Bruce Brinkman is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity brokerage services since 2010. 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’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services alongside management and consulting.

Julia Heck is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, she held positions at Flynn & Company CPA's and participated in educational roles. She also has experience outside finance, including work in healthcare management and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it serves in advisory roles for multiple registered investment companies.

Crystal Mann is a financial advisor at Charles Schwab with 28 years of industry experience. She has held positions at Charles Schwab since 2018 and previously worked at TIAA and TIAA-CREF Individual and Institutional Services from 2007 to 2018. Mann holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves a large client base consisting mainly of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios, research, and a structured alternative-investment program.

Andrew Felger is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Merrill and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Jeff Lee is a financial advisor at J.P. Morgan Securities with credentials including Series 63 and Series 66 licenses. He has over 25 years of experience in the financial industry, having worked at Fidelity for 25 years before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2026. Outside of his advisory role, he is involved with Array Ministry Center LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of specialized products and strategies, focusing on non-discretionary advisory services.

Stephanie Beck is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Release Restore Renew, where she was a Healing Touch Certified Practitioner supporting client health and wellbeing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Peter Fosco is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has been with Fidelity Brokerage Services since 2015 and with Fidelity Investments since 2025. Outside of his advisory work, Fosco works as a bartender for a catering company and performs as a freelance guitarist and publicist. Strategic Advisers LLC, a Fidelity Investments company where he is based, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Ian Bullis is a Series 66-licensed financial advisor with LPL Financial in Cincinnati, OH. He has one year of industry experience and previous roles at Burke CPAs & Advisors and Concentric Wealth Management. Outside of finance, his background includes various positions in athletics and admissions offices at Earlham College and work in the food service industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Kathman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping successful business owners and executives grow and preserve their wealth to support their personal and family goals. David's expertise encompasses areas such as divorce transition planning, education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and tax minimization. With over 30 years of experience as a CPA and business owner, David brings a depth of understanding to his financial advisory role. He begins his process with in-depth discovery to identify each client's unique needs and goals, then creates tailored investment strategies that align with their vision and risk tolerance. While he does not provide tax or accounting advice in his role at Merrill nor use his CPA license, his holistic approach ensures clients feel financially secure and confident in their plans. David holds a Bachelor's Degree from Northern Kentucky University and the Personal Investment Advisor (PIA) designation. A native of Northern Kentucky, he resides there with his wife Maria and their three college-age children. He is active in his community and has served on the Boards of Directors for The Family Nurturing Center, St Agnes Athletic Boosters, Covington Catholic Boosters, and Elliot Feltner - No Limits for Spinal Cord Injuries, where he is involved in various leadership roles.

John Vansteenkiste is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes a role at Lifetime Financial Growth and positions related to aquatic centers and swim clubs in Ohio. 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 across mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered funds and model portfolios.

Richard Kohl is a financial advisor at Raymond James Financial Services Advisors, Inc. in Fort Thomas, KY, holding Series 63 and 65 licenses with four years of industry experience. Prior to his current role, he has held positions at Concurrent Advisors, Fidelity Investments, and various companies in the hospitality sector. He is also involved as an associate supporting Bisbe Capital, a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice and supports its recommendations through advisory programs and a large advisor network.

Nathan Engel is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with various Fidelity entities since 2011, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Nathan is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products, including model portfolios and fund advisory services.

Evan Purkiss is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 31 years of industry experience. He has worked at various Fidelity entities since 2004, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe, while overseeing affiliated and unaffiliated sub-advisers.

Christopher Kleman is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Yellow Cardinal Advisory and Raymond James Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Craig Ogburn is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Before joining Fidelity, he spent ten years at Cengage Learning. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers model portfolios to intermediary platforms.

Michael Secker 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 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Eric Oatman is a financial advisor with LPL Financial, holding a Series 66 designation and with 19 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 17 years prior to joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Bryce Bussell is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His previous roles include positions at Team Holland (FirstWatch), ARGI Financial Group, and various other organizations spanning healthcare, automotive, and education sectors. Fidelity’s Strategic Advisers LLC delivers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also engages in fund advisory and manages advisory relationships with registered investment companies, utilizing algorithmic methods and formal governance procedures.

Matthew Brothers is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments for most of his career. He works at Strategic Advisers LLC, a Fidelity Investments company, which provides 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 manage portfolios across mutual funds, ETFs, and ETPs.

Jay Bowman is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2005 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.