Amanda Lindsey is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Her prior roles include positions at Hamilton County Job & Family Services, Crosscountry Mortgage, and State Farm. She has also been involved in hospitality and nonprofit work, including at Barnsburg Tavern and Sisters of Notre Dame. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Trevor Iles is a Financial Consultant at Fidelity Investments, bringing over 20 years of experience in the financial services industry. Throughout his career at Fidelity, he has held various roles including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, Fixed Income Specialist, Investments Representative, and Financial Representative. Prior to joining Fidelity, he worked as a Representative at American Express Financial Advisors. Trevor is a CFP4 professional who collaborates closely with clients to review their financial plans and develop personalized strategies aimed at improving financial outcomes. He holds insurance licenses in Arkansas and California. Outside of his professional work, Trevor enjoys gardening and outdoor adventures.

Ryan Grote is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at Cambridge since 2017 and previously held roles at INVEST Financial Corp, Whitehall Financial Services, Kms Financial Services, and Fidelity. Grote is also involved in managing his own business entity, Grote Accumulation Strategy. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various platform options and proprietary model strategies while supporting both discretionary and non-discretionary management approaches.

Scott Leigh is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked within various Fidelity entities since 2011, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, utilizing advanced technologies, and maintaining formal governance procedures.

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 with Cambridge Investment Research Advisors, holding a Series 66 designation and four years of industry experience. Before joining Cambridge, he worked in various roles including freelance landscaping and positions in business interiors and recreation services. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management and utilizes multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

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 financial advisor at Cambridge Investment Research Advisors with four years of industry experience. She holds the Series 66 designation and has worked with Cambridge Investment Research Advisors since 2022. Outside of her advisory role, she is an independent agent involved in Medicare sales and insurance. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Paul Ganim is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He previously worked at Fidelity Investments for 18 years before joining Cambridge in 2017. Outside of his advisory role, Ganim is involved in a brewing company as a passive investor. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services through multiple platforms. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management alongside proprietary model 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 66 and Series 63 designations. His prior experience includes roles at Edward Jones and several positions within Fidelity-affiliated entities. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

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 at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. She has been associated with Fidelity Investments since 2021. Ingram has also been involved 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, including charitable and registered investment funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it engages in advisory roles with multiple registered investment companies.

Brian Tewes is a financial advisor at OSAIC with 28 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Lincoln Financial Securities Corporation, Osaic FS, Inc., and Waddell & Reed. Outside of his advisory role, he owns Tewes Wealth Management, which offers insurance products including disability insurance, annuities, and life insurance. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services that include comprehensive financial planning and managed portfolio programs. The firm employs a model-based asset allocation process with tools for portfolio optimization and risk management.