Michael Cooke II is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Fidelity, he worked at PayChex and NEXAMP, and spent nearly a decade with Tailored English Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, emphasizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm maintains oversight of sub-advisers and employs systematic methodologies to build model portfolios from a wide universe of funds and ETFs.

Neil Bourgeois is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Osaic since 2024. He previously worked for Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for 15 years each, and Brecek & Young Advisors, Inc. for 8 years. Outside of his advisory role, he is a 5% owner and solicitor of Queen City Capital Management LLC and has worked as an insurance agent specializing in insurance and fixed annuity sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services utilizing a model-based investment process centered on asset allocation and portfolio optimization, supported by a complex affiliate network and significant scale.

Owen Stephens is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at the Cincinnati Circus Company and various positions related to education and finance. Outside of advising, he has experience in hospitality and nonprofit sectors, having worked with RoHS Street Cafe and Piston Society. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs and is noted for its registration with the CFTC and advisory roles to several registered investment companies.

Julia Fisher is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2023. In this role, she partners with clients to provide dedicated planning and service by understanding what is important to them and their families. She emphasizes forming strong relationships and maintaining open dialogue, trust, and reliability. Prior to her current role, Julia worked as a High Net Worth Associate at Fidelity Investments from 2021 to 2023 and as a Customer Relationship Advocate at Fidelity from 2020 to 2021. Before joining Fidelity, she was a Customer Service Associate at Waddell & Reed from 2018 to 2020. Outside of her professional career, Julia has personal interests that include concerts, music, pets, reading, and theater.

Cabell Payne is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining Fidelity, Payne worked in various roles at Wal-Mart for over two decades, along with brief positions at other companies. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Payton Hirko is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked in roles at Fidelity Investments since 2020. Prior to his current position, his background includes a role at Yum! Brands and various other positions in the retail and service sectors. Strategic Advisers LLC, a Fidelity Investments company, 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 fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it engages in advisory and management activities that include algorithmic portfolio construction and oversight of sub-advisers.

Jeffrey Brauley is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2005. Outside of his advisory role, he serves on the Board of Directors for Carmel Manor Retirement Home, assisting with fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and advisory services.

Phillip Littrell is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services LLC since 2017. His current role at Fidelity Investments began in 2025. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Colleen Rittenhouse is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 13 years of industry experience. Her prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, including model portfolios and third-party advisory platforms.

John Kuntz Jr. is a financial advisor with J.P. Morgan Securities based in Norwood, OH, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He previously worked at Fidelity Investments for 14 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program emphasizes written asset allocation advice, investment manager research, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Seth Adamson is a financial advisor at UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation with 10 years of industry experience. He previously worked at Fifth Third Securities, Inc. from 2013 to 2017 before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

John Terlau is a CFP® professional with 19 years of industry experience, currently serving as an advisor at LPL Financial since 2017. Prior to joining LPL, he spent nine years at Ross, Sinclaire & Associates, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Dave Dettmer is Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 1999. His current role involves collaborating with clients to organize, plan, and manage their financial resources, focusing on retirement planning, investment strategies, tax-efficient investing, and estate considerations. Over his career at Fidelity Investments, Dave has held various positions including Director, Relationship Manager; Income Planning Consultant; Senior Investment Consultant; and Investment Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Dave engages in family activities, fitness, parenthood, tennis, traveling, and volunteering.

Bianca Wilson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior career includes roles at Spectrum Enterprise, Colorado Technical University, T-Mobile USA, and a self-employed venture called Awesome Paws. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, management of multiple registered investment companies, and incorporation of AI and advanced technologies in its investment process.

Jennifer Martinez is a financial advisor with Fidelity Investments, holding a Series 66 designation. She began her advisory career in 2025 and has prior experience in various roles outside the financial industry, including positions at UPS, Amazon, and FedEx. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.

Kevin Schafer is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. His career has been focused entirely at Edward Jones, a full-service wealth management firm. Outside of his advisory role, Schafer is involved in real estate development and management, including ownership and management roles in several residential and commercial properties, as well as participation in the Lawrenceburg Redevelopment Commission. Edward Jones serves over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm operates a large network of financial advisors and branch offices, offering both discretionary and non-discretionary strategies alongside affiliated mutual funds and tax-efficient services.

Nathan Price is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at SLB (formerly Schlumberger) for five years and served in the United States Marine Corps Reserves for four years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm’s investment approach combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including mutual funds, ETFs, and ETPs.

Alexander Fox is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has been involved with several businesses including LouVino, where he continues to have an outside role. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and charitable entities. The firm employs a model-driven investment approach, providing access to third-party asset managers and offering financial planning, brokerage, and insurance services through its affiliated entities.

William Kopp is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Before joining Fidelity, he worked in various roles including positions at Bessler Auto Parts and Blair Technology Group. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Brittany Reynolds is an Investment Consultant at Fidelity Investments, where she partners with clients to develop personalized financial plans aimed at achieving long-term goals. She emphasizes a holistic approach to investment consulting, working closely with clients to visualize and pursue their financial objectives. Prior to her current role, Brittany gained experience as a Wealth Management Advisor at U.S. Bancorp Investments from 2021 to 2024 and served as a Premier Client Relationship Consultant at U.S. Bank between 2016 and 2021. She holds insurance licenses for Arkansas and California.