Kazeem Alli is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliated firms since 2012. Outside of his advisory role, he has worked as a barback at Jefferson Social in Cincinnati, Ohio. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Michael Murphy is a Series 66-licensed financial advisor with Ameriprise in Cincinnati, Ohio, and has six years of industry experience. Prior to joining Ameriprise in 2018, he worked at General Cable Corporation and the University of Cincinnati. He is also an associate financial advisor at Heick, Hester, Smith & Associates LLC, a private wealth advisory practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, tailored recommendation reports.

Joshua Kennedy is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Fidelity in 2025, he worked at W&S Brokerage Services, Inc. and Western Southern Life from 2023 to 2025, and spent seven years at Mercedes Benz of Fort Mitchell. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios composed of mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies.

Chad Epperson is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Work Place Planning Consultant at Fidelity Investments from 2019 to 2025. In his current capacity, Chad collaborates with clients to understand their families and financial goals, working together to develop long-term financial plans that clients can have confidence in. He aims to make the planning process straightforward and supports clients by addressing any questions they may have throughout their journey. Chad holds insurance licenses in Arkansas and California, which support his professional activities. Outside of his work, he enjoys boating, attending concerts, watching football, spending time at the lake, caring for pets, and traveling.

Dean Inman is a financial advisor with OSAIC in Fort Mitchell, KY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Lincoln Financial Securities, Raymond James Financial, and Mainsource Bank. Outside of his advisory work, he is co-owner of a self-storage property business. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services supported by advanced portfolio construction tools and access to third-party investment solutions.

Mark Murphy is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has held various roles within Fidelity since 2005, including positions at Fidelity Personal and Workplace Advisors and Fidelity Investments Institutional Services Company, Inc. Fidelity’s Strategic Advisers LLC, where Murphy is affiliated, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines proprietary research with quantitative analysis and systematic methodologies to construct model portfolios, and it holds roles including commodity pool operator registration and advisory responsibilities to multiple funds.

Joseph Wood is a financial advisor at Fidelity with Series 63 and Series 66 registrations and five years of industry experience. He previously worked at Citigroup from 2016 to 2021 before joining Fidelity Investments. 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 methods, including AI, to manage portfolios and serves as an advisor to multiple registered investment companies.

Brett Rizor is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2013. He is based in Covington, KY. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Matthew Lobaugh is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop comprehensive financial plans tailored to their priorities and goals. His approach focuses on balancing risk with the aspects of life that are most important to his clients. Matthew has been with Fidelity Investments since 2019, progressing from a Client Management Representative to Portfolio Specialist, and currently serving as a Financial Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Matthew enjoys biking, comedy, outdoor adventures, parenthood, and skiing.

Ellen Haskell is a financial advisor at Robert Baird & Co. with 20 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird since 2019, following prior roles at JJB Hilliard Wl Lyons LLC and Hilliard Lyons. In addition to her advisory work, she manages a family trust on a fiduciary basis. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers, with a range of traditional and non-traditional investment strategies.

Kimberly Walko is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In her current role, she works closely with clients to help them understand their company benefits, build financial plans, and provide service. She emphasizes developing strong relationships with clients through clear and direct communication to build trust. Kimberly has extensive experience in financial services, having worked as a Benefits and Planning Consultant at Fidelity Investments since 2022, and previously as a Workplace Planning Consultant at the same firm. Her background also includes roles as a Licensed Banker at Huntington Bank and Key Bank, and Mortgage Loan Officer positions at Fifth Third and Coldstream. She holds insurance licenses in Arkansas and California. Outside of her professional work, Kimberly enjoys cooking and baking, fitness activities including yoga and skiing, reading, and traveling.

Joshua Fouts is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at various Fidelity entities since 2012, 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 fund advisory and model portfolio delivery. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Edward Maynard is a financial advisor with LPL Financial in Covington, KY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Stonex Advisors Inc and StoneX Securities Inc for 10 years, as well as Cox Financial for 30 years. Outside of his advisory role, he is involved with Maynard Asset Management LLC and has a retail business named Soggy Dollar. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management supported by research and model portfolios.

Adam Dengel is a financial advisor at Fidelity with 20 years of industry experience. His career includes roles at Fidelity Brokerage Services LLC since 2012 and Fidelity Personal and Workplace Advisors since 2018. He holds Series 63 and Series 65 designations and is based in Covington, KY. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Jamie Morgan is a Private Wealth Advisor with Merrill Private Wealth Management, collaborating with The Evelo|Singer|Sullivan Group, a nationally recognized private wealth management team. He works with affluent individuals and families to develop tailored wealth strategies that reflect their personal, business, and philanthropic goals. Jamie emphasizes the importance of cohesive wealth management plans and collaborates closely with clients' attorneys, accountants, and other advisors to provide comprehensive financial advice and guidance. Since 1999, Jamie has provided wealth strategies and offerings focused on long-term wealth strategies, insurance, and lending for high-net-worth clients. He has particular expertise in family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, special needs planning, tax minimization, and retirement income. Jamie has also assisted clients in designing and implementing strategies for special needs children and eldercare. Jamie holds a B.S. in Business from Xavier University and is a CERTIFIED FINANCIAL PLANNER® professional. He also has additional professional designations including Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jamie has been recognized by Forbes in their annual list of Best-In-State Wealth Advisors from 2020 to 2025. Beyond his advisory role, he serves on the corporate board for CancerFree KIDS and actively participates in Cincinnati Golfers for Charity. His personal interests include football, golfing, running, and spending time with family.

Lucia Villamagna is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Her prior work includes roles at Anthropologie, LaRosas, and Starbucks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction and serves as an advisor to multiple registered investment companies.

John Bruns is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and is based in Covington, KY. His career includes roles at Fidelity Brokerage Services LLC since 2014 and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages portfolios involving mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in research, as well as its commodity pool operator registration and advisory roles to multiple registered investment companies.

Elena Boyd is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Her work history includes roles at Cincinnati Landmark Productions, Altar'd State, and Northern Kentucky University. She is part of Strategic Advisers LLC, a Fidelity Investments affiliate, which provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Adam Boerger is a financial advisor with Wells Fargo Advisors based in Elsmere, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside of his advisory role, Boerger has been involved in local softball organizations as an umpire and treasurer. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and tools, providing planning services across multiple specialized areas for clients who meet certain net-worth criteria.

Alexis Lindsay is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, Alexis held various roles, including positions at Clarity Retail Services and Amazon. Strategic Advisers LLC, a Fidelity Investments company, serves retail and institutional investors with discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and acts as a registered commodity pool operator with roles in multiple registered investment companies and fund-of-funds.