Christopher Weber is a financial advisor with Fidelity Investments based in Covington, KY. He holds Series 66 and Series 63 licenses and has four years of industry experience. His work history includes previous roles at Empower and Medical Solutions. Fidelity’s 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 to manage portfolios across mutual funds, ETFs, and ETPs.

Johnathan Beach is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Total Quality Logistics, Great American Insurance, and other companies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products.

Samantha Mazzaro is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her background includes roles at the University of Louisville College of Business, University of Louisville Athletics, and the RC Durr YMCA. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Justin Reynolds is a financial advisor at Merrill with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Bank of America, Fifth Third Securities, and Fifth Third Bank. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Mark Mrochek is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America, Pruco Securities, LLC, and Voya Financial Advisors, Inc. based in Cincinnati, OH. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participates in a wrap program, while also facilitating insurance product sales and affiliated trust services.

Dana Cox is a financial advisor at Equitable Advisors with 28 years of industry experience. He has held roles at Equitable Advisors since 2007, following a year at J.J.B. Hilliard, W.L. Lyons, LLC. Cox holds Series 63 and Series 65 licenses. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a range of advisory models, including third-party TAMPs and discretionary portfolio management, and offers ERISA fiduciary services to qualified plans through credentialed representatives.

Kevin Rigney is an Executive Planning Consultant at Fidelity Investments in the Executive Services department. In his role, he collaborates closely with clients to create personalized and holistic financial plans that focus on transparency, empathy, and building long-term relationships to ensure clients feel informed and supported. Kevin has been with Fidelity Investments since 2021, progressing through roles including Workplace & Planning Consultant III and Benefits & Planning Consultant prior to his current position. He holds an Arkansas Insurance License, supporting his capabilities in providing comprehensive financial planning services. Outside of his professional work, Kevin's personal interests include boating, fitness, golf, music, parenthood, and soccer.

Steve Molloy is a Wealth Management Senior Relationship Manager at Fidelity Investments. He works exclusively with Fidelity's most affluent self-directed investors and their families, focusing on delivering personalized service and support tailored to each family's unique needs and preferences. When comprehensive planning is needed, he coordinates discussions with Wealth Management Advisors and other specialized planning professionals. Steve has been with Fidelity Investments since 2012, holding roles including Private Client Group Representative from 2012 to 2017, Wealth Management Planning Consultant from 2017 to 2021, and his current position since 2021.

Alexander Hammock is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliated entities since 2016. 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 employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Andrew Vollman is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2017. Prior to that, he worked at Infiniteam Management Group LLC for one year. Strategic Advisers LLC, a Fidelity Investments 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 build model portfolios from mutual funds, ETFs, and ETPs.

Robert Whaley Jr. is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior work includes roles at Charter Spectrum and Defender Direcr. 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. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

David Pryor is a financial advisor with Edward Jones in Milford, OH, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining Edward Jones in 2020, he worked at several firms including The Huntington Investment Company and Cetera. Outside of his advisory role, he serves as a Village Council Member in Batavia, OH, and is a Worship Director at East River Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with an SEC-registered advisory program and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including managed accounts and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Austin Neat is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this position, he focuses on cultivating and maintaining relationships with clients to support their financial situations. Prior to this role, he gained experience at Fidelity Investments in various capacities including Investment Solutions Representative I and II from 2024 to 2026, High Net Worth Associate in 2024, and Customer Relationship Advocate from 2023 to 2024. He holds insurance licenses in both Arkansas and California.

Luke Mitsch is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Fidelity Investments since 2021. Prior to his financial career, he held roles at Tri-State Coatings and Repairs, Ameritas Insurance Company, and Xavier University. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

James Herrick is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He has held various roles within Fidelity since 2015, including Benefits Planning Consultant, Portfolio Specialist, Workplace Planning Consultant, and High Net Worth Associate. His work focuses on collaboration, education, and personalization to create holistic and flexible planning experiences. He aims to help individuals and their families progress toward their goals by co-creating plans tailored to their unique life journeys. Outside of his professional responsibilities, James has interests in fitness, food, outdoor adventures, parenthood, and traveling.

Austin Brownell is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Fidelity Investments since 2023 and prior positions at DoorDash and other companies. 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 create model portfolios using mutual funds, ETFs, and ETPs.

Jonathan Schadler is the Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he partners with executives to help them understand and maximize their employer benefits and develop clear, actionable strategies to achieve their financial goals. He takes a consultative approach to empower clients to feel confident in their plans and aims to build strong, lasting relationships with them. Jonathan has held various roles at Fidelity Investments since 2013, including Financial Consultant, Benefits & Planning Consultant in Executive Services, Transaction Processing Manager, and Workplace Planning and Advice Consultant. His extensive experience within the organization has equipped him with a deep understanding of financial consulting and benefits planning. He holds an insurance license in Arkansas.

Mark Allen is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked with Strategic Advisers since 2003 and has been with Fidelity Personal and Workplace Advisors and Fidelity Investments in various capacities. Strategic Advisers LLC, a Fidelity Investments company, 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 analysis and algorithmic portfolio construction, delivering model portfolios across multiple platforms.

Brian Roeding is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked within various Fidelity entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, algorithmic methods including AI, and its advisory role to multiple registered investment companies.

Samuel Sprague is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Storopack, QliqSoft, and UPDOX. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.