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®-certified financial advisor with 32 years of industry experience, currently serving at LPL Financial. His prior experience includes over two decades at HORAN Securities, Inc., and roles at Avantax Investment Services and Concentric Wealth Management. He operates a DBA business for LPL through Concentric Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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 at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Altafiber and Jack P. Arkle Financial Services, as well as work at several companies outside the financial sector. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including multi-manager and fund-of-funds structures.

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 with Merrill in Cincinnati, Ohio, holding a Series 66 designation and 21 years of industry experience. She previously worked at Morgan Stanley for eight years and Merrill Lynch for thirteen years. Outside of her advisory role, she holds power of attorney responsibilities related to an entity named DJL. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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 credentials and three years of industry experience. He has worked at Fidelity Investments since 2022. 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 to manage portfolios that include mutual funds, ETFs, and ETPs.

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 at Fidelity with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has held roles within Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from 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 a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Western Southern Life, W&S Brokerage Services, Fifth Third Securities, and Fifth Third Bank. Fidelity’s Strategic Advisers LLC subsidiary provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees multiple registered investment companies and fund-of-funds.

Nolan Endres is a Financial Consultant at Fidelity Investments, where he collaborates with clients to understand their financial goals in the context of their broader personal plans. This approach enables him to develop financial plans tailored to the unique short- and long-term objectives of individuals and their families. He has held several roles within Fidelity Investments since 2020, progressing from Customer Relationship Advocate to High Net Worth Representative, and through various Investment Solutions Representative positions before his current role. Nolan holds insurance licenses in Arkansas and California. Outside of his professional work, Nolan has interests that include beach activities, boating, family activities, football, golf, and traveling.

Andrew Finn is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses. He has six years of industry experience, including prior roles at Lerner, Sampson, and Rothfuss, Kroger, CVS, and Home City Ice. He works at 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, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

John Schutte is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2008. In this role, he partners with clients to develop, design, and implement financial plans aimed at achieving their long-term financial goals. He has expertise in investment strategy, retirement planning, income production, and family conversations related to estate planning considerations. Prior to his current position, John worked as a Financial Representative at Fidelity Investments from 2004 to 2008, and as an Account Specialist at Union Central Life from 1998 to 2004. He holds insurance licenses in Arkansas and California.

Jacob Smith is a Series 66–licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he held positions at Northern Kentucky University and Owensboro Municipal Utilities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures, and employs systematic methodologies with oversight controls and a focus on long-term asset allocation.

Travis Vance is a financial advisor with Primerica Advisors in Springdale, OH, holding seven years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2018 and has been involved with Fairfield Local Schools since 2008. Outside of his advisory role, he tutors through Wyzant and is engaged in sports betting as a personal business activity. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select discretionary separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure while maintaining oversight of its model offerings.

Mark Becker is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior work includes roles at Commonwealth Financial Network and Lincoln Financial Distributors. He is also the owner of Becker Financial Services, Inc. and engages in fixed insurance sales. 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 a variety of portfolio management and model-based solutions tailored to client objectives.