Sarah Wilke is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various divisions of Fidelity since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager and fund-of-funds structures. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios and serves as an adviser to multiple registered investment companies.

Cherie Hartmann is a financial advisor with Fidelity Investments, holding a Series 66 designation and 21 years of industry experience. She has worked with Fidelity since 2007 across various roles, including at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Justin Colvin is a Financial Consultant I at Fidelity Investments, where he currently works to develop personalized financial plans for clients. He began his career at Fidelity in 2022 and has held several roles within the company, including Planning Consultant, Investment Solutions Representative II and I, and Customer Relationship Advocate. His professional experience has provided him with a comprehensive understanding of financial planning and investment strategies. He holds insurance licenses in Arkansas and California. Outside of work, Justin enjoys baseball, bowling, fitness, hiking, and table tennis.

Kazeem Alli is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 credentials and has worked with Fidelity Personal and Workplace Advisors and Fidelity Investments since 2012. Outside of his advisory role, he is involved in the hospitality industry, working part-time at a restaurant and bar in Cincinnati. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to diverse clients including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies.

Joshua Kennedy is a financial advisor at Fidelity with Series 65 and Series 63 licenses and two years of industry experience. He previously worked at W&S Brokerage Services, Inc. and Western Southern Life, and spent seven years at Mercedes Benz of Fort Mitchell. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic methodologies, supporting its advisory role to multiple registered investment companies and employing algorithmic approaches in portfolio construction.

Chad Epperson is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Work Place Planning Consultant at Fidelity Investments from 2019 to 2025. In his current capacity, Chad collaborates with clients to understand their families and financial goals, working together to develop long-term financial plans that clients can have confidence in. He aims to make the planning process straightforward and supports clients by addressing any questions they may have throughout their journey. Chad holds insurance licenses in Arkansas and California, which support his professional activities. Outside of his work, he enjoys boating, attending concerts, watching football, spending time at the lake, caring for pets, and traveling.

Dean Inman is a financial advisor with OSAIC in Fort Mitchell, KY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Raymond James Financial, Lincoln Financial Securities, and First Financial Wealth Management. Outside of advising, he co-owns and manages self-storage units through U-Loc Storage. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm operates a large multi-advisor platform and provides access to proprietary investment models and third-party money manager programs.

Mark Murphy is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity divisions since 2003, including Fidelity Investments Institutional Services Company, Inc. There are no additional outside activities noted. Mark is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Joseph Wood is a financial advisor at Fidelity with Series 63 and Series 66 registrations and five years of industry experience. He previously worked at Citigroup from 2016 to 2021 before joining Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic methods, including AI, to manage portfolios and serves as an advisor to multiple registered investment companies.

Brett Rizor is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities as well as BNY Mellon Advisors, Inc. His current role at Fidelity began in 2025. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios that incorporate mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Matthew Lobaugh is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop comprehensive financial plans tailored to their priorities and goals. His approach focuses on balancing risk with the aspects of life that are most important to his clients. Matthew has been with Fidelity Investments since 2019, progressing from a Client Management Representative to Portfolio Specialist, and currently serving as a Financial Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Matthew enjoys biking, comedy, outdoor adventures, parenthood, and skiing.

Ellen Haskell is a financial advisor at Robert Baird & Co. with 20 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird since 2019, following prior roles at JJB Hilliard Wl Lyons LLC and Hilliard Lyons. In addition to her advisory work, she manages a family trust on a fiduciary basis. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers, with a range of traditional and non-traditional investment strategies.

Kimberly Walko is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In her current role, she works closely with clients to help them understand their company benefits, build financial plans, and provide service. She emphasizes developing strong relationships with clients through clear and direct communication to build trust. Kimberly has extensive experience in financial services, having worked as a Benefits and Planning Consultant at Fidelity Investments since 2022, and previously as a Workplace Planning Consultant at the same firm. Her background also includes roles as a Licensed Banker at Huntington Bank and Key Bank, and Mortgage Loan Officer positions at Fifth Third and Coldstream. She holds insurance licenses in Arkansas and California. Outside of her professional work, Kimberly enjoys cooking and baking, fitness activities including yoga and skiing, reading, and traveling.

Joshua Fouts is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles across Fidelity’s personal, workplace, and brokerage services 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and maintains oversight of sub-advisers and share class allocations.

Edward Maynard is a financial advisor with LPL Financial in Covington, KY, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He previously worked at Stonex Advisors Inc and StoneX Securities Inc for 10 years each, and at Cox Financial for 30 years. Outside of his advisory role, he is involved with Maynard Asset Management LLC and has a small retail business named Soggy Dollar. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of investment and advisory services, including model portfolio programs and third-party asset management, supported by technological tools but makes investment decisions through advisor discretion.

Adam Dengel is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fidelity Investments and its related entities since 2012, along with prior experience at PNC Wealth Management and Natcity Investments. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, emphasizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of clients including registered investment companies and offers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Jamie Morgan is a Private Wealth Advisor and partner with The Evelo|Singer|Sullivan Group at Merrill Private Wealth Management. He works with affluent individuals and families to develop tailored wealth strategies that align with their personal, business, and philanthropic objectives. Jamie emphasizes a cohesive approach to financial planning, collaborating with clients' attorneys, accountants, and other advisors to provide comprehensive guidance. Since beginning his career in 1999, Jamie has focused on long-term wealth strategies, insurance, and lending for high-net-worth clients. His expertise includes family wealth management, managing new wealth, liquidity management, personal retirement planning, special needs planning strategies, tax minimization, and retirement income. Jamie is experienced in designing and implementing strategies for special needs children and eldercare. Jamie holds a B.S. in Business from Xavier University and is a CERTIFIED FINANCIAL PLANNER® professional. Additionally, he has earned designations including Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He has been recognized by Forbes as a Best-In-State Wealth Advisor from 2020 through 2025. Jamie serves on the corporate board of CancerFree KIDS and is actively involved with the Cincinnati Golfers for Charity. Outside of work, he enjoys football, golfing, running, and spending time with his family.

Lucia Villamagna is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Anthropologie, LaRosas, and Starbucks. 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 to deliver model portfolios from mutual funds, ETFs, and ETPs.

John Bruns is a financial advisor with Fidelity Investments based in Covington, KY, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with Fidelity and its affiliated brokerage services since 2014. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with model portfolios constructed from mutual funds, ETFs, and ETPs.

Alexis Lindsay is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, Alexis held various roles, including positions at Clarity Retail Services and Amazon. Strategic Advisers LLC, a Fidelity Investments company, serves retail and institutional investors with discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and acts as a registered commodity pool operator with roles in multiple registered investment companies and fund-of-funds.