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.

Krystle Young is a financial advisor with LPL Financial, holding a Series 63 designation and nine years of industry experience. She has worked at LPL Financial since 2024 and previously spent 18 years at PFSI Investments Inc. and two years at Securities America Advisors. Outside of advisory work, she is involved in mortgage and real estate services through Stratton Mortgage. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers advisory and brokerage services supported by model portfolios, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets.

Randy Hein is a CFP® professional with 26 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2020. Prior to this, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, Hein is involved in home building and financing through his ownership of Wyrick Hein Homes LLC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

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.

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.

Shayne Clephane Jr. is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Merrill and Bank of America, he worked at Fidelity Investments for two years. Outside of finance, he has entrepreneurial involvement with Media Influence LLC since 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.