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.

Noah Wulfeck is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Xpress Valet and Guardian Savings Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Monica Smith is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors since 2018 and Strategic Advisers LLC since 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios and employs oversight controls while utilizing both affiliated and unaffiliated sub-advisers.

Nathan Tolbert is a financial advisor with Fidelity, holding a Series 66 credential and four years of industry experience. His prior work includes roles at Enterprise Rent-a-Car and in healthcare and retail sectors before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including model portfolio construction using algorithmic and quantitative methods, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Chase Gilbert is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Education At Work and Northern Kentucky University. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, multiple registered investment company advisory roles, and incorporation of AI/LLMs in its research processes.

Terry Johnson is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has worked with Primerica Financial Services since 1991 and PFS Investments Inc. since 1985. He also receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for referrals related to loan products and home security services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating with a tiered wrap fee structure and maintaining oversight of its investment models.

Caleb Ross is a CFP® with 20 years of experience in the financial industry. He is currently with Fidelity, where he has worked since 2005 in various roles including Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm serves a diverse client base and maintains a distinctive role in managing registered investment companies and delivering solutions for Fidelity Institutional Wealth Adviser.

Andrew Roake is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with Fidelity Investments in various capacities since 2014, with a brief period as self-employed from 2021 to 2022. He holds Series 63 and Series 66 licenses and is based in Covington, KY. He works at Strategic Advisers LLC, a Fidelity Investments company that 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 to manage diversified portfolios and offers formal advisory services to multiple registered funds.

Kurt Ives is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across multiple Fidelity entities since 1999. 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 deliver model portfolios and discretionary management solutions.

Jon Qualls is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments, Fidelity Brokerage Services LLC, Edward Jones, and the Commonwealth of Kentucky. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves a notable role in advising multiple registered investment companies and constructing model portfolios using systematic methodologies.

Stephanie Vickers is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services, LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors, as well as registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to create model portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Kelly Wesselman is the Regional Director of Wealth Management at Fidelity Investments, a position she has held since 2024. In this role, she supports Wealth Management Planning Consultants in delivering services to high net worth clients and partners with families on multi-generational financial planning. Kelly has been with Fidelity Investments since 2018, previously serving as the Onboarding Team Leader from 2021 to 2025, and as Client Services Team Leader from 2018 to 2021. Her experience encompasses leadership roles focused on client services and onboarding processes within the wealth management sector.

Michael Popil is a CFP® professional with 15 years of industry experience, currently affiliated with OSAIC. He has worked with Securities America Advisors, Inc. and Securities America Inc. for over a decade. Outside of his advisory role, he volunteers as a youth sports coach and serves on the finance committee for St. Henry Highschool. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk assessments, and automated portfolio rebalancing, providing clients access to a range of investment options managed on both discretionary and non-discretionary bases.

Mitchell Walters is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Fidelity Brokerage Services since 2019 and joined Fidelity Investments in 2025. Prior to his financial services career, he held various roles including positions at Uber and Cinfed Credit Union. 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 to develop model portfolios across mutual funds, ETFs, and ETPs.

Spencer Grome is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience in various roles outside the financial sector. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Patrick Van Sant is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining Fidelity, he worked at 360 American Title Company and Asplundh Tree Experts. Outside of his advisory role, he serves as an assistant coach in his community. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating day-to-day management to sub-advisers while maintaining oversight and addressing conflicts of interest.

Anthony Ohlhaut is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has eight years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, USAA Financial Advisors, Inc., and Strategic Staffing Solutions. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is registered with the CFTC as a commodity pool operator and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Rex Points II is a financial advisor at Stifel with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Morgan Stanley, HORAN Securities, Cetera Advisors, Freeman Heyne Toma, and Paycor. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance relies on a proprietary methodology developed by its Investment Strategy Group, which provides asset allocation and planning analyses to support client decision-making.

Shawn Fox is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has worked with various divisions of Fidelity since 2007, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.