Jennifer Kuhse is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 66 and Series 63 licenses and has been with various Fidelity entities since 2011. 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 noted for its use of systematic methodologies and its advisory roles with multiple registered investment companies.

Mike Fischer is a CFP®-certified financial advisor with 20 years of industry experience. He has worked at Fidelity in various capacities since 2006, including roles at Fidelity Personal and Workplace Advisors and currently at Fidelity Investments. He is affiliated 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Keyan Skelton is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at JP Morgan Chase and Bridge Logistics, as well as work at Xavier University and Target Corporation. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides 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 develop model portfolios across a broad range of investment vehicles.

Aaron Mcclellan is a CFP®-certified financial advisor at Fidelity with eight years of industry experience. He has been with Fidelity Brokerage Services LLC since 2016 and joined Fidelity Investments in 2025. Prior to his financial career, he was involved with P3 Car Rental LLC for one year. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a systematic investment process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Joseph Troy III is a financial advisor at Ameriprise with 20 years of industry experience and holds the Series 66 designation. He has been with Ameriprise and its affiliates since 2006. Outside of his advisory role, he manages River Hills Consulting Services LLC, which provides administrative services for a private wealth advisory practice within Ameriprise. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies and personalized recommendation reports.

Samuel Trotta is a Series 66-registered advisor at Fidelity with experience beginning in 2024. His prior work includes roles at W. W. Grainger, DoorDash Inc, and Miami University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing investments through both in-house and sub-advisers.

Reuben Gamboa is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Fifth Third Bank and The Walt Disney Company. He works within Strategic Advisers LLC, a Fidelity Investments company that 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 is noted for its involvement with registered investment companies and its use of systematic methodologies and AI in portfolio management.

Jacob Abbs is a financial advisor at Fidelity with eight years of industry experience. He has held roles at Fidelity Brokerage Services LLC since 2017 and previously worked at GMI Insurance from 2015 to 2017. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its role as a commodity pool operator, advisory services to registered investment companies, and use of AI in research.

Jeffrey Nieman is a financial advisor at Fidelity with 9 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Brokerage Services and Fidelity Investments since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Titus Moore is a financial advisor with Fidelity Investments, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Radiant Global Logistics and the University of Louisville. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm serves a range of clients, including charitable funds and registered investment companies, and includes distinctive features such as registration as a commodity pool operator and use of AI-driven research methods.

Montgomery Kroger is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2017. Prior to joining Fidelity, he was employed at Total Quality Logistics for two years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and maintains roles such as commodity pool operator registration and advisory functions to multiple registered investment companies.

Alex West is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2014. Alex is based in Covington, KY. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a commodity pool operator registered with the CFTC.

Tim Galbraith is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2007. 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 research, quantitative analysis, and algorithmic portfolio construction to manage and consult on a variety of investment products and model portfolios.

Thomas Bryan is a financial advisor with Fidelity in Covington, KY, holding Series 66 and Series 63 licenses and having seven years of industry experience. He has worked at Fidelity Investments since 2018 and previously operated F648 Consulting from 2014 to 2018. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Matthew Salzer is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 license and has prior experience with Principal Financial Group and Anthem, Inc. Outside of advisory roles, he has worked as a freelance insurance agent and has experience in the insurance and diagnostic sectors. 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 analysis and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, using systematic methodologies, and incorporating advanced technologies such as AI and large language models in its research.

Ray Ramicone is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2010. Outside of his advisory role, Ramicone is involved as a limited partner and operating manager of Anthony Bella Holdings, LLC. 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 manage portfolios across mutual funds, ETFs, and ETPs.

Raymond Stacy is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 28 years of experience in the financial industry, he partners with clients to develop personalized financial strategies that align with their values, goals, and risk tolerance. His approach emphasizes thoughtful listening and a long-term perspective to help individuals and families achieve clarity and confidence in their financial lives. Raymond utilizes a holistic planning process that draws on Merrill’s investment capabilities and local estate planning resources. He regularly reviews clients’ progress and adjusts strategies to remain consistent with their evolving needs. A Northern Kentucky native, Raymond holds a Bachelor of Business Administration in Finance from the University of Kentucky and serves on the UK Alumni Board. Outside of his professional role, Raymond is active in his community and engages in personal interests including photography, skiing, swimming, and traveling.

Jeffrey Alford is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 1999, including Fidelity Personal and Workplace Advisors. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Kaitlyn Meyer is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked in law enforcement with the Northern Kentucky University Police Department and was employed at the Cincinnati Art Museum. 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 a diverse range of portfolios.

Michael Evans is a financial advisor at Fidelity with Series 66 credentials and three years of industry experience. He previously worked with Heavenly Monitoring and Back2Back Ministries. He advises through Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.