Aaron Mcclellan is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Fidelity Brokerage Services since 2016. Prior to his current role, he was involved with P3 Car Rental LLC from 2015 to 2016. 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 discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Joseph Troy III is a financial advisor at Ameriprise with 20 years of industry experience and holds the Series 66 designation. He has been with Ameriprise and its affiliates since 2006. Outside of his advisory role, he manages River Hills Consulting Services LLC, which provides administrative services for a private wealth advisory practice within Ameriprise. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies and personalized recommendation reports.

Samuel Trotta is a Series 66-registered advisor at Fidelity with experience beginning in 2024. His prior work includes roles at W. W. Grainger, DoorDash Inc, and Miami University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing investments through both in-house and sub-advisers.

Ryan Mc Carthy is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Fifth Third Bank, Fifth Third Securities, Purshe Kaplan Sterling Investments, and 9258 Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services. The firm offers various investment programs and utilizes research tools and model portfolios, supported by a large network of over 22,800 advisors and oversight of more than $819 billion in discretionary assets.

Colin Stahl is a CFP® and holds a Series 66 license, currently working at Fidelity with 10 years of industry experience. His prior roles include positions at TIAA, Fidelity Personal and Workplace Advisors, and Strategic Advisers, Inc. 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 combines proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Reuben Gamboa is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Fifth Third Bank and The Walt Disney Company. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its involvement with registered investment companies and its use of systematic methodologies and AI in portfolio management.

Jacob Abbs is a financial advisor at Fidelity with eight years of industry experience. He has held roles at Fidelity Brokerage Services LLC since 2017 and previously worked at GMI Insurance from 2015 to 2017. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its role as a commodity pool operator, advisory services to registered investment companies, and use of AI in research.

Jeffrey Nieman is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and nine years of industry experience. His work history includes roles at Fidelity Brokerage Services and Fidelity Investments, as well as a prior position at Larger Than Life. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing multiple registered investment companies, use of systematic methodologies, and incorporation of AI in its research processes.

Titus Moore is a financial advisor with Fidelity Investments, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Radiant Global Logistics and the University of Louisville. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm serves a range of clients, including charitable funds and registered investment companies, and includes distinctive features such as registration as a commodity pool operator and use of AI-driven research methods.

Montgomery Kroger is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2017. Prior to joining Fidelity, he was employed at Total Quality Logistics for two years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and maintains roles such as commodity pool operator registration and advisory functions to multiple registered investment companies.

Alex West is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2014. Alex is based in Covington, KY. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a commodity pool operator registered with the CFTC.

Bradley Raymore is a CFP® with 24 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2005. He holds a Series 63 license and operates out of Cincinnati, OH. In addition to his advisory role, Raymore works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement services through a network of independent professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Tim Galbraith 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 Investments since 2007. 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 research, quantitative analysis, and algorithmic portfolio construction to manage and consult on a variety of investment products and model portfolios.

Dean Johns is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial in Cincinnati, OH. He has held roles at several firms including Concentric Wealth Management, Avantax Advisory Services, 9258 Wealth Management, and John D. Dovich & Associates, LLC. Outside of his advisory work, he is involved with Concentric Wealth Management as a DBA for his LPL business. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Thomas Bryan is a financial advisor with Fidelity Investments based in Covington, KY, holding Series 63 and Series 66 licenses and 7 years of industry experience. Prior to joining Fidelity in 2018, he worked at F648 Consulting for four years and was affiliated with the Greater Cincinnati Northern Kentucky Apartment Association for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios constructed from mutual funds, ETFs, and ETPs.

Matthew Salzer is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 license and has prior experience with Principal Financial Group and Anthem, Inc. Outside of advisory roles, he has worked as a freelance insurance agent and has experience in the insurance and diagnostic sectors. 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 is noted for its role in managing registered investment companies, using systematic methodologies, and incorporating advanced technologies such as AI and large language models in its research.

Ray Ramicone is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2010. Outside of his advisory role, Ramicone is involved as a limited partner and operating manager of Anthony Bella Holdings, LLC. 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 manage portfolios across mutual funds, ETFs, and ETPs.

Raymond Stacy is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 28 years of experience in the financial industry, he partners with clients to develop personalized financial strategies that align with their values, goals, and risk tolerance. His approach emphasizes thoughtful listening and a long-term perspective to help individuals and families achieve clarity and confidence in their financial lives. Raymond utilizes a holistic planning process that draws on Merrill’s investment capabilities and local estate planning resources. He regularly reviews clients’ progress and adjusts strategies to remain consistent with their evolving needs. A Northern Kentucky native, Raymond holds a Bachelor of Business Administration in Finance from the University of Kentucky and serves on the UK Alumni Board. Outside of his professional role, Raymond is active in his community and engages in personal interests including photography, skiing, swimming, and traveling.

Jason Murray is a financial advisor with Edward Jones in Cincinnati, OH. He holds a Series 63 designation and has 27 years of industry experience, all with Edward Jones since 1999. 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 solutions, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Jeffrey Meier is a financial advisor with Raymond James Financial Services Advisors, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Bank of America, Merrill, LPL Financial, and Edward Jones. Outside his primary role, he serves as an independent contractor financial advisor for J. Owens Wealth Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.