David Burgin is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. He has worked at Fidelity and its affiliate FIDELITY Brokerage Services LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, multi-manager investment solutions.

Nathan Metzger is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Home Depot, Lowe’s, Dewey’s Pizza, and employment at a high school. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary portfolio management and model portfolio delivery.

Zachary Stewart is a financial advisor with Fidelity in Covington, KY, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he served multiple law enforcement roles, including positions with the Kenton County Police Department, Campbell County Police, Scott County Sheriff's Office, and Mayfield Police Department, along with 14 years in the Kentucky Army National Guard. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role as a commodity pool operator registered with the CFTC, its use of AI in research, and its advisory responsibilities to multiple registered investment companies and fund-of-funds.

Kolby Faust is a Planning Consultant at Fidelity Investments, where he works closely with clients to co-create financial plans tailored to their individual needs and goals. He places importance on understanding what is significant to each client and their family in order to assist them effectively in working toward their financial objectives. Kolby has held multiple roles within Fidelity Investments since 2022, including Investment Solutions Representative and Customer Relationship Advocate. Prior to joining Fidelity, he was a Client Service Specialist at Charles Schwab. He holds an Arkansas Insurance License, which supports his ability to provide comprehensive financial planning advice. Outside of his professional work, Kolby has interests in baseball, beach activities, boating, golf, outdoor adventures, and social events with friends.

Eric Jarrard is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

Madelyn Sliger is a financial advisor at Fidelity with two years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at TEKSystems and Total Quality Logistics. Outside of her advisory role, she is the sole proprietor of Kitty Stitch LLC, a digital content business. 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 to create model portfolios across mutual funds, ETFs, and ETPs.

Maria Rizzo is an Investment Solutions Representative III at Fidelity Investments, a role she has held since 2024. Prior to this, she worked as a Customer Relationship Advocate at Fidelity Investments from 2023 to 2024. In her professional capacity, Maria focuses on understanding clients' goals, values, and priorities to develop personalized financial and investment strategies tailored to individual needs. She is committed to providing clear education, trusted guidance, and fostering a collaborative experience that supports clients' financial well-being and peace of mind. Maria's approach centers on empowering clients to make informed financial decisions through access to knowledge and guidance. Outside of her professional work, she has interests in art, camping, family activities, kayaking, music, and reading.

Judith Mcdole is a financial advisor at Fidelity with Series 65 and Series 63 licenses and eight years of industry experience. She has worked at Fidelity Investments since 2018 and previously held positions at Notre Dame Academy and Kenton County Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery through systematic methodologies that combine fundamental research, quantitative analysis, and algorithmic construction.

William Taylor is a financial advisor with Fidelity Investments in Covington, KY, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, he was involved in various roles including service with Tournament Bus Services at the FIFA World Cup Qatar 2022 and FIFA Arab Cup Qatar 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm uses a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

Anthony Hamann is a Vice President and Financial Consultant at Fidelity Investments, where he has held various roles since 2015. He currently serves high-net-worth individuals, families, and business owners, focusing on wealth building, preservation, and transition. His expertise includes investment strategy, retirement planning, estate and legacy considerations, and tax-efficient investing. Anthony holds the CERTIFIED FINANCIAL PLANNER™ designation and possesses insurance licenses in Arkansas and California. His career at Fidelity Investments has included positions such as Financial Consultant, Relationship Manager, Fixed Income Specialist, Investment Solutions Representative, and Financial Representative. Outside of his professional work, Anthony enjoys family activities, golf, outdoor adventures, snowboarding, and volunteering.

Karen Aylor is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios through systematic methodologies.

William Sayre is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Andrew Lobes is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he partners with Wealth Management Advisors to address the unique financial services needs of families and aims to meet and exceed planning and service goals. Andrew has extensive experience in wealth management, having worked at Fidelity Investments since 2005 in various capacities including Wealth Management Service Specialist II, Private Client Group Representative, and Customer Service Representative. His work focuses on assisting clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives. Outside of his professional duties, Andrew has interests in cooking and baking, fitness, gardening, golf, and painting.

Luke Heidrich is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executive clients to ensure they have a comprehensive understanding of the multiple benefits provided by their employer and integrates these benefits into their overall wealth plans. Heidrich has been with Fidelity Investments since 2006, progressing through various roles including Customer Service Associate I and III Retirement, Retirement Solutions Representative, and multiple consultant positions in Workplace Planning and Guidance before assuming his current position in 2021. This extensive experience has provided him with a solid foundation in retirement solutions and workplace planning. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Rodney Torbush is a Certified Financial Planner® with 11 years of industry experience, currently serving as an advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Ft Thomas, KY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, operating under a fiduciary standard.

Zachary Fickett is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Navy Federal Credit Union for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic portfolio construction, commodity pool operator registration, and advisory roles to multiple registered investment companies and fund-of-funds.

Tyler Bentle is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His work history includes roles at Fidelity Investments and Fifth Third Bank. Fidelity’s Strategic Advisers LLC, where Tyler works, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios built from mutual funds, ETFs, and ETPs.

Melissa Partin is a financial advisor with Merrill in Fort Mitchell, KY, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Nicholas Guzman is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at U.S. Bancorp Investments, U.S. Bank, BTFB Agency, and Jackson Hewitt. Outside of his advisory work, he owns a sole proprietorship that provides rental services unrelated to real estate. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Shawn Penrod is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at Digital Management LLC and Amazon. He also spent time at Xavier University early in his career. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a diverse client base including registered investment companies and an IRS-qualified Charitable Gift Fund.