Brandi Campbell is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. She previously worked at Kingston of Miamisburg and held roles in healthcare-related organizations including Encore Rehabilitation and Kindred. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse set of portfolios including mutual funds, ETFs, and model portfolios.

Rachel Tackett is a financial advisor with Fidelity who holds a Series 66 designation and has three years of industry experience. Her work history includes roles at Fidelity Investments and prior experience in real estate and hospitality. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Brian De Vault is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and three years of industry experience. He has worked at Commonwealth Financial Network and Hatfield & Becker Financial Services prior to joining Cambridge. In addition to his advisory role, he owns and operates DeVault Accounting Group, a tax preparation business, and Devault Enterprises, LLC, which provides lawn care services. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Gary Topper is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at various Fidelity entities since 2007. Outside of his advisory role, he is a licensed realtor in Ohio with Sibcy Cline Realtors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Nathan Welch currently serves as an Investment Solutions Representative III at Fidelity Investments. In this role, he focuses on providing investment guidance and developing tailored solutions for clients. Nathan's professional experience includes progressively responsible positions within Fidelity Investments since 2023, starting as a Customer Relationship Advocate and advancing to his current role. Prior to joining Fidelity, he worked as a Loan Officer Assistant at Victory Mortgage from 2020 to 2022. He emphasizes building strong client relationships through attentive listening and clear communication, aiming to help clients make informed financial decisions. Outside of his professional work, Nathan is interested in running and traveling.

Mary Caldwell is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at KeyBank from 2015 to 2021 before joining Fidelity. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Scott Smith is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2014 and joined Fidelity in Covington, KY, in 2025. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its management of model portfolios, use of systematic methodologies, and its roles with registered investment companies and fund-of-funds.

Bonnie Cogswell is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her background includes roles at Fidelity Investments and St. Elizabeth Hospital, as well as work as an independent contractor for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across multiple asset classes.

Nicholas Houlehan is a financial advisor with Fidelity in Covington, KY, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he served for 11 years with the Florence Police Department. Outside of his advisory role, he hosts a weekly podcast focused on the Cincinnati Bengals and manages related social media outreach. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing model portfolios, advisory services to registered investment companies, and use of systematic investment methodologies.

Brandon Wahoff is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2007. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management, with a distinctive role in using AI-driven methodologies and serving as a commodity pool operator.

Norman Clemmer is a Wealth Management Planning Consultant at Fidelity Investments, where he has been serving since 2022. In his current role, he collaborates closely with Senior Relationship Managers to facilitate the implementation of financial plans, ensuring a seamless and straightforward process for clients. Norman has accumulated extensive experience within Fidelity Investments, holding various positions since 2012. His roles have included Retirement Solutions Representative, HNW Tier 1 and Tier II roles, Customer Service Help Desk, and Managed Account Help Desk, demonstrating a comprehensive understanding of wealth management and client service. Further details about his education, credentials, personal interests, or community involvement have not been provided.

Ford Orem is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Equity and American Mortgage Financial Services. Outside of his advisory work, he has experience with various non-investment roles and entrepreneurial ventures. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds, including registered investment companies and fund-of-funds.

Daniel O'Sullivan is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with Wealth Management Advisors to engage clients and their families in monitoring financial plans and addressing service needs. His role focuses on helping clients grow, protect their wealth, and simplify their financial lives through a team approach. He has been with Fidelity Investments since 2014, holding various positions including Wealth Management Sr. Service Specialist II, High Net Worth Tier II, Client Services Help Desk (Pipeline), High Net Worth Representative, and Client Services Representative. This range of roles has provided him with extensive experience in wealth management and client services within the firm.

Larry Neal is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has previously worked at Spectrum Enterprise, EDE Solutions, LWN and Associates, and Cincinnati Bell Technology Solutions. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an adviser to multiple registered investment companies and fund-of-funds.

Andrew Clos serves as a Wealth Management Senior Relationship Manager at Fidelity Investments, where he partners with clients to provide service and support for their wealth planning needs. He emphasizes building strong relationships and maintaining trust and reliability with each individual client. Prior to his current role, Andrew held several positions within Fidelity Investments, including Wealth Management Planning Consultant from 2021 to 2023, Workplace Planning Consultant from 2014 to 2021, Investment Solutions Representative in 2014, High Net Worth Representative from 2012 to 2014, and Financial Representative from 2011 to 2012. Outside of his professional work, Andrew has personal interests in fitness, traveling, and volunteering.

Alexander Zestermann is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at The Ohio State University, Doordash, and Looking Glass Hospitality. Fidelity’s Strategic Advisers LLC offers 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 is noted for its roles as a commodity pool operator, advisor to registered investment companies, and use of algorithmic methods and AI in research.

Janet Freeman is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity since 2011, including at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on systematic portfolio construction that combines proprietary research, quantitative analysis, and algorithmic methods. The firm also serves as an adviser to multiple registered investment companies and delivers model portfolios through intermediary platforms.

Samuel Heck is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2008, including at Fidelity Investments and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Stacey Crim is a financial advisor with Fidelity in Covington, KY, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, Stacey worked at FH Cann & Associates Inc and has held roles at Amazon.com, TOTAL QUALITY LOGISTICS, and General Revenue Corporation/Navient. Outside of advising, Stacey works as an independent contractor driver for Lyft. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Jacob Sanford is a Financial Consultant currently working with Fidelity Investments. He has held several roles within the firm since 2018, progressing from Defined Contributions Representative to Planning Consultant. His professional experience includes positions as a Fixed Income Specialist, Workplace Planning Consultant, and Workplace Planning Associate. Jacob holds insurance licenses for Arkansas and California. His work approach emphasizes building genuine relationships to empower clients to take control of their financial future confidently. Outside of his professional career, Jacob engages in boating, military service, motorcycles, outdoor adventures, and parenthood.