Christopher Pieper is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in the Fort Mitchell, Kentucky office. He focuses on offering a comprehensive approach to managing wealth that begins with understanding clients’ financial situations, families, and priorities. Christopher helps develop customized wealth management strategies that adapt to changing needs and market conditions. He provides access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America to support clients’ diverse financial requirements. With over 20 years of experience, Christopher has worked primarily with families and small businesses in the Greater Cincinnati and Northern Kentucky areas, as well as clients across the country. His areas of expertise include divorce transition planning, education planning, family wealth management, legacy planning, retirement income, portfolio management, and investment consulting for defined contribution plans, among others. Christopher holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher graduated from Xavier University with a bachelor's degree in 1990. In addition to his professional work, he is involved in his community as a golf coach at Covington Catholic High School. His personal interests include baseball, golfing, and watching movies.

Ryan Scherder is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various divisions within Fidelity since 2005. Outside of his advisory work, he creates and sells art. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

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.

Mark MacFarlane is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he assists clients with benefits and wealth planning, collaborating with them to explore various planning and guidance strategies aimed at achieving their financial goals. Mark began his career with Fidelity Investments in 2019 as a Workplace Planning Associate, progressing to Benefits & Planning Consultant in Executive Services in 2023 before assuming his current position. His professional experience centers on client engagement and financial planning within the investment services sector. Mark emphasizes the importance of building trusted relationships with clients and adheres to high standards in service delivery.

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 a financial advisor with Fidelity, holding Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Asplundh Tree Expert, Fairway Mortgage, and Liberty University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolio delivery, utilizing systematic methodologies and oversight to address potential conflicts of interest.

Cregory Storer is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across various Fidelity entities since 1998. His current roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios and offers specialized advisory functions such as fund management and model portfolio delivery.

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, a nationally recognized team serving public company executives, private business owners, and ultra high net worth families. In this role, he advises senior corporate executives on 10b5-1 trading plans, hedging, monetization, and the future selling or gifting of positions, while analyzing tax and regulatory implications. Braden’s expertise includes executive and equity compensation, family wealth management, legacy planning, liquidity management, and philanthropic planning. Braden joined The Evelo|Singer|Sullivan|Bruegge Group in 2005 as an intern through the co-op program at the University of Cincinnati and progressed through roles including Investment Analyst, Assistant Vice President and Private Wealth Analyst – Investments, and Wealth Management Advisor. He earned his CERTIFIED FINANCIAL PLANNER® certification in 2017, marking a significant professional milestone. His experience also includes leading the team’s Investment Policy Committee, portfolio review process, and implementing specialized trading strategies. He was promoted to Vice President in 2019, First Vice President in 2021, Senior Vice President in 2022, and advanced to Private Wealth Advisor in September 2022 after completing a rigorous accreditation process. Braden holds an MBA with a concentration in Finance from the Williams College of Business at Xavier University and a bachelor’s degree in Finance, Accounting, and International Business from the Carl H. Lindner Honors-PLUS Program at the University of Cincinnati. He is a member of the Goering Center for Family and Private Business. Active in the Cincinnati community, Braden supports programs focused on education and community health, including involvement with the American Heart Association’s Cincinnati Affiliate and the Freestore Foodbank. His personal interests include baseball, basketball, football, golfing, reading, running marathons, and spending time with his family.

Brian Schnur is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliates since 2010. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

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.

Michelle Lasita is a financial advisor at Fidelity with 18 years of industry experience. She has held various roles within Fidelity since 2011, including positions at Fidelity Personal and Workplace Advisors. Outside of her advisory work, she is a co-owner of a Biggby Coffee franchise in Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies, utilizing systematic methodologies and oversight controls.

Alexander Steckl is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2010. 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 integrates proprietary research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

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.

Zachary Baecker is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity Investments in 2021, he worked at the University of Cincinnati and was involved with the Woodhaven Swim Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of fund-of-funds and model portfolios. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Robert Taylor is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in telecommunications and logistics and served in the Kentucky Army National Guard for eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to multiple registered investment companies and use of AI and algorithmic methods in research.