Joshua Newcomb is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and four years of industry experience. He has been with Fidelity Investments since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products and model portfolios.

Amy True is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Her prior roles include positions at Fidelity Investments and the Boone County Board of Education. She also worked at 1st Inspections Services and Cornerstone Communications. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm’s process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Shannon Lindon is a Wealth Management Planning Consultant at Fidelity Investments, where she has been working since 2017. In this role, she partners with clients to plan for their financial futures and facilitates conversations among family members to determine the collective use of their wealth. Prior to this, she was part of the Service Support Group at Fidelity Investments from 2014 to 2017. As a Planning Consultant in Private Wealth Management, Shannon focuses on delivering a high level of personal service and guidance tailored to each client's individual situation. She aims to simplify the financial planning process to make it as straightforward as possible for her clients.

Brett Heimann is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked with various divisions of Fidelity since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jason Stallo is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Pruco Securities LLC. 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 to manage discretionary and non-discretionary portfolios.

Ryan Sketch is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 credential and has worked across multiple Fidelity divisions since 2016. His work history includes roles in Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Garrett Bird is a Series 66-licensed financial advisor with Fidelity, bringing three years of industry experience. Prior to joining Fidelity, he worked at Sherwin-Williams and held multiple roles at the University of Louisville. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse clientele, including retail and institutional investors, with an investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Benjamin Berger is a financial advisor with Fidelity Investments in Covington, KY, holding the Series 66 designation and having one year of industry experience. Prior to joining Fidelity, he held positions with the Cincinnati Reds and FC Cincinnati. Outside of his advisory role, he works as an independent contractor for DoorDash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing proprietary research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Zachary Haigis is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held positions at Amazon, Kroger, DoorDash, Domino’s Pizza, and Maddox Garden Center. 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, quantitative analysis, and algorithmic portfolio construction, and maintains formal advisory roles to registered investment companies.

Melissa Bishop is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliated entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Patrick Millard is a CFP®-designated financial advisor with 13 years of industry experience. He is currently with Fidelity Investments and has held prior roles at Bank of America N.A., Merrill, and W&S Brokerage Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and use of algorithmic methods and AI in portfolio management.

Alek Rodriguez Estrada is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His previous roles include positions at Fifth Third Bank and Protiviti, among others. He has also been involved with Friends of BLS Crew, a community organization. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Kevin Butson is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Angi, Inc. and the University of Toledo, as well as service in the United States Marine Corps. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a research-driven, quantitative approach with algorithmic portfolio construction and oversight of affiliated sub-advisers.

Jodi Gadberry is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 12 years of industry experience. She has worked at Fidelity Investments since 2013, including seven years with Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC serves a broad client base, including retail and institutional investors, offering investment management and advisory services that combine fundamental research with quantitative and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and involvement in registered investment companies and fund-of-funds.

James Bates is a financial advisor at Fidelity with Series 66 and Series 63 licenses and 11 years of industry experience. He has worked with various Fidelity entities since 2015. 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 using systematic methodologies. The firm also offers advisory roles to registered investment companies and utilizes algorithmic methods and AI tools in its investment process.

Stephanie Trotta is the Director and Executive Services Officer at Fidelity Investments, where she has been since 2021. In this role, she provides service and support to clients, focusing on planning and education related to Equity Compensation Awards earned through employment. She helps clients understand these awards and incorporate them into their overall financial goals. Prior to her current position, Stephanie served as a Wealth Management Planning Consultant at Fidelity Investments from 2018 to 2021 and as a Senior Executive Services Specialist from 2016 to 2018, gaining extensive experience in wealth management and executive services. Outside of her professional responsibilities, Stephanie enjoys cooking and baking, participating in family activities, and engaging in sports such as football and golf. She also has interests in outdoor adventures and traveling.

Ariston Sandoval is a financial advisor at Edward Jones with Series 66 credentials and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Executive Management Services from 2014 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brian Kirshman is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Raymond James Financial Services. Kirshman serves as a board member for Kings Youth Lacrosse, assisting with event planning and uniform distribution. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Garrett Dunahugh is a financial advisor at Fidelity with Series 65 and Series 63 licenses and five years of industry experience. His career includes roles at Fifth Third Securities and Fifth Third Bank prior to joining Fidelity. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process, supporting a range of advisory and portfolio management activities.

Luke Tabler is an Investment Solutions Representative III at Fidelity Investments. He began his career at Fidelity as a Customer Relations Advocate in 2022 and has held various roles within the company, including Trading Specialist I, High Net Worth Associate, and Investment Solutions Representative I before assuming his current position in 2024. In his professional practice, Luke focuses on connecting with individuals and families to help them make confident financial decisions. He works with clients to build long-term wealth through thoughtful planning and disciplined investment strategies, aiming to support their financial security and peace of mind. Outside of his professional responsibilities, Luke has interests in baseball, concerts, fitness, football, golf, and snowboarding.