Gabriel Marko is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity Investments, he worked at Doodash, Totally Lit Events, USA Balloonatics, and the Marjorie P. Lee Retirement Community. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a model-driven investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

William Schaefer is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with various divisions of Fidelity since 2004, including Fidelity Brokerage Services and 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios made up of mutual funds, ETFs, and ETPs.

Leonard Newton is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2017, progressively advancing through roles including Investment Solutions Representative, Investment Consultant, and Investment Solutions Representative III. Prior to joining Fidelity, Leonard worked as a Financial Advisor at Merrill Lynch from 2016 to 2017. Leonard focuses on collaborating with clients to understand their financial goals in the context of their broader personal plans. This approach enables him to develop financial plans tailored to the unique short- and long-term goals of his clients and their families. He holds insurance licenses in Arkansas and California. Outside of his professional work, Leonard has interests in beach activities, family activities, fitness, football, military service, and outdoor adventures.

Trent Norman is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity Investments since 1999 and currently serves in a role focused on assisting investors with investment strategy planning, retirement planning, and income planning. Additionally, he provides support for a variety of wealth planning needs. His tenure at Fidelity Investments includes experience as a Financial Representative from 2001 to 2007 before assuming his current position in 2007. Trent holds insurance licenses in Arkansas and California, which support his expertise in financial consulting and planning.

Casey Pflum is a CFP® with 25 years of industry experience affiliated with Fidelity. He has worked across multiple Fidelity entities, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, with a focus on systematic methodologies and established governance practices.

Erika Lundstedt is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 and Series 63 licenses and has worked previously at UBS Financial Services and Kohl's, Inc. Lundstedt serves on the boards of the Indiana University Alumni Association Greater Cincinnati chapter and the Junior League of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Austin Trapp is a financial advisor with Raymond James & Associates in Cincinnati, OH. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he spent five years at Orion Advisor Tech. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Ethan Cox is a financial advisor at LPL Financial with 29 years of industry experience. He holds the Series 63 designation and previously worked at StoneX Advisors Inc and StoneX Securities Inc for 10 years. He is also involved with Cox Financial Corporation, a business he has operated since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and various investment strategies.

Nicki Niehaus is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with Senior Relationship Managers to support clients in working towards their financial goals. Building strong relationships with clients and their families is central to her approach, emphasizing trust, reliability, and competency. Nicki has been with Fidelity Investments since 2020, holding various positions including Fixed Income Specialist and Investment Solutions Representative. Her progression within the company reflects her experience in wealth management and client support. Outside of her professional work, Nicki's personal interests include attending concerts and following football.

Jacob Templar is a Planning Consultant at Fidelity Investments, where he currently helps clients create strong financial plans aligned with their financial goals. He emphasizes building long-term, personal relationships to better understand client needs and provides education and clarity to ensure clients feel secure and confident with their plans. Jacob has held multiple roles at Fidelity Investments since 2020, including Central Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. He holds insurance licenses for Arkansas and California. Outside of work, Jacob enjoys football, social events with friends, hiking, music, skiing, and traveling.

Amy Commins is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 66 designation and has worked at both Merrill Lynch, Pierce, Fenner, and Smith and Bank of America, N.A. since 2000 and 2020 respectively. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Austin Sammons is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has previously worked at Ameritas Investment Company, Western and Southern Life, and SkyLight Financial Group. Outside of finance, he has experience in a family painting business. Fidelity's Strategic Advisers LLC 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Ivan Lewis is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2012, serving in various roles including Benefits & Planning Consultant in Executive Services from 2016 to 2024, and Executive Service Associate from 2012 to 2016. Ivan focuses on comprehensive financial planning and strives to ensure his clients understand their options by considering the human element in wealth planning. He holds insurance licenses in Arkansas and California. Outside of his professional work, Ivan has personal interests in biking, cars, fishing, and soccer.

Quinn Webb is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and eight years of industry experience. Their career includes roles at Fidelity Brokerage Services LLC since 2017, Successful Family Resources, and the State of Indiana. Webb is based in Lawrenceburg, Indiana. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it also serves as an advisor to multiple registered investment companies and fund-of-funds.

Tyler Canup is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he worked in education and various roles including positions at Northern Kentucky University and Campbell County Schools. 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 noted for its management of registered investment companies and fund-of-funds, use of systematic methodologies, and advisory role supporting Fidelity Institutional Wealth Adviser.

Jaidan Riley is a financial advisor with Fidelity Investments in Covington, KY. He holds a Series 66 designation and has recently begun his career in the industry, joining Fidelity in 2026. Prior to this, he held various roles outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and incorporation of AI and systematic methodologies in its investment process.

Bradley Shipe is a financial advisor with Edward Jones in Florence, KY, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Cassandra Chaney is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones. Robert W. Baird & Co.’s Private Wealth Management department, including the DDK Group team Cassandra is part of, serves individual, corporate, pension, and charitable clients. The firm offers a range of services such as financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies, along with internal research and tools including artificial intelligence.

Kelly Holterhoff is a financial advisor at Merrill with a Series 66 designation. She has been with Merrill since 2025 and previously worked for 12 years with the Cincinnati Opera. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Belg is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 credential. His prior work includes positions at Chapel Electric Company and several grocery market chains. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.