Dominic Capannari is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at W&S Brokerage, Western & Southern Life, and Wealthquest. 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 systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Jarrod Buten is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been affiliated with Fidelity and its related entities since 2007. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Zachary Popp is a financial advisor with Fidelity Investments, holding a Series 66 designation and having 10 years of industry experience. He has worked at various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC, where he is associated, provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis. The firm is noted for its use of algorithmic portfolio construction and its formal advisory role to multiple registered investment companies and fund-of-funds.

Tracy Patrick is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. Prior to joining RBC in 2026, Tracy worked at Morgan Stanley Smith Barney LLC for four years and Truist Bank for seven years. Outside of his advisory role, Tracy serves on the Finance Committee for St. Henry Catholic Parish in Elsmere, Kentucky, acting as a parent liaison between the parish and school related to parish funds. RBC Wealth Management serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a variety of wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm employs a tailored investment approach based on each client’s Advisory Risk Profile and uses a combination of in-house and third-party investment managers.

Aiden Obanion is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he held roles at Deloitte, Amazon, Plante Moran, and Grant Thornton. He has also worked in education at Northern Kentucky University and Scott High School, and operated a business called Harmon's Barbecue. 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 combines fundamental research with quantitative analysis and systematic portfolio construction, using proprietary methodologies and oversight controls.

Miles Ramsey is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses. He has four years of industry experience, including roles at CDK Global and Greensky, LLC. Outside of his advisory work, he has been involved with ImpactRPG, a charitable organization, and participates in online streaming to raise funds for Jasper's Game Day, a charity focused on teenage suicide prevention and awareness. Fidelity’s Strategic Advisers LLC subsidiary provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Mark Eckell is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Before joining LPL, he worked at Northwestern Mutual Investment Services, LLC and Shawn F. Kelley from 2010 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs utilizing both discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Matthew Burgan is a Financial Consultant at Fidelity Investments, where he has been working since 2008. Prior to this, he served as a Retirement Investment Specialist at Fidelity Investments from 2004 to 2008. He consults with high-net-worth individuals and families to implement financial strategies aimed at building, preserving, and transferring wealth. Matthew's role involves understanding his clients' priorities and helping them develop and execute retirement strategies aligned with their goals. With over two decades of experience working with high-net-worth clients, Matthew brings extensive expertise in retirement planning and wealth management. He holds insurance licenses in Arkansas and California, which support his advisory services. Outside of his professional work, Matthew has personal interests that include art, camping, concerts, fitness, and exploring culinary experiences.

Lee Kremer is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Lee collaborates with clients and Wealth Management Advisors to address families' financial service needs, aiming to meet and exceed planning and service goals. The team supports clients in growing and protecting their wealth, making informed investment decisions, and simplifying their financial lives. Lee has been with Fidelity Investments since 2011, holding various roles including Wealth Management Service Senior Specialist, Retirement Solutions Representative, Investment Solutions Representative, High Net Worth Trading Representative, and Defined Benefits & Defined Contributions Representative. This experience spans a comprehensive range of wealth management and retirement solution services. Additional information regarding education, credentials, personal interests, or community involvement was not provided.

Christopher Hamilton is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity divisions since 2016, including Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory roles to multiple registered investment companies and fund‑of‑funds.

Kyle Biggs is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to his current role, he has worked in various positions including at Total Quality Logistics and Empire Contractors LLC. Outside of finance, he has been involved with a family-owned home healthcare and transportation business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of algorithmic methods and AI in portfolio management.

Jeffrey Goodman is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at ConstructConnect, Integrity Express Logistics, ProEquities, Inc., Protective Life, and Paycor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Gregory Jones is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Greater Cincinnati Behavioral Health Services for seven years. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Paul Mace is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked within various divisions of Fidelity since 2001, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 combines fundamental research with quantitative and algorithmic methods to construct model portfolios and serves as an advisor to multiple registered investment companies, employing oversight controls and addressing conflicts of interest through delegation and evaluation processes.

Elise Baynum is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliates since 2012. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Bradley Campbell is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within Fidelity’s various divisions since 2008, including Fidelity Institutional Services and Fidelity Brokerage Services. 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. The firm is notable for its role in managing model portfolios, its CFTC registration as a commodity pool operator, and its advisory responsibilities for multiple registered investment companies.

Stephanie Comisar is Vice President and Financial Consultant at Fidelity Investments, where she has worked since 2013. In her role, she partners with clients to support their long-term financial goals through focused planning and personalized guidance, utilizing a broad array of resources and strategies available through Fidelity to assist clients in developing plans that fit their needs. Stephanie has been with Fidelity Investments since 2007, holding various positions including Senior Portfolio Specialist, Portfolio Specialist, and Investment Solutions Representative. She holds insurance licenses in Arkansas and California. Outside of her professional role, Stephanie's personal interests include hiking, caring for pets, reading, as well as playing soccer and tennis.

Joseph Berno is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at Fidelity Brokerage Services, UBS Financial Services, and Macy's. Berno is based in Covington, KY. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s services include discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery, with a noted focus on systematic methodologies and oversight controls.

Michael Loth is a financial advisor with Robert Baird & Co. in Cincinnati, OH, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Robert Baird & Co. since 2019 and concurrently affiliated with J.J.B. Hilliard, W.L. Lyons, Inc. since 2005. He 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 customized consulting and portfolio services, employing a variety of investment strategies that include traditional and non-traditional asset allocations, as well as discretionary and non-discretionary management.

Nick Ritter is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across several Fidelity entities since 2001. Fidelity's Strategic Advisers LLC offers 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 and quantitative methodologies to construct model portfolios and maintains a distinctive role as a commodity pool operator and advisor to multiple registered investment companies.