Stephanie Vickers is a financial advisor at Fidelity with nine years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services, LLC since 2016. Prior to that, she was involved in Certified Flooring Installations for one year. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and maintaining oversight of affiliated sub-advisers.

Kelly Wesselman is the Regional Director of Wealth Management at Fidelity Investments, a position she has held since 2024. In this role, she supports Wealth Management Planning Consultants in delivering services to high net worth clients and partners with families on multi-generational financial planning. Kelly has been with Fidelity Investments since 2018, previously serving as the Onboarding Team Leader from 2021 to 2025, and as Client Services Team Leader from 2018 to 2021. Her experience encompasses leadership roles focused on client services and onboarding processes within the wealth management sector.

Michael Popil is a CFP® professional with 15 years of industry experience, currently affiliated with OSAIC. He has worked with Securities America Advisors, Inc. and Securities America Inc. for over a decade. Outside of his advisory role, he volunteers as a youth sports coach and serves on the finance committee for St. Henry Highschool. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk assessments, and automated portfolio rebalancing, providing clients access to a range of investment options managed on both discretionary and non-discretionary bases.

Mitchell Walters is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Fidelity Brokerage Services since 2019 and joined Fidelity Investments in 2025. Prior to his financial services career, he held various roles including positions at Uber and Cinfed Credit Union. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Spencer Grome is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience in various roles outside the financial sector. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Patrick Van Sant is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining Fidelity, he worked at 360 American Title Company and Asplundh Tree Experts. Outside of his advisory role, he serves as an assistant coach in his community. 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 manage discretionary and non-discretionary portfolios, often delegating day-to-day management to sub-advisers while maintaining oversight and addressing conflicts of interest.

Anthony Ohlhaut is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior roles include positions at USAA Financial Advisors and multiple terms with Fidelity Brokerage Services. Outside of the financial industry, he has worked with the YMCA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

Rex Points II is a financial advisor at Stifel with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Morgan Stanley, HORAN Securities, Cetera Advisors, Freeman Heyne Toma, and Paycor. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance relies on a proprietary methodology developed by its Investment Strategy Group, which provides asset allocation and planning analyses to support client decision-making.

Shawn Fox is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has worked with various divisions of Fidelity since 2007, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

David Sparby is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles in healthcare staffing and consulting, as well as positions in retail and medical staff services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, and is noted for its registration as a commodity pool operator and advisory role to multiple registered investment companies.

Jojiro Lecroix is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Northern Kentucky University, Ashford University, Brinks Inc, and service in the U.S. Army. Outside of his advisory role, he operates Genki Mindset, a rental real estate investing business. 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 create model portfolios.

Dylan Merrill is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity Investments, he held roles in the restaurant industry and had periods of unemployment. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methodologies. The firm also serves multiple registered investment companies and delivers model portfolios to intermediary platforms.

Nicole Cutcher is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her career includes positions at DNA Diagnostics Center, Standard Retirement Services, StanCorp Equities, Schaeffer's Investment Research, and Huntington National Bank prior to joining J.P. Morgan Securities in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Ronald Grein is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Amazon, Tapestry Inc., Nike Inc., and Polo Ralph Lauren. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Julia Maas is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Her work history includes roles at Fidelity Investments since 2021, as well as positions in various industries such as logistics and retail. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Nathan Top is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses. In addition to his advisory role, Nathan teaches and performs music, specializing in trumpet and piano. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Christopher Schalk is a financial advisor with Ameriprise Financial Services, LLC in Cincinnati, OH, holding CFP® certification and Series 63 and 66 licenses. He has 18 years of industry experience, including prior roles at PNC Bank and PNC Investments. Outside of his primary role, he is also an associate financial advisor with TMTS LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice. The firm's approach integrates investment research and third-party data to address asset allocation and withdrawal strategies within a framework influenced by its affiliated product ecosystem.

Averyanna Evans is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and nine years of industry experience. She has worked at Fidelity Brokerage Services since 2017 and joined Fidelity Investments in 2025. Prior to her career in finance, she was employed at R & R Resale - Clothes Mentor and Fifth Third Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios and discretionary management with oversight of affiliated and unaffiliated sub-advisers.

Zac Whalen is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he works with a subset of Fidelity investors to understand family dynamics and assist in building, managing, and maintaining wealth according to clients' risk levels and preferences. Prior to this, he served as a Portfolio Specialist from 2010 to 2012 and as a Client Management Representative from 2009 to 2010, both at Fidelity Investments. Zac holds insurance licenses in Arkansas and California. His professional experience centers on financial consulting and portfolio management within Fidelity Investments.

Elijah Carmean is a financial advisor at Edward Jones based in Park Hills, KY, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Ohio Valley Builders for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.