Cincinnati, OH Edwards Rd Office

Zachary Blankenship is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2017, progressing through various roles including 401k Representative, Investment Solutions Representative, Client Management Representative, Investment Management Consultant II and III, before assuming his current position in 2025. Throughout his career at Fidelity, Zachary has focused on helping individuals and families build financial plans tailored to their goals. He emphasizes understanding each client's personal financial landscape and works collaboratively to create forward-looking strategies. Outside of his professional work, Zachary has interests in football, golf, and parenthood.

Anthony Russell is a Wealth Management Senior Relationship Manager at Fidelity Investments. He collaborates with clients to manage the day-to-day tasks necessary to work towards their financial goals by understanding their needs and identifying suitable strategies tailored to each individual client and their family. Anthony has been with Fidelity Investments since 2015, holding various roles including Financial Representative, High Net Worth Representative, Workplace Planning Consultant, Private Wealth Management Planning Consultant, and currently Senior Relationship Manager. His experience spans multiple areas within wealth and financial management. Outside of his professional role, Anthony enjoys activities such as camping, concerts, fishing, golf, kayaking, and traveling.

Denise Cox is the Vice President and Branch Leader at Fidelity Investments, where she currently leads and supports a team of financial professionals dedicated to partnering with clients to provide tailored planning experiences. She has held this position since 2023. Prior to her current role, Denise served as Assistant Branch Leader at Fidelity Investments from 2021 to 2023, and as Team Leader for Workplace Planning and Advice from 2018 to 2021. Her experience also includes serving as a Senior Relationship Manager at Fidelity Investments from 2013 to 2018. Denise's professional background demonstrates her extensive experience in financial planning and client relationship management within Fidelity Investments. Outside of her professional role, she has personal interests in art, beach activities, cooking and baking, exploring food, and music.

Brian Kremer is a Planning Consultant at Fidelity Investments, where he has worked since 2023. In his role, he partners closely with clients to co-create personalized financial plans that align with their individual goals and values. He collaborates with his team to develop strategies tailored to each client's unique situation. Brian's experience at Fidelity Investments has focused on workplace planning, helping clients navigate their financial planning needs. Outside of his professional responsibilities, Brian enjoys attending concerts, engaging in family activities, participating in social events with friends, and traveling. He also has an interest in soccer and values his role as a parent.

Bill Bowdy is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2010, progressing through various roles including Financial Consultant, Investments Consultant, Investment Solutions Representative, and Financial Representative. With over a decade of experience, Bill specializes in working with High Net Worth individuals on retirement planning, income planning, tax-efficient investment planning, and estate planning considerations. He focuses on designing financial plans that account for all market scenarios to support his clients and their families. Outside of his professional work, Bill's personal interests include beach activities, fitness, football, golf, and spending time at the lake.

Jake Meyer is a Financial Consultant who collaborates with clients to develop tailored financial plans aimed at meeting their specific needs and goals. He has been associated with Fidelity Investments since 2016, holding various roles including Financial Representative, Full Trader, Relationship Manager, and most recently, Planning Consultant. This progression demonstrates his extensive experience within the financial services industry. Throughout his career at Fidelity Investments, Jake has gained expertise in client relationship management and financial planning. His approach centers on understanding each client's unique situation to create effective strategies for financial success. Outside of his professional work, Jake has personal interests that include boating, cars, football, social events with friends, horseback riding, and caring for pets.

Nancy Harrill is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2015, serving in various roles including Planning Consultant from 2020 to 2024, Relationship Manager from 2018 to 2020, and Financial Representative from 2015 to 2018. With 10 years of experience, Nancy focuses on investment strategies, retirement income, tax, and estate planning considerations. She adopts an educational approach aimed at simplifying financial concepts and collaborating with clients to prioritize their most important financial decisions.

Michael Selm is the Regional Director of Executive Services at Fidelity Investments, a position he has held since 2025. In this role, he supports a team of Benefits & Planning Consultants and Executive Planning Consultants focused on helping clients align their financial goals with personalized benefit strategies. Michael has extensive experience at Fidelity Investments, having served in several leadership roles including Team Leader of Advisory Services from 2021 to 2025, Team Leader of Fixed Income from 2019 to 2021, and Team Leader of Client Services from 2015 to 2019. His work centers on providing strategic insight and collaborative leadership to promote financial well-being for clients at every stage of life.

Susan Stone is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity in various capacities since 2013, including positions as Financial Consultant, Relationship Manager, Central Relationship Manager, Investment Solutions Representative, High Opportunities Brokerage Representative, 401k Service Representative, and Proactive Sales Representative. Prior to joining Fidelity, Susan was a Registered Representative at Scudder, Stevens, and Clark from 1990 to 1996. With over two decades of experience in the financial industry, Susan partners with her clients to help them make educated decisions within their financial plans. She emphasizes the importance of purposeful planning and utilizes Fidelity's technology to collaborate on personalized retirement and investment plans tailored to clients' needs. Outside of her professional role, Susan has interests in concerts, fitness, gardening, kayaking, music, and pets.

Steve Molloy is a Wealth Management Senior Relationship Manager at Fidelity Investments. He works exclusively with Fidelity's most affluent self-directed investors and their families, focusing on delivering personalized service and support tailored to each family's unique needs and preferences. When comprehensive planning is needed, he coordinates discussions with Wealth Management Advisors and other specialized planning professionals. Steve has been with Fidelity Investments since 2012, holding roles including Private Client Group Representative from 2012 to 2017, Wealth Management Planning Consultant from 2017 to 2021, and his current position since 2021.

Mark Allen is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Personal and Workplace Advisors, Strategic Advisers, and Fidelity Brokerage Services. 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 utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages a range of advisory and fund-related services.

Matt Stricker is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018. 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. The firm employs systematic methodologies across mutual funds, ETFs, and ETPs, and serves in formal advisory roles to multiple registered investment companies and fund-of-funds.

Nathaniel Parkhouse is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. In this role, he focuses on fostering a high-performance work culture by empowering associates and supporting clients in planning for long-term financial well-being. Beyond his leadership responsibilities, Nathaniel emphasizes encouraging team members to maximize their talents in service of client needs. Specific details concerning his professional background, education, credentials, or personal interests have not been provided.

Anthony McClure is a Financial Consultant at Fidelity Investments, a role he has held since 2022. In this position, he collaborates with clients and their families to develop personalized financial plans aligned with their goals and visions. He emphasizes understanding the individual stories and objectives of his clients to create strategies that support their desired lifestyles. Prior to his current role, Anthony served as a Workplace Planning Consultant III at Fidelity Investments from 2016 to 2022 and as a Financial Associate II - Multi Product from 2015 to 2016. Through these positions, he has accumulated experience in various aspects of financial consulting and planning. Outside of his professional work, Anthony enjoys engaging in board games, camping, outdoor adventures, and theater.

Evan Milz is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2014, progressing through various roles including Planning Consultant, Workplace Planning Associate, Investment Solutions Representative, High Net Worth Associate, and Client Relationship Advocate. In his current role, Evan partners with clients to understand their comprehensive financial objectives and develops customized plans to meet their unique and evolving needs. His approach emphasizes building strong relationships with families based on trust, reliability, and competency. Outside of his professional work, Evan has interests in camping, hiking, military service, parenthood, and soccer.