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 with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Fidelity in 2020, he worked at United Parcel Service for three years and had roles at Leone Chiropractic and Grace Academy. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and managed solutions.

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 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, he held positions in various sectors including automotive sales, retail, and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is distinguished by its role in managing registered investment companies, delivering model portfolios for intermediary platforms, and its use of AI and long-term asset allocation strategies.

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 63 and Series 66 designations and has worked at Fidelity Investments in various capacities since 2012. Outside of his advisory role, he is involved in the hospitality industry as a barback at a restaurant and bar in Cincinnati. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm advises multiple registered investment companies and utilizes systematic methodologies to construct model portfolios.

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 63 and Series 65 licenses and two years of industry experience. Prior to joining Fidelity in 2025, he worked at W&S Brokerage Services, Inc. and Western Southern Life from 2023 to 2025, and at Mercedes Benz of Fort Mitchell from 2016 to 2023. 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 systematic investment process that combines fundamental research, quantitative analysis, and algorithmic 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 prior roles include positions at Lincoln Financial Securities, Raymond James Financial, and Mainsource Bank. Outside of his advisory work, he is co-owner of a self-storage property business. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services supported by advanced portfolio construction tools and access to third-party investment solutions.

Mark Murphy is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity divisions since 2003, including Fidelity Investments Institutional Services Company, Inc. There are no additional outside activities noted. Mark is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Joseph Wood is a financial advisor at Fidelity with Series 63 and Series 66 registrations and five years of industry experience. He previously worked at Citigroup from 2016 to 2021 before joining Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic methods, including AI, to manage portfolios and serves as an advisor to multiple registered investment companies.

Brett Rizor is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities as well as BNY Mellon Advisors, Inc. His current role at Fidelity began in 2025. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios that incorporate mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Matthew Lobaugh is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop comprehensive financial plans tailored to their priorities and goals. His approach focuses on balancing risk with the aspects of life that are most important to his clients. Matthew has been with Fidelity Investments since 2019, progressing from a Client Management Representative to Portfolio Specialist, and currently serving as a Financial Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Matthew enjoys biking, comedy, outdoor adventures, parenthood, and skiing.

Ellen Haskell is a financial advisor at Robert Baird & Co. with 20 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird since 2019, following prior roles at JJB Hilliard Wl Lyons LLC and Hilliard Lyons. In addition to her advisory work, she manages a family trust on a fiduciary basis. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers, with a range of traditional and non-traditional investment strategies.

Joshua Fouts is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles across Fidelity’s personal, workplace, and brokerage services since 2012. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and maintains oversight of sub-advisers and share class allocations.