Molly Moore is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, she worked in healthcare and retail sectors including St. Elizabeth Healthcare and Walgreens pharmacy. 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. The firm serves a diverse client base and manages model portfolios through systematic methodologies and oversight of affiliated sub-advisers.

Megan Bartell is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity in various capacities since 2016. Prior to her tenure at Fidelity, she was employed by Progress Rail Services for six years. 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, offering discretionary and non-discretionary advisory services, model portfolios, and fund advisory.

Jamie Witherall is a CFP® professional based in Covington, KY, with six years of industry experience. He has worked at Fidelity Investments since 2019 and previously held positions at US Bank, BB Riverboats, Panera Bread, and Eastern Kentucky University. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Matthew Gates is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2014. 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 and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Benjamin Morris is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 designations and has worked at various Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and holds distinctive registrations and advisory roles uncommon among large institutional peers.

Glenn Schnell is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial and LCNB National Bank since 2012. He serves as a trustee on a homeowners association and is a member of the investment committee for St. Peter & St. Paul U.C.C. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Krista Schuh is a financial advisor at Fidelity with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2012. 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 combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, and it serves as an advisor to multiple registered investment companies and model portfolio platforms.

Michelle Westendorf is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, she worked at UBS Financial Services and Fifth Third. 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 proprietary research combined with quantitative and algorithmic portfolio construction to deliver model portfolios constructed from mutual funds, ETFs, and ETPs.

Kyle Yoest is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2018, progressing through various positions including Regional Center Planning Consultant, PAS FC Relationship Manager, Central Relationship Manager, and HSA Planner. Kyle is focused on understanding his clients' situations to help develop disciplined investment strategies that are adjustable and maintainable over time. His professional experience spans several facets of financial consulting and client relationship management. He holds insurance licenses in Arkansas and California. Outside of work, Kyle's personal interests include fitness, football, social events with friends, and parenthood.

Stephen Meihaus is a financial advisor at Morgan Stanley with 10 years of industry experience. He previously worked at Fidelity Brokerage Services, LLC for six years before joining Morgan Stanley in 2022. He holds the Series 63 and Series 66 registrations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Anthony Coffee is a Series 66-licensed financial advisor with Fidelity Investments, based in Covington, KY. He has one year of industry experience and has held various positions since 2018, including roles outside finance. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Jordan Domaschko is a financial advisor at Fidelity with five years of industry experience. He has been with Fidelity Investments since 2020 and previously worked at United Parcel Service and Leone Chiropractic. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of AI and algorithmic methods in portfolio management.

Eugenia Lackey Bryant is a financial advisor at Fidelity with Series 63 and Series 66 designations and six years of industry experience. She has held positions at Fidelity Investments since 2023 and previously worked at Primerica Advisors and Primerica Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its formal advisory role to multiple registered investment companies.

Nick King is the Director, Executive Services Officer at Fidelity Investments, where he supports executives of Fidelity Stock Plan Service clients. He assists them in navigating equity compensation and complex trading plans to recognize the value of partnering with Fidelity for long-term investment support. Nick has been with Fidelity Investments since 2014, holding various roles including Wealth Management Senior Relationship Manager, Wealth Management Planning Consultant, Wealth Management Operations Associate, Personal Investing Operations Specialist, and Brokerage Operations Representative. This breadth of experience provides him with a comprehensive understanding of wealth management and operations within the firm. Outside of his professional responsibilities, Nick engages in hiking, skiing, and volunteering activities.

David Weinstein is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held positions across several industries, including automotive sales and retail. 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 to manage a variety of funds and model portfolios.

Laura Harris is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked with Fidelity Investments and its affiliates since 2010. 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, utilizing systematic methodologies and long-term asset allocation benchmarks.

Thomas Lieser is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Stifel since 2019. He previously worked at UBS Financial Services from 2011 to 2019. Lieser is active in the Cincinnati community, serving on finance advisory boards at Xavier University and DePaul Cristo Rey High School, and is involved with a family charitable foundation. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and planning analyses, with clients retaining discretion over implementation.

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 at Fidelity with 20 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments in various roles since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and delivers model portfolios through systematic methodologies.

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.