Andrew Finn is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses. He has six years of industry experience, including prior roles at Lerner, Sampson, and Rothfuss, Kroger, CVS, and Home City Ice. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

John Schutte is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2008. In this role, he partners with clients to develop, design, and implement financial plans aimed at achieving their long-term financial goals. He has expertise in investment strategy, retirement planning, income production, and family conversations related to estate planning considerations. Prior to his current position, John worked as a Financial Representative at Fidelity Investments from 2004 to 2008, and as an Account Specialist at Union Central Life from 1998 to 2004. He holds insurance licenses in Arkansas and California.

Jacob Smith is a Series 66–licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he held positions at Northern Kentucky University and Owensboro Municipal Utilities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures, and employs systematic methodologies with oversight controls and a focus on long-term asset allocation.

Mark Becker is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Financial Network, Lincoln Financial Distributors, and Edward Jones. Becker is also the owner of Becker Financial Services, Inc. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm supports both discretionary and non-discretionary management and provides access to a range of platforms, third-party advisers, and proprietary model strategies.

Annie Yeung is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2015, progressing through roles including Financial Representative, Investment Solutions Representative, Private Client Relationship Manager, and Planning Consultant before assuming her current position in 2023. Her experience spans various aspects of financial planning and client relationship management. She holds insurance licenses in Arkansas and California. Annie applies her education and thorough process, alongside Fidelity's resources, to collaborate with clients and their families in creating tailored financial plans. Outside of her professional work, Annie enjoys activities such as going to the beach, camping, playing soccer, traveling, volunteering, and practicing yoga.

John Hall Jr. is a Series 66-licensed financial advisor with Fidelity, based in Covington, KY, and has 10 years of industry experience. He has held roles across Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments since 2015. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to a broad client base, including retail and institutional investors, through a systematic investment process that combines fundamental research and quantitative analysis. The firm is noted for its use of algorithmic portfolio construction, advisory roles to multiple registered investment companies, and formal governance procedures.

Fergus Culleton is a Series 66-licensed financial advisor with three years of industry experience, currently with Fidelity Investments. He previously worked at Fifth Third Bank for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research, as well as its advisory roles to registered investment companies and fund-of-funds.

Chase Lauck is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023, following a four-year tenure at Fifth Third Bank. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Jeffrey Hemsath is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior roles include positions at Ameriprise Financial Services, PNC Investments, PNC Wealth Management, Legend Advisory, and Valic Financial Advisors. He is also a managing director and financial advisor at Heritage Bank Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various portfolio management strategies and technology tools, supported by a wide network of advisors and extensive financial services beyond investment management.

Kathryn Slaughter is an Investment Solutions Representative III at Fidelity Investments, a position she has held since 2024. She has progressed through several roles within Fidelity, including Investment Solutions Representative II and I, High Net Worth Service Associate, and Customer Relationship Advocate, demonstrating a continuous commitment to the firm and its clients. Kathryn holds insurance licenses in Arkansas and California, supporting her ability to provide comprehensive financial services. She emphasizes co-creating financial roadmaps with her clients, focusing on understanding each client's unique story and fostering a collaborative and respectful environment. Outside of her professional work, Kathryn enjoys a variety of outdoor and cultural activities such as camping, cooking and baking, hiking, kayaking, and visiting museums.

Corey Byrd is a Financial Consultant at Fidelity Investments, where he assists clients in creating and maintaining comprehensive financial plans. His professional focus areas include Investment Strategies, Retirement Planning, Income Protection, and facilitating Family Conversations related to financial matters. Corey has been with Fidelity Investments since 2005, progressing through several roles including Trading Representative, Stock Plan Services Representative, Investment Solutions Representative, Retirement Solutions Representative, Client Management Representative, Investment Management Consultant II and III, before assuming his current position in 2024. He holds the Certified Financial Planner designation and maintains insurance licenses in Arkansas and California.

Andrew Pipes is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across multiple asset classes.

Nolan Jewell is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior work includes roles at Whitaker Bank and Amazon, along with experience at the University of Kentucky. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Michael Croweak is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, oversight of sub-advisers, and its advisory role to multiple registered investment companies and fund-of-funds.

Ronnie Holmes Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 11 years before joining OSAIC in 2025. Holmes is also a manager at Thoroughbred Financial, where he offers various insurance products including disability, fixed and indexed annuities, long-term care, and traditional life insurance. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, providing brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supported by multiple custodial arrangements and alternative investment options.

Cory Gish is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and two years of industry experience. His background includes roles at Fidelity since 2023 and prior experience in education and technology-related positions. Fidelity’s Strategic Advisers LLC, where Cory is based, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Ross Sefton is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked in various roles within Fidelity since 2015. 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 integrates proprietary research with quantitative analysis and algorithmic portfolio construction to manage model portfolios that incorporate mutual funds, ETFs, and ETPs.

Rex Rogers is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His background includes multiple roles at Fidelity Investments since 2019, as well as positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios.

Deanna Carr is a Series 66-licensed financial advisor with Fidelity in Covington, KY, and has four years of industry experience. Her prior roles include positions at New York Life and multiple academic institutions, including Bellarmine University and Louisiana State University - Shreveport Online. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Scott Best is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and eight years of industry experience. He has previously worked at Bank of America, Merrill, and Fifth Third Bank and Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.