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.

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 at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Cassandra Chaney is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones. Robert W. Baird & Co.’s Private Wealth Management department, including the DDK Group team Cassandra is part of, serves individual, corporate, pension, and charitable clients. The firm offers a range of services such as financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies, along with internal research and tools including artificial intelligence.

Kelly Holterhoff is a financial advisor at Merrill with a Series 66 designation. She has been with Merrill since 2025 and previously worked for 12 years with the Cincinnati Opera. 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 investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at Bank of America and Rally Rd, and has experience in various roles including time at the University of Dayton and Flyer Enterprises. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutional accounts.

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.

Derek Kramer is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. He has worked across multiple Fidelity entities since 2014, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, providing investment management and advisory services through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, multi-manager fund structures, and its advisory role to registered investment companies.

Bryson Stanley is currently an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He began his tenure at Fidelity Investments in 2024 as a Customer Relationship Advocate and was subsequently promoted through several positions, including Investment Solutions Representative I and II, before achieving his current title. Before joining Fidelity Investments, Bryson gained experience as a Financial Planning Intern at Northwestern Mutual from 2023 to 2024. His professional focus centers on co-creating comprehensive financial plans that incorporate mindful planning and disciplined investment strategies. He aims to assist clients in making confident financial decisions that contribute to their peace of mind. Outside of his professional endeavors, Bryson enjoys engaging in family activities, fitness, football, and movies.

Sumer Odom is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity Investments, Odom held various roles including positions at Northkey Community Care and YMCA Camp Colman. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, supported by oversight controls and systematic methodologies.