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.

Jenna Brown is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior work includes roles at Turning Point Events, Beck Consulting, Fawn Candy, and the University of Cincinnati. 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. The firm manages discretionary and non-discretionary portfolios and serves as an adviser to registered investment companies, employing systematic methodologies and long-term asset allocation benchmarks.

Michelle Lasita is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Outside of her advisory work, she is a co-owner of a Biggby Coffee franchise in Cincinnati, Ohio. Fidelity’s Strategic Advisers LLC, where she works, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including funds and model portfolios for intermediary platforms.

Alexander Steckl is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked at Fidelity Investments since 2010. 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 create model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Shaun Groneck is a Financial Consultant at Fidelity Investments, a position he has held since 2008. He specializes in financial planning and is dedicated to helping clients work toward their financial goals by developing customized plans tailored to their unique financial situations. Shaun holds insurance licenses in Arkansas and California. He has over a decade of experience in the financial industry, focusing on simplifying complex financial topics for his clients to ensure they fully understand their options and feel comfortable with their financial strategies. Outside of his professional work, Shaun is involved in family activities, enjoys golf and traveling, and participates in volunteering.

Zachary Baecker is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity in 2021, he worked at the University of Cincinnati and was involved with the Woodhaven Swim Club and Springboro High School. 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 across mutual funds, ETFs, and ETPs. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and use of AI-driven research in portfolio management.

Robert Taylor is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in telecommunications and logistics and served in the Kentucky Army National Guard for eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to multiple registered investment companies and use of AI and algorithmic methods in research.

John Bose is a CFP® professional with 10 years of experience in the financial industry. He has worked at Fidelity since 2017, including roles with Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Prior to Fidelity, he was with John Dovich & Associates, LLC for two years. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Eric Sintz is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various branches of Fidelity since 2002. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios and serves in advisory roles less common among large institutional peers.

Kenneth Shannon is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and various Fidelity divisions since 2013. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Aaron Dawson is a financial advisor with Primerica Advisors in Fort Wright, KY, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His work history includes roles at PFI Investments Inc. and Primerica Financial Services, along with prior experience at Gateway Mortgage LLC. Outside of advisory services, he co-manages a farm operation under Dawson AG Producers. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and limited separately managed accounts. The firm utilizes third-party asset managers and emphasizes a percentage-based wrap fee structure.

Corissa Otten is a financial advisor at Edward Jones with 10 years of industry experience. She has held her current position since 2017 and previously worked at PL Marketing. Otten holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a national network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products.

Ryan Harrison is a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a role he has held since 2024. He collaborates closely with clients to understand their needs related to benefits plans and provides them with tools and knowledge to assist in financial decision-making. Ryan emphasizes building trust and strong relationships as a core part of his professional approach. Ryan has accumulated extensive experience in financial services at Fidelity Investments, progressing through roles including Workplace Planning Consultant III, Central Relationship Manager, Client Service Manager for Stock Plan Services, Stock Plan Consultant, and Financial Representative since 2015. This progression reflects his expertise in benefits planning, client relationship management, and stock plan services. Outside of his professional career, Ryan's personal interests include biking, camping, fitness, running, snowboarding, and tennis.

Jackson Thomas is a CFP® and Series 66-registered financial advisor with Edward Jones in Fort Mitchell, KY, with five years of industry experience. Before joining Edward Jones in 2021, he worked at Keyence Corporation for one year and was a full-time college student for four years. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad offering that includes discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services through a large nationwide network of financial advisors and branch offices.

Brett Patton is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 registrations and two years of industry experience. His prior roles include positions at Altafiber and Jack P. Arkle Financial Services. Outside of finance, he has worked in the food and beverage sector with Gaslight Brewhouse and Fridge & Pantry. 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. The firm manages various registered investment companies and employs systematic methodologies to develop model portfolios for intermediary platforms.

Kyle Sander is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services, LLC since 2016. Outside of his advisor role, he serves as an assistant coach for the men’s varsity lacrosse team at Anderson High School in Cincinnati. Kyle 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products, including model portfolios and registered investment companies.

Paul Paganetto is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work experience includes roles at Summit Hill Country Club and the University of Kentucky. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Robert Williams is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior roles include positions outside finance, such as work with Great American Insurance Group and various part-time jobs during his educational years. 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 manage discretionary and non-discretionary portfolios.