Brandon Wheeler is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. His previous roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he has contributed to a rock band as a writer, recorder, and performer, and he has a long-term engagement with the Telecommunications Board of Northern Kentucky, assisting with web design and multimedia services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios offered through intermediary platforms.

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 nine years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and has prior experience with firms including Fifth Third Bank, Ameriprise, and Edward Jones. Outside of his advisory work, Kamp is also associated with Cornerstone Retirement Advisors in a financial advisor role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to institutions and charitable organizations. The firm employs a tailored, non-discretionary approach to planning and consulting, utilizing various analytical tools, and maintains unique affiliations that support municipal and public-finance advisory services.

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.

Matthew Frondorf is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services, LLC since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

John Adams is a financial advisor with Robert W. Baird & Co. in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Robert W. Baird & Co. since 1998. Outside of his advisory role, he owns Pittsburgh Subs, Inc., a restaurant and food/beverage business. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary management, across a range of traditional and non-traditional investment strategies.

Charley Jenkins is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He brings extensive experience from various roles within Fidelity, including Senior Portfolio Specialist, Portfolio Specialist, and Client Management Representative, among others. His career at Fidelity spans from 2005 to the present, during which he has developed expertise in investment strategies and portfolio management. Charley focuses on analyzing clients' financial situations to develop disciplined investment strategies tailored to their goals. He is committed to helping clients work confidently towards their financial objectives by adjusting and maintaining these strategies over time. Charley holds insurance licenses in Arkansas and California. Outside of his professional work, Charley has personal interests that include comedy, family activities, fitness, golf, soccer, and traveling.

Sean Conway is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with Fidelity Investments since 2012 and currently works in Covington, KY. 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 develop model portfolios consisting of mutual funds, ETFs, and ETPs, and it maintains oversight of sub-advisers and related conflicts of interest.

Ray Laney is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at StoneX Advisors Inc. and StoneX Securities Inc. Laney is also a business owner of Moto Federation Garage, LLC and an amateur musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to research and model portfolios from LPL Research and third-party subadvisors.

Jose Molinuevo is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity Investments, he held positions in healthcare organizations including Crossroads Hospice and Palliative Care and The Urology Group. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and offers specialized advisory services including fund advisory and model portfolio delivery.

Travis Smith is a financial advisor at Fidelity with Series 63 and Series 66 licenses and nine years of industry experience. His work history includes roles at Fidelity Brokerage Services and Fidelity Investments, as well as prior experience with the City and County of Denver Department of Safety. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct systematic, algorithm-driven portfolios and serves an IRS-qualified Charitable Gift Fund and multiple registered investment companies.

Michael Edwards is a CFP® with 19 years of industry experience. He is currently with RBC Capital Markets and previously worked at Stifel Nicolaus & Co Inc and Bank of America, N.A. Edwards serves on the Board of the Indiana University Alumni Association. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm employs a tailored investment approach using a blend of in-house and third-party managers and emphasizes integrated capital markets and asset management capabilities.

Katlin Klamo is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 credential and has worked at Fidelity Brokerage Services LLC since 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and systematic portfolio construction. The firm is noted for its use of algorithmic methods and AI in research, its role as a registered commodity pool operator, and its advisory services to multiple registered investment companies.

Angela Congleton is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She previously worked at David's Bridal Inc for fourteen years before joining Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Mike Kinney is a Benefits & Planning Consultant specializing in Executive Services. He is currently employed as a Business Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, Mike works closely with clients to ensure they have a clear understanding of their benefits and educates them on how to utilize these benefits effectively. Mike focuses on building strong relationships with clients to support their future planning. Outside of his professional work, he has personal interests that include baseball, bowling, cars, cooking and baking, hiking, and music.

Jaime Lanham is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Jaime has been with various Fidelity entities since 1999, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. Outside of his advisory role, he serves as a director on the board of the Girl Scouts organization in Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of fund and model portfolio offerings.