Robert Watson is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles within Fidelity-affiliated entities since 2005. His current positions include roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. 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. The firm is noted for its use of systematic methodologies, advisory role to multiple registered investment companies, and integration of AI in its research processes.

Jeff Schultz is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He has been with Fidelity for 15 years, during which he has partnered with clients to develop personalized financial plans that focus on their priorities and family needs. Jeff's approach to wealth planning includes understanding clients' personal situations and priorities to implement customized financial strategies that consider estate planning, tax-efficient investing, retirement planning, and personalized investment approaches. Jeff's experience at Fidelity includes various roles such as Portfolio Specialist from 2016 to 2019, Client Management Representative from 2015 to 2016, Investment and Retirement Solutions Representative from 2012 to 2014, and Financial Representative from 2011 to 2012. Prior to joining Fidelity, he worked as a Financial Representative at PNC Bank from 2010 to 2011 and at Northwestern Mutual from 2009 to 2010. He holds insurance licenses for Arkansas and California.

Peter Knochelmann is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Fifth Third, W&S Brokerage Services, Western and Southern Life, and several other organizations. 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 employs a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Brandon Davis is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services LLC since 2015. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves a broad client base with both discretionary and non-discretionary advisory services.

Christian Combs is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His background includes roles at US Bank and Fidelity Investments, as well as experience in retail and service industries. Outside of his advisory work, he has worked as a food delivery contractor, a notary, and a restaurant server. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services including fund advisory and model portfolios.

Adam Prohaska is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Fidelity Investments in 2025, he worked at Fidelity Brokerage Services LLC and Metlife Securities. Outside of his advisory role, he is involved in basketball coaching and skills training in Union, Kentucky. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad range of clients, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Ryan Dieringer is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Brokerage Services LLC since 2015, joining the broader Fidelity Investments team 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and serves in advisory roles uncommon among large institutional peers.

Jared Haught is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 credentials. He has four years of industry experience and has worked at Fidelity since 2021. Outside of his advisory role, he is involved in tennis coaching and operates a tennis stringing and lesson business. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Aryah Myrick is a financial advisor at Fidelity with a Series 66 designation and recent entry into the industry. Prior to joining Fidelity, Myrick held various roles including community involvement with Northern Kentucky Junior Volleyball. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its use of systematic methodologies and AI-driven research.

Kelsey Baker is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its related entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with notable involvement in commodity pool operations and AI-driven research methodologies.

Joseph Jennings is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at Miami University and Stow-Munroe Falls High School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

John Burke is a financial advisor at LPL Financial in Cincinnati, Ohio, holding a Series 65 designation. He has over a decade of experience operating Burke CPAs and Advisors, a tax preparation and accounting firm, alongside his roles at Concentric Wealth Management and LPL Financial. Burke also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research from both in-house and third-party providers.

Brandi Campbell is a financial advisor with Fidelity Investments in Covington, KY, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to Fidelity, she worked at Kingston of Miamisburg and held various roles in rehabilitation and therapy services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and employs systematic methodologies and long-term asset allocation benchmarks in its model portfolios.

Rachel Tackett is a financial advisor with Fidelity who holds a Series 66 designation and has three years of industry experience. Her work history includes roles at Fidelity Investments and prior experience in real estate and hospitality. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Gary Topper is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations. In addition to his advisory role, he is a licensed realtor in Ohio. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Nathan Welch currently serves as an Investment Solutions Representative III at Fidelity Investments. In this role, he focuses on providing investment guidance and developing tailored solutions for clients. Nathan's professional experience includes progressively responsible positions within Fidelity Investments since 2023, starting as a Customer Relationship Advocate and advancing to his current role. Prior to joining Fidelity, he worked as a Loan Officer Assistant at Victory Mortgage from 2020 to 2022. He emphasizes building strong client relationships through attentive listening and clear communication, aiming to help clients make informed financial decisions. Outside of his professional work, Nathan is interested in running and traveling.

Crystal Phillips is a CFP® professional with 10 years of industry experience, currently serving at Fidelity. She has held roles within Fidelity Brokerage Services, LLC since 2015 and at Fidelity Investments since 2025. Fidelity's Strategic Advisers LLC, where she works, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Mary Caldwell is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at KeyBank from 2015 to 2021 before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Scott Smith is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has been affiliated with Fidelity Brokerage Services LLC since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also holds regulatory registrations such as with the CFTC and serves multiple registered investment companies, utilizing systematic methodologies and long-term asset allocation strategies.

Anders Juel is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Securities America, Inc. for 15 years. He serves as a board member of the Clermont Metropolitan Housing Authority and is involved with Queen City Capital Management as an advisor. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct diversified portfolios.