Jacqueline Le Voir is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Raymond James Financial. She previously worked at Edward Jones for 18 years and operates LeVoir Wealth Management, LLC, a support company through which she conducts her financial planning activities. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting.

Christopher Gibson is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various divisions of Fidelity since 2014. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, managing a range of investment vehicles and serving as an adviser to multiple registered investment companies.

Emily Cecil is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 credential and previously worked at Fidelity Investments for six years before joining Edward Jones. 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, supported by a nationwide network of over 23,000 financial advisors and a broad array of affiliated financial services.

Brian Webb is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at AT&T and has held roles in both retail and community organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable involvement in registered investment companies and fund-of-funds.

Greg Piedel is the Director, Executive Services Officer at Fidelity Investments. In this role, he provides strategic financial guidance to senior level executives concerning their equity compensation needs and serves as the primary point of contact for their broader financial planning requirements. He has been with Fidelity Investments since 2011, beginning as a Stock Plan Services Executive Specialist. He then served as a Relationship Manager for Executive Services from 2015 to 2019 before assuming his current position in 2019.

Steve Nurre is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, he worked in various roles including with the U.S. Census Bureau and has been involved as a stagehand supporting local arts organizations and event management in Cincinnati. 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 deliver model portfolios and manage registered investment companies.

Stephanie Jordan is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2023. In this role, she collaborates with clients and Wealth Management Advisors to develop and maintain financial plans tailored to the specific needs of clients and their families. Stephanie has been with Fidelity Investments since 2017, progressing through roles including Brokerage Operations Representative IV and Wealth Management Operations Associate before her current position. Her experience encompasses various aspects of wealth management operations and planning. No information about her education, credentials, personal interests, or community involvement has been provided.

Edward Villari is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Aaron Peloe is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services LLC since 2012. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios and delivers these through various intermediary platforms.

Robert Thelen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Black Knight, Inc., Indotronix International Corp, and Vaco, Inc. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Brian Cassin is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. Prior to this, he worked at Touchstone Securities and IFS Financial Services from 2013 to 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Nicholas Greathouse is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services since 2015. Outside of his advisory role, he is also a partner involved in managing thoroughbred racehorses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Timothy Webster is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Joshua Menendez is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Callie Bolling is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Cincinnati Children's Hospital Center for ADHD and Hopebridge Autism Therapy Center. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver diversified model portfolios.

Michael Allgeyer is a Wealth Management Planning Consultant at Fidelity Investments, where he supports Private Wealth Management Advisors and their clients by providing a tailored client experience and high-level service. He has been with Fidelity Investments since 2012, holding various roles including Planning Consultant, Relationship Manager, and High Net Worth Service positions. Michael holds insurance licenses in Arkansas and California. Outside of his professional work, he has interests in art, camping, hiking, playing musical instruments, enjoying lakes, and music.

Tyler Wittenbrook is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His prior work includes time at Fidelity Investments as well as entrepreneurial ventures such as operating a book publishing company and starting an LLC focused on buying, renovating, and selling residential properties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios across mutual funds, ETFs, and ETPs.

David Clawson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include a summer internship at UBS and various positions outside the financial sector, such as delivery work and roles in hospitality and recreation. Fidelity’s affiliate, 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 across mutual funds, ETFs, and ETPs.

Matthew Kinkopf is a Financial Consultant I at Fidelity Investments, where he has been working since 2026. He has held multiple roles within Fidelity Investments since 2020, including Planning Consultant, Investment Solutions Representative II and I, High Net Worth I, and Customer Relationship Advocate. This progression highlights his experience in various aspects of financial consulting and client relationship management. Matthew holds insurance licenses in Arkansas and California. He emphasizes trust and transparency in his professional relationships, aiming to partner with clients and their families to develop financial plans aligned with their goals and priorities. Outside of his professional work, Matthew enjoys family activities, football, golf, hiking, soccer, and traveling.

Jack Lehman is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at KMK Financial and Thoroughbred Financial Agency. Outside of his advisory roles, he has been employed at Kroger since 2018. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation and portfolio management tools and provides access to third-party money managers and wrap programs.