Charley Jenkins is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He brings extensive experience from various roles within Fidelity, including Senior Portfolio Specialist, Portfolio Specialist, and Client Management Representative, among others. His career at Fidelity spans from 2005 to the present, during which he has developed expertise in investment strategies and portfolio management. Charley focuses on analyzing clients' financial situations to develop disciplined investment strategies tailored to their goals. He is committed to helping clients work confidently towards their financial objectives by adjusting and maintaining these strategies over time. Charley holds insurance licenses in Arkansas and California. Outside of his professional work, Charley has personal interests that include comedy, family activities, fitness, golf, soccer, and traveling.

Sean Conway is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2012, including Fidelity Personal and Workplace Advisors. 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 proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Ray Laney is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 25 years of industry experience. He previously worked at StoneX Securities Inc. and Stonex Advisors Inc., among other firms. Outside of his advisory role, he is a business owner of Moto Federation Garage, LLC and an amateur musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors using various portfolio strategies and proprietary research tools.

Jose Molinuevo is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity Investments, he held positions in healthcare organizations including Crossroads Hospice and Palliative Care and The Urology Group. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and offers specialized advisory services including fund advisory and model portfolio delivery.

Travis Smith is a financial advisor at Fidelity with Series 63 and Series 66 licenses and nine years of industry experience. His work history includes roles at Fidelity Brokerage Services and Fidelity Investments, as well as prior experience with the City and County of Denver Department of Safety. 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 and quantitative analysis to construct systematic, algorithm-driven portfolios and serves an IRS-qualified Charitable Gift Fund and multiple registered investment companies.

Michael Edwards is a CFP® with 19 years of industry experience. He is currently with RBC Capital Markets and previously worked at Stifel Nicolaus & Co Inc and Bank of America, N.A. Edwards serves on the Board of the Indiana University Alumni Association. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm employs a tailored investment approach using a blend of in-house and third-party managers and emphasizes integrated capital markets and asset management capabilities.

Angela Congleton is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She previously worked at David's Bridal Inc for fourteen years before joining Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Mike Kinney is a Benefits & Planning Consultant specializing in Executive Services. He is currently employed as a Business Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, Mike works closely with clients to ensure they have a clear understanding of their benefits and educates them on how to utilize these benefits effectively. Mike focuses on building strong relationships with clients to support their future planning. Outside of his professional work, he has personal interests that include baseball, bowling, cars, cooking and baking, hiking, and music.

Jaime Lanham is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at various Fidelity entities since 1999, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently at Fidelity Investments. Outside of his advisory role, he serves as a director on the board of the Girl Scouts in Cincinnati. 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 deliver model portfolios built from mutual funds, ETFs, and ETPs.

Colton Irion is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and previously worked at Deloitte and Clark Schaefer Hackett. Robert W. Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies along with internal research and artificial intelligence tools.

Gustin Graham is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services since 2019, with prior roles at The Prudential Insurance Company of America and Pruco Securities LLC. Graham is based in Covington, KY. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages fund-advisory and consulting services with oversight and systematic methodologies.

Daniel Osborne is a financial advisor with OSAIC based in Cincinnati, OH, holding a Series 63 credential and 34 years of industry experience. He has worked with Fortis Investors, Inc. and Midwest Financial Group (Investacorp) since 1997. Outside of advisory work, he is involved in the sale and service of term life insurance through a sole proprietorship. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and corporations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes with both discretionary and non-discretionary options.

Tyler Putman is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in logistics and staffing roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory services. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad range of investment vehicles.

Charles Beach III is a ChFC® credentialed financial advisor with 42 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2012. Prior to this, he has been associated with Cambridge Investment Research, Inc. since 2011. Outside of his advisory work, he serves on the stewardship committee of Mariemont Community Church in Cincinnati, OH. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, offering a range of portfolio management options and proprietary as well as third-party strategies.

Cade Curtis is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Kelly Services and Interweave Solutions, and has experience with The Church of Jesus Christ of Latter-day Saints. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves as an advisor to multiple registered investment companies and employs systematic methodologies that incorporate AI and long-term asset allocation benchmarks.

James Eck is a financial advisor with Wells Fargo Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves on the board of directors for the Fort Mitchell Country Club. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored planning that addresses various financial needs, supported by Wells Fargo research and tools, and integrates advisory services with other financial products and referrals.

Timothy Mark is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities since 2013, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also engages in fund advisory and management services, including roles as a commodity pool operator and advisor to multiple registered investment companies.

Michelle Fogel is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018. Prior to that, she held roles at SGF Associates LLC, Separation Advisors LLC, Shelly M. Fogel, CDFA, and Waddell & Reed, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to a diverse client base including individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining technology and broad financial services with oversight of substantial discretionary assets.

Danielle Pillman is a Planning Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2020, previously serving as a Relationship Manager from 2021 to 2023 and as a Customer Relationship Advocate from 2020 to 2021. In her current position, she focuses on developing strong financial plans that align with clients' long-term financial needs by understanding their individual stories and financial situations. Danielle holds insurance licenses in Arkansas and California. She is committed to sharing her passion and knowledge of financial planning, having personally experienced the freedom and peace it can provide. Her approach emphasizes starting with solid financial planning to create tailored strategies for clients.

Kevin Meier is a Series 66-registered financial advisor with Fidelity Investments in Covington, KY, having three years of industry experience. His background includes roles at several automotive firms prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios for intermediary platforms.