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.

Jarred Smith is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is a part owner of a food truck business and a horse racing venture in Cincinnati. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through advisory and brokerage services. The firm offers a range of financial planning and portfolio management options, including access to model portfolios, third-party subadvisors, and institutional platforms.

Bradley Sierer is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2007. Outside of his advisory role, he writes novels and short stories in his spare time. Strategic Advisers LLC, a Fidelity Investments company, 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 also serves multiple registered investment companies and employs formal governance and proxy-voting procedures.

Sean Schroeder is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He works with clients to establish goal-oriented financial strategies and aims to develop long-lasting personal relationships through thoughtful engagement. Sean has a comprehensive background in financial services, with progressive roles at Fidelity Investments starting in 2007. His experience includes positions such as Retirement Relationship Manager, Retirement Solutions Representative, Investments Solutions Representative, Financial Representative, and Defined Contribution Representative III. He holds insurance licenses in Arkansas and California. Outside of his professional work, Sean engages in activities such as motorcycling and skiing.

Cory Clausius is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cincinnati Public Schools and Tracker Boats. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Chris Broering is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2025. He joined Fidelity in 1998 and has held multiple roles within the company, including Wealth Management Service Specialist, Private Client Group Service Representative, Premium Service Representative, and Brokerage Service Representative. Throughout his tenure, Chris has focused on providing high levels of service to clients, aiming to ensure client satisfaction and loyalty to Fidelity. His experience spans various facets of wealth management services, reflecting a long-standing commitment to the firm's service-oriented approach. Outside of his professional work, Chris enjoys family activities, fitness, golf, music, and soccer.

Davis Mc Nichol is a financial advisor with Mass Mutual Investors Services in Erlanger, KY, holding CFP® and ChFC® designations and eight years of industry experience. His career includes roles at Mass Mutual Life Insurance Company and MML Investors Services, LLC since 2018. Outside of advising, he is involved in home healthcare for special needs clients and conducts employee education sessions on personal finance topics such as budgeting. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative financial planning using analytic tools and provides event-driven planning programs, including divorce and estate-settlement services.

Leigh Gage is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent 10 years at UBS Financial Services Inc. Gage is also involved in managing a rental property in Cincinnati, Ohio. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses intended to inform client decisions.

Tracy Read is a Financial Consultant at Fidelity Investments, a role she has held since 2024. Prior to this, she worked as a Planning Consultant at Fidelity Investments from 2023 to 2024, and served as a Director Retirement Planner at the same company from 2021 to 2023. Throughout her career, Tracy focuses on helping clients with their overall financial well-being by maintaining personal and straightforward conversations. She holds insurance licenses in Arkansas and California, supporting her work in financial consulting. Tracy emphasizes building strong client relationships through attentive listening, which she believes facilitates clients feeling understood and comfortable as they pursue their financial goals. Outside of her professional responsibilities, Tracy has interests in fitness, social events with friends, gardening, golf, music, and volunteering.

Kyle Hurles is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has prior work experience at Miami University and Centerville City Schools. Kyle is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, and charitable organizations. The team offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex approaches, including discretionary management and overlay services.

James Payne is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. His career includes roles at Fidelity Brokerage Services LLC and Fifth Third Bank. 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 offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with regulatory registrations and formal roles uncommon among large institutional peers.

Dominic Capannari is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including W&S Brokerage and Western & Southern Life. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base that includes retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery through a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Robert Bullock is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has additional experience with JPMorgan Chase Bank and Ameriprise Advisor Services. Outside of his advisory role, he serves on the Finance Committee for LADD, an organization that supports adults with developmental disabilities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes ESG eligibility considerations, with implementation supported by affiliated investment-management entities.

Jarrod Buten is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been affiliated with Fidelity and its related entities since 2007. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Zachary Popp is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked with various divisions of Fidelity since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Aiden Obanion is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Deloitte, Amazon, Plante Moran, and Grant Thornton. He has also worked in education and the food service industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Miles Ramsey is a financial advisor at Fidelity with Series 63 and Series 66 registrations and five years of industry experience. His prior work includes roles at CDK Global and Greensky, LLC. Outside of his advisory work, he occasionally streams on Twitch to raise funds for Jasper's Game Day, a charity focused on teenage suicide prevention and awareness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to serve a diverse client base.

Mark Eckell is a CFP® professional with 23 years of experience in the financial services industry. He has worked with LPL Financial since 2018 and previously spent eight years with Northwestern Mutual Investment Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of advisors and research tools.

Matthew Burgan is a Financial Consultant at Fidelity Investments, where he has been working since 2008. Prior to this, he served as a Retirement Investment Specialist at Fidelity Investments from 2004 to 2008. He consults with high-net-worth individuals and families to implement financial strategies aimed at building, preserving, and transferring wealth. Matthew's role involves understanding his clients' priorities and helping them develop and execute retirement strategies aligned with their goals. With over two decades of experience working with high-net-worth clients, Matthew brings extensive expertise in retirement planning and wealth management. He holds insurance licenses in Arkansas and California, which support his advisory services. Outside of his professional work, Matthew has personal interests that include art, camping, concerts, fitness, and exploring culinary experiences.