Thomas Palmer II is a financial advisor with LPL Financial in Lawrenceburg, IN, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior positions include roles at CIVISTA Bank, U.S. Bancorp Investments, Inc., and Huntington Wealth Planning Advisors. In addition to his advisory work, he is the business owner of Silberhorn Health LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional wealth platforms.

Steve Nurre is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, he worked in various roles including with the U.S. Census Bureau and has been involved as a stagehand supporting local arts organizations and event management in Cincinnati. 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 deliver model portfolios and manage registered investment companies.

Stephanie Jordan is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2023. In this role, she collaborates with clients and Wealth Management Advisors to develop and maintain financial plans tailored to the specific needs of clients and their families. Stephanie has been with Fidelity Investments since 2017, progressing through roles including Brokerage Operations Representative IV and Wealth Management Operations Associate before her current position. Her experience encompasses various aspects of wealth management operations and planning. No information about her education, credentials, personal interests, or community involvement has been provided.

Edward Villari is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Aaron Peloe is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services LLC since 2012. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios and delivers these through various intermediary platforms.

Robert Thelen is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior experience includes roles at Black Knight, Inc. and Indotronix International Corp. Fidelity Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes proprietary fundamental research combined with quantitative analysis and systematic portfolio construction, delivering model portfolios through algorithmic methods and oversight of affiliated sub-advisers.

Brian Cassin is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. Prior to this, he worked at Touchstone Securities and IFS Financial Services from 2013 to 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Nicholas Greathouse is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services since 2015. Outside of his advisory role, he is also a partner involved in managing thoroughbred racehorses. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Samuel Warren is a financial advisor at Merrill based in Cincinnati, OH, holding a Series 66 designation. He joined Merrill and Bank of America in 2025 and has less than one year of industry experience. Prior to his advisory role, his work history includes positions outside the financial sector, such as roles at Texas Roadhouse and local parks departments. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services within the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Webster is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Joshua Menendez is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 66 and Series 63 designations and has worked at various Fidelity entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its role in managing multiple registered investment companies, its use of systematic methodologies including AI, and its development of model portfolios for intermediary platforms.

Callie Bolling is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Cincinnati Children's Hospital Center for ADHD and Hopebridge Autism Therapy Center. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver diversified model portfolios.

Michael Allgeyer is a Wealth Management Planning Consultant at Fidelity Investments, where he supports Private Wealth Management Advisors and their clients by providing a tailored client experience and high-level service. He has been with Fidelity Investments since 2012, holding various roles including Planning Consultant, Relationship Manager, and High Net Worth Service positions. Michael holds insurance licenses in Arkansas and California. Outside of his professional work, he has interests in art, camping, hiking, playing musical instruments, enjoying lakes, and music.

Ryan Stallmeyer is Vice President and Executive Planning Consultant at Fidelity Investments. In his role, he assists executives in maximizing their employer benefits and integrating these benefits into broader wealth planning goals. Since 2016, he has provided executive planning consulting at Fidelity Investments. Ryan holds insurance licenses in Arkansas and California.

Tyler Wittenbrook is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His prior work includes time at Fidelity Investments as well as entrepreneurial ventures such as operating a book publishing company and starting an LLC focused on buying, renovating, and selling residential properties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios across mutual funds, ETFs, and ETPs.

David Clawson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include a summer internship at UBS and various positions outside the financial sector, such as delivery work and roles in hospitality and recreation. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Elizabeth Adkins is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and 9 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2019 and previously worked at PNC Investments and PNC Bank from 2016 to 2018. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Matthew Kinkopf is a Financial Consultant I at Fidelity Investments, where he has been working since 2026. He has held multiple roles within Fidelity Investments since 2020, including Planning Consultant, Investment Solutions Representative II and I, High Net Worth I, and Customer Relationship Advocate. This progression highlights his experience in various aspects of financial consulting and client relationship management. Matthew holds insurance licenses in Arkansas and California. He emphasizes trust and transparency in his professional relationships, aiming to partner with clients and their families to develop financial plans aligned with their goals and priorities. Outside of his professional work, Matthew enjoys family activities, football, golf, hiking, soccer, and traveling.

Jack Lehman is a financial advisor at OSAIC with four years of industry experience and holds the Series 66 designation. His prior work includes roles at KMK Financial and Thoroughbred Financial Agency, as well as employment at Kroger. OSAIC Wealth serves a diverse client base through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio options. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Mitchell Zacharyasz is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 credential and previously worked at NuGrowth Solutions, LLC and Aflac. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.