Brian Bailey is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 designations and 26 years of industry experience. His prior work includes a year with Fifth Third Securities and nearly two decades with Fidelity and its related entities. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves various clients, including registered investment companies and charitable funds, and utilizes systematic methodologies alongside oversight of sub-advisers and proxy voting in its fund management.

Dennis Grothaus is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Financial Securities and AllState Insurance Company. Grothaus also owns Grothaus Financial Group LLC, where he offers various insurance products alongside his financial advisory work. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, providing both brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and risk management tools.

Robert Davis is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at Protective Life and Concourse Financial Group Securities for a decade before joining Cetera in 2025. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Christopher Guptill is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Northwestern Mutual and Fidelity Brokerage Services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver diversified model portfolios across various platforms.

Brian De Vault is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and three years of industry experience. He has worked at Commonwealth Financial Network and Hatfield & Becker Financial Services prior to joining Cambridge. In addition to his advisory role, he owns and operates DeVault Accounting Group, a tax preparation business, and Devault Enterprises, LLC, which provides lawn care services. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

John Fruin is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliates since 2005 and holds the Series 63 designation. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team, focusing on clients with Ameriprise-managed accounts.

Valoria Bailey is a financial advisor with Robert Baird & Co. in Independence, KY, holding Series 63 and Series 65 credentials and 26 years of industry experience. Her prior roles include positions at J.J.B. Hilliard, W.L. Lyons, LLC, Morgan Stanley, and Citigroup Global Markets. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management through separately managed account programs, and brokerage services, supported by internal research and ongoing manager monitoring.

Sam Zeibak is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Ameriprise, he worked at The Huntington Investment Company for nine years and Fidelity Brokerage Services for 26 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Terry Verax is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliates since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinct expertise in commodity pool operations and advisory roles for registered investment companies.

Justin Mcclure is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 2011. Outside of his advisory role, Mcclure teaches business and investment courses as an adjunct professor at Northern Kentucky University and Thomas More College and operates Kentucky Gunslingers LLC, where he manages business operations and creates educational content. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and serves as an adviser to multiple funds while employing established governance and proxy-voting procedures.

Matthew Wong is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 24 years of industry experience. He has been with Fidelity in various capacities since 2006, including his current role beginning in 2025. Outside of his advisory work, he is involved in real estate through a construction and remodeling business focused on property renovation and management. Matthew works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies across mutual funds, ETFs, and ETPs.

Mike Kinney is a Benefits & Planning Consultant specializing in Executive Services. He is currently employed as a Business Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, Mike works closely with clients to ensure they have a clear understanding of their benefits and educates them on how to utilize these benefits effectively. Mike focuses on building strong relationships with clients to support their future planning. Outside of his professional work, he has personal interests that include baseball, bowling, cars, cooking and baking, hiking, and music.

Mark Eckell is a CFP® professional with 23 years of experience in the financial services industry. He has worked with LPL Financial since 2018 and previously spent eight years with Northwestern Mutual Investment Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of advisors and research tools.

Nick Ritter is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various Fidelity entities since 2001. His tenure includes roles at Fidelity Brokerage Service, LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company where he serves, 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Anthony Krummen is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across multiple divisions of Fidelity since 2008. 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. The firm serves a diverse client base and is noted for its use of systematic methodologies, formal advisory roles to registered investment companies, and integration of AI in its research processes.

Bradley Shipe is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Carl Campbell is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones and Nielsen. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.

Jenna Knipper is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has been with Fidelity since 2015, progressing through various roles including Investment Management Consultant, Client Management Representative, Workplace Planning Consultant, Stock Plan Consultant, High Net Worth Representative, and Financial Representative. Her experience encompasses benefits and planning consultation, investment management, client management, workplace planning, stock plan consulting, and serving high net worth clients. Jenna focuses on helping clients build financial plans to work toward their goals and maximize the tools and resources Fidelity offers. Since joining Fidelity in 2015, Jenna has developed expertise across multiple facets of financial services within the company. She is committed to assisting clients in utilizing their relationship with Fidelity effectively to support their financial objectives.

Roger Trapp is a financial advisor at Fidelity with 27 years of industry experience. He has held various roles within the Fidelity organization since 1999, including positions at 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, as well as 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 advisory solutions.

Anthony Bosch is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2000. 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. The firm is noted for its advisory roles to multiple registered investment companies and its use of algorithmic methods and AI in research.