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 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Morehead Parks and Recreation, Midway University, and Kroger. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Patrick Hill is a financial advisor at Fidelity with one year of industry experience. He holds Series 63 and Series 66 designations and previously worked at Snap Finance, LLC and Southern Glazer's Wine & Spirits. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves a diverse client base, including registered investment companies and charitable funds, and employs systematic methodologies with oversight controls and proxy-voting governance.

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 14 years of industry experience and holds Series 63 and Series 66 licenses. His career includes roles at Fidelity Brokerage Services, LLC since 2012, Fidelity Personal and Workplace Advisors from 2018 to 2025, and Fidelity Investments since 2025. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, and has a notable role in advisory services for multiple registered investment companies and fund-of-funds.

Matthew Tarka is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 license and seven years of industry experience. He previously worked at firms including Concentric Wealth Management, Avantax Investment Services, HORAN Securities, and Merrill. Outside of his advisory roles, he is involved in tax preparation and accounting through Burke CPAs and Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, financial institutions, and other clients. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting its advisors with research and operational tools.

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 63 and Series 66 designations and four years of industry experience. His prior experience includes roles at Verdin Company and Moerlein Lager House, as well as a position at Cincinnati State Technical and Community College. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it manages advisory roles that include responsibilities uncommon among large institutional peers, such as commodity pool operation and fund governance.

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 32 years of industry experience. His prior roles include positions at Western International Securities, Chase Investment Services, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. He is also the author of *Giving Sucks - The Prosperity Vacuum*. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Andrew Rachford is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, he worked for Campbell County Schools for five years. 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. The firm serves a diverse client base and is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

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 63 and Series 66 designations and two years of industry experience. His prior roles include positions at Protiviti Inc., Fifth Third Trading Center at Xavier University, and Cerity Partners. Stumler has also worked in various capacities at Xavier University and other local organizations. 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 employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

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.

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.

Brad Eilers is a Planning Consultant at Fidelity Investments, a position he has held since 2018. In his role, he collaborates with individuals and families to develop comprehensive financial planning strategies aimed at supporting their financial success. His guidance encompasses investment strategies, retirement planning, income protection, asset protection, and facilitating family discussions regarding estate planning considerations. Brad holds an insurance license in Arkansas, which supports his ability to provide informed advice on income and asset protection strategies. His professional experience is centered on delivering tailored financial planning solutions to meet the diverse needs of his clients.