Natasa Mitchell is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Fidelity Investments and Fidelity Personal and Workplace Advisors since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Timothy Jolley is a financial advisor at Fidelity with a Series 66 credential. He has been with Fidelity since 2022 and has prior experience in various roles outside the financial industry, including positions at United Parcel Service and FedEx Ground. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Nicholas Riordan is a Financial Advisor with The Evelo|Singer|Sullivan|Bruegge Group, part of Merrill Lynch Wealth Management, joining the team in 2024. He brings over two decades of experience in corporate finance, asset management, and strategic planning, serving individuals, entrepreneurs, and business owners with complex financial needs. Prior to his current role, Nicholas was a Business Development Officer and Senior Wealth Advisor at Fort Washington, a subsidiary of Western & Southern Financial Group, where he focused on endowments, foundations, and nonprofits. His earlier career includes over 20 years as a global finance leader at Procter & Gamble and work at KPMG leading advisory client engagements in mergers and acquisitions, accounting, tax issues, and process optimization. Nicholas holds an MBA from the Carl H. Lindner College of Business at the University of Cincinnati and a Bachelor of Science in Economics and Accounting from the Farmer School of Business at Miami University. He is a Certified Public Accountant licensed in Ohio and serves as the director of philanthropy for his team, providing tailored investment advice for endowments and foundations. He is actively involved in the community, serving on the boards of Cancer Family Care and the School of Creative and Performing Arts (SCPA) as Vice Chairman. Nicholas has previously served on boards for Starfire Council, the American Diabetes Association (Cincinnati Chapter), and Cincinnati Children’s Hospital Corporate Leadership Council, and has contributed leadership in over 15 United Way campaigns.

David Staverman is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with various divisions of Fidelity since 2012. 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. The firm is notable for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of AI and systematic methodologies in portfolio management.

Gunnar Wall is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. He has worked at Fidelity Investments since 2024 and previously at First Financial Bank. Outside of finance, he has been involved with Elder High School for several years and has experience in various roles including operations at Chad's Drive Thru and Rueve Landscape Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its roles in commodity pool operations and advisory services to registered investment companies.

Brady Mcdonough is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at PNC Bank. Mcdonough is currently based in Cincinnati, OH. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

David Nguyen is a Financial Consultant at Fidelity Investments, where he has worked since 2020 in various roles leading up to his current position. He has held titles including Financial Consultant I, Investment Management Consultant II, Investment Management Consultant I, Investment Solutions Representative, and Customer Relationship Advocate. David's experience spans multiple areas within financial consulting and investment management at Fidelity. He is licensed to provide insurance services in Arkansas and California, holding the respective insurance licenses. He emphasizes the importance of trustworthy and smart collaboration with clients and adheres strictly to Fidelity's standards of putting clients' interests first. David values working closely with clients and their families to develop tailored financial plans that evolve over time.

Theryn Aragon is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been affiliated with Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, combining fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and formal advisory roles to multiple registered investment companies.

Corey Jordan is a financial advisor with Wells Fargo Advisors in Elsmere, KY, holding Series 63 and Series 65 designations and having 31 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory role, he has ownership interests in investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product offerings through a network of financial advisors.

Wesley Tootle is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. He has been with Fidelity Brokerage Services since 2018 and joined Fidelity Investments in 2025. Prior to his financial services career, he worked at Sycamore Community Schools for six years. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves a broad client base with both discretionary and non-discretionary advisory services.

Michael Collins is a financial advisor at Fidelity with Series 63 and Series 66 credentials. He has one year of industry experience and previously held positions at KeyBank, PNC Bank, Lincoln Financial Group, and other organizations. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it provides model portfolios through intermediary platforms.

Andrew Jarc is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Vonderhaar Jarc group. He joined Merrill in April 2014 and brings experience from previous roles in New York and Columbus. Andrew's work focuses on business development and financial strategy design, serving families, business owners, and executives through various life transitions. Andrew holds both the CERTIFIED FINANCIAL PLANNER® and Certified Private Wealth Advisor® (CPWA®) designations, among other professional credentials. He graduated from The Ohio State University's Fisher College of Business with a degree in Business Administration, specializing in Investment Finance. Residing in Ft. Thomas, Andrew, his wife Alex, and their three daughters are involved locally with organizations including People Working Cooperatively and May We Help. Outside of work, Andrew spends time with his family and engages in interests such as golfing, reading, and traveling.

Bradley Mc Elwain is a financial advisor with Ameriprise in Alexandria, KY, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2013 to 2020. He also manages an advisory business through River Hills Consulting Services LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, delivering personalized, research-driven retirement income recommendations through a centralized consulting team.

Jerome Doherty is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and has a formal advisory role to multiple registered investment companies and fund-of-funds.

Gary Dowdell is a financial advisor with UBS Financial Services in Cincinnati, Ohio. He holds a Series 66 designation and has 21 years of industry experience, including 13 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm integrates proprietary market research and model-based asset allocations to tailor strategies for clients and combines institutional trading capabilities with wealth management services.

Steven Cluxton is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity in 2024, he worked at the Defense Finance and Accounting Service and held roles in retail and entrepreneurial ventures, including Pastime Tournaments LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in its investment process.

Jeffrey Cooper is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has worked with Fidelity for 24 years, during which he has assisted clients in developing, implementing, and monitoring their financial plans. His professional experience includes roles such as Financial Consultant, Relationship Officer, Financial Planning Consultant, Fixed Income Specialist, and Service and Trading Specialist, all within Fidelity Investments. Prior to joining Fidelity, he was an Investment Consultant at Charles Schwab in 2004. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jeffrey's personal interests include baseball, family activities, golf, hiking, military service, and traveling.

Scott Combs is a financial advisor with Fidelity, holding the Series 63 and Series 66 designations and bringing 32 years of industry experience. He has worked with various Fidelity entities since 2000, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of systematic methodologies and advisory roles with multiple registered investment companies.

Brian Mote is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes roles at RenoFi, Angi/Handi Technologies, and insurance agencies. Outside of his advisory work, he is an independent contractor for a delivery service provider. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios across various investment vehicles.

Jeffry Drifmeyer is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he collaborates with affluent families and business owners to build efficient financial plans aimed at achieving their goals. Prior to his current role, Jeffry served as a Financial Consultant at Fidelity Investments from 2016 to 2023 and as a Retirement Relationship Manager from 2012 to 2016. Jeffry holds insurance licenses in Arkansas and California. He focuses on helping clients develop financial plans they can clearly articulate and feel confident about. No additional information regarding education, personal interests, or community involvement has been provided.