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 with Fidelity, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at various Fidelity entities since 2015, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary 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 and acts as a formal advisor to multiple registered investment companies.

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 with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at various divisions within Fidelity since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves diverse client types and is noted for its use of advanced methodologies, including AI, in portfolio management.

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 at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2000, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage a range of registered investment companies.

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 Series 63 and Series 65 licenses and 39 years of industry experience. He has held various roles within Fidelity’s affiliated entities since 1989, including Strategic Advisers and Fidelity Brokerage Services. Strategic Advisers LLC, a Fidelity Investments company, 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. The firm provides discretionary and non-discretionary advisory services, manages fund-of-funds structures, and develops model portfolios for intermediary platforms.

Nicholas Sexton is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity in various capacities since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including model portfolio construction using a blend of fundamental research, quantitative analysis, and algorithmic methods. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI in research.

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 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at 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. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Liam Mcgurran is a financial advisor at Fidelity with a Series 66 license and one year of industry experience. Before joining Fidelity, he worked in various roles including food delivery for DoorDash and positions in education and design. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model 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 credentials and 14 years of industry experience. She has worked at various Fidelity entities since 2012, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently Fidelity Investments. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it holds distinctive roles such as registration with the CFTC as a commodity pool operator and advisory responsibilities for multiple funds.

Gary Lemons is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked across various 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 a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages conflicts of interest through oversight and evaluation of sub-advisers and share classes.