Michael Smith is a financial advisor with Robert W. Baird & Co. in Anderson Township, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2007. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a broad range of clients, including individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a variety of investment strategies and management approaches to meet client goals and risk tolerances.

Peter Mcgrath is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 14 years of industry experience. He has been associated with various Fidelity entities, including Fidelity Brokerage Services LLC since 2011 and Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company where he is currently based, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop its model portfolios and has distinctive features such as CFTC registration and a formal advisory role to multiple registered investment companies.

Katherine Clay is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, she worked at Refined Social Events and has been involved with nonprofit organizations including the American Red Cross and New Vista. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Richard Gianni Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Equitable Advisors since 2000, following a twenty-year tenure at AXA Advisors, LLC. Outside of his advisory role, he is a partner and investor in a local yoga business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing various program sponsors and endorsed third-party managers to provide advisory and brokerage solutions.

Andy Woolums is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2012, initially serving as a Workplace Planning & Guidance Advisor, then as Director Retirement Planner from 2016 to 2020, followed by Planning Consultant from 2020 to 2021. In his role, Andy engages clients through a structured four-step process that begins with understanding their individual goals and preferences. He then creates, implements, and continuously monitors customized financial plans to address clients' needs effectively. Andy holds insurance licenses in Arkansas and California. Outside of his professional work, Andy has personal interests that include baseball, boating, fitness, football, lake activities, and parenthood.

Christopher Allen is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and Fidelity Investments LLC since 2022. His prior roles include positions at several local churches and General Nutrition Center. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Michael Schlachter is a financial advisor at Fidelity with a Series 66 designation and seven years of industry experience. He has been with Fidelity Brokerage Services LLC since 2016 and joined Fidelity Investments in 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Joseph Fultz is a financial advisor with Fidelity, holding a Series 66 designation and bringing 10 years of industry experience. He has worked within various branches of Fidelity since 2015, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its work with registered investment companies, fund-of-funds structures, and its use of AI and systematic methodologies in portfolio management.

Noah Wulfeck 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 Xpress Valet and Guardian Savings Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Monica Smith is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors since 2018 and Strategic Advisers LLC since 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios and employs oversight controls while utilizing both affiliated and unaffiliated sub-advisers.

Nathan Tolbert is a financial advisor with Fidelity, holding a Series 66 credential and four years of industry experience. His prior work includes roles at Enterprise Rent-a-Car and in healthcare and retail sectors before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including model portfolio construction using algorithmic and quantitative methods, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Chase Gilbert is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Education At Work and Northern Kentucky University. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, multiple registered investment company advisory roles, and incorporation of AI/LLMs in its research processes.

Terry Johnson is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has worked with Primerica Financial Services since 1991 and PFS Investments Inc. since 1985. He also receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for referrals related to loan products and home security services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating with a tiered wrap fee structure and maintaining oversight of its investment models.

Caleb Ross is a CFP® with 20 years of experience in the financial industry. He is currently with Fidelity, where he has worked since 2005 in various roles including Fidelity Personal and Workplace Advisors. 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. The firm serves a diverse client base and maintains a distinctive role in managing registered investment companies and delivering solutions for Fidelity Institutional Wealth Adviser.

Michael Selm is the Regional Director of Executive Services at Fidelity Investments, a position he has held since 2025. In this role, he supports a team of Benefits & Planning Consultants and Executive Planning Consultants focused on helping clients align their financial goals with personalized benefit strategies. Michael has extensive experience at Fidelity Investments, having served in several leadership roles including Team Leader of Advisory Services from 2021 to 2025, Team Leader of Fixed Income from 2019 to 2021, and Team Leader of Client Services from 2015 to 2019. His work centers on providing strategic insight and collaborative leadership to promote financial well-being for clients at every stage of life.

Andrew Roake is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with Fidelity Investments in various capacities since 2014, with a brief period as self-employed from 2021 to 2022. He holds Series 63 and Series 66 licenses and is based in Covington, KY. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios and offers formal advisory services to multiple registered funds.

Kurt Ives is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across multiple Fidelity entities since 1999. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Jon Qualls is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments, Fidelity Brokerage Services LLC, Edward Jones, and the Commonwealth of Kentucky. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves a notable role in advising multiple registered investment companies and constructing model portfolios using systematic methodologies.

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.