Tobias Mrozek is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previously worked at Total Quality Logistics, Aircall, and FOM Hochschule Berlin, among other organizations. 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 combines fundamental research with quantitative and algorithmic portfolio construction, offering discretionary and non-discretionary management, fund advisory, and model portfolio delivery.

Emily Coleman is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Her work history includes roles at Fidelity Investments since 2020, as well as prior positions with the Cincinnati Reds and Incrediplex. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Karel Simbartl is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity since 2006. 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 analysis and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Andrew Horner is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. His background includes roles at ConstructConnect and various positions during his studies at the University of Cincinnati. 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 across a range of investment vehicles.

Emily Dannemiller is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2004. Outside of her advisory role, she is the owner and designer of a jewelry business and serves as an independent marketing executive for a wellness company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolios.

Rebecca Charnegie is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2014, including Fidelity Investments Institutional Operating Company and Fidelity Brokerage Services LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and delivers model portfolios to intermediary platforms.

Sarah Pickens is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior roles include positions at THOR Wealth Management and various organizations during her academic tenure at the University of 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 charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Cassie Kirn is a financial advisor with Fidelity, holding Series 66 and Series 63 registrations and 12 years of industry experience. She has worked at various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC delivers investment management and advisory services to both retail and institutional clients using a combination of proprietary fundamental research and quantitative analysis. The firm’s approach includes the construction of model portfolios with systematic methodologies and oversight of affiliated and unaffiliated sub-advisers.

Alexander Klawitter is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His prior work includes positions at Quicken Loans and the United States Postal Service, as well as roles in retail and hospitality. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Michael Cosimano is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services and Fidelity Investments since 2014. 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 systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to multiple funds and use of AI and algorithmic methods in portfolio management.

Alexander Burch is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019. His prior experience includes roles at DFAS, Lendkey Technologies, Panera Bread, and the University of Cincinnati. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including registered investment companies and charitable funds. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

Gail Zilka is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. Her prior work includes 17 years at PNC Capital Markets, Inc. before joining Fidelity Brokerage Services LLC in 2018. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Matthew Taggart is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has progressed through various positions within Fidelity, including Financial Consultant 1 (2024-2025), Investment Solutions Representative 3 (2023-2024), Investment Solutions Representative 2 (2023), Investment Solutions Representative (2022-2023), and Electronic Channel Support Specialist (2020-2022). In his current role, Matthew collaborates with clients to understand their financial goals and how these relate to their overall personal plans. This approach enables him to help clients build financial plans tailored to their unique short- and long-term objectives. He holds insurance licenses in Arkansas and California. Outside of his professional work, Matthew has interests in cars, comedy, cooking and baking, fishing, football, and movies.

Taylor Hafling is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various capacities at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Lucas Wise is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His work history includes roles at Fidelity Investments, Impact Group, Amazon, and several other companies. Lucas is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and offers discretionary and non-discretionary advisory services.

Jeremy Sweet is a Planning Consultant at Fidelity Investments, where he works collaboratively with clients to develop customized financial plans tailored to their unique needs. He focuses on building comprehensive plans, identifying strategies for improvement, and maintaining open communication with clients. Jeremy has been with Fidelity Investments since 2021, advancing through roles including Customer Relationship Advocate, High Net Worth Service Associate, Investment Solutions Representative, and currently as a Planning Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jeremy is engaged in various personal interests including social events, outdoor adventures, parenthood, pets, and soccer.

Jenna Knipper is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has been with Fidelity since 2015, progressing through various roles including Investment Management Consultant, Client Management Representative, Workplace Planning Consultant, Stock Plan Consultant, High Net Worth Representative, and Financial Representative. Her experience encompasses benefits and planning consultation, investment management, client management, workplace planning, stock plan consulting, and serving high net worth clients. Jenna focuses on helping clients build financial plans to work toward their goals and maximize the tools and resources Fidelity offers. Since joining Fidelity in 2015, Jenna has developed expertise across multiple facets of financial services within the company. She is committed to assisting clients in utilizing their relationship with Fidelity effectively to support their financial objectives.

Stuart Jackson IV is a financial advisor at Edward Jones in Fort Mitchell, KY, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he served six years with the Kentucky State Police. He is also the president of Better Business Builders, a referral group based in Northern Kentucky. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Ryan Stallkamp is a financial advisor with J.P. Morgan Securities and holds the Series 63 and Series 66 designations. He has 14 years of industry experience, including ten years at Fidelity Investments and five years at JP Morgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program offers non-discretionary, written asset allocation advice and manager searches, supported by a centralized due diligence process that incorporates both quantitative and qualitative research.

Nathaniel Bitonte is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he held roles at Scioto Country Club and Schellman. 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 noted for its formal advisory roles to multiple registered investment companies, use of systematic methodologies, and engagement with advanced technologies like AI in its research.