Covington, KY Magellan Way Office

Julie Talbot is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various capacities at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments since 2000. Outside of her advisory role, she serves as Treasurer on the board of the Loveland Youth Volleyball Organization. Her firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Alexander Hall is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at Speedway and Bear Paddle Swim School, as well as involvement with the Boy Scouts of America, Lincoln Heritage Council. Outside of his advisory role, he works as an independent contractor delivering Amazon Fresh and same-day Amazon.com orders. Alexander is affiliated with Strategic Advisers LLC, a Fidelity Investments company that 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 portfolios, including multi-manager funds and model portfolios delivered to intermediary platforms.

Colleen Carlson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. She previously worked at AF Group and Al Bourdeau Insurance Agency before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, offering discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research and quantitative analysis.

Monica Smith is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity affiliates since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Samuel Mershon is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Service LLC since 2017. Prior to joining Fidelity, he worked in brokerage and paving services and was employed at Northern Kentucky University. Samuel is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Zachary Peterson is a financial advisor with Fidelity in Covington, KY, holding a Series 66 designation and one year of industry experience. His career includes roles at Fidelity Investments and Thermo Fisher Scientific. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator, advises multiple registered investment companies, and utilizes AI and systematic methodologies in its investment process.

Courtney Elfers is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Fidelity Investments and its affiliated entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and incorporation of AI and algorithmic tools in its investment process.

Kathleen Dalton is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at StanCorp Investment Advisers, StanCorp Equities, Sheridan Road Financial, and LPL Financial. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines fundamental research with quantitative analysis and systematic methodologies to construct model portfolios using mutual funds, ETFs, and ETPs.

Mary Caldwell is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at KeyBank from 2015 to 2021 before joining Fidelity. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Janet Freeman is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity since 2011, including at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on systematic portfolio construction that combines proprietary research, quantitative analysis, and algorithmic methods. The firm also serves as an adviser to multiple registered investment companies and delivers model portfolios through intermediary platforms.

Kati Nolan is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity since 2022. Prior to her advisory role, she has experience in retail and education sectors, including positions at Pandora Shops by Todd and Northern Kentucky University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and long-term asset allocation strategies.

Dominique Dall is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fidelity-affiliated entities since 2007 across various roles. Fidelity’s Strategic Advisers LLC serves retail and institutional clients with investment management and advisory services, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. Their approach includes managing discretionary and non-discretionary portfolios, fund advisory, and delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

David Bowen is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several Fidelity entities since 1995, including Strategic Advisers Inc. His experience spans roles in investment management and advisory services within a large institutional framework. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and is noted for its use of AI-driven methods and its formal advisory roles to multiple registered funds.

Brandon Staggs is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2019 and Mutual of America Securities LLC prior to that. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Ann Venable is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked in various roles within Fidelity since 1997. Outside of her financial career, she is a certified Zumba Basic 1 instructor and teaches group fitness classes weekly. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs.