John Kuntz Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 50 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1994. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Eric Sweet is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in horticultural resources and held roles in publishing and education. Fidelity’s affiliate, 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 also has a formal advisory role to multiple registered investment companies and employs algorithmic methods and AI in its research processes.

Adam Anderson is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services since 2017. Outside of his advisory role, he performs independent contractor work including rideshare and courier services, as well as voice acting through an online marketplace. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Dalia Baxter is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Fidelity and its brokerage services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Zachary Bibb is a financial advisor with Fisher Investments, holding a Series 65 designation and bringing nine years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios.

Lee Ballinger is a CFP® with 19 years of industry experience currently at Fidelity. His career includes multiple roles at Fidelity since 2009, as well as positions at Equitable Advisors, Axa Advisors, The Huntington National Bank, JPMorgan Chase, and FTJ Fundchoice. 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 proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Matthew Malafa is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked at firms including Charles Schwab Independent Branch Services and TIAA. Additionally, he is involved with Yellow Cardinal Brokerage Services in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individual and high-net-worth clients to institutional and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Michael Smaracko is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds a Series 66 designation and has previously worked at ACCESS Wealth Management, Copper Mountain, and Rippe & Kingston. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Kyle Rolfes is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Jacob Hufford is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Fidelity Brokerage Services LLC since 2015, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs, and maintains a distinctive registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Jodi Steczynski is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and eight years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously held roles at LPL Financial and Lawrence P. Gerwe from 2012 to 2018. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers, including traditional and non-traditional investment strategies.

Joseph Rodgers is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2011. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Matthew Kinsella is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been associated with Fidelity Investments since 2006, progressing through positions from Senior Retirement Specialist to Account Executive and Client Management Representative, and then Financial Consultant before his current role. His experience spans over 18 years in retirement planning. Throughout his career, Matthew has focused on guiding clients toward confident and fulfilling retirements by implementing personalized planning strategies. His goal is to help clients protect their assets, support their desired lifestyles, and establish lasting legacies for future generations. He holds an insurance license in Arkansas. Outside of his professional work, Matthew enjoys fishing, fitness, gardening, scuba diving, and traveling.

Christopher Smith is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at Fidelity Investments and the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of algorithmic methods and AI in research.

Eric Wilfong is a CFP® with 12 years of industry experience, currently serving as an advisor at Fidelity Investments. His prior work history includes roles at Paycor, Touchstone Securities, and IFS Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jacob Lilly is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has progressed through multiple roles within Fidelity since 2020, including Investment Solutions 3, Workplace Planning Consultant levels 1 and 2, Workplace Planning Associate, and Financial Customer Associate. In his role, Jacob partners with clients to co-create financial plans that address both their long- and short-term goals. Jacob holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys football, golf, motorcycles, outdoor adventures, reading, and volunteering.

Ryan Kendall is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity and its affiliates since 2005, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios incorporating mutual funds, ETFs, and ETPs.

Delano Balter is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has worked at various Fidelity entities since 2004, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and the management of model portfolios. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and use of AI-driven research methodologies.

Avery Wood is a Planning Consultant at Fidelity Investments, a role held since 2026. Prior to this, Avery served as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2026. In these roles, Avery focuses on building trusted, long-term relationships with families, guiding them toward financial success in retirement and across every stage of life. Outside of work, Avery's personal interests include baseball, family activities, and golf.

Michelle Neiheisel is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has worked in various roles within Fidelity since 2005. Outside of her advisory work, she is involved as a TikTok Shop affiliate, promoting products through social media. Michelle is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and advisory services across a range of investment vehicles.