Richard Kohl is a financial advisor with Raymond James Financial Services Advisors, holding Series 65 and Series 63 credentials and four years of industry experience. His background includes roles at Fidelity Investments and Concurrent Advisors, as well as work outside finance at Brio and Braxton Brewing. He is also an associate at Bisbe Capital, providing business support services unrelated to investment activities. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm delivers tailored, primarily non-discretionary solutions incorporating financial planning tools and asset-allocation analysis, and it provides dedicated programs for small businesses alongside institutional consulting capabilities.

Nathan Engel is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity since 2011 in various advisory roles. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Evan Purkiss is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 licenses. His career includes roles at Fidelity Brokerage Services LLC since 2004 and Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad 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 a registered commodity pool operator and formal advisor to multiple investment companies.

Christopher Kleman is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Yellow Cardinal Advisory and Raymond James Financial Services. Fidelity’s Strategic Advisers LLC provides 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 including mutual funds, ETFs, and ETPs.

Craig Ogburn is a financial advisor at Fidelity with Series 66 and Series 63 registrations and one year of industry experience. Prior to joining Fidelity, he worked for ten years at Cengage Learning. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages model portfolios and serves as an advisor to multiple funds, employing systematic methodologies and formal governance procedures.

Michael Secker 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 2015. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Eric Oatman is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 17 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven solutions.

Bryce Bussell is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has worked at multiple firms including Strategic Advisers LLC, a Fidelity Investments company, since 2022. Bryce’s background includes roles outside financial services such as involvement with Delta Tau Delta International Fraternity and various positions in other industries. Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic portfolio construction, advisory roles to registered investment companies, and regulatory registration as a commodity pool operator.

Jay Bowman is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2005 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

Alex Mullins is an Investment Solutions Representative III at Fidelity Investments. In this role, Alex works with clients to understand their short- and long-term financial goals and helps develop tailored financial plans. Collaborating with senior Financial Consultants, Alex aims to build strong client relationships and provide reliable and trustworthy support. Alex's experience at Fidelity spans several roles, starting as a Customer Relationship Advocate in 2024, progressing through Investment Solutions Representative I and II positions, and currently serving as Investment Solutions Representative III. This progression reflects a developing expertise in investment solutions and client service within the organization. Outside of work, Alex enjoys activities such as hiking, kayaking, traveling, participating in social events, spending time with pets, and exploring food.

Logan Doane is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this position, he served as a Workplace Planning Consultant at Fidelity Investments from 2020 to 2023. His professional focus involves collaborating with clients to develop financial strategies tailored to their individual goals. Logan emphasizes understanding each client's unique story and priorities as the foundation for meaningful financial planning. He is committed to building trusted relationships and working closely with clients and their families as their financial needs change over time. Outside of his professional responsibilities, Logan has interests in football, golf, skiing, traveling, food, and parenthood.

Peter Thomas is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has worked with various Fidelity entities since 2008, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of services, including discretionary portfolio management and fund advisory, and is noted for its use of systematic methodologies, AI tools, and its role with registered investment companies.

Colin Campbell is a Financial Consultant at Fidelity Investments, where he partners with families to identify and pursue their financial goals through disciplined, all-weather strategies. He follows a structured three-step process that begins with understanding clients and their investment objectives, followed by creating and implementing a tailored financial plan, and finally monitoring and adjusting the plan as needed. Colin has been with Fidelity Investments since 2010, holding various roles including Senior Portfolio Specialist, Client Management Representative, Premium High Net Worth Representative, and Customer Service Representative. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Colin engages in family activities and enjoys fishing, food, gardening, golf, and parenthood.

Benjamin Ledford is a financial advisor at Ameriprise in Covington, KY, holding a Series 66 designation with one year of industry experience. His prior work includes roles at the University of Kentucky, Connetic Ventures, Amazon, United Parcel Service, and Larry A. Ryle High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides comprehensive retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Nicholas Lyons is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at GE Appliances and several other companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of AI and algorithmic methods in its investment process.

Mackenzie Bennett is a Series 66-licensed financial advisor with Raymond James Financial in Cincinnati, OH, and has seven years of industry experience. Bennett has served in the U.S. Navy since 2013 and holds roles in business development and insurance sales at Cornerstone Retirement Advisor, Inc. He is also a finance and investment committee member for the International Order of Odd Fellows, Dekalb Lodge #12. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, pension plans, charitable organizations, and municipal entities. The firm emphasizes tailored financial plans using asset-allocation analysis and supports clients primarily through non-discretionary advisory services.

Jonathan Coleman is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked as a Caddie Master from 2016 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Jordan Shteiwi is a financial advisor with Merrill based in Cincinnati, OH, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, PNC, Ross Inc, and the University of Cincinnati. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Elizabeth Woeste is a financial advisor at Fidelity with nine years of industry experience. She holds a Series 66 designation and has held various roles within Fidelity since 2016, including positions at Fidelity Brokerage Services, FIDELITY Personal and Workplace Advisors, and Fidelity Investments. 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 to manage discretionary and non-discretionary portfolios.

Christopher Cornett is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Designed.co and the Fellowship of Christian Athletes. 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 is noted for its advisory roles to registered investment companies and use of algorithmic methods and AI in portfolio management.