Miles Ramsey is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses. He has four years of industry experience, including roles at CDK Global and Greensky, LLC. Outside of his advisory work, he has been involved with ImpactRPG, a charitable organization, and participates in online streaming to raise funds for Jasper's Game Day, a charity focused on teenage suicide prevention and awareness. Fidelity’s Strategic Advisers LLC subsidiary provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Matthew Burgan is a Financial Consultant at Fidelity Investments, where he has been working since 2008. Prior to this, he served as a Retirement Investment Specialist at Fidelity Investments from 2004 to 2008. He consults with high-net-worth individuals and families to implement financial strategies aimed at building, preserving, and transferring wealth. Matthew's role involves understanding his clients' priorities and helping them develop and execute retirement strategies aligned with their goals. With over two decades of experience working with high-net-worth clients, Matthew brings extensive expertise in retirement planning and wealth management. He holds insurance licenses in Arkansas and California, which support his advisory services. Outside of his professional work, Matthew has personal interests that include art, camping, concerts, fitness, and exploring culinary experiences.

Christopher Hamilton is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity divisions since 2016, including Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory roles to multiple registered investment companies and fund‑of‑funds.

Kyle Biggs is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to his current role, he has worked in various positions including at Total Quality Logistics and Empire Contractors LLC. Outside of finance, he has been involved with a family-owned home healthcare and transportation business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of algorithmic methods and AI in portfolio management.

Jeffrey Goodman is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at ConstructConnect, Integrity Express Logistics, ProEquities, Inc., Protective Life, and Paycor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Gregory Jones is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Greater Cincinnati Behavioral Health Services for seven years. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Paul Mace is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked within various divisions of Fidelity since 2001, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 combines fundamental research with quantitative and algorithmic methods to construct model portfolios and serves as an advisor to multiple registered investment companies, employing oversight controls and addressing conflicts of interest through delegation and evaluation processes.

Elise Baynum is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliates since 2012. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Bradley Campbell is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within Fidelity’s various divisions since 2008, including Fidelity Institutional Services and Fidelity Brokerage Services. 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 notable for its role in managing model portfolios, its CFTC registration as a commodity pool operator, and its advisory responsibilities for multiple registered investment companies.

Stephanie Comisar is Vice President and Financial Consultant at Fidelity Investments, where she has worked since 2013. In her role, she partners with clients to support their long-term financial goals through focused planning and personalized guidance, utilizing a broad array of resources and strategies available through Fidelity to assist clients in developing plans that fit their needs. Stephanie has been with Fidelity Investments since 2007, holding various positions including Senior Portfolio Specialist, Portfolio Specialist, and Investment Solutions Representative. She holds insurance licenses in Arkansas and California. Outside of her professional role, Stephanie's personal interests include hiking, caring for pets, reading, as well as playing soccer and tennis.

Joseph Berno is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at Fidelity Brokerage Services, UBS Financial Services, and Macy's. Berno is based in Covington, KY. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s services include discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery, with a noted focus on systematic methodologies and oversight controls.

Tom Skeen is an Investment Solutions Representative III at Fidelity Investments, where he collaborates with clients to develop personalized plans aimed at achieving their financial goals. He has held this position since 2021. Prior to his current role, Tom worked as an External Wholesaler at Touchstone Advisors Inc. from 2019 to 2021 and served as a Financial Advisor at Edward Jones from 2018 to 2019. His professional experience spans client advisory and investment solutions. Outside of his professional work, Tom enjoys attending concerts and participating in family activities. His personal interests also include football, golf, parenthood, and soccer.

Jeffrey Schenk is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2007. 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 combines fundamental research with quantitative analysis and systematic methodologies to construct model portfolios across mutual funds, ETFs, and ETPs.

Heather Gindele is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked in various capacities within Fidelity since 2008, including roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Benjamin Haenning is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2026, he worked at Merrill for seven years and at Ohio National Financial Services from 2016 to 2019. He serves as a board member for Big Brothers Big Sisters of Greater Cincinnati, contributing to advisory support, fundraising, and advocacy efforts. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 advisors. The firm offers wealth advisory planning and investment consulting to a wide range of clients, including individuals, pension plans, corporations, and government entities, providing non-discretionary advice supported by research and extensive affiliated resources.

Logan Cope Grosardt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Before joining Fidelity, he worked at Dayton Progress and The Home Depot. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios incorporating mutual funds, ETFs, and ETPs.

Bennett Heustis is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he partners with clients and their advisors to develop personalized comprehensive financial plans that align with clients' values and goals. He aims to leverage Fidelity's resources to provide exceptional customer service and a tailored experience for clients. Heustis has been with Fidelity Investments since 2012, holding various positions including High Net Worth Service Associate, Senior Service Support Specialist, Wealth Management Operations Associate, and currently, Wealth Management Planning Consultant since 2021. His experience spans client service and wealth management operations within the firm. Heustis holds insurance licenses in Arkansas and California.

Josiah Archer is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and five years of industry experience. His prior work includes roles at Pillar Ministries and self-employment with Ware Properties LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also advises multiple registered investment companies and uses AI-driven methods in its investment process.

Gabriel Marko is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity Investments, he worked at Doodash, Totally Lit Events, USA Balloonatics, and the Marjorie P. Lee Retirement Community. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a model-driven investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

William Schaefer is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with various divisions of Fidelity since 2004, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios made up of mutual funds, ETFs, and ETPs.