Amy Commins is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner, and Smith since 2000, as well as Bank of America, N.A. since 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of financial products and services beyond typical managed accounts.

Anthony Krummen is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2008. His current roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, an IRS‑qualified Charitable Gift Fund, and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as a registered commodity pool operator and adviser to multiple fund structures.

Austin Sammons is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has previously worked at Ameritas Investment Company, Western and Southern Life, and SkyLight Financial Group. Outside of finance, he has experience in a family painting business. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Ivan Lewis is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2012, serving in various roles including Benefits & Planning Consultant in Executive Services from 2016 to 2024, and Executive Service Associate from 2012 to 2016. Ivan focuses on comprehensive financial planning and strives to ensure his clients understand their options by considering the human element in wealth planning. He holds insurance licenses in Arkansas and California. Outside of his professional work, Ivan has personal interests in biking, cars, fishing, and soccer.

Quinn Webb is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and eight years of industry experience. Their career includes roles at Fidelity Brokerage Services LLC since 2017, Successful Family Resources, and the State of Indiana. Webb is based in Lawrenceburg, Indiana. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it also serves as an advisor to multiple registered investment companies and fund-of-funds.

Tyler Canup is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he worked in education and various roles including positions at Northern Kentucky University and Campbell County Schools. 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 noted for its management of registered investment companies and fund-of-funds, use of systematic methodologies, and advisory role supporting Fidelity Institutional Wealth Adviser.

Jaidan Riley is a financial advisor with Fidelity Investments in Covington, KY. He holds a Series 66 designation and has recently begun his career in the industry, joining Fidelity in 2026. Prior to this, he held various roles outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and incorporation of AI and systematic methodologies in its investment process.

Bradley Shipe is a financial advisor with Edward Jones in Florence, KY, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Kelly Holterhoff is a financial advisor at Merrill in Cincinnati, OH, holding a Series 66 designation. Holterhoff has one year of industry experience and previously worked for Cincinnati Opera for twelve years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of products and services beyond typical managed account offerings.

Michael Belg is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 credential. His prior work includes positions at Chapel Electric Company and several grocery market chains. Fidelity’s Strategic Advisers LLC offers 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 that include mutual funds, ETFs, and ETPs.

Jaden Dahm is a financial advisor at Merrill holding a Series 66 designation with one year of industry experience. Prior to joining Merrill and Bank of America, he worked at Rally Rd and Flyer Enterprises, and has experience in multiple roles including at the University of Dayton. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm leverages its integration with Bank of America to provide access to a broad set of products and services.

Ben Osborne is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he served in various positions at Fidelity Investments, including Investment Consultant from 2022 to 2023, and multiple levels of Workplace Planning Consultant from 2020 to 2022. Before joining Fidelity, Ben worked as a Mortgage Loan Officer at Sibcy Cline Mortgage Services from 2018 to 2020. In his current role, Ben partners with clients and their families to understand their unique personal and financial situations. He collaborates with them to create and implement comprehensive and personalized financial plans aligned with their values and goals, aiming to provide financial peace of mind. Outside of his professional responsibilities, Ben engages in family activities, fitness, golf, outdoor adventures, spending time with pets, and traveling.

Leonard Weinstein is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with various Fidelity entities since 1998. Outside of his advisory role, he serves as a referee for polo matches at the Cincinnati Polo Club and is involved in bookkeeping for a wedding venue business. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also provides advisory services to multiple registered investment companies and utilizes algorithmic methods and AI in its research process.

Shelli Davenport is a Series 66 credentialed financial advisor with 27 years of industry experience. She has worked at UBS Financial Services since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a notary public in the state of Ohio. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Todd Hammond is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with several Fidelity entities since 1996, including Strategic Advisers 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 employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its roles in commodity pool operation, registered investment company advisory, and development of model portfolios using AI-driven methods.

Simon Lawson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Fidelity. His work history includes roles at Fidelity Investments and Bartlett Wealth Management. He also volunteers as a financial planner with The Foundation for Financial Planning, meeting quarterly with clients virtually. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Sean Mcfarland is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. He has worked at Fidelity Investments since 2020 and has prior experience at Northern Kentucky University and Great American Insurance Group. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research and quantitative analysis to construct algorithm-driven model portfolios, and it holds roles such as commodity pool operator registration and advisory positions for multiple registered investment companies.

Austin Kramer is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role at Fidelity Investments, he was affiliated with Fidelity Brokerage Services, LLC for nine years and worked in education roles at Education At Work and Northern Kentucky University. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Mark Srofe is a CFP® professional with 38 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2024. Prior to this, he spent 17 years at Crown Capital Securities, LP. He also operates The Rosselot Financial Group as a financial advisor and independent insurance agent in Cincinnati, OH. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm offers multiple portfolio management approaches and maintains proprietary and third-party model strategies tailored to client objectives.

Brandon Staggs 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 2019 and Mutual of America Securities LLC prior to that. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse 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 an advisor to multiple registered investment companies and fund-of-funds.