Lee Kremer is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Lee collaborates with clients and Wealth Management Advisors to address families' financial service needs, aiming to meet and exceed planning and service goals. The team supports clients in growing and protecting their wealth, making informed investment decisions, and simplifying their financial lives. Lee has been with Fidelity Investments since 2011, holding various roles including Wealth Management Service Senior Specialist, Retirement Solutions Representative, Investment Solutions Representative, High Net Worth Trading Representative, and Defined Benefits & Defined Contributions Representative. This experience spans a comprehensive range of wealth management and retirement solution services. Additional information regarding education, credentials, personal interests, or community involvement was not provided.

Christopher Hamilton is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and J.P. Morgan Securities. 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 offers discretionary and non-discretionary services, fund advisory, and model portfolios, with a focus on systematic methodologies and oversight of sub-advisers.

Kyle Biggs is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to his current role, he has worked in various positions including at Total Quality Logistics and Empire Contractors LLC. Outside of finance, he has been involved with a family-owned home healthcare and transportation business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of algorithmic methods and AI in portfolio management.

Jeffrey Goodman is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at ConstructConnect, Integrity Express Logistics, ProEquities, Inc., Protective Life, and Paycor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios as well as fund advisory services.

Gregory Jones is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His prior experience includes seven years at Greater Cincinnati Behavioral Health Services. He is based in Covington, KY. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios across mutual funds, ETFs, and ETPs with a systematic approach and oversight of sub-advisers.

Paul Mace is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His career includes roles at Fidelity Brokerage Services, LLC since 2001 and Fidelity Personal and Workplace Advisors from 2018 to 2025. 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. The firm offers discretionary portfolio management, fund advisory, and model portfolios, and is noted for its use of AI-driven research and its advisory role to multiple registered investment companies.

Elise Baynum is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2012, including seven years at Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in advising multiple registered investment companies and delivering model portfolios through systematic methodologies.

Bradley Campbell is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within Fidelity’s various divisions since 2008, including Fidelity Institutional Services and Fidelity Brokerage Services. 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 notable for its role in managing model portfolios, its CFTC registration as a commodity pool operator, and its advisory responsibilities for multiple registered investment companies.

Stephanie Comisar is Vice President and Financial Consultant at Fidelity Investments, where she has worked since 2013. In her role, she partners with clients to support their long-term financial goals through focused planning and personalized guidance, utilizing a broad array of resources and strategies available through Fidelity to assist clients in developing plans that fit their needs. Stephanie has been with Fidelity Investments since 2007, holding various positions including Senior Portfolio Specialist, Portfolio Specialist, and Investment Solutions Representative. She holds insurance licenses in Arkansas and California. Outside of her professional role, Stephanie's personal interests include hiking, caring for pets, reading, as well as playing soccer and tennis.

Joseph Berno is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at Fidelity Brokerage Services, UBS Financial Services, and Macy's. Berno is based in Covington, KY. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s services include discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery, with a noted focus on systematic methodologies and oversight controls.

Michael Loth is a financial advisor with Robert Baird & Co. in Cincinnati, OH, holding a Series 63 designation and 38 years of industry experience. He has worked at Robert Baird & Co. since 2019, following 14 years at J.J.B. Hilliard, W.L. Lyons, Inc., and four years at Morgan Stanley DW Inc. Robert Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and brokerage services, utilizing internal research, manager oversight, and various investment strategies, including separately managed accounts and tax-management techniques.

Nick Ritter is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various Fidelity entities since 2001. His tenure includes roles at Fidelity Brokerage Service, LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company where he serves, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

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 licenses and has worked with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors and UBS Financial Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory for charitable gift funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a range of investment vehicles.

Heather Gindele is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across various Fidelity entities since 2008. 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’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing mutual funds, ETFs, and ETPs to create model portfolios.

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 Ohio National Financial Services for a total of five years. He serves as a board member for Big Brothers Big Sisters of Greater Cincinnati, contributing approximately 20 hours annually in advisory, fundraising, and advocacy roles. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research resources.

Kimberly Basham is a CFP®-credentialed financial advisor with 20 years of industry experience, currently with Ameriprise in Fort Mitchell, KY. She previously worked at The Huntington Investment Company and Huntington National Bank. Outside of her advising role, she owns a retail crafts business focused on creating and rehabbing luxury goods for resale. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement planning and income strategies.

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, holding Series 63 and Series 66 credentials and 30 years of industry experience. He previously worked at SII Investments, Inc. for 13 years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

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.