Keyan Skelton is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at JP Morgan Chase and Bridge Logistics, as well as work at Xavier University and Target Corporation. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad range of investment vehicles.

Aaron Mcclellan is a CFP®-certified financial advisor at Fidelity with eight years of industry experience. He has been with Fidelity Brokerage Services LLC since 2016 and joined Fidelity Investments in 2025. Prior to his financial career, he was involved with P3 Car Rental LLC for one year. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a systematic investment process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Joseph Troy III is a financial advisor at Ameriprise with 20 years of industry experience and holds the Series 66 designation. He has been with Ameriprise and its affiliates since 2006. Outside of his advisory role, he manages River Hills Consulting Services LLC, which provides administrative services for a private wealth advisory practice within Ameriprise. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies and personalized recommendation reports.

Samuel Trotta is a Series 66-registered advisor at Fidelity with experience beginning in 2024. His prior work includes roles at W. W. Grainger, DoorDash Inc, and Miami University. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing investments through both in-house and sub-advisers.

Joseph Weaver is a financial advisor at UBS Financial Services with three years of industry experience. Before joining UBS in 2023, he worked for six years at Ernst & Young LLP. He holds a Series 66 designation and is based in Cincinnati, OH. 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 utilizes proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Ryan Mc Carthy is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Fifth Third Bank, Fifth Third Securities, Purshe Kaplan Sterling Investments, and 9258 Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services. The firm offers various investment programs and utilizes research tools and model portfolios, supported by a large network of over 22,800 advisors and oversight of more than $819 billion in discretionary assets.

Jon Parker is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 1995. He owns Jon D Parker & Associates, through which he manages his Ameriprise business. Ameriprise is an institutional firm serving clients primarily through its retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Colin Stahl is a CFP® and holds a Series 66 license, currently working at Fidelity with 10 years of industry experience. His prior roles include positions at TIAA, Fidelity Personal and Workplace Advisors, and Strategic Advisers, Inc. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Reuben Gamboa is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Fifth Third Bank and The Walt Disney Company. He works within Strategic Advisers LLC, a Fidelity Investments company that 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 noted for its involvement with registered investment companies and its use of systematic methodologies and AI in portfolio management.

Jacob Abbs is a financial advisor at Fidelity with eight years of industry experience. He has held roles at Fidelity Brokerage Services LLC since 2017 and previously worked at GMI Insurance from 2015 to 2017. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its role as a commodity pool operator, advisory services to registered investment companies, and use of AI in research.

Jeffrey Nieman is a financial advisor at Fidelity with 9 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Brokerage Services and Fidelity Investments since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable 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.

Titus Moore is a financial advisor with Fidelity Investments, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Radiant Global Logistics and the University of Louisville. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm serves a range of clients, including charitable funds and registered investment companies, and includes distinctive features such as registration as a commodity pool operator and use of AI-driven research methods.

Sumner Colohan is a Financial Advisor with the KAL Wealth Management Group at Merrill Lynch Wealth Management. Based in Cincinnati, Ohio, he joined the KAL Group in September 2023. Sumner focuses on areas including Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, Individual and Corporate Investment Strategy, and Retirement Income. He works with clients to provide personalized wealth planning centered on clear communication and a repeatable process to help prepare for financial complexities and uncertainties. Sumner holds a Bachelor of Arts degree in Mathematical Economics and Business from Rice University in Houston, Texas. During his time at Rice, he served as Vice President of the Rice Undergraduate Investment Fund, where he developed financial models and created stock pitch decks. He also holds the Personal Investment Advisor (PIA) designation. In addition to his professional responsibilities, Sumner is involved with the Autism Society of Greater Cincinnati. His personal interests include basketball, golfing, music, pickleball, and tennis.

Montgomery Kroger is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2017. Prior to joining Fidelity, he was employed at Total Quality Logistics for two years. 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 manages model portfolios composed of mutual funds, ETFs, and ETPs, and maintains roles such as commodity pool operator registration and advisory functions to multiple registered investment companies.

Anthony Trotta is a financial advisor with Ameriprise Financial Services, LLC in Cincinnati, OH, holding a Series 63 designation and bringing 41 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement income planning advice.

Alex West is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2014. Alex is based in Covington, KY. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a commodity pool operator registered with the CFTC.

Bradley Raymore is a CFP® professional with 25 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2005. Prior to this, he worked at Osaic FA, Inc. from 2001 to 2005. Besides his advisory role, he is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians. The firm provides both discretionary and non-discretionary management and maintains proprietary model strategies under its Founders Gate Capital brand.

Daniel Rudibaugh is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with JP Morgan Chase Bank and JP Morgan Securities since 2017, following a one-year tenure at Waddell & Reed Inc. From 2012 to 2017, he was involved with Sojourn Community Church. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence that integrates quantitative and qualitative research.

Michael Gehring is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Huntington Investment Company, Edward Jones, CUSO Financial Services, and J.P. Morgan Securities LLC, among others. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements using firm-approved software and also delivers various event-driven planning services, including divorce planning and estate settlement programs.

Tim Galbraith is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2007. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage and consult on a variety of investment products and model portfolios.