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 four years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Gannett and Banker's Life, as well as experience outside finance with E+O Kitchen and Palomino. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight of delegated sub-advisers.

Timothy Sauer is a CFP® professional with eight years of industry experience, currently affiliated with Cetera. He has held roles at Jamie L. Hatfield Wealth Management since 2019 and previously worked at Commonwealth Financial Network. Outside of his advisory work, he serves as a deacon at Bible Chapel of Delhi Hills. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a diverse client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party money managers.

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.

Jennifer Drapp is a financial advisor at Ameriprise with 31 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Ameriprise in 2026, she spent over two decades at The Huntington Investment Company and The Huntington Bank, Inc. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement planning and tax-aware withdrawal strategies. The firm uses a centralized team and proprietary research tools to provide tailored, non-discretionary recommendations within its investment product ecosystem.

Muntazir Dhala is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Investments in various capacities since 2006. 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 across a range of funds and model portfolios.

Max Agabon is a financial advisor with Fidelity Investments, holding the Series 65 and Series 66 designations and with three years of industry experience. Prior to joining Fidelity in 2025, he was the sole proprietor of Moonlight Bread, an artisan bread and baked goods business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers model portfolios and advisory services to registered investment companies and intermediary platforms.

Mitchell Royse is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he focuses on assisting clients in pursuing their financial goals through personalized planning and investment strategies tailored to their individual needs and priorities. He collaborates closely with clients to understand their key financial objectives and helps them develop plans and strategies aligned with those goals. Mitchell has been with Fidelity Investments since 2020, progressing from Financial Representative to Relationship Manager before becoming a Planning Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Mitchell has personal interests that include cars, fitness, football, and golf.

Richard Cook III is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services since 2012. 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 across mutual funds, ETFs, and ETPs, and is noted for its use of AI-driven methodologies and formal advisory roles to multiple registered investment companies.

Jacob Feitlinger is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and one year of industry experience. His prior roles include work at JF Network Solutions and involvement with the Greenacres Foundation. He also spent six years at the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Kate Reidel is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Her prior roles include work with St. Aloysius Orphanage and Farmwise Education, as well as founding Cultivating Curiosity, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of funds and portfolios. The firm also serves multiple registered investment companies and utilizes advanced methodologies, including AI and systematic oversight, to manage its offerings.

Brent Kassner is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007 and Bank of America, N.A. since 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Greg Rios is a Planning Consultant at Fidelity Investments, where he assists clients and their families in creating financial plans designed to help them work toward achieving financial success. His approach involves a four-step process: learning about clients' goals and values, building tailored financial plans, implementing these plans, and regularly reviewing and adjusting them based on changes in clients' situations and market conditions. Prior to his current role, Greg served as a Relationship Manager at Fidelity Investments in 2024. He holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial planning services. Outside of his professional work, Greg has interests in gardening, music—including playing instruments and singing—outdoor adventures, and parenthood.

Jason Rimmer is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity divisions since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on various fund structures and model portfolios.

Paul Webster Jr. is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation, Osaic FS, Inc., and Waddell & Reed. Outside of his advisory role, he owns a racehorse and works assembling automobile steering systems. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation, portfolio optimization, and a range of managed account strategies.

Richard Hidy is a Financial Advisor with The Evelo/Singer/Sullivan/Bruegge Group of Merrill Private Wealth Management. He works directly with clients to create, implement, and monitor personalized financial plans aligned with their long-term goals. Rich helps lead the group's corporate executive practice and serves as a senior member of the team's Investment Policy Committee, which sets the overall investment strategy for clients. From 2017 to 2020, Rich served as a Private Wealth Analyst, where he developed wealth strategy reviews for ultra-high net worth clients, conducted investment research, and executed investment activity across asset classes. He subsequently worked as an Assistant Vice President and Private Wealth Relationship Manager from 2021 to 2024. Rich holds the Accredited Asset Management Specialist (AAMS) and CERTIFIED FINANCIAL PLANNER (CFP) certifications. Rich earned his Bachelor of Business Administration with a minor in Journalism from the University of Notre Dame in 2016 and completed his MBA at Xavier University in 2017. He is a board member of May We Help, a nonprofit organization that provides free support to individuals with disabilities through innovative solutions and access to adaptive equipment.

Brian Sztanyo is a financial advisor with Fidelity who holds a Series 66 designation and has 20 years of industry experience. He has been with Fidelity Investments since 2006, including seven years at Fidelity Personal and Workplace Advisors and one year with Fidelity Investments in his current role. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.