Lauren Kaminsky is a Wealth Management Planning Consultant at Fidelity Investments, where she has been serving since 2019. She focuses on building trustworthy relationships with clients and their families, aiming to understand their priorities and deliver tailored value. Lauren's experience at Fidelity Investments spans several roles, including Wealth Management Operations Associate from 2018 to 2019, Service Support Specialist from 2017 to 2018, and Electronic Response Representative from 2015 to 2017. This progression reflects her comprehensive knowledge of wealth management and client service within the company.

Larry Weber is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of industry experience. He is currently with Ameriprise, having returned in 2026 after prior roles at The Huntington Investment Company, PNC Wealth Management, and Key Investment Services LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement planning advice centered on dependable income and tax-aware withdrawal strategies.

Joel Stockelman is a financial advisor with Fidelity who holds the Series 63 and Series 66 designations and has 29 years of industry experience. He has been with Fidelity and its affiliated entities since 1998. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable gift funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Carrie Hilbert is a financial advisor with Fidelity Investments based in Covington, KY. She holds Series 63 and Series 66 designations and has two years of industry experience. Prior to joining Fidelity, she has worked in various roles including positions at Butter's Burgers and the University of Tampa. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Angelo Ferro is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fidelity, he spent three years in education-related work. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios. The firm also serves as advisor to registered investment companies and employs systematic methodologies including AI and algorithmic techniques in its investment process.

Brookelyn Hopkins is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Her prior roles include positions at Woodford County Economic Development Authority and Midway University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and registered investment companies.

Timothy Wallin is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked in various capacities at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments since 2001. 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 from a broad investable universe while maintaining oversight and incorporating advanced methodologies such as AI in its processes.

William Rhodes is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Fifth Third Bank and Urban Meyers Pint House. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Claire Allen is a financial advisor at Fidelity with three years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Fidelity, she held roles at Gateway Community and Technical College and St. Elizabeth Healthcare, and operated a small business, Doggie Paddles LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Christopher Ingoglia is a Wealth Management Planning Consultant at Fidelity Investments, where he has served since 2022. In this role, he collaborates with a Wealth Management Advisor and a support team to assist clients in working toward their financial goals through planning, service, and problem resolution. Prior to this position, he has held various roles at Fidelity Investments, including Wealth Management Operations from 2018 to 2022, Service Support Specialist from 2016 to 2018, and Financial Representative from 2014 to 2016. He also worked as a Financial Representative at Northwestern Mutual from 2012 to 2013. Christopher holds an Arkansas Insurance License, which supports his work in wealth management and financial planning. Outside of his professional responsibilities, he has personal interests in baseball, football, and exploring culinary experiences as a foodie.

Whitney MacFarlane is Vice President and Financial Consultant at Fidelity Investments, a position held since 2024. She has been with Fidelity Investments since 2006, progressing through roles including Financial Consultant, Retirement Solutions Representative, Investments Solutions Representative, Financial Service Representative, and Customer Service Associate II Retirements. Her experience spans various facets of financial consulting, with a focus on creating and maintaining customized financial plans for clients. Whitney emphasizes building long-lasting relationships based on trust and exceptional client service. She holds insurance licenses in Arkansas and California.

Amber Melvin is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop personalized financial plans and supports them in executing those plans through ongoing engagement strategies. She has been in her current role since 2026. Amber has held various positions at Fidelity Investments, including Investment Management Consultant from 2023 to 2026, College Planning Specialist in two terms (2020-2021 and 2022-2023), Learning Lead in 2022, Series 7 Mentor from 2021 to 2022, and Customer Relationship Advocate from 2019 to 2020. This range of roles has provided her with experience in financial planning, investment management, college planning, and mentoring. Outside of her work, Amber enjoys a variety of activities such as cars, golf, outdoor adventures, pets, traveling, and yoga.

Cory Curry is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Robert Baird & Co. since 2007. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers across various investment strategies.

Grant Jennings is a CFP®-certified financial advisor with 17 years of industry experience, currently serving at Fidelity in Covington, KY. He previously worked at Whitaker Myers and has an extensive tenure at Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Sean Scaffidi is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity Investments LLC, he held positions at various organizations including Child Focus and JusticeWorks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm is noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of AI and systematic methodologies in investment research.

Jonathan Thornberry is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2003. Outside of his advisory role, he serves on the board and investment committee of Chatfield College and is involved with the Freestore Foodbank of Cincinnati, Ohio. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, with a focus on aligning strategies to client goals and risk tolerances.

John Willcox is a CFP®-certified financial advisor at Morgan Stanley with five years of industry experience. He has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, Merrill Lynch, and other financial institutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to assist clients with their financial goals.

Burton Tienken is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Gannett and Banker's Life, as well as entrepreneurial work with E+O Kitchen. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Kathryn Lafay is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2008. Outside of her advisory role, she operates a small business making and selling handmade crochet blankets and clothing. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, offering discretionary and non-discretionary advisory services, fund advisory, and model portfolio construction using proprietary research and systematic methodologies.

Daniel Junod is a financial advisor at Fidelity with six years of industry experience. He has served in the United States Navy from 2011 to 2017 before joining Fidelity Investments, where he has worked since 2017. Junod holds a Series 66 designation. Fidelity's Strategic Advisers LLC offers 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 develop model portfolios drawn from mutual funds, ETFs, and ETPs, and holds distinctive registrations and advisory roles uncommon among large institutional peers.