Jamie Witherall is a CFP® professional based in Covington, KY, with six years of industry experience. He has worked at Fidelity Investments since 2019 and previously held positions at US Bank, BB Riverboats, Panera Bread, and Eastern Kentucky University. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Matthew Gates is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Benjamin Morris is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has worked in various roles within Fidelity since 2015. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Krista Schuh is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various roles within Fidelity and its affiliates since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolio delivery, incorporating systematic methodologies and oversight to address potential conflicts of interest.

Michelle Westendorf is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, she worked at UBS Financial Services and Fifth Third. Strategic Advisers LLC, a Fidelity Investments company, offers 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Kyle Yoest is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2018, progressing through various positions including Regional Center Planning Consultant, PAS FC Relationship Manager, Central Relationship Manager, and HSA Planner. Kyle is focused on understanding his clients' situations to help develop disciplined investment strategies that are adjustable and maintainable over time. His professional experience spans several facets of financial consulting and client relationship management. He holds insurance licenses in Arkansas and California. Outside of work, Kyle's personal interests include fitness, football, social events with friends, and parenthood.

Anthony Coffee is a Series 66 credentialed advisor with Fidelity, based in Covington, KY, and has two years of industry experience. Prior to joining Fidelity, he held various roles including positions at Northern Kentucky University and in property care services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves multiple registered investment companies and offers advisory services that incorporate systematic investment approaches and oversight controls.

Jordan Domaschko is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Fidelity in 2020, Jordan worked at United Parcel Service and has experience in chiropractic care and education. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Eugenia Lackey Bryant is a financial advisor at Fidelity with Series 63 and Series 66 designations and six years of industry experience. She has held positions at Fidelity Investments since 2023 and previously worked at Primerica Advisors and Primerica Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its formal advisory role to multiple registered investment companies.

Nick King is the Director, Executive Services Officer at Fidelity Investments, where he supports executives of Fidelity Stock Plan Service clients. He assists them in navigating equity compensation and complex trading plans to recognize the value of partnering with Fidelity for long-term investment support. Nick has been with Fidelity Investments since 2014, holding various roles including Wealth Management Senior Relationship Manager, Wealth Management Planning Consultant, Wealth Management Operations Associate, Personal Investing Operations Specialist, and Brokerage Operations Representative. This breadth of experience provides him with a comprehensive understanding of wealth management and operations within the firm. Outside of his professional responsibilities, Nick engages in hiking, skiing, and volunteering activities.

David Weinstein is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments, he held various roles across multiple industries, including positions at Honda of Fairfield and Mid-South Motoplex. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment approach that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Laura Harris is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing a range of model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Sarah Wilke is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various divisions of Fidelity since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager and fund-of-funds structures. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios and serves as an adviser to multiple registered investment companies.

Cherie Hartmann is a financial advisor with Fidelity Investments, holding a Series 66 designation and 21 years of industry experience. She has worked with Fidelity since 2007 across various roles, including at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Justin Colvin is a Financial Consultant I at Fidelity Investments, where he currently works to develop personalized financial plans for clients. He began his career at Fidelity in 2022 and has held several roles within the company, including Planning Consultant, Investment Solutions Representative II and I, and Customer Relationship Advocate. His professional experience has provided him with a comprehensive understanding of financial planning and investment strategies. He holds insurance licenses in Arkansas and California. Outside of work, Justin enjoys baseball, bowling, fitness, hiking, and table tennis.

Kazeem Alli is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 credentials and has worked with Fidelity Personal and Workplace Advisors and Fidelity Investments since 2012. Outside of his advisory role, he is involved in the hospitality industry, working part-time at a restaurant and bar in Cincinnati. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to diverse clients including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies.

Michael Murphy is a Series 66-licensed financial advisor with Ameriprise in Cincinnati, Ohio, and has six years of industry experience. Prior to joining Ameriprise in 2018, he worked at General Cable Corporation and the University of Cincinnati. He is also an associate financial advisor at Heick, Hester, Smith & Associates LLC, a private wealth advisory practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, tailored recommendation reports.

Joshua Kennedy is a financial advisor at Fidelity with Series 65 and Series 63 licenses and two years of industry experience. He previously worked at W&S Brokerage Services, Inc. and Western Southern Life, and spent seven years at Mercedes Benz of Fort Mitchell. 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 combines fundamental research with quantitative analysis and systematic methodologies, supporting its advisory role to multiple registered investment companies and employing algorithmic approaches in portfolio construction.

Chad Epperson is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Work Place Planning Consultant at Fidelity Investments from 2019 to 2025. In his current capacity, Chad collaborates with clients to understand their families and financial goals, working together to develop long-term financial plans that clients can have confidence in. He aims to make the planning process straightforward and supports clients by addressing any questions they may have throughout their journey. Chad holds insurance licenses in Arkansas and California, which support his professional activities. Outside of his work, he enjoys boating, attending concerts, watching football, spending time at the lake, caring for pets, and traveling.

Dean Inman is a financial advisor with OSAIC in Fort Mitchell, KY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Raymond James Financial, Lincoln Financial Securities, and First Financial Wealth Management. Outside of advising, he co-owns and manages self-storage units through U-Loc Storage. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm operates a large multi-advisor platform and provides access to proprietary investment models and third-party money manager programs.