Zachary Haigis is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Amazon for three years and held various roles at companies including Kroger, Domino's Pizza, and DoorDash. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

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.

Louis Vennefron is a financial advisor with Thrivent Investment Management in Florence, KY, holding a Series 66 designation and two years of industry experience. Prior to his current role, he was self-employed for three years and has worked at companies including BI Worldwide and Amazon. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning without discretionary trading authority. The firm offers a consolidated billing option combining planning and managed-account services while maintaining them as separate engagements.

Kevin Butson is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Fidelity, his background includes roles at Angi, Inc., the University of Toledo, and service in the United States Marine Corps. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients, employing a systematic approach that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles with multiple registered investment companies and its use of AI-driven methodologies in portfolio management.

Jodi Gadberry is a financial advisor with Fidelity, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has been associated with various Fidelity entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegation to sub-advisers, and its advisory role to multiple registered investment companies.

James Bates is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has worked within various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm also serves as a commodity pool operator and advises multiple registered investment companies.

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.

Hannah Stambaugh is a financial advisor with Fidelity in Fort Mitchell, KY, holding Series 63 and Series 66 designations and eight years of industry experience. Prior to joining Fidelity Investments in 2025, she worked at Fidelity Brokerage Services LLC since 2017. Outside of her financial career, she has experience with Sunshine Grow Shop and involvement in Transformative Learning: The Study. 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 uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and serves a range of intermediary platforms.

Garrett Dunahugh is a financial advisor at Fidelity with five years of industry experience. He has worked at Fidelity Investments since 2022 and previously held positions at Fifth Third Securities and Fifth Third Bank. Prior to his finance career, he worked at LaRosa's for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering solutions such as discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process.

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.

Patricia King is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Outside of her advisory role, she owns and operates Patty Bakes Cookie Co, a bakery specializing in custom-decorated sugar cookies for events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and is notable for its extensive retail advisor network and additional capabilities such as trust services and securities-based lending.

Zachary Thornton is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2014 and joined Fidelity Investments 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI-driven research, and its role in managing multiple registered investment companies and model portfolios.

Mark Humpert is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a wide range of investment products.

Jeff Slavey is a Financial Consultant at Fidelity Investments, where he has been partnering with clients since 2012. In his current role, he provides help and support for personal financial decisions, creating unique plans tailored to each client's individual situation. His areas of expertise include retirement planning, investment strategy, income planning, tax-efficient investing, and asset protection. Jeff has held various positions at Fidelity Investments, progressing from Financial Associate I in Defined Contribution to his current role, demonstrating extensive experience within the company. Jeff holds insurance licenses in Arkansas and California. Outside of work, he has interests in baseball, family activities, football, movies, and traveling.

Michael St. John is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative and algorithmic portfolio construction across a broad investable universe. The firm is noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of algorithmic and AI-driven research methods.

Karen Keuper is a CFP® and holds a Series 66 license, with two years of industry experience. She has worked at Robert W. Baird & Co. since 2022, following five years at Stock Yards Bank & Trust and five years at BB&T. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other 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.