Chase Holthaus is a financial advisor at Primerica Advisors in Fort Wright, KY, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of finance, he has been involved with the Dixie Heights High School Booster Club since 2017. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies managed by third-party asset managers and supported by custodial services from Pershing.

Ryan Totten is a CFP® professional with six years of experience in the financial industry. He is currently with Cetera and has prior experience at Avantax Advisory Services and Avantax Investment Services. Additionally, he is involved in tax preparation and accounting services through his role at Hicks and Mann. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services via a large network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

Ben Pio is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments in various roles since 2016, including Investment Management Consultant II, Client Management Representative, Managed Accounts Support Specialist, Help Desk in Client Services, and High Net Worth II Service Associate. Ben's areas of focus include investment strategies, retirement planning, income protection, and facilitating family conversations regarding financial matters. He emphasizes a thoughtful, goal-oriented approach to connect with clients and develop long-lasting personal relationships. Ben holds insurance licenses in Arkansas and California.

Jonathan Ryckman is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with a team of Relationship Managers to deliver service to clients and their families. He has been in this role since 2021. Jonathan's experience at Fidelity Investments spans several roles including Senior PI Operations Specialist from 2017 to 2021, High Net Worth Help Desk from 2015 to 2017, and High Net Worth Case Manager from 2013 to 2015. This progression reflects his involvement in various aspects of wealth management and client service. No information about his education, credentials, personal interests, or community involvement was provided.

Rodney Driscoll is a Series 66-licensed financial advisor with Fidelity, based in Covington, KY. He has five years of industry experience, including roles at Fidelity Investments and Conduent, Inc. He is affiliated 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, managing a variety of investment vehicles and offering model portfolios through systematic methodologies.

Evan Demott is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2016, with prior experience at Fifth Third Bank. 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 deliver model portfolios and manage registered investment companies.

Michael Perkins is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 63 designation and 26 years of industry experience. He worked for Stonex Advisors Inc and Stonex Securities Inc from 2015 to 2025 before joining LPL Financial in 2025. Perkins also has a part-time involvement in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Timothy Mollman is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. His prior experience includes roles at AJ Gallagher & Company and Stoneriver Reinsurance. Strategic Advisers LLC, a Fidelity Investments company, 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 manage portfolios and serves as a commodity pool operator and adviser to multiple registered investment funds.

Patrick Henry is a financial advisor with Fidelity in Covington, KY. He holds Series 63 and Series 66 credentials and has two years of industry experience. His prior work includes roles at DMN8 Partners and Smith & Nephew. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and delivering model portfolios to intermediary platforms.

Andrew Church is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has worked at various Fidelity entities since 2011, including Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, through discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on systematic methodologies and long-term asset allocation.

Theodore Berry is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with multiple Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory role to registered investment companies, use of algorithmic methods and AI in research, and established governance procedures.

Shannon Purkiss is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, Shannon was involved with Tavern Restaurant Group and Better Bodies Fitness, and operates a marketing business called GearUpMarketing. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, featuring systematic portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves multiple registered investment companies and emphasizes structured oversight and governance in its advisory role.

John O'Connor is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a position he has held since 2016. He has a background in financial consulting and wealth management, with prior roles including Investment Advisor at BB&T from 2015 to 2016, Wealth Management Advisor at TIAA-CREF from 2014 to 2015, and Financial Consultant at Fidelity Investments from 2010 to 2014. Throughout his career, John has focused on helping clients understand their financial road maps by considering what is most important to them.

Spencer Person is a financial advisor with Fidelity Investments in Covington, KY, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at firms including FFB Inc and Black Bull Capital Partners, and he has a background that includes coaching high school soccer. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a research-driven investment process that combines fundamental analysis, quantitative methods, and algorithmic portfolio construction.

John Fradin is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity Investments in 2026, he worked at Amazon.com, Raising Cane's, and Starbucks Coffee Company. Strategic Advisers LLC, a Fidelity Investments company where he is based, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across mutual funds, ETFs, and ETPs.

Paul Mccauley is a financial advisor at Morgan Stanley with 30 years of industry experience. He has been with Morgan Stanley since 2009 and is currently associated with Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Richard Lammering is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Molly Myers is a CFP®-certified financial advisor with 23 years of industry experience, currently with LPL Financial. She has held roles at multiple firms including Concentric Wealth Management and Avantax Advisory Services. In addition to her advisory work, she operates a Medicare sales business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by proprietary and third-party research and technology.

Keyan Skelton is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at JP Morgan Chase and Bridge Logistics, as well as work at Xavier University and Target Corporation. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad range of investment vehicles.

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.