Katlin Klamo is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 credential and has worked at Fidelity Brokerage Services LLC since 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and systematic portfolio construction. The firm is noted for its use of algorithmic methods and AI in research, its role as a registered commodity pool operator, and its advisory services to multiple registered investment companies.

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 26 years of industry experience. He has worked at various Fidelity entities since 1999, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently at Fidelity Investments. Outside of his advisory role, he serves as a director on the board of the Girl Scouts in Cincinnati. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

Leo Broerman is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 24 years of industry experience. His career includes 11 years at LPL Financial prior to joining Cambridge Investment Research Advisors in 2015. He is also involved with Focus Wealth Management as an Investment Adviser Representative. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers services through multiple platforms, proprietary model strategies, and access to third-party advisers.

Colton Irion is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and previously worked at Deloitte and Clark Schaefer Hackett. Robert W. Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies along with internal research and artificial intelligence tools.

Marilyn Ward is a financial advisor at Robert W. Baird & Co. with five years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2019, with prior experience at Hilliard Lyons, Edward Jones, and First Community Bank of Central Alabama. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services using a range of strategies, including separately managed accounts and overlay services.

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 in Cincinnati, OH, holding a Series 63 designation and more than 34 years of industry experience. He has worked at Fortis Investors, Inc. and Midwest Financial Group since 1997. Outside of his advisory work, he is engaged in the sale and service of term life insurance as an insurance agent. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through various programs such as financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies along with third-party manager selection.

Christina Yards is a financial advisor at Robert W. Baird & Co. in Cincinnati, OH, holding a Series 66 designation with eight years of industry experience. She has been with Robert W. Baird since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a combination of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across a range of investment strategies.

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 ChFC®-designated financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, where he has worked since 2012. He has 42 years of industry experience and also operates as an independent insurance agent through C.T. Beach & Company Inc. Additionally, he serves on the stewardship committee of Mariemont Community Church. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, operating through thousands of financial professionals and managing a multi-billion dollar asset base.

Joshua Moore is a financial advisor with Equitable Advisors in Cincinnati, OH. He holds the Series 66 designation and has been with Equitable Advisors since 2026. Prior to his advisory role, he spent four years at the University of Miami Farmer School of Business and has been employed by Kroger since 2020. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Cade Curtis is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Kelly Services and Interweave Solutions, and has experience with The Church of Jesus Christ of Latter-day Saints. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves as an advisor to multiple registered investment companies and employs systematic methodologies that incorporate AI and long-term asset allocation benchmarks.

James Eck is a financial advisor with Wells Fargo Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves on the board of directors for the Fort Mitchell Country Club. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored planning that addresses various financial needs, supported by Wells Fargo research and tools, and integrates advisory services with other financial products and referrals.

Timothy Mark is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities since 2013, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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 to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also engages in fund advisory and management services, including roles as a commodity pool operator and advisor to multiple registered investment companies.

Zac Cottongim is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His career includes roles at Bank of America, Merrill, and Foresters Financial Services prior to joining J.P. Morgan in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to develop model asset allocations.

Michelle Fogel is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018. Prior to that, she held roles at SGF Associates LLC, Separation Advisors LLC, Shelly M. Fogel, CDFA, and Waddell & Reed, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to a diverse client base including individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining technology and broad financial services with oversight of substantial discretionary assets.

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.