Tony Weickert is a Planning Consultant at Fidelity Investments, where he supports clients by reviewing their retirement plans, needs, and goals, and providing potential solutions to strengthen their overall retirement plans. He has been with Fidelity since 2022, progressing through various roles including High Net Worth Representative, Investment Solutions Representative I, II, and III before becoming a Planning Consultant in 2025. Tony holds insurance licenses in Arkansas and California, which complement his work with clients in managing retirement and investment solutions. His professional experience is centered on investment solutions and client service within Fidelity Investments. Outside of his professional role, Tony enjoys cooking and baking, participating in family activities, fitness, social events with friends, spending time at the lake, and parenthood.

Cody Smith is a Series 66 licensed financial advisor at Fidelity with two years of industry experience. He previously worked at Altafiber for six years and GTN Logistics for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Kristine Black is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at Citizens Bank and Fifth Third Securities. Outside of her advisory work, she has performed food delivery and shopping services with Instacart and DoorDash. She is associated with Strategic Advisers LLC, a Fidelity Investments company that serves retail and institutional clients through discretionary and non-discretionary portfolio management, advisory services, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, overseeing investments with attention to conflicts of interest and regulatory compliance.

David Richer is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity since 2012. Outside of his advisory work, he assists his son with a small family entertainment business. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Travis Geers is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2006. 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. The firm is also registered with the CFTC as a commodity pool operator and serves multiple registered investment companies.

Titus Huber is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at JJA Italian (PEPP&D), Amazon, Compass Group, and Xavier University. Fidelity’s Strategic Advisers LLC, a company within the Fidelity Investments family, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a range of mutual funds, ETFs, and ETPs.

Michael Cooke II is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Fidelity, he worked at PayChex and NEXAMP, and spent nearly a decade with Tailored English Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, emphasizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm maintains oversight of sub-advisers and employs systematic methodologies to build model portfolios from a wide universe of funds and ETFs.

Neil Bourgeois is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Osaic since 2024. He previously worked for Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for 15 years each, and Brecek & Young Advisors, Inc. for 8 years. Outside of his advisory role, he is a 5% owner and solicitor of Queen City Capital Management LLC and has worked as an insurance agent specializing in insurance and fixed annuity sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services utilizing a model-based investment process centered on asset allocation and portfolio optimization, supported by a complex affiliate network and significant scale.

Brandon Sullivan is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He previously worked at Money Concepts Capital Corp and has been associated with Benefit Planning LLC since 2024. Outside of his advisory work, he was involved with Oasis Golf Club for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Owen Stephens is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at the Cincinnati Circus Company and various positions related to education and finance. Outside of advising, he has experience in hospitality and nonprofit sectors, having worked with RoHS Street Cafe and Piston Society. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs and is noted for its registration with the CFTC and advisory roles to several registered investment companies.

Julia Fisher is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2023. In this role, she partners with clients to provide dedicated planning and service by understanding what is important to them and their families. She emphasizes forming strong relationships and maintaining open dialogue, trust, and reliability. Prior to her current role, Julia worked as a High Net Worth Associate at Fidelity Investments from 2021 to 2023 and as a Customer Relationship Advocate at Fidelity from 2020 to 2021. Before joining Fidelity, she was a Customer Service Associate at Waddell & Reed from 2018 to 2020. Outside of her professional career, Julia has personal interests that include concerts, music, pets, reading, and theater.

Cabell Payne is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining Fidelity, Payne worked in various roles at Wal-Mart for over two decades, along with brief positions at other companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Payton Hirko is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked in roles at Fidelity Investments since 2020. Prior to his current position, his background includes a role at Yum! Brands and various other positions in the retail and service sectors. Strategic Advisers LLC, a Fidelity Investments company, 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 proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it engages in advisory and management activities that include algorithmic portfolio construction and oversight of sub-advisers.

Jeffrey Brauley is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2005. Outside of his advisory role, he serves on the Board of Directors for Carmel Manor Retirement Home, assisting with fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and advisory services.

Phillip Littrell is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services LLC since 2017. His current role at Fidelity Investments began in 2025. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Colleen Rittenhouse is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 13 years of industry experience. Her prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, including model portfolios and third-party advisory platforms.

Seth Adamson is a financial advisor at UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation with 10 years of industry experience. He previously worked at Fifth Third Securities, Inc. from 2013 to 2017 before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

John Terlau is a CFP® professional with 19 years of industry experience, currently serving as an advisor at LPL Financial since 2017. Prior to joining LPL, he spent nine years at Ross, Sinclaire & Associates, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Bianca Wilson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior career includes roles at Spectrum Enterprise, Colorado Technical University, T-Mobile USA, and a self-employed venture called Awesome Paws. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, management of multiple registered investment companies, and incorporation of AI and advanced technologies in its investment process.

Jennifer Martinez is a financial advisor with Fidelity Investments, holding a Series 66 designation. She began her advisory career in 2025 and has prior experience in various roles outside the financial industry, including positions at UPS, Amazon, and FedEx. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.