Kathleen Morman is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2021, she worked at UBS Financial Services for 14 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Brogan Dwyer is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 65 credentials 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 registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Kiana Kaelin is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services since 2017. Kaelin also has a background that includes tenure at US Bank and involvement with the University of Cincinnati. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios, and it maintains distinctive roles such as commodity pool operator registration and advisory responsibilities to multiple investment funds.

Andrew Goheen is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Fidelity Investments since 2011 and Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Derek Grove is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He initially joined Fidelity in 2010 as a Financial Representative. In his role, Derek focuses on financial planning and works closely with clients to develop, implement, and maintain investment plans. Derek is licensed to provide insurance services in Arkansas and California. His professional experience at Fidelity equips him to navigate challenging market environments using the resources available through the firm. No additional information regarding education, credentials beyond insurance licenses, personal interests, or community involvement has been provided.

Milissa Brennan is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. She is based in Cincinnati, OH. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

James Brummitt is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles at Fidelity Brokerage Services and Robert Half International. 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 to manage portfolios across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator registered with the CFTC and advises multiple registered investment companies and fund-of-funds.

Brandon Lomax is an advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Alcove by Madtree and Bouquet Restaurant. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies across various platforms.

William Torbeck Jr. is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated 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 registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Rudy Bamforth is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked with various divisions within Fidelity since 2000, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using a systematic approach and long-term asset allocation benchmarks.

William Martin is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at Tier1 Performance Solutions and Macy's Inc. for over three decades. 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 a range of investment products and model portfolios.

Jensen Quinn is a CFP® with four years of industry experience, currently serving as a financial advisor at Raymond James & Associates. Prior to joining Raymond James, he worked at The Vanguard Group and has held roles at Vanderbilt University and Winterpast Capital Partners. His background includes a mix of financial services and academic experience. 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 and consulting with a focus on tailored, non-discretionary advice supported by a range of portfolio management styles and affiliated research.

William Hochleutner is a financial advisor at Fidelity with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various Fidelity entities since 1989, including Strategic Advisers since 2000. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base including charitable funds and registered investment companies, and employs systematic methodologies and oversight controls in portfolio management.

Nicholas Sexton is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 designations and has been with Fidelity Investments and its affiliated entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering 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 an advisor to multiple registered investment companies.

Charles Davis IV is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked for nearly a decade at Griswold Home Care Cincinnati East. Outside of his advisory role, he is an employee of the Bronson Arroyo Band, participating in rehearsals and performances. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Clifton Broadus 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 2011. 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 model portfolios drawn from mutual funds, ETFs, and ETPs.

Liam Mcgurran is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes various roles outside finance, such as food delivery service with DoorDash and positions in education and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment portfolios.

Jason Hacker is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he partners with the Private Wealth Management Team to provide service and support aimed at fostering strong and lasting relationships with clients and their families. He has been with Fidelity Investments since 2007, holding various roles including Executive Services Associate, Retirement Benefits Coordinator, Retirement Solutions Representative, Investment Solutions Representative, and Financial Services Representative. This extensive experience reflects his involvement in wealth management and retirement planning. No information regarding his education, credentials, personal interests, or community involvement was provided.

Maria Quinn is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 14 years of industry experience. She has worked across multiple Fidelity entities, including Fidelity Brokerage Services, LLC, 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 charitable funds. The firm employs a blended investment process combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Gary Lemons is a Series 66-licensed financial advisor with over 10 years of industry experience. He has held positions at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments since 2015. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.