Samuel Goldsberry is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Bartlett Wealth Management and Fidant Wealth Partners, as well as academic appointments at the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves as an adviser to multiple registered investment companies and develops model portfolios using systematic methodologies.

Ryan Nelson Jr. is a financial advisor at Merrill with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at PFS Investments Inc. and has held various roles outside the financial services industry, including positions at Door Dash and Primerica Financial Services. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Requejo is a financial advisor at Fidelity with 30 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Fidelity affiliates since 1996. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves in advisory roles to registered investment companies, employing systematic methodologies and long-term asset allocation benchmarks.

Ryan Butt is a financial advisor with Fidelity in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has worked across multiple Fidelity entities since 2005 and serves as an adjunct professor at the University of Cincinnati. 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 proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Matthew Concannon is a financial advisor with Fidelity in Covington, KY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Resource MFG, DoorDash, AT&T, University of Dayton, and St. Xavier High School. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of investment products and has distinctive roles including commodity pool operation and advisory services to registered investment companies.

Justin Mitchell is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity in 2025, he worked in education and sales roles, including a position at Campbell County School District and Cellular Sales. 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 to manage portfolios using mutual funds, ETFs, and ETPs.

Roger Roeding is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2004, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and it provides model portfolios to intermediary platforms while maintaining oversight through sub-advisers and governance procedures.

Kyle Costanzo is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked at Curl Market and has a background that includes roles at Ohio State University and Panera Bread. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Max Ingram is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Northwestern Mutual and several positions in banking and auto sales. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves distinctive roles such as commodity pool operator registration and advisory services to multiple registered investment companies.

William Jones 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 LaRosas, Liberty University, Graphic Village, Fedex Office, and Loveland High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction using a diverse investable universe.

Mark Boudrie is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. His work history includes roles at Fidelity Investments since 2022 as well as positions outside the financial industry, such as employment at Rally House and FedEx. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and uses advanced methodologies including AI and systematic oversight.

Tosha Thompson is a financial advisor with Ameriprise in Crestview Hills, KY, holding Series 66 and Series 63 credentials and bringing 11 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and JP Morgan Securities LLC from 2016 to 2018. She also serves as Director of Operations at River Hills Consulting Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jared Keyser is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked across several Fidelity entities since 2016, including Fidelity Brokerage Services 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and serves as an advisor to multiple registered investment companies and fund-of-funds.

Josie Sauer is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation. She has been in the industry since 2023, with prior experience at Isaacs and Associates and Equitable Advisors, LLC. Before her financial advisory roles, she worked in education at The Seven Hills School and Concordia Lutheran High School. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services under various arrangements, including Corporate Financial Planning agreements.

Daphne Hedger is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Prior to her current role, she has worked with Fidelity since 2020 and has experience in other businesses, including owning and marketing handmade elderberry products through Daph's Naturals. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and is noted for its formal advisory role to registered investment companies and its use of advanced technologies such as AI in research.

Tobias Mrozek is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previously worked at Total Quality Logistics, Aircall, and FOM Hochschule Berlin, among other organizations. 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 combines fundamental research with quantitative and algorithmic portfolio construction, offering discretionary and non-discretionary management, fund advisory, and model portfolio delivery.

Emily Coleman is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Her work history includes roles at Fidelity Investments since 2020, as well as prior positions with the Cincinnati Reds and Incrediplex. 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 to develop model portfolios from mutual funds, ETFs, and ETPs.

Karel Simbartl is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Andrew Horner is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. His background includes roles at ConstructConnect and various positions during his studies at the University of Cincinnati. 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 across a range of investment vehicles.

Emily Dannemiller is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2004. Outside of her advisory role, she is the owner and designer of a jewelry business and serves as an independent marketing executive for a wellness company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolios.