Andrew Donelan is a financial advisor at Fidelity with Series 66 and Series 63 licenses and 10 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2016 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Kevin Osborne is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 24 years of industry experience. He has worked at various Fidelity entities 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 as well as registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple asset classes and structures.

Ryan Krift is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and concurrently with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning facilitated by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Braydon Benedum is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior work experience that includes both financial services and roles in the service and maintenance sectors. Outside of advising, he has worked at Eastgate Lanes, a bowling alley where he performed maintenance and customer service duties. Fidelity’s Strategic Advisers LLC 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 algorithmic portfolio construction, managing a range of model portfolios using systematic, long-term asset allocation strategies.

Joseph Moretti Jr. is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and previously worked for Securities America Advisors, Inc. and Securities America, Inc. from 2009 to 2024. OSAIC serves a broad mix of retail and institutional clients, including high-net-worth investors and charitable organizations, through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios.

Joshua Erhart is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2008. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles. The firm is noted for its role in fund advisory, systematic portfolio management, and formal advisory roles with multiple registered investment companies.

Dustin Watkins is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 1999, 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, including fund advisory and model portfolio construction. The firm combines proprietary fundamental research with quantitative analysis and algorithmic methods, and it holds a unique role advising multiple registered investment companies and delivering model portfolios for Fidelity Institutional Wealth Adviser.

Andres Garcia is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fidelity, he worked at Coke Consolidated, Jimmy John's, and Zillow Group. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Joao Paulo Monteiro is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2020. Prior to that, he held positions at Edelweiss Lodge and Resort/US Department of Defense and Centre College. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Sara Ahlrichs is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and previously worked at Sheer Technologies, ConstructConnect, and Teksystems. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, overseeing model portfolios composed of mutual funds, ETFs, and ETPs.

Lewis Curd is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His prior roles include work with USA Homestays and involvement with Grace Fellowship Church. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Joseph Lieser is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Stifel since 2019. Prior to joining Stifel, he worked at UBS from 2015 to 2019. He holds a Series 66 license and is based in Cincinnati, Ohio. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology from its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Greg Peebles is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity since 2017, previously serving as a Director and Retirement Planner from 2017 to 2020 and as a Portfolio Specialist from 2020 to 2021. In his current position, Greg focuses on understanding clients' goals and financial situations to develop and maintain personalized financial plans using Fidelity's resources. Greg holds insurance licenses in Arkansas and California. Outside of his professional work, he engages in family activities, fishing, football, outdoor adventures, and parenthood.

Christopher Hatfield is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple Fidelity entities since 1998, including Strategic Advisers, where he has been affiliated for 25 years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including 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 as well as model portfolios for intermediary platforms.

Dave Torggler is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 34 years of industry experience. He has been associated with multiple Fidelity entities since 1991, including Fidelity Brokerage Services, Inc., Fidelity Personal and Workplace Advisors, and Strategic Advisors Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios primarily composed of mutual funds, ETFs, and ETPs.

A Mcdougal is a financial advisor at Fidelity with 30 years of industry experience. They hold Series 63 and Series 66 designations and have worked with various Fidelity entities since 1995. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm utilizes proprietary research combined with quantitative and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Katherine Anderson is a Financial Advisor with the Evelo|Singer|Sullivan|Bruegge Group at Merrill Lynch Wealth Management. She specializes in working with female entrepreneurs and business leaders, providing guidance on financial aspects related to business growth and career advancement, including tax savings, pre-liquidity planning, and executive compensation. Additionally, she works closely with clients and their families to prepare for the implications of significant wealth, involving education for adult children and facilitating family discussions about money. Katherine brings over 10 years of industry experience combined with a background in engineering, which adds analytical skills and strategic insight to her approach in wealth planning. She holds the Chartered Financial Analyst (CFA) designation and is a CERTIFIED FINANCIAL PLANNER (CFP) professional. She earned her Bachelor of Science degree from the University of Tennessee System. Beyond her professional work, Katherine is actively involved with the arts community in Cincinnati. She serves as a board member of the Cincinnati Opera and has participated in the ArtsWave Women's Leadership Roundtable Steering Committee. She is also a member of the Alpha Chi Omega Alumnae.

Nichulas Schneider is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He focuses on understanding his clients' personal stories, goals, and preferences to tailor financial plans that address their unique family needs. Nichulas emphasizes building trust and demonstrating competency throughout the planning process to help clients work toward achieving their financial objectives. Prior to his current position, Nichulas held various roles at Fidelity Investments, including Investment Consultant - Solutions Representative III (2022-2023), Fixed Income Specialist (2020-2022), Investment Solutions Representative (2016-2020), and Full Trader (2012-2016). His experience spans multiple aspects of investment and financial consulting. Nichulas holds insurance licenses in Arkansas and California.

Emily Lange is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. She has worked at Fidelity Investments since 2020 and has prior experience in retail and service companies including Loft, Ascena Retail Group, and Kendra Scott, LLC. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and offers discretionary and non-discretionary advisory services as well as fund management and consulting.

John Burke is a CFP® with 27 years of industry experience, currently serving at Fidelity. His tenure at Fidelity includes roles with Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable activities including registration as a commodity pool operator and formal advisory roles to multiple registered funds.