Kevin Crowell is a Financial Consultant at Fidelity Investments. He assists clients in developing their financial plans by helping them make sound investment decisions and simplifying their financial lives. Kevin has held multiple roles within Fidelity Investments since 2012, including positions such as Financial Consultant, Investment Solutions Representative, Workplace Planning Consultant, and Retirement Solutions Representative. His extensive experience within the firm reflects a broad understanding of financial consulting and investment solutions. He holds insurance licenses in Arkansas and California.

Patrick Burke is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Avantax Advisory Services and Avantax Investment Services. Outside of advising, he has authored works since 2012 and serves on the boards of Service Management Systems, Inc. and United Audit Systems, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a variety of financial planning and investment management solutions for individuals, retirement plans, banks, and institutions, supported by a wide range of strategic, tactical, and alternative investment options.

Jonathan Hembree is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments in various roles since 2007. Outside of his advisory work, he provides travel advisory services through Fora Travel. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies, using a combination of proprietary research, quantitative analysis, and systematic portfolio construction.

Clinton Louiso is a CFP® with 22 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Wells Fargo Clearing Services, J.P. Morgan Securities, and Chase Investment Services Corp. He also operated Nicole Lynn Photography for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of investment adviser representatives.

Paul Kelley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Fidelity since 2022 and previously held positions at Anytime Fitness and Planet Fitness. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Jessica Meyer is a financial advisor at Fidelity with three years of industry experience. She holds the Series 66 designation and has worked at Fidelity since 2022. Prior to her career in finance, she was employed at LongHorn Steakhouse for seven years. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using a range of mutual funds, ETFs, and ETPs.

Joe Wulfeck is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2024. He has progressed through various roles within Fidelity, including Investment Solutions Representative II from 2022 to 2024 and Investment Solutions Representative I from 2021 to 2022. Prior to joining Fidelity, Joe gained experience at several financial institutions, including Huntington National Bank as a Branch Relationship Banker III - Investment Representative from 2016 to 2021, US Bancorp Investments as a Branch Manager - Registered Representative from 2015 to 2016, Fifth Third Securities as a Licensed Personal Banker - Registered Representative from 2011 to 2015, and JP Morgan Chase Securities as a Licensed Banker - Registered Representative from 2007 to 2011. Joe holds insurance licenses in Arkansas and California. Outside of his professional career, he has personal interests in cars, comedy, motorcycles, and pets.

Rachel Allgeier is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior work includes roles at Macy's and Ashlee Kennedy State Farm, alongside multiple positions at Miami University. She works with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to provide discretionary and non-discretionary advisory services, including fund advisory and model portfolio delivery.

Bennie Falls is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Veritude and the State of Kentucky. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers services including discretionary portfolio management, fund advisory, and model portfolio delivery.

Christopher Davis is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held roles at ADM Archer Daniels Midland and was involved in food delivery services as an independent contractor. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, employing a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Abigail Kaufman is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2018. Prior to her career in finance, she was employed at Nordstrom from 2014 to 2018. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Samuel Rees is a financial advisor at Fidelity with one year of industry experience. He previously worked at Fifth Third Bank for six years and has held various roles since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Emily Hogya is a financial advisor at UBS Financial Services with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Foster & Motley and FEG Investment Advisors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Jonathon Fultz is a financial advisor at Fidelity with a Series 66 designation and six years at the firm. Prior to joining Fidelity in 2020, he worked at Kroger for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies as well as delivering model portfolios to intermediary platforms.

Ann Venable is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked in various roles within Fidelity since 1997. Outside of her financial career, she is a certified Zumba Basic 1 instructor and teaches group fitness classes weekly. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs.

Benjamin Keplinger is a financial advisor with Fidelity Investments based in Covington, KY. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at HealthLinx and K5 Capital Group, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Kiley Byrne is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, Byrne worked briefly at Honeybaked Ham and Cigna, and has served as a client service associate at Riverhills Consulting Services LLC. Byrne is also affiliated with Archbishop McNicholas High School. Ameriprise is a large institutional firm that offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written retirement income recommendations, supported by a centralized consulting team.

Bruce Brinkman is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity brokerage services since 2010. 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’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services alongside management and consulting.

Julia Heck is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, she held positions at Flynn & Company CPA's and participated in educational roles. She also has experience outside finance, including work in healthcare management and education. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it serves in advisory roles for multiple registered investment companies.

Crystal Mann is a financial advisor at Charles Schwab with 28 years of industry experience. She has held positions at Charles Schwab since 2018 and previously worked at TIAA and TIAA-CREF Individual and Institutional Services from 2007 to 2018. Mann holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves a large client base consisting mainly of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios, research, and a structured alternative-investment program.