Ryan Harrison is a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a role he has held since 2024. He collaborates closely with clients to understand their needs related to benefits plans and provides them with tools and knowledge to assist in financial decision-making. Ryan emphasizes building trust and strong relationships as a core part of his professional approach. Ryan has accumulated extensive experience in financial services at Fidelity Investments, progressing through roles including Workplace Planning Consultant III, Central Relationship Manager, Client Service Manager for Stock Plan Services, Stock Plan Consultant, and Financial Representative since 2015. This progression reflects his expertise in benefits planning, client relationship management, and stock plan services. Outside of his professional career, Ryan's personal interests include biking, camping, fitness, running, snowboarding, and tennis.

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.

Michael Kessling is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 40 years of industry experience, having worked at Mass Mutual Investors Services since 1985 and with Massachusetts Mutual Life Insurance Company since 1982. In addition to his advisory role, he is involved as an owner and agent in The Kessling Financial Group, which offers life, group life, group health, and long-term care insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including wrap and money-manager options and conducts educational seminars.

Benjamin Little is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years. Outside of advising, he manages an agricultural business, Son of Little Farms, where he oversees crop production and rental operations. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and a broad affiliate network to support various client needs.

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.

Edward Freese is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked across multiple Fidelity entities since 2004. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and model portfolios built from mutual funds, ETFs, and ETPs.

Rae Isaacs is a financial advisor with Robert W. Baird & Co. based in Ft Wright, KY, holding a Series 66 designation and having 26 years of industry experience. Isaacs has been with Robert W. Baird & Co. since 2007. Isaacs is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services using a range of strategies, including traditional and non-traditional investments, with options for discretionary management and overlays.

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.

Dennis Sweeney is a financial advisor at LPL Financial in Cincinnati, OH, holding a Series 63 designation with 55 years of industry experience. He has been with LPL Financial since 2000 and has operated Dennis J. Sweeney Co. since 1970. In addition to his advisory work, he is an independent insurance agent with Sweeney & Associates. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.

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.