Bradley Mc Elwain is a financial advisor with Ameriprise in Alexandria, KY, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2013 to 2020. He also manages an advisory business through River Hills Consulting Services LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, delivering personalized, research-driven retirement income recommendations through a centralized consulting team.

Jerome Doherty is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and has a formal advisory role to multiple registered investment companies and fund-of-funds.

Gary Dowdell is a financial advisor with UBS Financial Services in Cincinnati, Ohio. He holds a Series 66 designation and has 21 years of industry experience, including 13 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm integrates proprietary market research and model-based asset allocations to tailor strategies for clients and combines institutional trading capabilities with wealth management services.

Steven Cluxton is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity in 2024, he worked at the Defense Finance and Accounting Service and held roles in retail and entrepreneurial ventures, including Pastime Tournaments LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in its investment process.

Jeffrey Cooper is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has worked with Fidelity for 24 years, during which he has assisted clients in developing, implementing, and monitoring their financial plans. His professional experience includes roles such as Financial Consultant, Relationship Officer, Financial Planning Consultant, Fixed Income Specialist, and Service and Trading Specialist, all within Fidelity Investments. Prior to joining Fidelity, he was an Investment Consultant at Charles Schwab in 2004. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jeffrey's personal interests include baseball, family activities, golf, hiking, military service, and traveling.

Scott Combs is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2000. His current roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and offers oversight of sub-advisers while addressing conflicts of interest.

Brian Mote is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes roles at RenoFi, Angi/Handi Technologies, and insurance agencies. Outside of his advisory work, he is an independent contractor for a delivery service provider. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios across various investment vehicles.

Jeffry Drifmeyer is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he collaborates with affluent families and business owners to build efficient financial plans aimed at achieving their goals. Prior to his current role, Jeffry served as a Financial Consultant at Fidelity Investments from 2016 to 2023 and as a Retirement Relationship Manager from 2012 to 2016. Jeffry holds insurance licenses in Arkansas and California. He focuses on helping clients develop financial plans they can clearly articulate and feel confident about. No additional information regarding education, personal interests, or community involvement has been provided.

Jake Meyer is a Financial Consultant who collaborates with clients to develop tailored financial plans aimed at meeting their specific needs and goals. He has been associated with Fidelity Investments since 2016, holding various roles including Financial Representative, Full Trader, Relationship Manager, and most recently, Planning Consultant. This progression demonstrates his extensive experience within the financial services industry. Throughout his career at Fidelity Investments, Jake has gained expertise in client relationship management and financial planning. His approach centers on understanding each client's unique situation to create effective strategies for financial success. Outside of his professional work, Jake has personal interests that include boating, cars, football, social events with friends, horseback riding, and caring for pets.

David Gray is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2015 and 2017, respectively. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional clients.

Hunter Rambin is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He previously worked at Avantax Advisory Services and PricewaterhouseCoopers LLP. In addition to his advisory work, Rambin manages the tax division at Hicks & Mann Wealth Management, where he prepares tax returns, oversees tax-related processes, and provides tax consultation services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment strategies across diverse program platforms.

Matthew Ruffolo is a financial advisor at Ameriprise with two years of industry experience. He previously worked at L.M. Kohn & Company and Central Bank Trust & Co. Outside of his advisory role, he is an assistant special teams coach at St. Xavier High School in Cincinnati and privately trains high school and college football kickers and punters, drawing on his background as a former Division 1 college football player. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Dakota Graue is an Executive Planning Consultant at Fidelity Investments, specializing in partnering with executives to assist with company benefits, equity compensation, and wealth planning. He works with clients and their families to navigate the complexities of company benefits and holistic financial planning. Dakota has been with Fidelity Investments since 2021, progressing from Workplace Planning Consultant to Benefits and Planning Consultant before assuming his current role as Executive Planning Consultant in 2025. He holds insurance licenses in Arkansas and California.

Rex Johnson is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Wells Fargo Advisors Financial Network LLC for 16 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services with both discretionary and non-discretionary management options.

Spencer Strunk is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked in roles outside the financial sector, including at Planet Fitness and the University of Kentucky. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients' goals and risk tolerances.

Amanda Ives is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has been with various Fidelity entities since 2011, including Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Kelsey Mc Kay is a financial advisor at UBS Financial Services with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services LLC before joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor portfolios and offers both fee-based financial planning and capital markets services.

Kyle Ottaway is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across various Fidelity entities since 2013. Outside of his advisory role, he streams collectibles for Whatnot.com in his spare time. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods, AI-driven research, and its advisory role to multiple registered investment companies.

Lynn Kistler is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments in various capacities since 2001, including positions as Investment Consultant, Private Client Group Specialist, and Investment Solutions II Fixed Income. Her experience spans wealth management planning, fixed income investment solutions, and client specialization within private client groups. Lynn holds an Arkansas Insurance License. Outside of her professional work, Lynn's personal interests include fitness, golf, hiking, traveling, and yoga.

Jacob Mercer is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been employed with Fidelity Brokerage Services LLC since 2016. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and utilizes affiliated and unaffiliated sub-advisers while maintaining oversight and governance protocols.