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.

Matthew Roth is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 63 designation and 31 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015 and also operates Matthew P. Roth & Co., CPAs, where he has worked since 2002. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and custody platforms.

Dominic Capannari is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at W&S Brokerage, Western & Southern Life, and Wealthquest. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

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 credentials and one year of industry experience. His prior work history includes positions at Deloitte, Amazon, Plante Moran, Grant Thornton, and Blue & Co., LLC. Outside of finance, he has experience working in the hospitality industry at Harmon's Barbecue. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Miles Ramsey is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses. He has four years of industry experience, including roles at CDK Global and Greensky, LLC. Outside of his advisory work, he has been involved with ImpactRPG, a charitable organization, and participates in online streaming to raise funds for Jasper's Game Day, a charity focused on teenage suicide prevention and awareness. Fidelity’s Strategic Advisers LLC subsidiary provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

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.

Christopher Hamilton is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and J.P. Morgan Securities. 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. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolios, with a focus on systematic methodologies and oversight of sub-advisers.

Kyle Biggs is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to his current role, he has worked in various positions including at Total Quality Logistics and Empire Contractors LLC. Outside of finance, he has been involved with a family-owned home healthcare and transportation business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of algorithmic methods and AI in portfolio management.

Jeffrey Goodman is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at ConstructConnect, Integrity Express Logistics, ProEquities, Inc., Protective Life, and Paycor. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios as well as fund advisory services.

Gregory Jones is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His prior experience includes seven years at Greater Cincinnati Behavioral Health Services. He is based in Covington, KY. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios across mutual funds, ETFs, and ETPs with a systematic approach and oversight of sub-advisers.

Paul Mace is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His career includes roles at Fidelity Brokerage Services, LLC since 2001 and Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolios, and is noted for its use of AI-driven research and its advisory role to multiple registered investment companies.

Elise Baynum is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2012, including seven years at Fidelity Personal and Workplace Advisors. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in advising multiple registered investment companies and delivering model portfolios through systematic methodologies.

Bradley Campbell is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within Fidelity’s various divisions since 2008, including Fidelity Institutional Services and Fidelity Brokerage Services. 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. The firm is notable for its role in managing model portfolios, its CFTC registration as a commodity pool operator, and its advisory responsibilities for multiple registered investment companies.

Stephanie Comisar is Vice President and Financial Consultant at Fidelity Investments, where she has worked since 2013. In her role, she partners with clients to support their long-term financial goals through focused planning and personalized guidance, utilizing a broad array of resources and strategies available through Fidelity to assist clients in developing plans that fit their needs. Stephanie has been with Fidelity Investments since 2007, holding various positions including Senior Portfolio Specialist, Portfolio Specialist, and Investment Solutions Representative. She holds insurance licenses in Arkansas and California. Outside of her professional role, Stephanie's personal interests include hiking, caring for pets, reading, as well as playing soccer and tennis.

Joseph Berno is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at Fidelity Brokerage Services, UBS Financial Services, and Macy's. Berno is based in Covington, KY. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s services include discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery, with a noted focus on systematic methodologies and oversight controls.

Tom Skeen is an Investment Solutions Representative III at Fidelity Investments, where he collaborates with clients to develop personalized plans aimed at achieving their financial goals. He has held this position since 2021. Prior to his current role, Tom worked as an External Wholesaler at Touchstone Advisors Inc. from 2019 to 2021 and served as a Financial Advisor at Edward Jones from 2018 to 2019. His professional experience spans client advisory and investment solutions. Outside of his professional work, Tom enjoys attending concerts and participating in family activities. His personal interests also include football, golf, parenthood, and soccer.