David Salada is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Fidelity, he was self-employed from 2022 to 2025 and worked at The Sparrow Agency from 2010 to 2022. 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 registered as a commodity pool operator and serves as an adviser to multiple registered investment companies and fund-of-funds.

James Grace is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves in advisory roles uncommon among large institutional peers.

Theodore Siffel is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2004. Outside of his advisory role, he manages staff and office operations through TMTS, LLC, and owns Copper Path Financial Advisors, LLC, which supports his Ameriprise business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Timothy Chon is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and nine years of industry experience. His career includes roles at Edward Jones and LM Kohn, with prior experience at Cintas. Outside of advisory work, he assists with payroll and benefits administration for Instill, LLC, an entity supporting a franchise business. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Jostworth is a financial advisor with Ameriprise in Crestview Hills, KY, holding a Series 66 designation and six years of industry experience. He previously worked at THOR Investment Management Inc. for five years before joining Ameriprise. Outside of his advisory role, he serves as an assistant freshmen football coach at Archbishop McNicholas High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning through a collaborative, non-discretionary process using proprietary research and third-party data.

James Smith is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Great American Insurance Group. Smith serves as a non-compensated board member for Smith-Feike-Minton, Inc., an independent insurance agency owned by his family. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services delivered by a select group of Wealth Advisors.

Kirk Carr is a Planning Consultant at Fidelity Investments, where he has been contributing since 2010. Prior to this role, he worked as a Private Client Group Associate at Fidelity Investments from 2005 to 2010. In his professional capacity, Kirk focuses on establishing trusted relationships with families and households to support their financial success throughout retirement or other financial objectives. Kirk holds insurance licenses in Arkansas and California, which complement his expertise in financial planning. Outside of his professional work, he pursues personal interests including comedy, concerts, cooking and baking, hiking, outdoor adventures, and skiing.

George Nofel is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has held various roles within Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it manages oversight and conflict-of-interest considerations through delegated sub-advisers and governance procedures.

Joseph Redding is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity since 2012, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a variety of clients including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

Jonathan Stocking is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2020. Prior to that, he held positions at Northwestern Mutual and other firms in various roles. Jonathan is part of Strategic Advisers LLC, a Fidelity company that offers investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it maintains distinctive regulatory registrations and advisory roles within the institutional investment space.

Morgan Rains is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Ernst & Young LLP, Guardian Savings Bank, and various companies in the retail and service sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios built from mutual funds, ETFs, and ETPs.

Tarha Young is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 63 and Series 66 credentials. Young has been with Fidelity Brokerage Services LLC since 2014 and joined Fidelity Investments in 2025. Fidelity’s affiliate, 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Christopher Pieper is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in the Fort Mitchell, Kentucky office. He focuses on offering a comprehensive approach to managing wealth that begins with understanding clients’ financial situations, families, and priorities. Christopher helps develop customized wealth management strategies that adapt to changing needs and market conditions. He provides access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America to support clients’ diverse financial requirements. With over 20 years of experience, Christopher has worked primarily with families and small businesses in the Greater Cincinnati and Northern Kentucky areas, as well as clients across the country. His areas of expertise include divorce transition planning, education planning, family wealth management, legacy planning, retirement income, portfolio management, and investment consulting for defined contribution plans, among others. Christopher holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher graduated from Xavier University with a bachelor's degree in 1990. In addition to his professional work, he is involved in his community as a golf coach at Covington Catholic High School. His personal interests include baseball, golfing, and watching movies.

Ryan Scherder is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various divisions within Fidelity since 2005. Outside of his advisory work, he creates and sells art. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Jacob Heck is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2018. Prior to his financial services career, he was involved with Christian Moerlein Brewing Company and worked in education. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of proprietary research and quantitative analysis, with distinctive capabilities in algorithmic portfolio construction and advisory roles for registered investment companies.

Mark MacFarlane is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he assists clients with benefits and wealth planning, collaborating with them to explore various planning and guidance strategies aimed at achieving their financial goals. Mark began his career with Fidelity Investments in 2019 as a Workplace Planning Associate, progressing to Benefits & Planning Consultant in Executive Services in 2023 before assuming his current position. His professional experience centers on client engagement and financial planning within the investment services sector. Mark emphasizes the importance of building trusted relationships with clients and adheres to high standards in service delivery.

Jordan Palmateer is a Series 66 licensed financial advisor at Fidelity with three years of industry experience. Prior to joining Fidelity, he worked at ADT Security Services for seven years. Outside of his advisory role, he serves as an independent contractor refereeing soccer games at state tournaments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs.

Kory Keough is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 10 years of industry experience. He has been affiliated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

Jack Poirier is a financial advisor with Fidelity, holding Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Asplundh Tree Expert, Fairway Mortgage, and Liberty University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolio delivery, utilizing systematic methodologies and oversight to address potential conflicts of interest.

Cregory Storer is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across various Fidelity entities since 1998. His current roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios and offers specialized advisory functions such as fund management and model portfolio delivery.