Nathaniel Wright is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity, a position he has held since 2024. In this role, he partners with clients and their Wealth Management Advisors to align investment strategies with clients' financial goals. Nathaniel has been with Fidelity Investments since 2008, progressing through various roles including Service and Trading, Investment Solutions Representative, Retirement Solutions Representative, and Investment Management Consultant. His extensive experience spans over a decade in investment management and consulting within Fidelity. No information about Nathaniel's education, credentials, personal interests, or community involvement was provided.

Marshal Luning is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Fidelity Brokerage Services, LLC since 2016 and joined Fidelity Investments in 2025. Outside of his advisory role, Luning serves as an assistant volleyball coach for the Elevation Volleyball Club in Mason, Ohio. 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. The firm offers discretionary and non-discretionary advisory services, manages model portfolios, and serves multiple registered investment companies with formal oversight and governance procedures.

Timothy Settles is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses and 14 years of industry experience. His work history includes multiple roles at Fidelity since 2011, as well as positions at W&S Brokerage Services, Western Southern Life, and Total Quality Logistics. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it holds distinctive registrations such as with the CFTC as a commodity pool operator.

Luke Upright is a financial advisor at Fidelity with Series 63 and 66 licenses and one year of industry experience. Prior to joining Fidelity, he held roles at Huntington National Bank, W&S Brokerage Services, Western & Southern Life, and several educational institutions. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management and fund advisory. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees multiple registered investment companies and fund-of-funds.

Samuel Schaefer is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments since 2022. Prior to his advisory role, he worked in education and has experience at Northern Kentucky University and Archbishop McNicholas High School. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Justin Smock is a financial advisor at Fidelity with 4 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at KJV & Associates and Turfway Park. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Katelyn Scheller is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she began working in 2017. She specializes in retirement planning and holds the CERTIFIED FINANCIAL PLANNER® designation as well as the Personal Investment Advisor (PIA) credential. Katelyn's approach to financial advising emphasizes understanding clients' individual life priorities to create personalized plans that align with their goals and aspirations. Katelyn earned her Bachelor's Degree from Miami University, where she also played on the Women's Ice Hockey Team. She competed three times in the World University Games with the National Women's Ice Hockey team, earning two Bronze Medals in Italy and Kazakhstan. Her client focus areas include education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Outside of her professional work, Katelyn is involved with the community organization Reach Out Lakota. She enjoys boating, ice hockey, running, spending time with her family, and traveling.

Stephane Salet is a financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity in 2025, he worked in various roles including positions at Beechmont Ford and Pinnacle Paving and Sealing. He has served in the Kentucky Army National Guard since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios.

Kristopher Profitt is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop flexible financial plans centered around their individual financial goals. He aims to simplify the investment experience through a partnership approach. He has been with Fidelity Investments since 2004, serving in multiple roles including Retirement Investment Services, Relationship Officer, Investment Management Consultant III, and currently as a Financial Consultant. His experience encompasses various aspects of financial consulting and investment management. Kristopher holds insurance licenses in Arkansas and California.

Colleen Carlson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. She previously worked at AF Group and Al Bourdeau Insurance Agency before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, offering discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research and quantitative analysis.

Kelly Wertz is a financial advisor at Wells Fargo Advisors in Cincinnati, OH, with nine years of industry experience. She has been with Wells Fargo Advisors since 2018, following two years at Wells Fargo Clearing. Wertz holds a Series 63 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet specific net-worth criteria, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Christopher Ramos is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its related entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, oversees sub-advisers, and utilizes advanced methodologies including AI in its investment approach.

Brian Cromer is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he works closely with clients to develop financial plans tailored to their individual needs and goals, emphasizing collaboration and understanding of client priorities. Prior to his current position, he held various roles at Fidelity Investments, including Investment Solutions Representative III (2024-2025), Workplace Planning Consultant III (2022-2024), Workplace Planning Consultant II (2022), and Workplace Planning Consultant I (2021-2022). Brian holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial planning services across these states. Outside of his professional work, he has personal interests in cars, football, movies, music, and reading.

Kimberly Whaley is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses and 22 years of industry experience. Her prior experience includes roles at Ameriprise Financial Services and Wells Fargo Clearing. Outside of finance, she works part-time in food delivery services. 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 to manage portfolios across a range of funds and investment vehicles.

Nathaniel Bowman is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2021. Prior to joining Fisher, he worked at Fifth Third Securities and Fifth Third Bank from 2013 to 2021. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach that integrates quantitative and qualitative research to construct diversified portfolios and uses various risk management techniques, including tax-aware processes and defensive tactics.

Donald W. Harden is a CFP® and ChFC® professional with 37 years of industry experience, currently affiliated with UBS Financial Services in Cincinnati, OH since 2008. He is also a licensed independent insurance agent specializing in fixed products. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings.

Dustin Hall is a financial advisor at Fidelity with 19 years of industry experience and holds a Series 66 designation. He previously worked at Wells Fargo Clearing and Edward Jones before joining Fidelity, where he has been since 2014. Outside of his advisory role, Dustin is involved in photography and videography, spending time taking and editing photos and videos. Fidelity’s 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Charles Foster is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to co-create financial plans aimed at meeting their financial goals and providing peace of mind. He has been with Fidelity Investments since 2013, progressing through various roles including Portfolio Specialist, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. Charles holds insurance licenses in Arkansas and California, supporting his ability to serve clients across these regions. His experience spans portfolio management, retirement planning, and investment solutions, reflecting a comprehensive understanding of financial advisory services. Outside of his professional role, Charles enjoys camping, fishing, hiking, fitness activities, and spending time with his family.

Aaron Satterfield is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His previous roles include positions at Charles Schwab & Co., Inc., Central Ohio Financial Services, US Bank, and Sprint. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features including registration as a commodity pool operator and the use of AI in research.

Judy Prusinowski is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 credentials. Prior to her current role, she worked at Avanta Credit Union and Il Vicino Wood Oven Pizza. 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 is noted for its registration as a commodity pool operator, advisory roles to registered investment companies, and use of algorithmic methods and AI in research.