Norman Clemmer is a Wealth Management Planning Consultant at Fidelity Investments, where he has been serving since 2022. In his current role, he collaborates closely with Senior Relationship Managers to facilitate the implementation of financial plans, ensuring a seamless and straightforward process for clients. Norman has accumulated extensive experience within Fidelity Investments, holding various positions since 2012. His roles have included Retirement Solutions Representative, HNW Tier 1 and Tier II roles, Customer Service Help Desk, and Managed Account Help Desk, demonstrating a comprehensive understanding of wealth management and client service. Further details about his education, credentials, personal interests, or community involvement have not been provided.

Ford Orem is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Equity and American Mortgage Financial Services. Outside of his advisory work, he has experience with various non-investment roles and entrepreneurial ventures. 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 deliver model portfolios and manage funds, including registered investment companies and fund-of-funds.

Daniel O'Sullivan is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with Wealth Management Advisors to engage clients and their families in monitoring financial plans and addressing service needs. His role focuses on helping clients grow, protect their wealth, and simplify their financial lives through a team approach. He has been with Fidelity Investments since 2014, holding various positions including Wealth Management Sr. Service Specialist II, High Net Worth Tier II, Client Services Help Desk (Pipeline), High Net Worth Representative, and Client Services Representative. This range of roles has provided him with extensive experience in wealth management and client services within the firm.

Larry Neal is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has previously worked at Spectrum Enterprise, EDE Solutions, LWN and Associates, and Cincinnati Bell Technology Solutions. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an adviser to multiple registered investment companies and fund-of-funds.

Andrew Clos serves as a Wealth Management Senior Relationship Manager at Fidelity Investments, where he partners with clients to provide service and support for their wealth planning needs. He emphasizes building strong relationships and maintaining trust and reliability with each individual client. Prior to his current role, Andrew held several positions within Fidelity Investments, including Wealth Management Planning Consultant from 2021 to 2023, Workplace Planning Consultant from 2014 to 2021, Investment Solutions Representative in 2014, High Net Worth Representative from 2012 to 2014, and Financial Representative from 2011 to 2012. Outside of his professional work, Andrew has personal interests in fitness, traveling, and volunteering.

Alexander Zestermann 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 The Ohio State University, Doordash, and Looking Glass Hospitality. Fidelity’s Strategic Advisers LLC offers 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 noted for its roles as a commodity pool operator, advisor to registered investment companies, and use of algorithmic methods and AI in research.

Janet Freeman is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity since 2011, including at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on systematic portfolio construction that combines proprietary research, quantitative analysis, and algorithmic methods. The firm also serves as an adviser to multiple registered investment companies and delivers model portfolios through intermediary platforms.

Tom Awadalla is a CFP®-designated financial advisor with 17 years of industry experience, currently with Stifel Nicolaus & Co Inc since 2019. He previously worked at UBS Financial Services from 2011 to 2019. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Samuel Heck is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2008, including at Fidelity Investments and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Stacey Crim is a financial advisor with Fidelity in Covington, KY, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, Stacey worked at FH Cann & Associates Inc and has held roles at Amazon.com, TOTAL QUALITY LOGISTICS, and General Revenue Corporation/Navient. Outside of advising, Stacey works as an independent contractor driver for Lyft. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Mason Alexander is a CFP® professional with 25 years of industry experience, currently affiliated with OSAIC since 2024. Prior to this, he worked at Securities America Advisors, Inc. and Securities Service Network, accumulating nearly two decades of experience. He volunteers at a local anti-poverty center in Cincinnati, providing classes to support the community. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, with a range of investment strategies and third-party manager options.

Stephanie Polen is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 credentials and 31 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007 and is also involved with the Clippard YMCA, where she has had a role since 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of financial planning and advisory services, utilizing structured discovery conversations and firm-approved planning tools to develop tailored plans.

Jacob Sanford is a Financial Consultant currently working with Fidelity Investments. He has held several roles within the firm since 2018, progressing from Defined Contributions Representative to Planning Consultant. His professional experience includes positions as a Fixed Income Specialist, Workplace Planning Consultant, and Workplace Planning Associate. Jacob holds insurance licenses for Arkansas and California. His work approach emphasizes building genuine relationships to empower clients to take control of their financial future confidently. Outside of his professional career, Jacob engages in boating, military service, motorcycles, outdoor adventures, and parenthood.

Thomas Bresiger is a financial advisor with Fidelity Investments based in Covington, KY. He holds Series 63 and Series 66 designations and has 11 years of industry experience. Prior to his current role at Fidelity, he worked within various Fidelity-affiliated entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Doris Stamper is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 1991. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Darpel is a financial advisor with Robert W. Baird & Co. Incorporated, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Independent Advisor Alliance, LPL Financial, and operated his own practice, Matthew L. Darpel P.S.C., for over two decades. In addition to his financial advisory work, he is also an attorney specializing in estate planning, probate, and elder law. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The group offers a range of financial planning and portfolio management services utilizing both manager-traded and model-traded strategies, supported by internal research and monitoring.

Robert Cappa is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Aransas County ISD and Wharton ISD. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolios, and is registered with the CFTC as a commodity pool operator.

Chris Eibel is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2000. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services alongside model portfolios built from mutual funds, ETFs, and ETPs.

Jonas Vance is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles in various organizations, such as Kings Hammer Soccer Club, where he organizes and manages team activities. He is also involved in disc golf organizations as a director and professional. 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Michael Somers is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he held various roles including self-employment and positions in glass and door repair, packaging, music therapy, and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.