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 at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Securities Corporation for 11 years. He is also the manager of Thoroughbred Financial, where he offers various insurance products including disability insurance, fixed annuities, and life insurance. Osaic Wealth, Inc. serves a diverse clientele ranging from individual investors to institutional entities, providing integrated brokerage and advisory services through a large network of advisers. The firm employs a range of portfolio construction tools and offers access to multiple investment platforms and third-party managers.

Cory Gish is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. He has worked at Fidelity Investments since 2023 and has prior experience in education at St. Henry District High School and the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves an advisory role to multiple registered funds.

Ross Sefton is a Series 66 licensed financial advisor with 11 years of industry experience, currently with Fidelity. He has been associated with various Fidelity divisions since 2015, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and offers model portfolios built from 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.

Peter Crook is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various Fidelity divisions since 2013. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation strategies.

Mariah Cox is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2017, with prior experience at UC Health from 2015 to 2017. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, and serves as a commodity pool operator with advisory roles for multiple registered investment companies.

Nicholas Mcvicker is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to his current role, he has worked in various positions across multiple industries, including hospitality and healthcare. He is also employed as a bartender at an LGBTQ+ nightclub in 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 to manage multi-manager and fund-of-funds portfolios.

Jacklinh Tran is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity Investments, Tran held positions at WesBanco Bank and several other companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and utilizes systematic methodologies and AI tools in its investment approach.

Ben Smyth is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2012, progressing through roles including Investment Solutions Representative I and II, Electronic Response Specialist, and Financial Representative. Ben partners with individuals and families to develop personalized financial plans aimed at achieving their long-term goals. He is licensed to conduct insurance business in Arkansas and California.

Will Atchley is a Planning Consultant at the Covington National Investor Center, where he supports Financial Consultants as part of the Wealth Management Team. In this role, he collaborates with individuals and families to co-create financial plans aimed at guiding them toward their unique financial goals while addressing market conditions and personal circumstances. He has held various positions at Fidelity Investments since 2021, including Investment Solutions Representative II, High Net Worth Representative, and Customer Relationship Advocate, gaining experience across client service and investment solutions. Will holds insurance licenses in Arkansas and California.

Mason Finke is a financial advisor at Fidelity with Series 63 and Series 66 securities licenses and two years of industry experience. Prior to joining Fidelity in 2024, he worked for SpaceCowboys for six years and taught at Simon Kenton High School for three years. 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 is notable for its oversight of registered investment companies and use of systematic methodologies and AI-driven research tools.

Aaron Burnett is a financial advisor with Fidelity and holds a Series 66 designation. He has two years of industry experience and has worked at Fidelity Investments since 2023, following roles at UMortgage LLC, NRL Mortgage LLC, and Payroll Partners Inc. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm employs a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, supporting its role in managing model portfolios and advising registered investment companies.

Joseph Burke is a financial advisor at Edward Jones in Fort Mitchell, KY, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Mount Notre Dame High School and PCM Services LLC. He also serves as an assistant volleyball coach at several high schools and club teams. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Emily Mcguire is a financial advisor at Ameriprise with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has a background at The Huntington Investment Company and The Huntington National Bank. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes the use of proprietary research and algorithmic tools to provide tax-aware withdrawal strategies and dependable income sources for clients approaching or in retirement.

Oluwakemi Somoye is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she worked in retail at Furniture Row for ten years. Outside of her advisory role, she operates a small business selling handmade Christmas items and another selling used clothing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Frank Baird is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he held roles at CincinnatiUSA, Lucky Dubs LLC, and PNC Bank in 2021. His background also includes work with nonprofit and political organizations, including United Methodist Food Ministries and the Kentucky Democratic Party. Fidelity’s affiliate, 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 to deliver model portfolios across mutual funds, ETFs, and ETPs.

Phillip Machen is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.