Thomas Bresiger is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction in managing diversified portfolios and model solutions.

Doris Stamper is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 1991. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Darpel is a financial advisor with Robert W. Baird & Co. Incorporated, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Independent Advisor Alliance, LPL Financial, and operated his own practice, Matthew L. Darpel P.S.C., for over two decades. In addition to his financial advisory work, he is also an attorney specializing in estate planning, probate, and elder law. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The group offers a range of financial planning and portfolio management services utilizing both manager-traded and model-traded strategies, supported by internal research and monitoring.

Robert Cappa is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Aransas County ISD and Wharton ISD. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolios, and is registered with the CFTC as a commodity pool operator.

Chris Eibel is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2000. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services alongside model portfolios built from mutual funds, ETFs, and ETPs.

Jonas Vance is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has worked in various roles including as an independent contractor for Kings Hammer Soccer Club, where he organizes and runs team activities. Vance is also involved in disc golf organizations, serving as a director for the Founding Fathers Disc Golf Club and a professional member of the Professional Disc Golf Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Michael Somers is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he held various roles including self-employment and positions in glass and door repair, packaging, music therapy, and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

John Fruin is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliates since 2005 and holds the Series 63 designation. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team, focusing on clients with Ameriprise-managed accounts.

David Epplen is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 1996. Outside of his advisory role, he serves as a high school baseball umpire in the Northern Kentucky area. He is associated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Alexander Powell is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he spent 11 years at Creative Retirement Systems, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Mitchell Hofer is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has held various roles within Fidelity since 2000, including positions at Fidelity Investment Services, LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Noah Helber is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked with Ringle, an online English learning platform, as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a wide investable universe, including mutual funds, ETFs, and ETPs.

Louis Giglio is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he has participated in nonprofit activities including serving on the finance and investments committee of the Greater Cincinnati Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering tailored financial planning supported by proprietary research and model-based asset allocations.

Rosemarie Carrington is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at SkillCloud Consulting Group, Procter & Gamble, Lowe's Home Improvement, and Compton Point Inc. She 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves a broad range of clients including Charitable Gift Funds and registered investment companies.

John Feldman is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2018, following three years at Transamerica Agency Network. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles for multiple funds with established governance and proxy-voting procedures.

Nicholas Lampkin is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior work history includes four years at Northwestern Mutual in various roles and 14 years at Fidelity Investments. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and a wrap program, alongside affiliated trust custody, insurance services, and lending programs.

Jamie Osborne is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His career includes roles at Ameritas Investment Corp. and CCF Investments, and he concurrently operates Osborne & Associates Financial Group, LLC. Outside of financial services, he is the owner of Osborne Homestead Services, LLC, a small farm business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various asset allocation approaches.

Jeffrey Morehead is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In his role, he collaborates with clients and their Wealth Management Advisors to create, implement, and oversee investment strategies aimed at achieving long-term financial objectives. Jeffrey has been with Fidelity Investments since 2016, progressing through various positions including Customer Relationship Advocate, High Net Worth Associate, High Net Worth Tier II Associate, and multiple levels of Investment Management Consultant. His experience encompasses a comprehensive understanding of investment management within the wealth management sector.

Brian Frakes is a Wealth Management Planning Consultant at Fidelity Investments, where he works closely with a team of Senior Relationship Managers in the Southeast Region. In this role, he collaborates to provide comprehensive financial service to clients and their families. Brian has been with Fidelity Investments since 2018, gaining experience in various roles including Operations Specialist and Wealth Management Operations before his current position. This progression reflects his growing expertise in wealth management and operational support. Outside of his professional career, Brian enjoys baseball, board games, comedy, cooking and baking, family activities, and social events with friends.

Sam Zeibak is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Ameriprise, he worked at The Huntington Investment Company for nine years and Fidelity Brokerage Services for 26 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.