Hassnaa Ingram is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. She has been associated with Fidelity Investments since 2021. Ingram has also been involved with the Islamic Association of Cincinnati and the Islamic Center of Northern Kentucky. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it engages in advisory roles with multiple registered investment companies.

Brian Tewes is a financial advisor at OSAIC with 28 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Lincoln Financial Securities Corporation, Osaic FS, Inc., and Waddell & Reed. Outside of his advisory role, he owns Tewes Wealth Management, which offers insurance products including disability insurance, annuities, and life insurance. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services that include comprehensive financial planning and managed portfolio programs. The firm employs a model-based asset allocation process with tools for portfolio optimization and risk management.

Luke Schmelzer is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Cleveland Research Company and Lowe’s, as well as positions in educational and community organizations. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including model portfolios delivered to intermediary platforms.

Jenna Gressler is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Fidelity, she worked in customer service and retail roles, including positions at Mitchell's Salon & Day Spa and Bath & Body Works. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model delivery to intermediary platforms.

Kara Barnett is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Fidelity Investments, LPL Financial, and Fifth Third Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brittany Cecil is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity Brokerage Services since 2015. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Kristin Galati is the Regional Director of Wealth Management at Fidelity Investments. In her role, she leads, coaches, and collaborates with Wealth Management Planning Consultants, who are financial professionals focused on developing strategies to meet client needs. Kristin has held several leadership positions at Fidelity Investments, including Team Leader roles in Portfolio Advisory Services from 2021 to 2022, Investment Solutions from 2019 to 2021, and Client Services from 2015 to 2019, before assuming her current position in 2022.

Rachael Reuss is an Executive Planning Consultant at Fidelity Investments. In her role, she partners with clients to create comprehensive plans tailored to their unique goals, focusing on educating and empowering families through clear guidance and personalized strategies. She has been with Fidelity Investments since 2018, progressing through several roles including Financial Associate, Workplace Planning Consultant, Benefits and Planning Consultant, before assuming her current position in 2026. Prior to joining Fidelity, she worked as a Staff Accountant at Ball Homes from 2016 to 2017.

Ethan Quinn is an Investment Solutions Representative III at Fidelity Investments, where he has been employed since 2023. In his current role, he assists individuals and families in creating personalized financial plans that align with their goals. By understanding clients' needs and priorities, he provides guidance and strategies aimed at building confidence in their financial futures. Ethan's experience at Fidelity Investments includes progressive positions starting as a Client Relationship Advocate in 2023, advancing to Investment Solutions Representative I from 2024 to 2026, then to Investment Solutions Representative II in 2026, and currently holding the Investment Solutions Representative III role. This progression reflects his growing expertise in investment solutions and client relationship management.

Franklin Boyd is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His career includes roles at Fidelity Investments, Northwestern Mutual, and ClaimLinx. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research and quantitative analysis. The firm employs systematic methodologies and algorithmic portfolio construction, with a focus on oversight and conflict-of-interest management.

Timothy Collins is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Fidelity Brokerage Services LLC since 2015. 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, and is noted for its roles as a commodity pool operator and advisor to multiple registered funds.

Samuel Connett is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held positions at Vonlehman & Company Inc., Great American Insurance Group, Anthem, Inc., and Orangetheory Fitness. He studied at the University of Cincinnati from 2019 to 2023. 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 proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that include mutual funds, ETFs, and ETPs.

Erin Seidel is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 18 years of industry experience. She has been with Fidelity Investments since 2006, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing systematic methodologies and long-term asset allocation benchmarks.

Colby Fugate is a financial advisor at Fidelity with Series 65 and Series 63 licenses and five years of industry experience. His prior work includes roles at SOAR and various positions before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs. The firm is notable for its role as a commodity pool operator, formal advisory duties to registered investment companies, and integration of algorithmic and AI-driven research methods.

Robert Meade III is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and UBS Wealth Management. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Jess Bennion is an Investment Solutions Representative III at Fidelity Investments. In this role, Jess collaborates with senior Financial Consultants to build trusted relationships and provide guidance that helps clients work toward their financial goals. Jess focuses on assisting individuals and families with important financial decisions and planning aligned with their objectives. Jess's experience at Fidelity Investments includes progressive roles from Customer Relationship Advocate starting in 2023, through Investment Solutions Representative I and II, leading up to the current position as Investment Solutions Representative III. This progression reflects a commitment to developing expertise in investment solutions and client advisory services. Outside of professional duties, Jess has interests in art, cooking and baking, social events with friends, golf, soccer, and traveling.

Robert Walker is a financial advisor with Equitable Advisors in Florence, KY, holding a Series 63 designation and 45 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, Inc., and Questar Asset Management. Outside his advisory work, he is co-owner of a tax preparation business and serves as Vice President of Millson/Walker Investments, Inc. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Nicholas Pollitt is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at DHL Express, United Parcel Service, and Kroger. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios delivered via intermediary platforms. The firm blends fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Jonathan Harrison is a Financial Consultant at Fidelity Investments, where he currently applies his expertise to develop customized financial plans and strategies tailored to each client's unique preferences and values. He has been with Fidelity Investments since 2011, progressing through roles including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, Fixed Income Specialist, and Private Client Group Relationship Manager. With over a decade of experience in the financial industry, Jonathan specializes in retirement planning, investment strategies, principal and income protection, and estate planning considerations. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jonathan enjoys camping, family activities, gardening, playing musical instruments, and outdoor adventures.

Anna Jordan is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Dollar General and Victoria's Secret. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering 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 it serves multiple registered investment companies with a focus on systematic methodologies and long-term asset allocation.