Melissa Bishop is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliated entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Patrick Millard is a CFP®-designated financial advisor with 13 years of industry experience. He is currently with Fidelity Investments and has held prior roles at Bank of America N.A., Merrill, and W&S Brokerage Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and use of algorithmic methods and AI in portfolio management.

Ervin Matthew is a financial advisor at LPL Enterprise with Series 63 and 65 licenses and three years of industry experience. He previously worked at Northwestern Mutual and held academic positions at The Ohio State University and the University of Cincinnati. He serves as a board member for the American Sociological Association, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and a wrap program, while also providing affiliated trust and insurance services.

Alek Rodriguez Estrada is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His previous roles include positions at Fifth Third Bank and Protiviti, among others. He has also been involved with Friends of BLS Crew, a community organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Andrew Flood is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Deloitte, The E.W. Scripps Company, the University of Kentucky Endowment Office, and Broadview Financial. Outside of his advisory role, Flood is involved with charitable organizations including Cincinnati Cancer Advisors, where he fundraises for cancer patient support, and he serves on the Young Professional’s board of the Boys and Girls Club of Greater Cincinnati. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Butson is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Angi, Inc. and the University of Toledo, as well as service in the United States Marine Corps. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a research-driven, quantitative approach with algorithmic portfolio construction and oversight of affiliated sub-advisers.

Jodi Gadberry is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Fidelity Investments and its affiliated entities since 2013. Fidelity's Strategic Advisers LLC provides 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.

James Bates is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2015. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, and it employs oversight measures to address conflicts of interest.

Stephanie Trotta is the Director and Executive Services Officer at Fidelity Investments, where she has been since 2021. In this role, she provides service and support to clients, focusing on planning and education related to Equity Compensation Awards earned through employment. She helps clients understand these awards and incorporate them into their overall financial goals. Prior to her current position, Stephanie served as a Wealth Management Planning Consultant at Fidelity Investments from 2018 to 2021 and as a Senior Executive Services Specialist from 2016 to 2018, gaining extensive experience in wealth management and executive services. Outside of her professional responsibilities, Stephanie enjoys cooking and baking, participating in family activities, and engaging in sports such as football and golf. She also has interests in outdoor adventures and traveling.

Ariston Sandoval is a financial advisor at Edward Jones with Series 66 credentials and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Executive Management Services from 2014 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Richard Hall Jr. is a financial advisor with Fidelity in Cincinnati, OH, holding Series 63 and Series 66 designations and having 31 years of industry experience. His career includes long-standing roles at Strategic Advisors Inc and Fidelity Brokerage Services, Inc. since 1995, as well as positions within Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary mandates, with distinctive features such as CFTC registration and the use of AI-driven methodologies in its investment process.

Christina Lutz is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009, including the Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Brian Kirshman is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Raymond James Financial Services. Kirshman serves as a board member for Kings Youth Lacrosse, assisting with event planning and uniform distribution. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Garrett Dunahugh is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2022, following roles at Fifth Third Securities and Fifth Third Bank. Prior to his financial career, he was employed at LaRosa's for three years. 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. The firm is noted for its use of systematic methodologies, involvement with registered investment companies, and integration of advanced technologies such as AI in its research processes.

Luke Tabler is an Investment Solutions Representative III at Fidelity Investments. He began his career at Fidelity as a Customer Relations Advocate in 2022 and has held various roles within the company, including Trading Specialist I, High Net Worth Associate, and Investment Solutions Representative I before assuming his current position in 2024. In his professional practice, Luke focuses on connecting with individuals and families to help them make confident financial decisions. He works with clients to build long-term wealth through thoughtful planning and disciplined investment strategies, aiming to support their financial security and peace of mind. Outside of his professional responsibilities, Luke has interests in baseball, concerts, fitness, football, golf, and snowboarding.

Zachary Thornton is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2014 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI-driven research, and its role in managing multiple registered investment companies and model portfolios.

Thomas Mahler is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining Raymond James. He is based in Cincinnati, Ohio. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Mark Humpert is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, use of systematic methodologies, and advisory services involving model portfolios.

Christopher Alverson is a Financial Advisor with Merrill Lynch Wealth Management. He works with high-income professionals to coordinate comprehensive financial strategies that include tax mitigation, equity compensation, retirement income, and estate planning. His approach involves integrating these elements into one framework to provide clear guidance on managing complex financial situations. With experience focusing on college education planning, legacy planning, and personal retirement planning, Christopher helps clients navigate issues such as concentration risk, capital gains, and multi-generational estate strategies. He offers access to resources typically available to ultra-high-net-worth families, including large equity event planning and executive compensation restructuring. Christopher holds a Master's Degree from the University of Cincinnati and a Bachelor's Degree from The Northern Kentucky University. He holds the Personal Investment Advisor (PIA) professional designation. Outside of his professional work, he enjoys music, reading, and spending time with his family.

Timothy Griffith is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked across various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and delivers advisory services that include discretionary portfolio management and fund consulting.