Jacob Mccoy is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Citibank and Abigail Street. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s investment process combines fundamental research with quantitative analysis and systematic portfolio construction, managing model portfolios using mutual funds, ETFs, and ETPs.

Tracy Sullivan is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2022, progressing through various positions including Financial Consultant I, Workplace Planning Consultant III, II, and I, as well as Workplace Planning Associate. Prior to joining Fidelity Investments, she worked as a Financial Services Specialist at Apprisen from 2015 to 2017. Her professional focus includes Investment Strategy, Retirement Planning, Income Protection, and facilitating Family Conversations to guide clients toward meaningful financial goals. She holds insurance licenses in Arkansas and California, supporting her work in income protection and financial planning. Tracy aims to connect with clients through a thoughtful, goal-oriented approach, emphasizing the development of long-lasting personal relationships while providing specific direction for their financial futures.

Blaine Craig is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His work history includes roles outside the financial sector, including positions at Camfil USA and various service industry jobs, as well as academic involvement at the University of Cincinnati and Miami University. 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 across a diverse universe of mutual funds, ETFs, and ETPs.

Stephanie Jones is a financial advisor at Fidelity with 26 years of industry experience. She holds the CFP® designation along with Series 63, 65, and 66 licenses. Her prior work includes over two decades at Fidelity Brokerage Services, Inc., as well as positions at Fifth Third Bank and Fifth Third Securities. 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 also serves as an advisor to registered investment companies and employs systematic methodologies in constructing model portfolios from mutual funds, ETFs, and ETPs.

David Croft is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of experience in the investment industry. Prior to joining Fidelity, he spent nine years with DriveTime Car Sales LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its role as a commodity pool operator, advisory services to registered investment companies and fund-of-funds, and its use of algorithmic methods and AI in research.

Aaron Talbert is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked with multiple divisions of Fidelity since 2015. Talbert also served in the Kentucky National Guard for ten years. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios and advisory solutions.

Ryan Wilham is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked in various roles across Fidelity Brokerage Services LLC since 2008, including seven years with Fidelity Personal and Workplace Advisors and his current role at Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies supported by AI and long-term asset allocation strategies.

Max Peretzky is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise Financial Services and Robert Leshner and Associates. Outside of his advisory role, he is involved in a rental real estate venture with his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and public entities. The firm offers financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Jennifer Welsh is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has worked within various divisions of Fidelity since 2011, including 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. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

Kevin Graf is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He partners with high net worth individuals and families to guide financial decisions and help clients avoid common financial planning pitfalls. With nearly 15 years of experience in the financial industry, Kevin has developed a professional approach that emphasizes the importance of a consistent process to achieve repeatable results. Throughout his tenure at Fidelity, he has held various roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, High Net Worth Service Associate, and Financial Representative, demonstrating broad expertise in investment and client management. Kevin holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys activities such as camping, family activities, football, social events with friends, golf, and traveling.

William Lallathin is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Progressive Sales Solutions for 11 years and had a brief role at HR / Blair Tech. He is the sole proprietor of Progressive Sales Solutions, a communication skills provider, though he currently does not manage any projects there. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Matthew Spaletto is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses and having one year of industry experience. His prior work includes positions at WEAS Engineering and several customer service roles. Matthew has also been involved with the University of Cincinnati since 2022. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and systematic portfolio construction. The firm is noted for its advisory role to registered investment companies and use of algorithmic methods and AI in its investment approach.

Olivia Timmerding is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes roles at IPS Logistix and Northern Kentucky University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its work with registered investment companies, use of systematic methodologies, and its role in delivering model portfolios to intermediary platforms.

Jeff Morris is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He works with individuals and their families to identify, prioritize, and assess financial opportunities aligned with both short-term and long-term goals. Jeff emphasizes partnership with his clients to understand their preferences and assist them in achieving their financial objectives. Jeff has held various roles at Fidelity Investments since 2016, including Regional Center Planning Consultant - Premium, Investment Consultant, Retirement Planner, Investment Solutions Representative, and Customer Relationship Advocate. His experience spans multiple facets of financial consulting and planning. He holds insurance licenses in Arkansas and California.

Eric Greenwell is a financial advisor with Wells Fargo Advisors in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Advisors since 2009, including prior roles at Wells Fargo Clearing. Greenwell has ownership interests in investment-related businesses, including EGG Wealth Management LLC and KAALMAKA LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs planning. The firm integrates advisory services with other financial products and referral channels, delivering tailored recommendations supported by Wells Fargo’s research and planning tools.

Caitlin Babcock is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. Her prior work history includes positions at Fisher Investments, Citibank, Victoria's Secret PINK, and Buffalo Wild Wings. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning and advisory services through a range of portfolio management styles and affiliated research resources.

Ryan Rengering is a financial advisor at Fidelity with six years of industry experience and a Series 66 designation. His work history includes positions at Fidelity Brokerage Services since 2019, Fidelity Investments since 2025, and prior roles at Veritude, TSC Apparel, FIIOC, The Gibbs Firm, LLC, Northern Kentucky University, and Mason Grounds Management. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including a Charitable Gift Fund and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs, and is notable for its CFTC registration and advisory roles with multiple registered investment companies.

Kevin Creech is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked primarily with Fidelity-affiliated entities since 2005, with a brief tenure at Merrill. He is based in Covington, KY. Kevin is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and also serves multiple registered investment companies.

Bradley Walker is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Amazon.com and A&P Technology. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe of mutual funds, ETFs, and ETPs.

Cameron Oak is an Investment Solutions Representative III at Fidelity Investments, where he has been serving since 2026. He has progressed through several roles within the company, starting as a Customer Relationship Advocate in 2023, advancing to Investment Solutions Representative I in 2024, then to Investment Solutions Representative II in 2025, before assuming his current position. In his role as an investment advisor, Cameron focuses on helping individuals and families make informed financial decisions. He works with clients to build long-term wealth through thoughtful planning and disciplined investment strategies, aiming to support their financial security and peace of mind. Outside of his professional responsibilities, Cameron has interests in baseball, beach activities, football, snowboarding, and traveling.