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.

Abigail Luning is a financial advisor at Edward Jones in Cincinnati, OH, holding a Series 66 license with one year of industry experience. Prior to joining Edward Jones in 2025, she worked at Skilcraft LLC and held various roles in staffing and manufacturing companies. Outside of her advisory role, she is a partial owner of a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and offers extensive retail advisor and branch networks alongside capabilities such as securities-based lending and trust services.

Austin Trapp is a financial advisor with Raymond James & Associates in Cincinnati, OH. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he spent five years at Orion Advisor Tech. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

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.

Amy Commins is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 66 designation and has worked at both Merrill Lynch, Pierce, Fenner, and Smith and Bank of America, N.A. since 2000 and 2020 respectively. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

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.