Ted Abner Jr. is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios that include mutual funds, ETFs, and ETPs.

Alexander Rybarczyk is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 2011. Outside of his advisory role, he serves as a Special Deputy providing security and traffic control for events with Hamilton County Special Deputies Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Jaron Price is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within multiple Fidelity divisions, including Fidelity Brokerage Services LLC since 2015 and Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing proprietary research combined with quantitative analysis and algorithmic portfolio construction. The firm is notable for its formal advisory role to multiple registered investment companies and its documented use of algorithmic methods and AI in research.

Jeffrey Walkup is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and has previously worked with Securities America Advisors, Inc. since 2009. Outside of finance, he teaches acrobatics and AcroYoga classes locally as a community activity. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a range of asset-allocation tools and third-party platforms to construct and manage portfolios across various investment types.

Amy Blankenship is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2017 and Fidelity Investments since 2025. Prior to entering the financial sector, she was employed by Save A Lot Food Stores for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm employs a combination of proprietary fundamental research and quantitative analysis with algorithmic portfolio construction, and it is noted for its regulatory registrations, advisory roles, and use of advanced technologies such as AI in its investment process.

Jose Chavez is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 and Series 66 designations and with 19 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2017, following a year at INVEST Financial Corp. Outside of his advisory role, he volunteers as a committee member at the Cincinnati Nature Center. Cambridge Investment Research Advisors serves a broad range of clients—including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors—providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a large network of independent financial professionals. The firm offers a variety of portfolio management options, including proprietary models and third-party strategies, with flexibility across custody and platform arrangements.

Christopher Cioffi serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity Investments since 2010, progressing through various positions including Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. In his practice, Christopher partners with clients and their families to develop financial plans aimed at positioning them for financial success. His approach follows a four-step process: understanding the client and their objectives, creating a financial plan based on client preferences, implementing the plan, and monitoring and adjusting it as necessary. He holds insurance licenses in Arkansas and California. Outside of his professional work, Christopher's interests include comedy, family activities, football, and social events with friends.

Gage Hammann is a Financial Consultant currently working at Fidelity Investments. He partners with clients to provide comprehensive financial planning services, including retirement planning, income protection strategies, investment strategies, and estate planning considerations. His professional experience includes roles as a Financial Consultant and Planning Consultant at Fidelity Investments since 2023, as well as Workplace Planning Consultant at the same company from 2021 to 2023. Prior to that, he worked in Mortgage Capital Markets and Business Banking at Fifth Third Bank in 2020 and 2019 respectively. Gage holds insurance licenses in Arkansas and California.

Andrew Varner is a financial advisor with Primerica Advisors in Fort Wright, KY, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Nike and PFS Investments Inc. since 2023 and previously held roles in the food service industry. His outside business activities include sales of home security, automation products, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Henry Mautner is a financial advisor with OSAIC, holding the ChFC® designation and a Series 63 license, with 33 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. Outside of his advisory duties, he is active as a composer and performer and also records commercial voice-overs. OSAIC serves a diverse client base, including individual investors, institutions, and nonprofit organizations, offering a range of brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and third-party platforms to provide managed portfolios with multiple investment options.

David Bowen is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has served in various capacities within Fidelity and its affiliates since 1995, including roles at Strategic Advisers Inc 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 registered investment companies and a Charitable Gift Fund. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, utilizing a broad investable universe of mutual funds, ETFs, and ETPs to deliver systematic, model-based portfolios.

Jason Eibel is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been associated with various Fidelity entities since 1997, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Brandon Wheeler is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he is involved as an independent contractor with a local rock band, contributing to writing, recording, and performing music. Fidelity Strategic Advisers provides investment management and advisory services to both retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, oversight controls, and formal advisory role to multiple registered investment companies.

Blake Houston is a Financial Consultant at Fidelity Investments, where he partners with clients to understand their individual financial needs, goals, and preferences. He works with experienced specialists and utilizes Fidelity's resources to support clients and their families in pursuing their financial success. Blake has been with Fidelity Investments since 2014, holding various roles including Financial Consultant since 2025, Planning Consultant, Senior SPS Executive Service Specialist, and other specialist positions. His experience spans multiple areas of wealth management and stock plan consulting. He holds insurance licenses in Arkansas and California. Outside of his professional work, Blake's personal interests include beach activities, family time, fitness, golf, kayaking, and parenthood.

Jennifer Keyes is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at DHL Express, DSV Air & Sea, and NNR Global Logistics. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Priya Rolfes is a financial advisor at Fidelity with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services Inc. since 2000. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Matthew Buchheit is a CFP® professional with 11 years of experience in the financial services industry. He is currently with OSAIC, having joined in 2024, and previously worked at Woodbury Financial Services, MML Investors Services, Mass Mutual Life Insurance Company, and Schlosser Financial Planning. Outside of his advisory role, he operates a sole proprietorship engaged in the sale and service of life and health insurance, property and casualty insurance, and fixed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through multiple platforms and employs asset-allocation tools and automated rebalancing to manage portfolios that include various securities and alternative investments.

Timothy Kamp is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior experience includes roles at Fifth Third Bank, Ameriprise, Edward Jones, and Siemens. He is also associated with Cornerstone Retirement Advisors in a financial advisory capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, leveraging firm research and a variety of implementation options while maintaining client decision authority.

Kimberly Haggard is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliated entities since 1999. Outside of her advisory role, she operates a home business selling fashion jewelry and clothing and works as an influential content creator and model focusing on plus-size fashion, fitness, and beauty products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios primarily composed of mutual funds, ETFs, and ETPs.

Scott Bouldin is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding a Series 66 designation and 24 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets starting in 2005. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and the Estate Planning Strategies Group.