Theodore Hunt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked for T-Mobile USA for nine years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, supporting various registered investment companies and employing systematic methodologies in its investment process.

Roger Strunk is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors for 11 years before joining OSAIC in 2025. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using a variety of asset-allocation tools and portfolio construction strategies across multiple advisory platforms.

Conner Brown is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His work history includes multiple roles at Fidelity Investments as well as positions at FEDEX Ground, Kroger, Amazon, and Northern Kentucky University. 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 to manage portfolios and serves as an advisor to multiple registered funds and intermediary platforms.

Jack Defevers is a financial advisor at Fidelity with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Pruco Securities LLC and AXA-ADVISORS, LLC. 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 employs a blend of fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Garry Groh is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has been affiliated with various Fidelity entities, including Strategic Advisers since 2000. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios from a broad range of mutual funds, ETFs, and ETPs, utilizing systematic methodologies and long-term asset allocation benchmarks.

Frank Coffenberry is a financial advisor with Cambridge Investment Research Advisors in Florence, KY, holding Series 63 and Series 66 licenses. He has 25 years of industry experience and previously worked at LPL Financial and Raymond James & Associates. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Jay Otto is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He previously worked at Ameriprise Financial Services from 2009 to 2026. Outside of his advisory work, Otto owns and operates a construction business, Otto and Walsh Construction, in Cincinnati, Ohio. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm employs a range of portfolio management strategies and maintains both proprietary and third-party model solutions tailored to client objectives.

Clayton Mckinney is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services since 2017. Prior to his career in finance, he was involved with Dynamic Supply Chain Solutions, LLC, and he has served in the Kentucky Army National Guard since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment approach that combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving multiple registered investment companies and offering model portfolios through Fidelity Institutional Wealth Adviser.

Kasey Goulet is a Wealth Management Planning Consultant at Fidelity Investments, where she has been serving since 2019. In this role, she supports clients' planning needs as part of the private wealth management team and acts as a partner and resource for both planning and day-to-day financial requirements. Kasey has been with Fidelity Investments since 2016, starting as a Financial Representative before advancing to High Net Worth Representative from 2017 to 2019. Her experience includes providing tailored financial guidance and managing complex wealth management strategies for clients. Outside of her professional role, Kasey enjoys family activities and reading.

Michael Lataille is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity Investments and its affiliated entities since 2012. Fidelity's Strategic Advisers LLC offers 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 systematic portfolio construction, providing services such as discretionary management, fund advisory, and model portfolio delivery.

Elise Sinchek is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked across multiple Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios consisting of mutual funds, ETFs, and ETPs.

William Matthews is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and is based in Covington, KY. Matthews has been with Fidelity Investments since 2015. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and a formal advisory role to multiple registered investment companies.

Suzanne Short is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at THE O.N. Equity Sales Company and First Financial Bank. In addition to her advisory role, she serves as Director of Retail Brokerage at Yellow Cardinal Brokerage Services, managing the Raymond James Brokerage division. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various programs and leverages an extensive affiliate network to support institutional and municipal clients.

Luis Lopez is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Mattress Firm, Bonefish Grill, and short-term positions in various service businesses before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to registered investment companies, and the use of advanced methods including AI in its investment process.

Mason Schwalbach is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Western and Southern Financial Group and held various roles outside of financial services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a methodology that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Lindsey Webb is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to her current role, she has worked with Amazon and has extensive involvement in volleyball organizations, including officiating and training volleyball officials for the Ohio High School Athletic Association and USA Volleyball. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s distinctive features include its registration with the CFTC as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of AI and algorithmic methods in its research and portfolio management.

David Girmann is a financial advisor with Ameriprise in Cincinnati, OH, holding Series 63, 65, and 66 credentials and 23 years of industry experience. He has been with Ameriprise since 2017 and previously owned Little Dutch Trading Company for 14 years. He is also employed by River Hills Consulting Services, LLC, a role related to his advisory practice. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, emphasizing managed accounts and algorithmic support in its retirement planning approach.

Michael Johns is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at PNC Bank for 12 years and has been a freelance musician for nearly two decades. He also performs music periodically at St. Columban Church in Loveland, Ohio. Fidelity, through its Strategic Advisers LLC affiliate, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Corey Jones is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Fidelity in various roles since 2012. Corey is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios delivered to intermediary platforms.

Amanda Moon is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked at several firms, including TADA Wealth Advisors, Concorde Investment Services, and The Spice and Tea Exchange. She 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, serving a range of clients including charitable funds and registered investment companies.