John Bose is a CFP® professional with 10 years of experience in the financial industry. He has worked at Fidelity since 2017, including roles with Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Prior to Fidelity, he was with John Dovich & Associates, LLC for two years. 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 a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Eric Sintz is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various branches of Fidelity since 2002. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios and serves in advisory roles less common among large institutional peers.

Jeffrey Flamm is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at Key Investment Services for 13 years before joining Ameriprise in 2025. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, non-discretionary advice based on detailed analysis and proprietary tools.

Kenneth Shannon is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and various Fidelity divisions since 2013. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Aaron Dawson is a financial advisor with Primerica Advisors in Fort Wright, KY, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His work history includes roles at PFI Investments Inc. and Primerica Financial Services, along with prior experience at Gateway Mortgage LLC. Outside of advisory services, he co-manages a farm operation under Dawson AG Producers. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and limited separately managed accounts. The firm utilizes third-party asset managers and emphasizes a percentage-based wrap fee structure.

Corissa Otten is a financial advisor at Edward Jones with 10 years of industry experience. She has held her current position since 2017 and previously worked at PL Marketing. Otten holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a national network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products.

Timothy Powell is a CFP® with 32 years of industry experience, currently affiliated with LPL Financial. He has previously worked at HORAN Securities, Inc. for 26 years and has held roles at Avantax and Concentric Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a broad array of strategic, tactical, and alternative investment options.

Andrew Sasser is a financial advisor with LPL Enterprise LLC based in Cincinnati, OH, holding Series 63 and Series 65 licenses. He has one year of industry experience and prior work history including roles at Hydraulic Pros LLC and State Farm agencies. Outside of his advisory work, he coaches sports at Cincinnati Christian School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutions. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Jackson Thomas is a CFP® and Series 66-registered financial advisor with Edward Jones in Fort Mitchell, KY, with five years of industry experience. Before joining Edward Jones in 2021, he worked at Keyence Corporation for one year and was a full-time college student for four years. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad offering that includes discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services through a large nationwide network of financial advisors and branch offices.

Brett Patton is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 registrations and two years of industry experience. His prior roles include positions at Altafiber and Jack P. Arkle Financial Services. Outside of finance, he has worked in the food and beverage sector with Gaslight Brewhouse and Fridge & Pantry. 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. The firm manages various registered investment companies and employs systematic methodologies to develop model portfolios for intermediary platforms.

Kyle Sander is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services, LLC since 2016. Outside of his advisor role, he serves as an assistant coach for the men’s varsity lacrosse team at Anderson High School in Cincinnati. Kyle works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products, including model portfolios and registered investment companies.

Jennifer Thompson is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for eight years and Merrill Lynch, Pierce, Fenner & Smith Incorporated for 13 years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Paganetto is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work experience includes roles at Summit Hill Country Club and the University of Kentucky. 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. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Robert Williams is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior roles include positions outside finance, such as work with Great American Insurance Group and various part-time jobs during his educational years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Darrin Mcaninch is a CFP® professional with 33 years of industry experience. He currently serves as an advisor at OSAIC, having previously worked for Lincoln Financial Advisors Corporation for over three decades. He is a board member of his neighborhood homeowners association. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, and access to various managed account platforms, utilizing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios.

Rachel Anderson is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. Her background includes service with the U.S. Army Department of Defense and various roles in the hospitality sector prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory, and utilizes systematic methodologies and oversight in its investment process.

Daniel Mcdowell is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has worked within various Fidelity entities since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently Fidelity Investments. He 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 combination of proprietary fundamental research and quantitative analysis, utilizing algorithmic portfolio construction across a range of portfolios including mutual funds, ETFs, and ETPs.

Cory Knaley is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 credentials and five years of industry experience. Before joining Fidelity, he held roles at Better Blend Nutrition, PatientPoint, and Prolanthropy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios. The firm also manages multiple registered investment companies and applies systematic oversight in its delegated portfolio management.

Samuel Bruggemann is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans and maintains engagement strategies to support plan execution. He began his career at Fidelity Investments in 2022 and has progressed through various roles within the company, including Connect & Advance, and three levels of Workplace Planning & Advice. His experience at Fidelity Investments spans over several positions, reflecting a focus on workplace planning and client advice. Samuel's roles have involved directly supporting clients in navigating their financial plans and workplace-related financial strategies. No specific information about Samuel's education or personal interests has been provided.

Jordan Olson is an advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Western Southern Life, W&S Brokerage Services, Fifth Third Securities, and Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.