Joseph Redding is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 20 years of industry experience. He has worked at Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. 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 uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction and is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Jonathan Stocking is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2020. Prior to that, he held positions at Northwestern Mutual and other firms in various roles. Jonathan is part of Strategic Advisers LLC, a Fidelity company that offers investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it maintains distinctive regulatory registrations and advisory roles within the institutional investment space.

Morgan Rains is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held roles in diverse fields including banking, accounting, and food service. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven research tools.

Tarha Young is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 63 and Series 66 credentials. Young has been with Fidelity Brokerage Services LLC since 2014 and joined Fidelity Investments in 2025. Fidelity’s affiliate, 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Ryan Scherder is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2005. Outside of his advisory role, Scherder creates and sells art. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages a diverse range of portfolios and serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Jacob Heck is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2018. Prior to his financial services career, he was involved with Christian Moerlein Brewing Company and worked in education. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of proprietary research and quantitative analysis, with distinctive capabilities in algorithmic portfolio construction and advisory roles for registered investment companies.

Jordan Palmateer is a Series 66 licensed financial advisor at Fidelity with three years of industry experience. Prior to joining Fidelity, he worked at ADT Security Services for seven years. Outside of his advisory role, he serves as an independent contractor refereeing soccer games at state tournaments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs.

Kory Keough is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 10 years of industry experience. He has been affiliated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

Jack Poirier is an advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Fidelity, he held positions at Asplundh Tree Expert, Fairway Mortgage, L & N Federal Credit Union, and Liberty University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Cregory Storer is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various Fidelity divisions since 1998, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios from a range of mutual funds, ETFs, and ETPs.

Jonathan Yellman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His work history includes multiple roles at Fidelity Investments since 2020, as well as prior experience in audiovisual services and academic positions. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and oversees its sub-advisers with established governance procedures.

Braden Martini is a Private Wealth Advisor with The Evelo|Singer|Sullivan|Bruegge Group at Merrill Private Wealth Management. He works closely with senior corporate executives, advising on 10b5-1 trading plans, hedging and monetization, future selling or gifting of positions, while analyzing tax and regulatory implications. Braden specializes in areas such as executive compensation, equity compensation services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, sports and entertainment, and tax minimization. He joined the team in 2005 as an intern through the co-op program at the University of Cincinnati and progressed through roles including Investment Analyst and Assistant Vice President. Braden obtained an MBA with a concentration in Finance from the Williams College of Business at Xavier University, and earned a bachelor's degree in Finance, Accounting, and International Business from the Carl H. Lindner Honors-PLUS Program at the University of Cincinnati. In 2017, he earned the CERTIFIED FINANCIAL PLANNER® certification. He has been named to the Forbes "Best-in-State Wealth Advisors" list for 2024, 2025, and 2026 and is a member of the nationally ranked Evelo|Singer|Sullivan Group. Braden is actively involved in the Cincinnati community supporting education and community health programs. He is a committee member for the American Heart Association's Cincinnati Affiliate Men Go Red for Women campaign and supports organizations including the Freestore Foodbank and the Goering Center for Family and Private Business.

Brian Schnur is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains a registered commodity pool operator status along with advisory roles to multiple registered investment companies.

Andrew Rightmyer is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at ColdIron Event Rentals and Outback Steakhouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund consulting, and model portfolios, and is noted for its use of algorithmic methods and its role advising registered investment companies.

Zachary Perry is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His prior work includes roles at Divisions Inc, Vendorpass (Paycor), Northwestern Mutual, and Northern Kentucky University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios. The firm is noted for its regulatory registrations, advisory roles with multiple registered investment companies, and its use of AI and systematic methodologies in portfolio management.

Jenna Brown is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior work includes roles at Turning Point Events, Beck Consulting, Fawn Candy, and the University of Cincinnati. 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 manages discretionary and non-discretionary portfolios and serves as an adviser to registered investment companies, employing systematic methodologies and long-term asset allocation benchmarks.

Sandra Mills is a financial advisor with Ameriprise in Cincinnati, Ohio, holding a Series 66 designation and 22 years of industry experience. She previously worked at The Huntington Investment Company for over two decades before joining Ameriprise in 2026. Outside of advisory work, Mills is involved as a member of Legacy Land Partners LLC, a company focused on buying, improving, and selling land. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice centered on dependable income and tax-aware withdrawal strategies.

Alexander Steckl is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked at Fidelity Investments since 2010. 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 create model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Shaun Groneck is a Financial Consultant at Fidelity Investments, a position he has held since 2008. He specializes in financial planning and is dedicated to helping clients work toward their financial goals by developing customized plans tailored to their unique financial situations. Shaun holds insurance licenses in Arkansas and California. He has over a decade of experience in the financial industry, focusing on simplifying complex financial topics for his clients to ensure they fully understand their options and feel comfortable with their financial strategies. Outside of his professional work, Shaun is involved in family activities, enjoys golf and traveling, and participates in volunteering.

Thomas Anderle is a financial advisor with Raymond James Financial in Cincinnati, OH, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has worked with Raymond James Financial Services, Inc. since 2002 and with Raymond James Financial since 2009. Outside of his advisory role, he serves as an executor under his wife’s will. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.