Patrick Henry is a financial advisor with Fidelity in Covington, KY. He holds Series 63 and Series 66 credentials and has two years of industry experience. His prior work includes roles at DMN8 Partners and Smith & Nephew. 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 is noted for its role in managing registered investment companies and delivering model portfolios to intermediary platforms.

James Mills is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Nationwide Investment Services Corporation, Touchstone Securities, and PNC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements and utilizes firm-approved software to analyze client goals and deliver written recommendations.

Andrew Church is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity since 2011, including roles at Fidelity Personal and Workplace Advisors. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Theodore Berry is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with various Fidelity entities since 2008, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it serves a distinctive advisory role with several registered investment companies and fund-of-funds.

Shannon Purkiss is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, Shannon was involved with Tavern Restaurant Group and Better Bodies Fitness, and operates a marketing business called GearUpMarketing. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, featuring systematic portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves multiple registered investment companies and emphasizes structured oversight and governance in its advisory role.

John O'Connor is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a position he has held since 2016. He has a background in financial consulting and wealth management, with prior roles including Investment Advisor at BB&T from 2015 to 2016, Wealth Management Advisor at TIAA-CREF from 2014 to 2015, and Financial Consultant at Fidelity Investments from 2010 to 2014. Throughout his career, John has focused on helping clients understand their financial road maps by considering what is most important to them.

Spencer Person is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at FFB Inc and Black Bull Capital Partners, and he has also coached high school soccer at Walnut Hills High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offer fund advisory services.

John Fradin is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity Investments in 2026, he worked at Amazon.com, Raising Cane's, and Starbucks Coffee Company. Strategic Advisers LLC, a Fidelity Investments company where he is based, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across mutual funds, ETFs, and ETPs.

Eric Schieman is a financial advisor with Robert W. Baird & Co. in Cincinnati, OH, holding a Series 66 designation and six years of industry experience. Prior to joining Baird in 2019, he worked at PricewaterhouseCoopers and held positions at Barleycorns and VonLeham. He serves on the board of directors for Rosedale Green, a memory care and rehabilitation facility. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services using a variety of strategies and managers, including both traditional and non-traditional investments.

Paul Mccauley is a financial advisor at Morgan Stanley with 30 years of industry experience. He has been with Morgan Stanley since 2009 and is currently associated with Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Ronda Garner Cecil is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2013. Her reported outside business activity involves a family-owned auto body shop, in which her husband is a part silent owner; she has no involvement in the business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Sebastian Fidder is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and previously spent nine years in full-time education before joining Ameriprise in 2022. Outside of his primary role, he is also involved with BFM & Associates, LLC as an associate financial advisor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Ameriprise Premier Retirement Income service.

Richard Lammering is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Molly Myers is a CFP®-certified financial advisor with 23 years of industry experience, currently practicing at LPL Financial. Her prior experience includes roles at Avantax Advisory Services, Avantax Insurance Agency, Jeffrey D Stewart & Co., and operating her own Medicare sales business. She is also a notary public in Milford, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolio programs, utilizing technology and a broad platform to support over 22,800 advisors.

Keyan Skelton is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at JP Morgan Chase and Bridge Logistics, as well as work at Xavier University and Target Corporation. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad range of investment vehicles.

Aaron Mcclellan is a CFP®-certified financial advisor at Fidelity with eight years of industry experience. He has been with Fidelity Brokerage Services LLC since 2016 and joined Fidelity Investments in 2025. Prior to his financial career, he was involved with P3 Car Rental LLC for one year. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a systematic investment process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Richard Carmel is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 27 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also has experience with MassMutual Life Insurance Company and Metlife Securities. Carmel serves as treasurer for the Cincinnati Chapter of Legatus and is a committee member reviewing the financial affairs of Mother Theresa Catholic Elementary School. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved software for goal analysis and offers asset management, wrap programs, and educational seminars.

Joseph Troy III is a financial advisor at Ameriprise with 20 years of industry experience and holds the Series 66 designation. He has been with Ameriprise and its affiliates since 2006. Outside of his advisory role, he manages River Hills Consulting Services LLC, which provides administrative services for a private wealth advisory practice within Ameriprise. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies and personalized recommendation reports.

Samuel Trotta is a Series 66-registered advisor at Fidelity with experience beginning in 2024. His prior work includes roles at W. W. Grainger, DoorDash Inc, and Miami University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing investments through both in-house and sub-advisers.

Ryan Mc Carthy is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Fifth Third Bank, Fifth Third Securities, Purshe Kaplan Sterling Investments, and 9258 Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services. The firm offers various investment programs and utilizes research tools and model portfolios, supported by a large network of over 22,800 advisors and oversight of more than $819 billion in discretionary assets.