Adam Anderson is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services since 2017. Outside of his advisory role, he performs independent contractor work including rideshare and courier services, as well as voice acting through an online marketplace. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Dalia Baxter is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Fidelity and its brokerage services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Lee Ballinger is a CFP® with 19 years of industry experience currently at Fidelity. His career includes multiple roles at Fidelity since 2009, as well as positions at Equitable Advisors, Axa Advisors, The Huntington National Bank, JPMorgan Chase, and FTJ Fundchoice. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Jacob Hufford is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Fidelity Brokerage Services LLC since 2015, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs, and maintains a distinctive registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Barry Millson is a CFP® and ChFC® with 44 years of industry experience. He is currently with Equitable Advisors and has previously worked at OSAIC, Woodbury Financial Services, and Questar Asset Management/Capital Corporation. Outside of his advisory role, he serves as president of a local condominium association and co-owns a tax preparation business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm offers a range of investment programs delivered through a network of representatives, emphasizing tailored solutions with access to both proprietary and third-party managers.

Jodi Steczynski is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and eight years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously held roles at LPL Financial and Lawrence P. Gerwe from 2012 to 2018. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers, including traditional and non-traditional investment strategies.

Joseph Rodgers 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 entities since 2011. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Matthew Kinsella is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been associated with Fidelity Investments since 2006, progressing through positions from Senior Retirement Specialist to Account Executive and Client Management Representative, and then Financial Consultant before his current role. His experience spans over 18 years in retirement planning. Throughout his career, Matthew has focused on guiding clients toward confident and fulfilling retirements by implementing personalized planning strategies. His goal is to help clients protect their assets, support their desired lifestyles, and establish lasting legacies for future generations. He holds an insurance license in Arkansas. Outside of his professional work, Matthew enjoys fishing, fitness, gardening, scuba diving, and traveling.

Christopher Smith is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at Fidelity Investments and 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, with an investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of algorithmic methods and AI in research.

Eric Wilfong is a CFP® with 12 years of industry experience, currently serving as an advisor at Fidelity Investments. His prior work history includes roles at Paycor, Touchstone Securities, and IFS Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Christa Knollman is a Certified Financial Planner® at Ameriprise Financial Services with 15 years of industry experience. She has been with Ameriprise since 2016 and also serves as Director of Advisor Development at Heick, Hester, Smith & Associates, where she coaches financial advisors on client acquisition and firm initiatives. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice through a collaboration between a centralized service team and the client’s financial advisor.

Ryan Kendall is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity and its affiliates since 2005, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios incorporating mutual funds, ETFs, and ETPs.

Avery Wood is a Planning Consultant at Fidelity Investments, a role held since 2026. Prior to this, Avery served as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2026. In these roles, Avery focuses on building trusted, long-term relationships with families, guiding them toward financial success in retirement and across every stage of life. Outside of work, Avery's personal interests include baseball, family activities, and golf.

Michelle Neiheisel is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has worked in various roles within Fidelity since 2005. Outside of her advisory work, she is involved as a TikTok Shop affiliate, promoting products through social media. Michelle is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and advisory services across a range of investment vehicles.

Kevin Widener is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its predecessor entities since 1998 and holds a Series 63 designation. Outside of his advisory role, he participates in a health insurance program through Life X/Cigna that involves research-based policy participation. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset thresholds, offering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research-driven modeling with algorithmic automation to generate tailored retirement income recommendations, serving a broad client base through its wide range of advisory, brokerage, and insurance solutions.

Scott Custis is a financial advisor at Ameriprise with 11 years of industry experience. He holds the CFP® designation and has previously worked at firms including UBS Financial Services, Fidelity, Money Scientific, and DC Capital Management. Custis also manages an advisory business with River Hills Consulting LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Kelly Palmer is a financial advisor with Merrill in Fort Mitchell, KY, holding a Series 66 designation and 11 years of industry experience. She has worked at Merrill since 2011 and joined Bank of America, N.A. in 2025. Merrill, together 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matt Terrell is a Wealth Management Senior Relationship Manager. He has been part of Fidelity Investments since 2013, beginning as a Retirement Benefits Coordinator. Over the years, he advanced through various roles including Executive Services Associate, Benefits & Planning Consultant, Executive Services, and Wealth Management Planning Consultant before assuming his current position. His career at Fidelity Investments spans over a decade, during which he has developed experience in wealth management planning, benefits consultation, and executive services. Matt focuses on strengthening client relationships by understanding their priorities and encouraging proactive financial planning. He values an attentive, reliable, and diligent approach to client interactions and finds motivation in helping clients engage with their future planning.

Chase Holthaus is a financial advisor with Primerica Advisors in Fort Wright, KY. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he worked at PFS Investments Inc. and Primerica Financial Services. Outside of finance, he has been involved with the Dixie Heights High School Booster Club since 2017. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients. The firm operates at scale with thousands of advisors and utilizes model-delivery strategies managed by third-party asset managers.

Ben Pio is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments in various roles since 2016, including Investment Management Consultant II, Client Management Representative, Managed Accounts Support Specialist, Help Desk in Client Services, and High Net Worth II Service Associate. Ben's areas of focus include investment strategies, retirement planning, income protection, and facilitating family conversations regarding financial matters. He emphasizes a thoughtful, goal-oriented approach to connect with clients and develop long-lasting personal relationships. Ben holds insurance licenses in Arkansas and California.