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.

Spencer Grome is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience in various roles outside the financial sector. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Dylan Merrill is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes positions outside the financial sector at Flemings Prime Steakhouse & Wine Bar and Widmers. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, serving a broad client base through systematic investment approaches.

Ronald Grein is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several major companies including Nike, Polo Ralph Lauren, and Amazon prior to joining Fidelity. 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. The firm is noted for its use of systematic methodologies, formal advisory roles to registered investment companies, and incorporation of AI tools in its research processes.

Julia Maas is a financial advisor with Fidelity Investments based in Covington, KY, holding Series 63 and Series 66 credentials and four years of industry experience. Her prior work experience includes roles at DoorDash, Social Gastropub, FedEx, and various other companies. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies.

Nathan Top is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses. In addition to his advisory role, Nathan teaches and performs music, specializing in trumpet and piano. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Averyanna Evans is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and nine years of industry experience. She has worked at Fidelity Brokerage Services since 2017 and joined Fidelity Investments in 2025. Prior to her career in finance, she was employed at R & R Resale - Clothes Mentor and Fifth Third Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios and discretionary management with oversight of affiliated and unaffiliated sub-advisers.

Zac Whalen is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he works with a subset of Fidelity investors to understand family dynamics and assist in building, managing, and maintaining wealth according to clients' risk levels and preferences. Prior to this, he served as a Portfolio Specialist from 2010 to 2012 and as a Client Management Representative from 2009 to 2010, both at Fidelity Investments. Zac holds insurance licenses in Arkansas and California. His professional experience centers on financial consulting and portfolio management within Fidelity Investments.

Elijah Carmean is a financial advisor at Edward Jones based in Park Hills, KY, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Ohio Valley Builders for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Zachary Heaberlin is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has five years of industry experience. His prior work includes roles at Bru Burger Bar, Foundation Building Materials, and Enterprise Rent-a-Car. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios across various platforms.

Hunter Garrigus is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity Investments, he held roles at Amazon and AeroTek. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios based on mutual funds, ETFs, and ETPs while overseeing affiliated and unaffiliated sub-advisers.

Ernest Corvi is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 14 years of industry experience. His tenure at Fidelity spans from 2008 to the present, including roles at 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 charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its use of AI and systematic methodologies in managing model portfolios.