Rachel Hupprich Anderson is a financial advisor at Fidelity with eight years of industry experience. She has worked at Fidelity Investments and FIDELITY Brokerage Services LLC since 2017, and previously at Legacy Investment Services from 2015 to 2017. She holds Series 63 and Series 66 licenses. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles as a commodity pool operator, advisor to multiple registered investment companies, and its use of algorithmic methods and AI in research.

Kara Hohnecker is a Wealth Management Senior Relationship Manager at Fidelity Investments. She has been with Fidelity since 2014, progressing through various roles including Wealth Management Planning Consultant, Benefits and Planning Consultant, and Relationship Manager positions across Investor Centers and Portfolio Advisory Services. Her career at Fidelity demonstrates a consistent focus on client relationship management and wealth planning. In her current role, Kara emphasizes a collaborative approach with clients, aiming to work as a team to ensure that client objectives are central to the planning process. She is organized and committed to delivering work that instills confidence in the financial plans developed with her clients. Outside of her professional responsibilities, Kara has personal interests that include pets, reading, and traveling.

Ryan Whitford is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and joined UBS in 2023. Outside of his advisory role, Whitford participates in community theatre and has performed in the summer musical "Jersey Boys" with Cincinnati Landmark Productions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Christopher Pennington is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and bringing 12 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as an officer and treasurer for the Burlington Spring Horse Show, an annual event supporting local charities with an equestrian focus. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans using proprietary research and model-based asset allocations.

Tejay Evans serves as Vice President and Financial Consultant at Fidelity Investments, a position held since 1998. He is a Certified Financial Planner(r) and holds the Chartered Financial Analyst (CFA(r)) charter. In his role, he supports clients with wealth strategies and financial planning, including investment strategy, retirement planning, income protection, and facilitating family conversations. Evans partners with clients to create comprehensive financial plans tailored to their goals, needs, and preferences. He holds insurance licenses in Arkansas and California.

Jennifer Alloway is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2014 and at Fidelity Investments since 2025. 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 combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Jantine Harsveld Van Der Veen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes positions at Thomas More University, SBM Offshore, and Utrecht University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and fund advisory services.

Matthew Dodds is Resident Director at Merrill Lynch Wealth Management, serving as the business manager for The Evelo/Singer/Sullivan Group. He oversees the operations segment of the team, managing staff and internal control systems, preparing management reports and reviews, and ensuring compliance with industry regulations. His role supports the team’s focus on corporate executives, entrepreneurs, and ultra-high-net-worth families by streamlining operations and compliance functions. Matthew began his career with Merrill Lynch in 2000 and joined The Evelo/Singer/Sullivan Group in 2016. He holds a Bachelor of Business Administration degree with a concentration in Finance from the University of Cincinnati. He also holds the Personal Investment Advisor (PIA) designation. Outside of work, Matthew enjoys golfing, hiking, traveling, and spending time with his wife and two daughters.

Jeffrey Huss is a financial advisor with Fidelity, holding Series 63, Series 65, and Series 66 credentials and 14 years of industry experience. He has been associated with Fidelity Brokerage Services LLC since 2014 and joined Fidelity Investments in 2025. Fidelity’s affiliate, Strategic Advisers LLC, offers 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 create model portfolios across various investment vehicles.

Roman Gomez Sauceda is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2017, as well as brief tenures at PNC Financial Services Group and Western and Southern. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios.

Kelly McMahon is a Series 66-licensed financial advisor with nine years of industry experience. She has worked at Fidelity Investments since 2020 and previously held roles at Raymond James Financial Services and Park National Bank of Southwest Ohio & Northern Kentucky. McMahon also has experience with the United Way of Greater Cincinnati. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jordan Tuss is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has held various roles since 2017, including consulting for small businesses and serving as a paid lead volunteer for community events in Cincinnati. Prior to joining Fidelity, his background includes work in creative direction and community involvement. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, fund consultancy, and model portfolio delivery across a range of investment vehicles.

Haley Kohl is a financial advisor at Fidelity Investments with four years of industry experience. She holds the Series 63 and Series 66 credentials. Prior to her work in finance, she was employed at Beechmont Toyota for two years. Outside of her advisory role, she pursues nail painting as a side hobby. 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 in its investment approach.

David Lau is a financial advisor at Cetera with a Series 66 designation and experience that includes roles at Hicks & Mann Wealth Management LLC and Western & Southern Financial Group. He has assisted advisors with client follow-up, market research, and tax preparation. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutions. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and program platforms.

Brandon Maegley is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been associated with various Fidelity entities since 2012, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios drawn from mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Patti Bruns is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she partners with the team to provide support and guidance, assisting with planning and servicing needs. Patti has been with Fidelity Investments since 2017, gaining experience through various roles including Managed Account Support Specialist, High Net Worth Service Associate, and Customer Relationship Advocate. This progression reflects her growing expertise in wealth management and client service within the firm.

Andrew Brauer is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has been with Fidelity Investments in various capacities since 2010, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions to intermediary platforms.

James Getter is a financial advisor with Wells Fargo Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his role at Wells Fargo, he has ownership interests in two wealth management firms based in Cincinnati. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu through a large network of advisors, using proprietary research and tools to develop tailored recommendations across various financial planning needs.

Nicholas Grimm is a financial advisor at Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses with 20 years of industry experience. He previously worked at Fifth Third Securities for nine years before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Elijah Thomer is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been associated with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across multiple platforms.