner. Kyle is focused on understanding his clients' situations to help develop disciplined investment strategies that are adjustable and maintainable over time. His professional experience spans several facets of financial consulting and client relationship management. He holds insurance licenses in Arkansas and California. Outside of work, Kyle's personal interests include fitness, football, social events with friends, and parenthood.

Stephen Meihaus is a financial advisor at Morgan Stanley with 10 years of industry experience. He previously worked at Fidelity Brokerage Services, LLC for six years before joining Morgan Stanley in 2022. He holds the Series 63 and Series 66 registrations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Anthony Coffee is a Series 66-licensed financial advisor with Fidelity Investments, based in Covington, KY. He has one year of industry experience and has held various positions since 2018, including roles outside finance. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Jordan Domaschko is a financial advisor at Fidelity with five years of industry experience. He has been with Fidelity Investments since 2020 and previously worked at United Parcel Service and Leone Chiropractic. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of AI and algorithmic methods in portfolio management.

Eugenia Lackey Bryant is a financial advisor at Fidelity with Series 63 and Series 66 designations and six years of industry experience. She has held positions at Fidelity Investments since 2023 and previously worked at Primerica Advisors and Primerica Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its formal advisory role to multiple registered investment companies.

Nick King is the Director, Executive Services Officer at Fidelity Investments, where he supports executives of Fidelity Stock Plan Service clients. He assists them in navigating equity compensation and complex trading plans to recognize the value of partnering with Fidelity for long-term investment support. Nick has been with Fidelity Investments since 2014, holding various roles including Wealth Management Senior Relationship Manager, Wealth Management Planning Consultant, Wealth Management Operations Associate, Personal Investing Operations Specialist, and Brokerage Operations Representative. This breadth of experience provides him with a comprehensive understanding of wealth management and operations within the firm. Outside of his professional responsibilities, Nick engages in hiking, skiing, and volunteering activities.