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 in various capacities at Fidelity brokerage services and advisory affiliates since 2011. 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 employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and formal advisory roles to multiple registered investment companies.

Zachary Brown is a financial advisor at LPL Financial with the Series 66 designation and two years of industry experience. He has also held roles at SEI Wealth Management and Ameriprise Financial. Outside of advisory work, he has experience in the hospitality and retail sectors, including a multi-year involvement with Snappy Tomato Pizza. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

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 11 years of industry experience. He is currently with Fidelity Investments and has previously worked at Paycor, Touchstone Securities, and IFS Financial Services. He is part of Strategic Advisers LLC, a Fidelity Investments company that 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 model portfolios and funds.

Christa Knollman is a Certified Financial Planner® at Ameriprise Financial Services with 15 years of industry experience. She has been with Ameriprise since 2016 and also serves as Director of Advisor Development at Heick, Hester, Smith & Associates, where she coaches financial advisors on client acquisition and firm initiatives. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice through a collaboration between a centralized service team and the client’s financial advisor.

Ryan Kendall is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He has been with Fidelity since 2005, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of advanced methodologies, including AI and systematic asset allocation.

Delano Balter is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various divisions of Fidelity since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of fund‑of‑funds and model portfolios constructed using proprietary research and quantitative methodologies. The firm is registered with the CFTC as a commodity pool operator and serves multiple registered investment companies.

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.

Sandra Davis Skeen is a financial advisor with LPL Financial in Harrison, Ohio, holding a Series 66 credential and having seven years of industry experience. She has worked with LPL Financial since 2018 and maintains ongoing roles at Capital Concepts INC and Coldwell Banker West Shell, where she has been active since 2011 and 1996 respectively. In addition to her advisory work, she is involved in tax preparation and accounting as the owner of Tax Concepts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management and utilizing model portfolios and research from various sources.

Lisa Foster is a CFP® with 26 years of experience in the financial services industry. She has been with Cetera and Cetera Wealth Services, LLC since 2025. Foster is also the owner and sole proprietor of L.A. Foster, Inc., a tax preparation and accounting business established in 2000. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform and a large network of independent advisors.

Michelle Neiheisel is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2005. Outside of her advisory role, she is involved as a TikTok Shop affiliate, promoting products through social media. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Kevin Widener is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its predecessor entities since 1998 and holds a Series 63 designation. Outside of his advisory role, he participates in a health insurance program through Life X/Cigna that involves research-based policy participation. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset thresholds, offering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research-driven modeling with algorithmic automation to generate tailored retirement income recommendations, serving a broad client base through its wide range of advisory, brokerage, and insurance solutions.

Maryann Pietromonaco is a financial advisor at Morgan Stanley with 36 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and works at Morgan Stanley Private Bank, National Association since 2015. Pietromonaco serves as Board Chair of Aviatra Accelerators, an organization focused on education and mentoring loans to female entrepreneurs, and is involved with several nonprofit boards including the Alliance of Catholic Urban Education and the SUNY Oneonta Foundation Finance Investment Sub-Committee. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its advisory process.

John Schablein is a CFP® professional with 37 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2015. He holds Series 63 and Series 65 licenses and has held various roles including coaching basketball at local high schools. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through financial planning, investment management, and retirement advisory services. The firm offers multiple investment platforms and proprietary model strategies, delivering services via a broad network of independent financial professionals.

D.J. Trindle is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, National Association in Cincinnati, OH. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models as part of its financial planning process.

Alex Tussey is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining UBS, he worked at Merrill from 2021 to 2024 and has held various roles at financial services and realty firms since 2016. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Scott Custis is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He is currently with Ameriprise and has previously worked at firms including DC Capital Management LLC, Money Scientific, UBS Financial Services, and Fidelity Investments. Custis also manages an advisory business through River Hills Consulting LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kelly Palmer is a financial advisor with Merrill in Fort Mitchell, KY, holding a Series 66 designation and 11 years of industry experience. She has been with Merrill since 2011 and has also worked at Bank of America, N.A. since 2025. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering various model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates with Bank of America’s corporate platform, providing access to a broad array of financial products and services.

Matt Terrell is a Wealth Management Senior Relationship Manager. He has been part of Fidelity Investments since 2013, beginning as a Retirement Benefits Coordinator. Over the years, he advanced through various roles including Executive Services Associate, Benefits & Planning Consultant, Executive Services, and Wealth Management Planning Consultant before assuming his current position. His career at Fidelity Investments spans over a decade, during which he has developed experience in wealth management planning, benefits consultation, and executive services. Matt focuses on strengthening client relationships by understanding their priorities and encouraging proactive financial planning. He values an attentive, reliable, and diligent approach to client interactions and finds motivation in helping clients engage with their future planning.