David Ostmann is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Johnson Investment Counsel and JPMorgan Chase. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amanda Lindsey is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Her prior roles include positions at Hamilton County Job & Family Services, Crosscountry Mortgage, and State Farm. She has also been involved in hospitality and nonprofit work, including at Barnsburg Tavern and Sisters of Notre Dame. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Trevor Iles is a Financial Consultant at Fidelity Investments, bringing over 20 years of experience in the financial services industry. Throughout his career at Fidelity, he has held various roles including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, Fixed Income Specialist, Investments Representative, and Financial Representative. Prior to joining Fidelity, he worked as a Representative at American Express Financial Advisors. Trevor is a CFP4 professional who collaborates closely with clients to review their financial plans and develop personalized strategies aimed at improving financial outcomes. He holds insurance licenses in Arkansas and California. Outside of his professional work, Trevor enjoys gardening and outdoor adventures.

Ryan Grote is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, Ohio, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior work includes positions at INVEST Financial Corp and multiple affiliated entities since 2015. He is also the owner of Grote Accumulation Strategy, a business he started in 2025. 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 advisory services through a network of independent advisors, utilizing a variety of portfolio management approaches and proprietary models.

Scott Leigh is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked within various Fidelity entities since 2011, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, utilizing advanced technologies, and maintaining formal governance procedures.

Vera Domini is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. She has been with Fidelity Investments since 2022, following four years as a self-employed professional. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, its advisory role to multiple registered investment companies, and the use of algorithmic methods and AI in portfolio construction.

Trenton Rogers is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has worked with Cambridge Investment Research Inc. since 2021. Prior to his advisory career, he was self-employed in landscaping and held various other roles. 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 advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies tailored to client objectives.

Aaron Wiefering is a financial advisor with Fidelity, holding a Series 66 designation and six years of industry experience. He has been with Fidelity since 2019 and previously operated Wiefit Nutrition and Personal Training from 2010 to 2019. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios using mutual funds, ETFs, and ETPs.

Dan Kamenar is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments in various roles since 2021, including Planning Consultant, Relationship Manager PAS, Investment Solutions Representative II, and Investment Solutions Representative. Prior to joining Fidelity, Dan worked in Branch Management at PNC Bank from 2018 to 2021. Dan holds insurance licenses in Arkansas and California. His professional focus is partnering with families and individuals to build long-term relationships and co-create plans targeting personal investment and retirement goals. Outside of his professional work, Dan has interests in beach activities, food, reading, skiing, table tennis, and volunteering.

Thomas Anderle is a financial advisor with Raymond James Financial in Cincinnati, Ohio, holding a Series 63 credential and 26 years of industry experience. He has been with Raymond James Financial and its affiliate since 2003. Anderle is also involved as a branch manager at Family Investment Services, Inc. and is the owner of Summit Financial, Inc., a pass-through S corporation related to Raymond James production. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Edward Naberhaus is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2000, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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 manage model portfolios, and it maintains oversight controls while delegating daily management to affiliated or unaffiliated sub-advisers.

Jeff Partin is a Financial Consultant currently working at Fidelity Investments since 2022. He has been in the financial industry for 25 years, engaging with clients through partnership and meaningful conversations to address their concerns and collaborate on financial goals. Jeff prioritizes immersive discussions to maintain curiosity about his clients and keep their interests central. His professional experience includes roles such as Investment Management Consultant II at Fidelity Investments, Financial Advisor at ARGI, Wealth Management Advisor at TIAA CREF, Retirement Relationship Manager at Fidelity Investments, and several positions dating back to 2001 including Relationship Manager at Great American Insurance and Relationship Sales Specialist at Citigroup. Jeff holds insurance licenses in Arkansas and California. Outside of his professional career, Jeff's personal interests include boating, fitness, football, motorcycles, music, and traveling.

Kevin Radecki is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2005. 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 uses a blend of proprietary 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.

Kevin Fairchild is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has worked at Fidelity Investments and Morgan Stanley and has prior experience in various roles including at the University of Cincinnati and in political campaign work. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction with systematic methodologies and long-term asset allocation benchmarks.

Cristina Waugh is a Series 66 licensed advisor with Cambridge Investment Research Advisors in Cincinnati, OH, with four years of industry experience. Prior to her current role, she has been associated with Cambridge Investment Research Inc. and United Healthcare, where she also works as an independent Medicare sales agent. She has balanced her financial services career alongside being a stay-at-home parent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services. The firm employs a range of investment solutions through proprietary models and third-party strategists, with both discretionary and non-discretionary management tailored to client objectives.

Paul Ganim is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. Prior to joining Cambridge in 2017, he worked at Fidelity Investments for 18 years. Outside of his advisory role, he is a director of compliance and education at Interdependent Advisors LLC and is a passive investor in a local brewing company. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension plans, charities, trusts, and retirement-plan sponsors—offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm provides multiple investment implementation platforms, including proprietary models and access to third-party managers, with tailored discretionary and non-discretionary strategies.

Donald Stewart II is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2004. Outside of his advisory role, Stewart is a spiritual teacher, coach, and speaker who performs music for churches nationwide and provides spiritual coaching. He also delivers keynote speeches on emotional intelligence, time management, and communication strategies. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Alexander Crawford is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones and several Fidelity-affiliated entities over his career. Outside of his advisory roles, he was employed at Bishop Brossart High School for 10 years. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Meggie Murphy is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2023. In this position, she focuses on building trustworthy relationships with clients by understanding their priorities and delivering tailored wealth management solutions to help grow and preserve their assets. Meggie has been with Fidelity Investments since 2019, progressing through various roles including Wealth Management Service Specialist, High Net Worth Associate, and Customer Relations Advocate. This experience has provided her with a comprehensive understanding of wealth management services and client relations. Outside of her professional life, Meggie enjoys cooking and baking, gardening, music, social events with friends, parenthood, and scuba diving.

Douglas Vollette is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities, including Strategic Advisers, Fidelity Brokerage Services, and Fidelity Personal and Workplace Advisors. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various platforms.