Emily Fox is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and previously worked at GreenSky Credit and Northern Kentucky University. Outside of her advisory work, she operates a small business making and selling tie-dye apparel. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across retail and institutional clients.

David Goodman is a Planning Consultant at Fidelity Investments, where he collaborates with families and individuals to develop plans focused on long-term investment and retirement objectives. He emphasizes building trust and delivering client services through lasting relationships. He has been with Fidelity Investments since 2019, initially serving as a Stock Plan Consultant, then as an Executive Services Specialist from 2020 to 2024, before becoming a Planning Consultant in 2024. He holds insurance licenses in Arkansas and California. Outside of his professional work, David enjoys baseball, camping, family activities, football, golf, and skiing.

Michael Burkhardt is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity since 2015. 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a broad investable universe.

James Hider is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 26 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he co-teaches a security analysis class at the University of Cincinnati. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client investment strategies.

Collin Schaeffer is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked with various Fidelity entities since 2016. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers oversight of sub-advisers while addressing conflicts of interest.

Craig Wagner is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has worked at Fidelity Investments in various roles since 2004, progressing from Financial Representative to his current leadership position. His professional experience includes expertise in wealth planning and client financial goal achievement. Wagner holds an Arkansas Insurance License, enabling him to provide insurance-related financial services. Throughout his tenure at Fidelity, he has been involved in client management and investment representation, contributing to his comprehensive understanding of financial consulting. He emphasizes the benefits of Fidelity's brand, technology, and investment platform in his work with clients, focusing on close collaboration with his team to support client financial objectives.

Jeff Scheper is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2001. He has held the role of Financial Consultant since 2008 and previously worked as a Financial Representative from 2001 to 2008. Jeff consults with high net worth clients and their families, focusing on building, preserving, and transferring wealth. He emphasizes maintaining an open dialogue and periodic communication to help clients work towards their financial goals. He holds insurance licenses in Arkansas and California.

Wesley Estep is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Fidelity Brokerage Services LLC and Education At Work. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios using systematic methodologies.

Paxton Thompson is a Series 66-registered financial advisor with Edward Jones in Aurora, IN, with approximately two years of industry experience including multiple tenures at Edward Jones and a brief period at Protective Life. He previously worked at Pearls and had a gap in employment from 2014 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a large network of advisors and branch offices nationwide.

Justin Guidroz is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments in various roles since 2006. His current focus includes work with 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

James Burchenal is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. He has worked with UBS Financial Services since 1997. Outside of his advisory role, he serves as a board member of a cattle ranch in Montana. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans aligned with client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of products including discretionary portfolio management and proprietary research.

Samantha Martin is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has previously worked at PwC and Kroger. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, with additional oversight and advisory roles uncommon among large institutional peers.

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.

Joel Stockelman is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with various Fidelity entities since 1998, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and creates model portfolios for intermediary platforms.

Carrie Hilbert is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Butter's Burgers and the University of Tampa. 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 in its investment process.

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 with Fidelity Investments, holding Series 66 and Series 63 credentials and one year of industry experience. Her prior roles include positions with the Woodford County Economic Development Authority and work related to Midway University. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides 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.

Timothy Wallin is a financial advisor with Fidelity who holds the Series 63, Series 65, and Series 66 licenses and has 25 years of industry experience. He has worked across various Fidelity divisions since 2001, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including specialized fund advisory services.

William Rhodes is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Fifth Third Bank and ownership of Urban Meyers Pint House. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advisor to multiple registered investment companies, with a focus on model portfolio delivery and governance.

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.