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. She has one year of industry experience and previously held roles at Flynn & Company CPA's and several other organizations. 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 model portfolios consisting of mutual funds, ETFs, and ETPs.

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.

Andrew Felger is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Merrill and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Stephanie Beck is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Release Restore Renew, where she was a Healing Touch Certified Practitioner supporting client health and wellbeing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Peter Fosco is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has been with Fidelity Brokerage Services since 2015 and with Fidelity Investments since 2025. Outside of his advisory work, Fosco works as a bartender for a catering company and performs as a freelance guitarist and publicist. Strategic Advisers LLC, a Fidelity Investments company where he is based, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Ian Bullis is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked in various roles including at Burke CPAs & Advisors and Concentric Wealth Management. Outside of finance, Bullis has experience in athletics administration and admissions at Earlham College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from internal and third-party sources.

David Kathman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping successful business owners and executives grow and preserve their wealth to support their personal and family goals. David's expertise encompasses areas such as divorce transition planning, education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and tax minimization. With over 30 years of experience as a CPA and business owner, David brings a depth of understanding to his financial advisory role. He begins his process with in-depth discovery to identify each client's unique needs and goals, then creates tailored investment strategies that align with their vision and risk tolerance. While he does not provide tax or accounting advice in his role at Merrill nor use his CPA license, his holistic approach ensures clients feel financially secure and confident in their plans. David holds a Bachelor's Degree from Northern Kentucky University and the Personal Investment Advisor (PIA) designation. A native of Northern Kentucky, he resides there with his wife Maria and their three college-age children. He is active in his community and has served on the Boards of Directors for The Family Nurturing Center, St Agnes Athletic Boosters, Covington Catholic Boosters, and Elliot Feltner - No Limits for Spinal Cord Injuries, where he is involved in various leadership roles.

Nathan Engel is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity since 2011 in various advisory roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Evan Purkiss is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 licenses. His career includes roles at Fidelity Brokerage Services LLC since 2004 and Fidelity Personal and Workplace Advisors since 2018. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as a registered commodity pool operator and formal advisor to multiple investment companies.

Christopher Kleman is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Yellow Cardinal Advisory and Raymond James Financial Services. Fidelity’s Strategic Advisers LLC provides 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 including mutual funds, ETFs, and ETPs.

Craig Ogburn is a financial advisor at Fidelity with Series 66 and Series 63 registrations and one year of industry experience. Prior to joining Fidelity, he worked for ten years at Cengage Learning. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages model portfolios and serves as an advisor to multiple funds, employing systematic methodologies and formal governance procedures.

Michael Secker is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2015. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Eric Oatman is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 17 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven solutions.

Bryce Bussell is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has worked at multiple firms including Strategic Advisers LLC, a Fidelity Investments company, since 2022. Bryce’s background includes roles outside financial services such as involvement with Delta Tau Delta International Fraternity and various positions in other industries. Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic portfolio construction, advisory roles to registered investment companies, and regulatory registration as a commodity pool operator.

Jay Bowman is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2005 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

Alex Mullins is an Investment Solutions Representative III at Fidelity Investments. In this role, Alex works with clients to understand their short- and long-term financial goals and helps develop tailored financial plans. Collaborating with senior Financial Consultants, Alex aims to build strong client relationships and provide reliable and trustworthy support. Alex's experience at Fidelity spans several roles, starting as a Customer Relationship Advocate in 2024, progressing through Investment Solutions Representative I and II positions, and currently serving as Investment Solutions Representative III. This progression reflects a developing expertise in investment solutions and client service within the organization. Outside of work, Alex enjoys activities such as hiking, kayaking, traveling, participating in social events, spending time with pets, and exploring food.

Peter Thomas is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has worked with various Fidelity entities since 2008, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of services, including discretionary portfolio management and fund advisory, and is noted for its use of systematic methodologies, AI tools, and its role with registered investment companies.

Colin Campbell is a Financial Consultant at Fidelity Investments, where he partners with families to identify and pursue their financial goals through disciplined, all-weather strategies. He follows a structured three-step process that begins with understanding clients and their investment objectives, followed by creating and implementing a tailored financial plan, and finally monitoring and adjusting the plan as needed. Colin has been with Fidelity Investments since 2010, holding various roles including Senior Portfolio Specialist, Client Management Representative, Premium High Net Worth Representative, and Customer Service Representative. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Colin engages in family activities and enjoys fishing, food, gardening, golf, and parenthood.

Benjamin Ledford is a financial advisor at Ameriprise in Covington, KY, holding a Series 66 designation with one year of industry experience. His prior work includes roles at the University of Kentucky, Connetic Ventures, Amazon, United Parcel Service, and Larry A. Ryle High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides comprehensive retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.