Priya Rolfes is a financial advisor at Fidelity with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services Inc. since 2000. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Kimberly Haggard is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliated entities since 1999. Outside of her advisory role, she operates a home business selling fashion jewelry and clothing and works as an influential content creator and model focusing on plus-size fashion, fitness, and beauty products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios primarily composed of mutual funds, ETFs, and ETPs.

Scott Bouldin is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding a Series 66 designation and 24 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets starting in 2005. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and the Estate Planning Strategies Group.

Matthew Frondorf is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services, LLC since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

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 with Fidelity, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with Fidelity Investments since 2012 and currently works 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios consisting of mutual funds, ETFs, and ETPs, and it maintains oversight of sub-advisers and related conflicts of interest.

Ray Laney is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at StoneX Advisors Inc. and StoneX Securities Inc. Laney is also a business owner of Moto Federation Garage, LLC and an amateur musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to research and model portfolios from LPL Research and third-party subadvisors.

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 25 years of industry experience. Jaime has been with various Fidelity entities since 1999, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. Outside of his advisory role, he serves as a director on the board of the Girl Scouts organization in Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of fund and model portfolio offerings.

Leo Broerman is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 24 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated firm since 2015. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, employing a range of portfolio strategies and platform arrangements tailored to client objectives.

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 financial advisor at Cambridge Investment Research Advisors with 41 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Cambridge Investment Research Advisors since 2012. Outside of his advisory role, 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 offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing multiple custody platforms and both proprietary and third-party model strategies.

Cade Curtis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Kelly Services and Interweave Solutions and served in roles with The Church of Jesus Christ of Latter-day Saints. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to various clients including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary portfolios, fund advisory, and model portfolio delivery.

Brian Snowden is a financial advisor with Raymond James Financial in Cincinnati, OH, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior work includes roles at Merrill Lynch and Scottrade. He is also employed as a sales assistant at Yellow Cardinal Brokerage Services. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various advisory programs and emphasizes a non-discretionary approach in much of its advisory business.