Kristopher Keefe is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked at RDI Corporation and has been involved in the restaurant business as a bartender at Jefferson Social LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Carly Chafin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she was involved with Luckman Coffee Company for over a decade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction with a focus on mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios for intermediary platforms.

Gerald Barone is a CFP® and PFS™ with 28 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services before joining Cetera in 2025. In addition to his advisory work, he is a Certified Public Accountant involved in tax preparation and accounting through his own firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management and financial planning through a large network of independent advisors and a multi-manager platform with a range of program options and custodial relationships.

Alexander Malof is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments and ProCourse Fiduciary Advisors, among other positions. Outside of finance, he had a one-year involvement with Wicked Pickle. He is part of Strategic Advisers LLC, a Fidelity Investments company that 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 in managing multi-manager and fund-of-funds strategies.

KC Galbraith is a Financial Consultant at Fidelity Investments, where they have been serving since 2024. They have held multiple roles within Fidelity Investments since 2021, including Benefits & Planning Consultant and Workplace Consultant III. Prior to Fidelity, KC worked as an Investment Officer and Financial Advisor at Huntington National Bank from 2019 to 2021, Senior Financial Specialist at PNC from 2016 to 2019, and Financial Advisor at Edward Jones from 2014 to 2016. As a Certified Financial Planner(r), KC focuses on Investment Strategy, Retirement Planning, Income Protection, and Family Legacy Considerations. They emphasize a thoughtful, goal-oriented approach to connect with clients and develop long-lasting personal relationships to guide their financial futures. KC holds insurance licenses in Arkansas and California. Outside of their professional work, KC enjoys activities such as spending time at the beach, fitness, golf, and traveling.

Scott Hacker is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2004. Outside of finance, he is active as a guitarist performing at music events in Cincinnati. 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 utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Diane Deck is a financial advisor at UBS Financial Services with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Amanda Beckerich is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services and Fidelity Investments since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves in advisory roles for registered investment companies and offers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

David Salada is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Fidelity, he was self-employed from 2022 to 2025 and worked at The Sparrow Agency from 2010 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is registered as a commodity pool operator and serves as an adviser to multiple registered investment companies and fund-of-funds.

James Grace is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves in advisory roles uncommon among large institutional peers.

Theodore Siffel is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2004. Outside of his advisory role, he manages staff and office operations through TMTS, LLC, and owns Copper Path Financial Advisors, LLC, which supports his Ameriprise business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Timothy Chon is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and LM Kohn. Outside of his advisory role, he facilitates payroll and benefits for a franchise-operated LLC. Ameriprise Financial Services is a large, diversified firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, integrating proprietary research and third-party data within a defined investment framework.

Andrew Jostworth is a financial advisor with Ameriprise in Crestview Hills, KY, holding a Series 66 designation and six years of industry experience. He previously worked at THOR Investment Management Inc. for five years before joining Ameriprise. Outside of his advisory role, he serves as an assistant freshmen football coach at Archbishop McNicholas High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning through a collaborative, non-discretionary process using proprietary research and third-party data.

James Smith is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Great American Insurance Group. Smith serves as a non-compensated board member for Smith-Feike-Minton, Inc., an independent insurance agency owned by his family. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services delivered by a select group of Wealth Advisors.

Kirk Carr is a Planning Consultant at Fidelity Investments, where he has been contributing since 2010. Prior to this role, he worked as a Private Client Group Associate at Fidelity Investments from 2005 to 2010. In his professional capacity, Kirk focuses on establishing trusted relationships with families and households to support their financial success throughout retirement or other financial objectives. Kirk holds insurance licenses in Arkansas and California, which complement his expertise in financial planning. Outside of his professional work, he pursues personal interests including comedy, concerts, cooking and baking, hiking, outdoor adventures, and skiing.

George Nofel is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has held various roles within Fidelity entities since 2014, 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, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it manages oversight and conflict-of-interest considerations through delegated sub-advisers and governance procedures.

Joseph Redding is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity since 2012, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a variety of clients including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

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 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Ernst & Young LLP and Guardian Savings Bank. He has held varied positions in both financial and non-financial companies, including Izzy's and Skyline Chili. Fidelity’s affiliate, 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 serves multiple registered investment companies and fund‑of‑funds.

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.