Vera Domini is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. She has been with Fidelity Investments since 2022, following four years as a self-employed professional. 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 from mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, its advisory role to multiple registered investment companies, and the use of algorithmic methods and AI in portfolio construction.

Melissa Kelly is a financial advisor with Ameriprise in Hebron, KY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Ameriprise and its affiliate since 2011. Outside of her advisory role, she serves as Vice President of Instill, LLC, which assists with administrative functions related to her practice’s payroll and benefits. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven, model-based recommendations with advisory, brokerage, and insurance solutions through its affiliated companies.

Trenton Rogers is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has worked with Cambridge Investment Research Inc. since 2021. Prior to his advisory career, he was self-employed in landscaping and held various other roles. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies tailored to client objectives.

Aaron Wiefering is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation. Prior to his current role, he operated Wiefit Nutrition and Personal Training for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad universe of mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI and algorithmic methods in its investment process.

Dan Kamenar is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments in various roles since 2021, including Planning Consultant, Relationship Manager PAS, Investment Solutions Representative II, and Investment Solutions Representative. Prior to joining Fidelity, Dan worked in Branch Management at PNC Bank from 2018 to 2021. Dan holds insurance licenses in Arkansas and California. His professional focus is partnering with families and individuals to build long-term relationships and co-create plans targeting personal investment and retirement goals. Outside of his professional work, Dan has interests in beach activities, food, reading, skiing, table tennis, and volunteering.

Edward Naberhaus is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2000, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it maintains oversight controls while delegating daily management to affiliated or unaffiliated sub-advisers.

Jeff Partin is a Financial Consultant currently working at Fidelity Investments since 2022. He has been in the financial industry for 25 years, engaging with clients through partnership and meaningful conversations to address their concerns and collaborate on financial goals. Jeff prioritizes immersive discussions to maintain curiosity about his clients and keep their interests central. His professional experience includes roles such as Investment Management Consultant II at Fidelity Investments, Financial Advisor at ARGI, Wealth Management Advisor at TIAA CREF, Retirement Relationship Manager at Fidelity Investments, and several positions dating back to 2001 including Relationship Manager at Great American Insurance and Relationship Sales Specialist at Citigroup. Jeff holds insurance licenses in Arkansas and California. Outside of his professional career, Jeff's personal interests include boating, fitness, football, motorcycles, music, and traveling.

Kevin Radecki is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2005. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Kevin Fairchild is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has worked at Fidelity Investments and Morgan Stanley and has prior experience in various roles including at the University of Cincinnati and in political campaign work. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction with systematic methodologies and long-term asset allocation benchmarks.

Cristina Waugh is a Series 66 licensed advisor with Cambridge Investment Research Advisors in Cincinnati, OH, with four years of industry experience. Prior to her current role, she has been associated with Cambridge Investment Research Inc. and United Healthcare, where she also works as an independent Medicare sales agent. She has balanced her financial services career alongside being a stay-at-home parent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services. The firm employs a range of investment solutions through proprietary models and third-party strategists, with both discretionary and non-discretionary management tailored to client objectives.

Paul Ganim is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. Prior to joining Cambridge in 2017, he worked at Fidelity Investments for 18 years. Outside of his advisory role, he is a director of compliance and education at Interdependent Advisors LLC and is a passive investor in a local brewing company. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension plans, charities, trusts, and retirement-plan sponsors—offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm provides multiple investment implementation platforms, including proprietary models and access to third-party managers, with tailored discretionary and non-discretionary strategies.

Donald Stewart II is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2004. Outside of his advisory role, Stewart is a spiritual teacher, coach, and speaker who performs music for churches nationwide and provides spiritual coaching. He also delivers keynote speeches on emotional intelligence, time management, and communication strategies. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Alexander Crawford is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones and several Fidelity-affiliated entities over his career. Outside of his advisory roles, he was employed at Bishop Brossart High School for 10 years. 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 charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Meggie Murphy is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2023. In this position, she focuses on building trustworthy relationships with clients by understanding their priorities and delivering tailored wealth management solutions to help grow and preserve their assets. Meggie has been with Fidelity Investments since 2019, progressing through various roles including Wealth Management Service Specialist, High Net Worth Associate, and Customer Relations Advocate. This experience has provided her with a comprehensive understanding of wealth management services and client relations. Outside of her professional life, Meggie enjoys cooking and baking, gardening, music, social events with friends, parenthood, and scuba diving.

Douglas Vollette is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities, including Strategic Advisers, Fidelity Brokerage Services, and Fidelity Personal and Workplace Advisors. 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 proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various platforms.

Hassnaa Ingram is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and four years of industry experience. She has worked at Fidelity Investments since 2021 and has previous involvement with the Islamic Association of Cincinnati and the Islamic Center of Northern Kentucky. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery while maintaining oversight of sub-advisers and integrating AI-driven methodologies in its investment process.

Brian Tewes is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Securities Corporation for 17 years. In addition to his role at OSAIC, he owns and operates Tewes Wealth Management, offering insurance products including disability insurance, annuities, and life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, providing brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs various asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.

Luke Schmelzer is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Cleveland Research Company and Lowe’s, as well as positions in educational and community organizations. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including model portfolios delivered to intermediary platforms.

Jenna Gressler is a financial advisor at Fidelity with Series 63 and Series 66 certifications and five years of industry experience. Prior to joining Fidelity, she held positions at Mitchell's Salon & Day Spa and Northern Kentucky University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a range of clients through discretionary and non-discretionary management, fund advisory, and model portfolio delivery.

Kara Barnett is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Fidelity Investments, LPL Financial, and Fifth Third Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.