Tom Skeen is an Investment Solutions Representative III at Fidelity Investments, where he collaborates with clients to develop personalized plans aimed at achieving their financial goals. He has held this position since 2021. Prior to his current role, Tom worked as an External Wholesaler at Touchstone Advisors Inc. from 2019 to 2021 and served as a Financial Advisor at Edward Jones from 2018 to 2019. His professional experience spans client advisory and investment solutions. Outside of his professional work, Tom enjoys attending concerts and participating in family activities. His personal interests also include football, golf, parenthood, and soccer.

Jeffrey Schenk is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2007. 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 analysis and systematic methodologies to construct model portfolios across mutual funds, ETFs, and ETPs.

Heather Gindele is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked in various capacities within Fidelity since 2008, including roles at Fidelity Brokerage Services LLC, 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 an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Benjamin Haenning is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2026, he worked at Merrill for seven years and at Ohio National Financial Services from 2016 to 2019. He serves as a board member for Big Brothers Big Sisters of Greater Cincinnati, contributing to advisory support, fundraising, and advocacy efforts. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 advisors. The firm offers wealth advisory planning and investment consulting to a wide range of clients, including individuals, pension plans, corporations, and government entities, providing non-discretionary advice supported by research and extensive affiliated resources.

Logan Cope Grosardt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Before joining Fidelity, he worked at Dayton Progress and The Home Depot. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios incorporating mutual funds, ETFs, and ETPs.

Shane Crist is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 66 licenses with 30 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments, Inc. for 13 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Maxwell Roberto Bailey is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation. He has been with Cambridge Investment Research and its affiliates since 2024 and has prior work experience including roles at Great American Insurance Group and the University of Cincinnati. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a variety of portfolio management strategies across multiple platform arrangements.

Bennett Heustis is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he partners with clients and their advisors to develop personalized comprehensive financial plans that align with clients' values and goals. He aims to leverage Fidelity's resources to provide exceptional customer service and a tailored experience for clients. Heustis has been with Fidelity Investments since 2012, holding various positions including High Net Worth Service Associate, Senior Service Support Specialist, Wealth Management Operations Associate, and currently, Wealth Management Planning Consultant since 2021. His experience spans client service and wealth management operations within the firm. Heustis holds insurance licenses in Arkansas and California.

Josiah Archer is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and five years of industry experience. His prior work includes roles at Pillar Ministries and self-employment with Ware Properties LLC. 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 across mutual funds, ETFs, and ETPs. The firm also advises multiple registered investment companies and uses AI-driven methods in its investment process.

Gabriel Marko is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity Investments, he worked at Doodash, Totally Lit Events, USA Balloonatics, and the Marjorie P. Lee Retirement Community. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a model-driven investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

William Schaefer is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with various divisions of Fidelity since 2004, including Fidelity Brokerage Services 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 charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios made up of mutual funds, ETFs, and ETPs.

Katie Sanford is a Private Wealth Manager and Investment Management Consultant at Fidelity. She has been serving in this role since 2008, partnering with clients and their Wealth Management Advisors to align accounts with their financial goals. Her professional experience is centered on investment management consultancy within the wealth management sector.

Leonard Newton is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2017, progressively advancing through roles including Investment Solutions Representative, Investment Consultant, and Investment Solutions Representative III. Prior to joining Fidelity, Leonard worked as a Financial Advisor at Merrill Lynch from 2016 to 2017. Leonard focuses on collaborating with clients to understand their financial goals in the context of their broader personal plans. This approach enables him to develop financial plans tailored to the unique short- and long-term goals of his clients and their families. He holds insurance licenses in Arkansas and California. Outside of his professional work, Leonard has interests in beach activities, family activities, fitness, football, military service, and outdoor adventures.

Trent Norman is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity Investments since 1999 and currently serves in a role focused on assisting investors with investment strategy planning, retirement planning, and income planning. Additionally, he provides support for a variety of wealth planning needs. His tenure at Fidelity Investments includes experience as a Financial Representative from 2001 to 2007 before assuming his current position in 2007. Trent holds insurance licenses in Arkansas and California, which support his expertise in financial consulting and planning.

Casey Pflum is a CFP® with 25 years of industry experience affiliated with Fidelity. He has worked across multiple Fidelity entities, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, with a focus on systematic methodologies and established governance practices.

Erika Lundstedt is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 and Series 63 licenses and has worked previously at UBS Financial Services and Kohl's, Inc. Lundstedt serves on the boards of the Indiana University Alumni Association Greater Cincinnati chapter and the Junior League of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Austin Trapp is a financial advisor at Raymond James & Associates with three years of industry experience. He previously worked at Orion Advisor Tech for five years before joining Raymond James. He holds a Series 66 designation and is based in Cincinnati, OH. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and municipal entities, delivering non-discretionary planning and investment advice supported by an extensive affiliate network and active involvement in municipal and public finance.

Ethan Cox is a financial advisor at LPL Financial with 29 years of industry experience. He holds the Series 63 designation and previously worked at StoneX Advisors Inc and StoneX Securities Inc for 10 years. He is also involved with Cox Financial Corporation, a business he has operated since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and various investment strategies.

Nicki Niehaus is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with Senior Relationship Managers to support clients in working towards their financial goals. Building strong relationships with clients and their families is central to her approach, emphasizing trust, reliability, and competency. Nicki has been with Fidelity Investments since 2020, holding various positions including Fixed Income Specialist and Investment Solutions Representative. Her progression within the company reflects her experience in wealth management and client support. Outside of her professional work, Nicki's personal interests include attending concerts and following football.

Jacob Templar is a Planning Consultant at Fidelity Investments, where he currently helps clients create strong financial plans aligned with their financial goals. He emphasizes building long-term, personal relationships to better understand client needs and provides education and clarity to ensure clients feel secure and confident with their plans. Jacob has held multiple roles at Fidelity Investments since 2020, including Central Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. He holds insurance licenses for Arkansas and California. Outside of work, Jacob enjoys football, social events with friends, hiking, music, skiing, and traveling.