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 with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses and possessing one year of industry experience. His background includes roles at Looking Glass Hospitality, DoorDash, and multiple positions at The Ohio State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprised of mutual funds, ETFs, and ETPs.

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.

Thomas Bresiger is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction in managing diversified portfolios and model solutions.

Doris Stamper is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 1991. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Darpel is a financial advisor with Robert W. Baird & Co. Incorporated, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Independent Advisor Alliance, LPL Financial, and operated his own practice, Matthew L. Darpel P.S.C., for over two decades. In addition to his financial advisory work, he is also an attorney specializing in estate planning, probate, and elder law. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The group offers a range of financial planning and portfolio management services utilizing both manager-traded and model-traded strategies, supported by internal research and monitoring.

Robert Cappa is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Aransas County ISD and Wharton ISD. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolios, and is registered with the CFTC as a commodity pool operator.

Chris Eibel is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2000. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services alongside model portfolios built from mutual funds, ETFs, and ETPs.

Jonas Vance is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has worked in various roles including as an independent contractor for Kings Hammer Soccer Club, where he organizes and runs team activities. Vance is also involved in disc golf organizations, serving as a director for the Founding Fathers Disc Golf Club and a professional member of the Professional Disc Golf Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Michael Somers is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he held various roles including self-employment and positions in glass and door repair, packaging, music therapy, and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

John Fruin is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliates since 2005 and holds the Series 63 designation. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team, focusing on clients with Ameriprise-managed accounts.

David Epplen is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 1996. Outside of his advisory role, he serves as a high school baseball umpire in the Northern Kentucky area. He is associated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Mitchell Hofer is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has held various roles within Fidelity since 2000, including positions at Fidelity Investment Services, LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Noah Helber is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked with Ringle, an online English learning platform, as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a wide investable universe, including mutual funds, ETFs, and ETPs.