Kelly McMahon is a Series 66-licensed financial advisor with nine years of industry experience. She has worked at Fidelity Investments since 2020 and previously held roles at Raymond James Financial Services and Park National Bank of Southwest Ohio & Northern Kentucky. McMahon also has experience with the United Way of Greater Cincinnati. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jordan Tuss is a Series 66 licensed financial advisor at Fidelity with three years of industry experience. He has held various roles including consulting for small businesses and serving as a paid lead volunteer for community events in Cincinnati. Prior to Fidelity, his background includes diverse engagements in community organizations and creative ventures. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients through a process that blends fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolios, with a focus on systematic methodologies and oversight of sub-advisers.

Haley Kohl is a financial advisor with Fidelity Investments based in Covington, KY. She holds Series 63 and Series 66 credentials and has four years of industry experience. Prior to joining Fidelity, she worked at Beechmont Toyota and has a side hobby painting nails under the name High Fashion Nails by Hales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

David Lau is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. He has worked at several firms, including Avantax Advisory Services, Hicks & Mann Wealth Management, and Western & Southern Financial Group. Outside of his advisory role, he assists at Hicks & Mann Wealth Management as a Wealth Operations Assistant, supporting client follow-ups, market research, and tax return preparation. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Brandon Maegley is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been associated with various Fidelity entities since 2012, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios drawn from mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Patti Bruns is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she partners with the team to provide support and guidance, assisting with planning and servicing needs. Patti has been with Fidelity Investments since 2017, gaining experience through various roles including Managed Account Support Specialist, High Net Worth Service Associate, and Customer Relationship Advocate. This progression reflects her growing expertise in wealth management and client service within the firm.

Andrew Brauer is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has been with Fidelity Investments in various capacities since 2010, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions to intermediary platforms.

James Getter is a financial advisor with Wells Fargo Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his role at Wells Fargo, he has ownership interests in two wealth management firms based in Cincinnati. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu through a large network of advisors, using proprietary research and tools to develop tailored recommendations across various financial planning needs.

Elijah Thomer is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been associated with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

Thomas Grindstaff is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Investments and Fidelity Investments Institutional Services Company, Inc. since 1996. 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 employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI in constructing model portfolios.

Stephanie Fisher is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her prior roles include positions at W&S Brokerage Services, Western and Southern Life, Burlington, and Gregory S Young Co LPA. 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 to create model portfolios from mutual funds, ETFs, and ETPs, and maintains oversight through affiliated or unaffiliated sub-advisers.

Drew Burke is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Financial Consultant I from 2024 to 2025, Investment Solutions Representative III from 2023 to 2024, and Workplace Planning Consultant from 2022 to 2023, all within Fidelity Investments. Before joining Fidelity, Drew was a Financial Center Manager at Bank of America from 2020 to 2022. He holds insurance licenses in Arkansas and California, which support his work in financial consulting and planning. Drew partners with clients to understand their financial goals and to develop customized financial plans tailored to their unique needs. Outside of his professional career, Drew has personal interests that include concerts, fitness, movies, music, puzzles, and soccer.

Kevin Bruegge is a Private Wealth Advisor and a principal partner with The Evelo | Singer | Sullivan | Bruegge Group. He has been with the team since 2002, serving affluent business owners with complex investment and wealth planning needs. Kevin takes a holistic approach to create customized portfolios that address each client family's personal wealth objectives and goals, focusing on aligning personal and business goals well before liquidity events. He is a Certified Exit Planning Advisor (CEPA®) and a Personal Investment Advisor (PIA). With over 20 years of experience, Kevin specializes in advising business owners on the decisions that precede and follow significant liquidity events. He helps clients maximize enterprise value, optimize after-tax outcomes, and transition their wealth with clarity and purpose. Kevin is known for his planning-first approach, working proactively with clients to position them to make informed decisions. His client focus areas include executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, women and wealth, sports & entertainment, tax minimization, and retirement income. Kevin graduated magna cum laude from Ohio University with a B.B.A. in Economics and Finance and holds an M.B.A. from Xavier University. He is actively involved in the community, serving on the advisory boards of The Salvation Army and the Cincinnati Parks Foundation.

Peter Mcgrath is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 14 years of industry experience. He has been associated with various Fidelity entities, including Fidelity Brokerage Services LLC since 2011 and Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company where he is currently based, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop its model portfolios and has distinctive features such as CFTC registration and a formal advisory role to multiple registered investment companies.

Katherine Clay is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, she worked at Refined Social Events and has been involved with nonprofit organizations including the American Red Cross and New Vista. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Meghan Broderick is an Associate Resident Director at Merrill, where she has worked since 2007. She began her career after graduating from Indiana University with a Bachelor's Degree in 2009 and has experience working in both the Indianapolis and Cincinnati offices. Meghan focuses on building multi-generational relationships with families and assisting business owners with the structuring and servicing of employer-sponsored retirement plans. Her areas of client focus include employee benefits planning, family wealth management strategies, personal retirement planning, philanthropic planning, tax minimization, and retirement income. She holds the Series 7 and 66 FINRA registrations, the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, and the Certified Plan Fiduciary Advisor (CPFA™) designation. Meghan also holds professional titles including Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). She is a graduate of Indiana University and attended Saint Ursula Academy for high school. Meghan is a member of professional organizations such as Business Networking International (BNI), Kenzie's Closet, and Pi Beta Phi Fraternity. Meghan lives in Cincinnati with her husband Adam and their two children. She actively volunteers with organizations including Freestore Foodbank, Kenzie's Closet, Our Daily Bread, and her women's fraternity Pi Beta Phi. Meghan enjoys spending time with her family and participating in activities such as biking, cooking, football, music, reading, traveling, and volleyball.

Andy Woolums is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2012, initially serving as a Workplace Planning & Guidance Advisor, then as Director Retirement Planner from 2016 to 2020, followed by Planning Consultant from 2020 to 2021. In his role, Andy engages clients through a structured four-step process that begins with understanding their individual goals and preferences. He then creates, implements, and continuously monitors customized financial plans to address clients' needs effectively. Andy holds insurance licenses in Arkansas and California. Outside of his professional work, Andy has personal interests that include baseball, boating, fitness, football, lake activities, and parenthood.

Christopher Allen is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and Fidelity Investments LLC since 2022. His prior roles include positions at several local churches and General Nutrition Center. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Michael Schlachter is a financial advisor at Fidelity with a Series 66 designation and seven years of industry experience. He has been with Fidelity Brokerage Services LLC since 2016 and joined Fidelity Investments in 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Joseph Fultz is a financial advisor with Fidelity, holding a Series 66 designation and bringing 10 years of industry experience. He has worked within various branches of Fidelity since 2015, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its work with registered investment companies, fund-of-funds structures, and its use of AI and systematic methodologies in portfolio management.