William Harper is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Fidelity and its affiliates since 2008, with prior experience at Chase Investment Services Corp. from 2006 to 2008. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, overseeing investments across 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 at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Merrill and Prudential Equity Group. Outside of his advisory role, he serves as an umpire for KHSAA Softball and as treasurer for the Northern KY Softball Association. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. Advisors develop tailored recommendations using firm research and planning tools, with clients choosing how to implement them through brokerage or advisory programs.

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.

Zachary Bailey is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at WesBanco Securities, Civista Bank, and The Huntington Investment Company. He is also involved with General Electric Credit Union in providing investment products and services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and extensive technology tools.

Michael Ferris is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2006, including Strategic Advisors, Inc. since 2004. Strategic Advisers LLC, a Fidelity Investments company, offers 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 manage discretionary and non-discretionary portfolios, and it plays a formal advisory role to multiple registered investment companies and fund-of-funds.

Duane Froelicher is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and previously worked at Osaic FA, Inc. He is also an independent insurance agent and serves as president of Walden Advisors. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

William Carter Jr. is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliated entities since 2008. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager funds, model portfolios, and other investment products.

Thomas Widener is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at The O. N. Equity Sales Company, J.J.B. Hilliard, W.L. Lyons, LLC, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Melvin Goss Jr. is a financial advisor with LPL Enterprise, holding the Series 63 and Series 66 designations and bringing 30 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Silver Oak Securities, Inc., and Certified Retirement Resources, Inc. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, corporations, and charitable entities through a network of investment adviser representatives. The firm’s model-driven investment approach incorporates third-party asset managers and discretionary authority for certain portfolios, alongside affiliated trust custody, insurance, and lending services.

Tyler Helton is a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a position he has held since 2025. He has progressed through various roles at Fidelity Investments, including Investment Solutions Representative III and II, Investment Solutions Representative I, High Net Worth Service Associate, and Customer Relations Advocate, gaining a comprehensive understanding of investment solutions and client service since 2021. Tyler holds insurance licenses in Arkansas and California, which complement his expertise in benefits and financial planning. His professional focus is on helping clients and their families grow and protect their wealth, make informed investment decisions, and simplify their financial lives.

Jason Calvert is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2009 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Louis Vennefron is a financial advisor with Thrivent Investment Management in Florence, KY, holding a Series 66 designation and two years of industry experience. Prior to his current role, he was self-employed for three years and has worked at companies including BI Worldwide and Amazon. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning without discretionary trading authority. The firm offers a consolidated billing option combining planning and managed-account services while maintaining them as separate engagements.

Patricia King is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Outside of her advisory role, she owns and operates Patty Bakes Cookie Co, a bakery specializing in custom-decorated sugar cookies for events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and is notable for its extensive retail advisor network and additional capabilities such as trust services and securities-based lending.

Michael Matus is a financial advisor with Ameriprise in Hebron, KY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Vincent Meiman is an Executive Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2013, progressing through various roles including Benefits and Planning Consultant, Workplace Planning & Guidance Consultant II, Workplace Planning and Guidance Consultant I, and Financial Associate II. In his professional approach, Vincent emphasizes listening closely to clients to understand their individual goals and maintain an open mind about new possibilities. He focuses on aiding clients with their financial planning needs through a detail-oriented and team-oriented method. Outside of his professional work, Vincent's personal interests include camping, football, hiking, music, and outdoor adventures.