Carole Cottingham is a financial advisor at Edward Jones with six years of industry experience, holding a Series 66 credential. She previously worked at Edward Jones from 2005 to 2022 and returned in 2022. Outside of her advisory role, she serves as a board member of the Ripley County Community Foundation and teaches yoga weekly. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices.

Benjamin Esser is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to joining Fidelity, he was employed at P.F. Chang's China Bistro and the University of Cincinnati. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including managing fund-of-funds and model portfolios. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with additional roles in commodity pool operation and advisory services to registered investment companies.

Nathan Kohler is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at Steiden Law Offices and O'Bryan Law Offices. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios.

Michael Carrigan is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His prior experience includes roles at Verdin Company and Moerlein Lager House, as well as a position at Cincinnati State Technical and Community College. Fidelity’s Strategic Advisers LLC 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 to deliver model portfolios, and it manages advisory roles that include responsibilities uncommon among large institutional peers, such as commodity pool operation and fund governance.

Andrew Rachford is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, he worked for Campbell County Schools for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Kallie Whisman is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. Her work history includes roles at Fidelity Investments since 2021 and prior experience at U.S. Bank and BB&T Corporation. Whisman has also worked in varied fields including education and hospitality. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Clayton Stumler is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at Protiviti Inc., Fifth Third Trading Center at Xavier University, and Cerity Partners. Stumler has also worked in various capacities at Xavier University and other local organizations. 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 employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Carly Schiferl is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her prior work includes roles at Blooms and Berries Farm Market and ZENGISTICS SOLUTIONS. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Brad Eilers is a Planning Consultant at Fidelity Investments, a position he has held since 2018. In his role, he collaborates with individuals and families to develop comprehensive financial planning strategies aimed at supporting their financial success. His guidance encompasses investment strategies, retirement planning, income protection, asset protection, and facilitating family discussions regarding estate planning considerations. Brad holds an insurance license in Arkansas, which supports his ability to provide informed advice on income and asset protection strategies. His professional experience is centered on delivering tailored financial planning solutions to meet the diverse needs of his clients.

John Thurza is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 1995, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it manages model portfolios using a systematic, long-term approach.

Jeffrey White is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments, TIAA, PNC Wealth Management, and Fifth Third Securities. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to multiple registered investment companies and its use of advanced methodologies such as AI and long-term asset allocation benchmarks.

Kristen Galbraith is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Dennis Michels is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with clients to develop customized financial plans aligned with their goals. He partners with the Executive Opportunity space within Private Wealth Management to deliver service to clients. Dennis has been with Fidelity Investments since 2019, progressing through roles including Stock Plan Associate, Stock Plan Consultant, Senior SPS Executive Services Specialist, and currently as a Wealth Management Planning Consultant since 2022. Outside of his professional work, Dennis's personal interests include board games, hiking, movies, tennis, and yoga.

Matthew Voto is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. He has worked at Fidelity Brokerage Services LLC since 2016 and joined Fidelity Investments in 2025. Outside of his advisory role, he creates and posts music under the name Paolo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI-driven research.

Tricia Jones is a Series 66 licensed financial advisor with Merrill, based in Fort Mitchell, KY, and has three years of industry experience. She previously worked at Wells Fargo Advisors for five years and Morgan Stanley for one year. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dean Nardi is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His work history includes roles at Fidelity Investments and prior experience outside the financial sector, including positions at DoorDash, Inc. and Bibibop Asian Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Matthew Turner is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity in 2023, he worked at FedEx Ground, Whitaker Bank, and Sherwin-Williams. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from mutual funds, ETFs, and ETPs.

Joseph Schaeper currently serves as Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to understand their goals, objectives, values, and financial needs, working collaboratively to develop plans that clients and their families can rely on through various market conditions. Joseph has extensive experience within Fidelity Investments, having held multiple positions since 2012 including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, HNW Service Associate, and Premium Service Representative. He holds insurance licenses in Arkansas and California. Outside of his professional work, Joseph has interests in family activities, food, football, golf, parenthood, and traveling.

Brett Pettit is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. His prior work includes positions at Frost Bank and roles in education and government, including service in the U.S. Congress and at Vanderbilt University. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a variety of strategies and investment approaches to meet client goals and risk tolerances.

Dawn Skaggs is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages multiple registered investment companies and fund-of-funds and employs algorithmic methods and AI in its research.