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.

Scott Leigh is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Vera Domini is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. She has worked at Fidelity Investments since 2022, following a period of self-employment and a two-year hiatus. 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 to develop model portfolios composed of mutual funds, ETFs, and ETPs.

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.

Aaron Wiefering is a financial advisor with Fidelity, holding a Series 66 designation and six years of industry experience. He has been with Fidelity since 2019 and previously operated Wiefit Nutrition and Personal Training from 2010 to 2019. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios using mutual funds, ETFs, and ETPs.

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.

Thomas Anderle is a financial advisor with Raymond James Financial in Cincinnati, OH, holding a Series 63 designation and 26 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2003 and Raymond James Financial since 2009. Outside of advising, Anderle serves as branch manager for Family Investment Services, Inc. and owns Summit Financial, Inc., a pass-through S Corporation for Raymond James production. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory solutions and maintains a notable focus on municipal and public finance clients supported by its broad affiliate network.

Edward Naberhaus is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2000. 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 serves a wide range of clients and holds distinctive roles such as a commodity pool operator and advisor to multiple registered investment companies.

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 worked with various Fidelity entities since 2005, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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.

Donald Stewart II is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2004. Outside of his advisory role, Stewart is active as a spiritual teacher, coach, and musician, speaking and performing in churches across the United States, and he also delivers keynote speeches on emotional intelligence, time management, and communication. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, employing proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios.

Alexander Crawford is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Edward Jones and various Fidelity affiliates. Crawford also has a decade of experience at Bishop Brossart High School. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage its model portfolios.

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 with Fidelity who holds the Series 63 and Series 66 designations and has 30 years of industry experience. He has worked at various Fidelity entities since 1995, including Strategic Advisers, where he has been active since 2001. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with a distinctive focus on model portfolios and systematic asset allocation.

Hassnaa Ingram is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. She has worked at Fidelity Investments since 2021 and has been involved with the Islamic Association of Cincinnati and the Islamic Center of Northern Kentucky in prior roles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts and fund advisory mandates.

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 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, she worked in the service industry and attended Northern Kentucky University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Kara Barnett is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms, including Bank of America, Fidelity Investments, LPL Financial, and Fifth Third Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individual, high-net-worth, pension, charitable, and corporate clients. The firm is integrated into Bank of America’s platform, providing access to a broad set of products and services.