Edward Maynard is a financial advisor with LPL Financial in Covington, KY, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He previously worked at Stonex Advisors Inc and StoneX Securities Inc for 10 years each, and at Cox Financial for 30 years. Outside of his advisory role, he is involved with Maynard Asset Management LLC and has a small retail business named Soggy Dollar. 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 wide range of investment and advisory services, including model portfolio programs and third-party asset management, supported by technological tools but makes investment decisions through advisor discretion.

Adam Dengel is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fidelity Investments and its related entities since 2012, along with prior experience at PNC Wealth Management and Natcity Investments. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, emphasizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of clients including registered investment companies and offers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Lucia Villamagna is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 designations and has worked in various roles, including prior positions outside the financial industry. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios. The firm also serves as an advisor to multiple registered investment companies and employs formal governance and oversight processes.

John Bruns is a financial advisor with Fidelity Investments based in Covington, KY, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with Fidelity and its affiliated brokerage services since 2014. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with model portfolios constructed from mutual funds, ETFs, and ETPs.

Elena Boyd is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Her work history includes roles at Cincinnati Landmark Productions, Altar'd State, and Northern Kentucky University. She is part of Strategic Advisers LLC, a Fidelity Investments affiliate, which 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, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Adam Boerger is a financial advisor with Wells Fargo Advisors based in Elsmere, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside of his advisory role, Boerger has been involved in local softball organizations as an umpire and treasurer. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and tools, providing planning services across multiple specialized areas for clients who meet certain net-worth criteria.

Alexis Lindsay is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, Alexis held various roles, including positions at Clarity Retail Services and Amazon. Strategic Advisers LLC, a Fidelity Investments company, serves retail and institutional investors with discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and acts as a registered commodity pool operator with roles in multiple registered investment companies and fund-of-funds.

Michelle Redden is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and over 14 years of industry experience. She has worked with Fidelity Brokerage Services LLC since 2017 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, utilizing algorithmic methodologies and long-term asset allocation benchmarks.

Colin Stewart is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at PNC Financial Services and Pyramid Consulting Group Inc. He has also worked in multiple capacities related to the University of Dayton and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on blending proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Alexander Wyszkowski is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 licenses. His prior work experience includes roles at Amazon and the University of Cincinnati. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios and supports its advisory services with oversight controls and delegated management.

Allen Lesaint is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also acts as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Jack Baglien-Allender is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. Jack has progressed through various roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2021, then serving as a High Net Worth Service Associate from 2022 to 2023. He advanced to Investment Solutions Representative I in 2023, followed by Investment Solutions Representative II from 2024 to 2026, before attaining his current position in 2026.

Cameron Walton is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Charles Schwab, Voya Financial Advisors, and MassMutual Chicago. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios, including fund-of-funds and model portfolios, and holds distinctive roles such as commodity pool operator registration and advisory responsibilities for multiple registered investment companies.

Steven Ninichuck is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been affiliated with various Fidelity entities since 2007, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a qualified charitable gift fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from a broad investable universe, and it serves as an adviser to multiple registered investment funds and intermediary platforms.

Charles Clark is a Series 66-licensed financial advisor with Fidelity in Covington, KY, and has two years of industry experience. His prior roles include positions at KeyBank, Fifth Third Bank, and Alpha Technologies (Freedom Mortgage). He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various investment vehicles and serves as an advisor to multiple registered investment companies.

Bradley Fillnow is the Director, Executive Services Officer at Fidelity Investments, a position he has held since 2018. In this role, he provides strategic financial guidance to senior level executives regarding their executive compensation plans and serves as a one-on-one point of contact for broader Fidelity services. His career at Fidelity Investments spans over a decade, beginning as a Relationship Manager from 2012 to 2014, then as Client Service Manager from 2014 to 2016, followed by a return to the Relationship Manager role from 2016 to 2018 before assuming his current position. This progression reflects his experience in client relationship management and executive financial services. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Michael Clowery is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior work includes roles at Total Quality Logistics, LLC, before joining Fidelity Brokerage Services in 2017. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Daniel Leugers is a financial advisor at Raymond James & Associates with 41 years of industry experience. He has held positions at Morgan Keegan & Company, LLC and UBS Financial Services before joining Raymond James in 2013. He holds Series 63 and Series 65 designations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Rachel King is a financial advisor with Robert W. Baird & Co., Inc. in Ft Wright, KY. She holds a Series 66 designation and has nine years of industry experience, having been with Baird since 2015. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jalese Stone is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Her prior work includes roles at DHL Express, Combined Public Communications, Speedway LLC, Physassist Scribes Inc, and the University of Louisville. Outside of her financial career, she is employed as a food delivery driver for DoorDash. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios and model strategies.