Mark Seibert II is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2012. Strategic Advisers LLC, a Fidelity Investments company, 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 solutions, with a notable use of AI and systematic methodologies.

Nicholas Eastham 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 Morehead Parks and Recreation, Midway University, and Kroger. Fidelity’s Strategic Advisers LLC 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 manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolio delivery, with involvement in overseeing various registered investment companies and employing systematic methodologies.

Patrick Hill is a financial advisor at Fidelity with Series 66 and Series 63 designations. He has one year of industry experience, having previously worked at Snap Finance, LLC and Southern Glazer's Wine & Spirits. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including specialized advisory roles for registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Ramon Roig is a financial advisor with Fidelity in Covington, KY, holding a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked in the restaurant industry, including a role as a dining room server at Jeff Ruby's Culinary Entertainment. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse range of clients from retail investors to institutional entities. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Andrew Royse is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity, he served in the United States Coast Guard from 2016 to 2020. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm integrates proprietary research, quantitative analysis, and algorithmic methods in its investment process and serves as an adviser to multiple registered investment companies.

Benton Gurley is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity business units since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Matthew Tarka is a financial advisor with LPL Financial in Cincinnati, OH, holding the Series 66 designation and seven years of industry experience. His prior roles include positions at Concentric Wealth Management, Avantax Investment Services, HORAN Securities, Merrill, and others. Outside of advising, he is involved with Burke CPAs and Advisors, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Miles Diehl is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at ISCO Industries and held various positions in different sectors, including roles at Cracker Barrel and Brown Forman. 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and offers advisory services that include discretionary management and fund consulting.

Carole Cottingham is a financial advisor at Edward Jones with six years of industry experience, holding a Series 66 credential. She previously worked at Edward Jones from 2005 to 2022 and returned in 2022. Outside of her advisory role, she serves as a board member of the Ripley County Community Foundation and teaches yoga weekly. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices.

Benjamin Esser is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to joining Fidelity, he was employed at P.F. Chang's China Bistro and the University of Cincinnati. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including managing fund-of-funds and model portfolios. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with additional roles in commodity pool operation and advisory services to registered investment companies.

Nathan Kohler is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at Steiden Law Offices and O'Bryan Law Offices. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios.

Michael Carrigan is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Verdin Company and Moerlein Lager House, as well as work at Cincinnati State Technical and Community College. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of funds and model portfolios.

Olivia White is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked primarily with Fidelity Investments since 2018, with additional experience at Paycor and Wiefit. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various portfolios, including fund-of-funds and model portfolios, and serves as an advisor to multiple registered investment companies.

Timothy Gandy is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Western International Securities, Inc. for 12 years and operated Ecowristwest for 10 years. Outside of his advisory work, he is an author of the book "Giving Sucks - The Prosperity Vacuum." LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Andrew Rachford is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. He has worked at Fidelity Investments since 2021 and previously spent five years with Campbell County Schools. Fidelity’s affiliate, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model portfolios across a broad investable universe.

Kallie Whisman is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. Her work history includes roles at Fidelity Investments since 2021 and prior experience at U.S. Bank and BB&T Corporation. Whisman has also worked in varied fields including education and hospitality. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Clayton Stumler is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Protiviti Inc., Cerity Partners, and involvement in financial aid at Xavier University. 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 manage discretionary and non-discretionary portfolios.

Carly Schiferl is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her prior work includes roles at Blooms and Berries Farm Market and ZENGISTICS SOLUTIONS. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Amy Oneil is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Green Farm Juicery and Body Alive, as well as J. Michael Companies. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Christopher Hais is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and previously worked with Securities America Advisors and Securities America, Inc. He volunteers as a coach for Special Olympics Hamilton County, coaching soccer and skiing teams. OSAIC serves a broad range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios.