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.

Tyler Dombroski is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Stack Construction Technologies, the Cincinnati Reds, Crowe LLP, and several service and delivery companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to serve its clients.

Andrew Ford Jr. is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Bank of America and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles with registered investment companies, and incorporation of AI in its investment process.

Michael Cahill is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors. Outside of finance, he is a golf professional providing golf instruction. Strategic Advisers LLC, part of Fidelity Investments, offers investment management and advisory services to diverse clients, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including those for registered investment companies.

Brittany Sparks Weber is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity in 2024, she worked at Greater Cincinnati Veterinary Specialists for eight years and was involved with Furry and Fabulous from 2023 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies. The firm also serves registered investment companies and offers discretionary and non-discretionary advisory services.

Samuel Adams is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Education at Work and Northern Kentucky University. Outside of his advisory work, he is an affiliate streamer on Twitch Interactive, where he operates independently. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across model portfolios.

Kevin Crowell is a Financial Consultant at Fidelity Investments. He assists clients in developing their financial plans by helping them make sound investment decisions and simplifying their financial lives. Kevin has held multiple roles within Fidelity Investments since 2012, including positions such as Financial Consultant, Investment Solutions Representative, Workplace Planning Consultant, and Retirement Solutions Representative. His extensive experience within the firm reflects a broad understanding of financial consulting and investment solutions. He holds insurance licenses in Arkansas and California.

Paul Kelley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Fidelity since 2022 and previously held positions at Anytime Fitness and Planet Fitness. He is part of 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 with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Jessica Meyer is a financial advisor at Fidelity with three years of industry experience. She holds the Series 66 designation and has worked at Fidelity since 2022. Prior to her career in finance, she was employed at LongHorn Steakhouse for seven years. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using a range of mutual funds, ETFs, and ETPs.

Joe Wulfeck is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2024. He has progressed through various roles within Fidelity, including Investment Solutions Representative II from 2022 to 2024 and Investment Solutions Representative I from 2021 to 2022. Prior to joining Fidelity, Joe gained experience at several financial institutions, including Huntington National Bank as a Branch Relationship Banker III - Investment Representative from 2016 to 2021, US Bancorp Investments as a Branch Manager - Registered Representative from 2015 to 2016, Fifth Third Securities as a Licensed Personal Banker - Registered Representative from 2011 to 2015, and JP Morgan Chase Securities as a Licensed Banker - Registered Representative from 2007 to 2011. Joe holds insurance licenses in Arkansas and California. Outside of his professional career, he has personal interests in cars, comedy, motorcycles, and pets.

Rachel Allgeier is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior work includes roles at Macy's and Ashlee Kennedy State Farm, alongside multiple positions at Miami University. She works with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to provide discretionary and non-discretionary advisory services, including fund advisory and model portfolio delivery.

Bennie Falls is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Veritude and the State of Kentucky. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers services including discretionary portfolio management, fund advisory, and model portfolio delivery.

Christopher Davis is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held roles at ADM Archer Daniels Midland and was involved in food delivery services as an independent contractor. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, employing a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Abigail Kaufman is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2018. Prior to her career in finance, she was employed at Nordstrom from 2014 to 2018. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.