James Grace is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity and its affiliated companies since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base and participates in activities such as commodity pool operations and advisory roles for multiple registered investment companies.

Timothy Chon is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and LM Kohn. Outside of his advisory role, he facilitates payroll and benefits for a franchise-operated LLC. Ameriprise Financial Services is a large, diversified firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, integrating proprietary research and third-party data within a defined investment framework.

Andrew Jostworth is a financial advisor with Ameriprise in Crestview Hills, KY, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise, he worked at THOR Investment Management Inc. for five years. Outside of his advisory role, he serves as an assistant freshmen football coach at Archbishop McNicholas High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kirk Carr is a Planning Consultant at Fidelity Investments, where he has been contributing since 2010. Prior to this role, he worked as a Private Client Group Associate at Fidelity Investments from 2005 to 2010. In his professional capacity, Kirk focuses on establishing trusted relationships with families and households to support their financial success throughout retirement or other financial objectives. Kirk holds insurance licenses in Arkansas and California, which complement his expertise in financial planning. Outside of his professional work, he pursues personal interests including comedy, concerts, cooking and baking, hiking, outdoor adventures, and skiing.

George Nofel is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Fidelity Brokerage Services LLC since 2014 and Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Joseph Redding is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 20 years of industry experience. He has worked at Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction and is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Jonathan Stocking is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2020. Prior to that, he held positions at Northwestern Mutual and other firms in various roles. Jonathan is part of Strategic Advisers LLC, a Fidelity company that offers investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it maintains distinctive regulatory registrations and advisory roles within the institutional investment space.

Morgan Rains is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments, Morgan held roles at multiple firms including Ernst & Young LLP and Guardian Savings Bank. Strategic Advisers LLC, a Fidelity Investments company, 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 is noted for its commodity pool operator registration, advisory role to registered investment companies, and use of AI-driven research methodologies.

Tarha Young is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 63 and Series 66 credentials. Young has been with Fidelity Brokerage Services LLC since 2014 and joined Fidelity Investments in 2025. Fidelity’s affiliate, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Christopher Pieper is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in the Fort Mitchell, Kentucky office. He focuses on offering a comprehensive approach to managing wealth that begins with understanding clients’ financial situations, families, and priorities. Christopher helps develop customized wealth management strategies that adapt to changing needs and market conditions. He provides access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America to support clients’ diverse financial requirements. With over 20 years of experience, Christopher has worked primarily with families and small businesses in the Greater Cincinnati and Northern Kentucky areas, as well as clients across the country. His areas of expertise include divorce transition planning, education planning, family wealth management, legacy planning, retirement income, portfolio management, and investment consulting for defined contribution plans, among others. Christopher holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher graduated from Xavier University with a bachelor's degree in 1990. In addition to his professional work, he is involved in his community as a golf coach at Covington Catholic High School. His personal interests include baseball, golfing, and watching movies.

Ryan Scherder is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2005. Outside of his advisory role, Scherder creates and sells art. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages a diverse range of portfolios and serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Jacob Heck is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2018. Prior to his financial services career, he was involved with Christian Moerlein Brewing Company and worked in education. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of proprietary research and quantitative analysis, with distinctive capabilities in algorithmic portfolio construction and advisory roles for registered investment companies.

Jordan Palmateer is a Series 66 licensed financial advisor at Fidelity with three years of industry experience. Prior to joining Fidelity, he worked at ADT Security Services for seven years. Outside of his advisory role, he serves as an independent contractor refereeing soccer games at state tournaments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs.

Kory Keough is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a systematic investment approach that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, serving a variety of clients through model portfolios and multi-manager fund structures.

Jack Poirier is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Asplundh Tree Expert, Fairway Mortgage, L & N Federal Credit Union, Silverlake The Family Place, Liberty University, and UMC Food Ministry. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Cregory Storer is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various Fidelity divisions since 1998, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios from a range of mutual funds, ETFs, and ETPs.

Jonathan Yellman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His work history includes multiple roles at Fidelity Investments since 2020, as well as prior experience in audiovisual services and academic positions. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and oversees its sub-advisers with established governance procedures.

Brian Schnur is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, offers 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains a registered commodity pool operator status along with advisory roles to multiple registered investment companies.

Andrew Rightmyer is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at ColdIron Event Rentals and Outback Steakhouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund consulting, and model portfolios, and is noted for its use of algorithmic methods and its role advising registered investment companies.

Zachary Perry is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His prior work includes roles at Divisions Inc, Vendorpass (Paycor), Northwestern Mutual, and Northern Kentucky University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios. The firm is noted for its regulatory registrations, advisory roles with multiple registered investment companies, and its use of AI and systematic methodologies in portfolio management.