Michelle Redden is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and over 14 years of industry experience. She has worked with Fidelity Brokerage Services LLC since 2017 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, utilizing algorithmic methodologies and long-term asset allocation benchmarks.

Colin Stewart is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at PNC Financial Services and Pyramid Consulting Group Inc. He has also worked in multiple capacities related to the University of Dayton and other organizations. 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 blending proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Alexander Wyszkowski is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 licenses. His prior work experience includes roles at Amazon and the University of Cincinnati. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios and supports its advisory services with oversight controls and delegated management.

Jack Baglien-Allender is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. Jack has progressed through various roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2021, then serving as a High Net Worth Service Associate from 2022 to 2023. He advanced to Investment Solutions Representative I in 2023, followed by Investment Solutions Representative II from 2024 to 2026, before attaining his current position in 2026.

Cameron Walton is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Charles Schwab, Voya Financial Advisors, and MassMutual Chicago. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios, including fund-of-funds and model portfolios, and holds distinctive roles such as commodity pool operator registration and advisory responsibilities for multiple registered investment companies.

Charles Clark is a Series 66-licensed financial advisor with Fidelity in Covington, KY, and has two years of industry experience. His prior roles include positions at KeyBank, Fifth Third Bank, and Alpha Technologies (Freedom Mortgage). He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various investment vehicles and serves as an advisor to multiple registered investment companies.

Bradley Fillnow is the Director, Executive Services Officer at Fidelity Investments, a position he has held since 2018. In this role, he provides strategic financial guidance to senior level executives regarding their executive compensation plans and serves as a one-on-one point of contact for broader Fidelity services. His career at Fidelity Investments spans over a decade, beginning as a Relationship Manager from 2012 to 2014, then as Client Service Manager from 2014 to 2016, followed by a return to the Relationship Manager role from 2016 to 2018 before assuming his current position. This progression reflects his experience in client relationship management and executive financial services. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Michael Clowery is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior work includes roles at Total Quality Logistics, LLC, before joining Fidelity Brokerage Services in 2017. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Daniel Leugers is a financial advisor at Raymond James & Associates with 41 years of industry experience. He has held positions at Morgan Keegan & Company, LLC and UBS Financial Services before joining Raymond James in 2013. He holds Series 63 and Series 65 designations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Rachel King is a financial advisor with Robert W. Baird & Co., Inc. in Ft Wright, KY. She holds a Series 66 designation and has nine years of industry experience, having been with Baird since 2015. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jalese Stone is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Her prior work includes roles at DHL Express, Combined Public Communications, Speedway LLC, Physassist Scribes Inc, and the University of Louisville. Outside of her financial career, she is employed as a food delivery driver for DoorDash. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios and model strategies.

Owen Workman is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. He previously held roles at State Farm VP Management Corp and Allison Hornback Insurance Agency. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of investment vehicles and employs systematic methodologies, including the use of AI and model portfolios, for diversified asset allocation.

Teela Myers is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Schwab in 2022, she worked at Citibank, Ultimus Fund Distributors, Merrill, Bank of America, Freeman Heyne, and Cetera Advisors. Outside of her advisory role, she works as a delivery driver for DoorDash on a limited basis. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining strategic asset allocation with centralized custody and operational support.

Al Hamedi is a Financial Consultant I at Fidelity Investments, where he has been working since 2026. He assists individuals and families in managing significant financial transitions by providing comprehensive wealth services combined with a personalized approach to financial planning. Al holds insurance licenses in Arkansas and California. Outside of his professional work, Al engages in various outdoor activities such as biking, camping, skiing, and traveling.

Sarah Huelsman is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Fidelity, she worked at LCA Vision and was involved with Incline Public House. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including management of model portfolios through systematic methodologies combining fundamental research and quantitative analysis. The firm is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies, utilizing algorithmic methods and AI in its investment process.

Julianne Kelly is a financial advisor at Fidelity with 11 years of industry experience and holds a Series 66 designation. She has worked within various branches of Fidelity since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Holly Henrich is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she partners with clients to understand their short- and long-term financial goals and helps build customized financial plans tailored to meet their unique needs. Holly has been with Fidelity Investments since 2021, progressing through various roles including Investment Solutions Representative I, II, and III, as well as Customer Relationship Advocate. She holds insurance licenses in Arkansas and California. Outside of her professional work, Holly has interests in music, outdoor adventures, and traveling.

Jim Larimore is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Dennis Fehlinger is a financial advisor at Edward Jones in Cincinnati, OH, holding the CFP® designation and Series 63 license with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Samantha Weber is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. Her career background includes roles at Lyft, Monat Global, and PSP Foods Freddy's Frozen Custard and Steakburgers. She also works part-time delivering goods for Instacart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.