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.

John Thurza is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has worked across multiple Fidelity entities since 1995, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Jeffrey White is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2022, following prior roles at TIAA and Strategic Advisers, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager funds and model portfolios for intermediary platforms.

Kristen Galbraith is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across a broad investable universe. The firm also serves multiple registered investment companies and utilizes formal governance and proxy-voting procedures.

Dennis Michels is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with clients to develop customized financial plans aligned with their goals. He partners with the Executive Opportunity space within Private Wealth Management to deliver service to clients. Dennis has been with Fidelity Investments since 2019, progressing through roles including Stock Plan Associate, Stock Plan Consultant, Senior SPS Executive Services Specialist, and currently as a Wealth Management Planning Consultant since 2022. Outside of his professional work, Dennis's personal interests include board games, hiking, movies, tennis, and yoga.

Matthew Voto is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. He has worked at Fidelity Brokerage Services LLC since 2016 and joined Fidelity Investments in 2025. Outside of his advisory role, he creates and posts music under the name Paolo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI-driven research.

Tricia Jones is a Series 66 licensed financial advisor with Merrill, based in Fort Mitchell, KY, and has three years of industry experience. She previously worked at Wells Fargo Advisors for five years and Morgan Stanley for one year. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dean Nardi 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 Divisions Maintenance Group, DoorDash, Inc., Bibibop Asian Grill, and the University of Cincinnati. 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 composed of mutual funds, ETFs, and ETPs.

Matthew Turner is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity in 2023, he worked at FedEx Ground, Whitaker Bank, and Sherwin-Williams. 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 deliver model portfolios from mutual funds, ETFs, and ETPs.

Joseph Schaeper currently serves as Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to understand their goals, objectives, values, and financial needs, working collaboratively to develop plans that clients and their families can rely on through various market conditions. Joseph has extensive experience within Fidelity Investments, having held multiple positions since 2012 including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, HNW Service Associate, and Premium Service Representative. He holds insurance licenses in Arkansas and California. Outside of his professional work, Joseph has interests in family activities, food, football, golf, parenthood, and traveling.

Laurel Markley is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 42 years of industry experience. Her prior work includes positions at Ameriprise Financial Services, Inc. and Fifth Third Securities. She is also a managing partner in a business unrelated to investment management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing various portfolio management styles and affiliated research to support its advisory relationships.

Brett Pettit is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. His prior work includes positions at Frost Bank and roles in education and government, including service in the U.S. Congress and at Vanderbilt University. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a variety of strategies and investment approaches to meet client goals and risk tolerances.

Joseph Stark IV is a financial advisor at Morgan Stanley in Cincinnati, OH, with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Fidelity Brokerage Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including corporate financial planning agreements.

Dawn Skaggs is a financial advisor at Fidelity with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2006. 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. The firm’s distinctive features include its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of AI-driven methodologies in portfolio management.

Adam Bookbinder is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for Edelman Financial Engines for six years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction and serves as an advisor to multiple registered investment companies and fund-of-funds.

Johannes Duckeck is a financial advisor at Fidelity with a Series 66 license and three years of industry experience. His background includes founding and operating Deeper Roots Coffee from 2018 to 2022 and brief roles at Cincinnati Christian University and Collective Espresso. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and advise registered investment companies.

Luke Thelen is a Planning Consultant at Fidelity Investments' National Investor Center, where he supports clients in working toward their financial goals. He has been with Fidelity since 2022, progressing through roles from Planning Associate to his current position. His expertise is built on experience gained through increasing responsibilities as Workplace Planning Consultant I, II, and III from 2023 to 2026. He holds insurance licenses in Arkansas and California. In his personal time, Luke enjoys fitness, food, football, golf, movies, and traveling.

Jonathan Ligon is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2016 and Fidelity Investments since 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and provides advisory services with oversight controls and conflict-of-interest evaluations.

Dominic Palmisano Jr. is a financial advisor at UBS Financial Services with 12 years of industry experience. He has been with UBS since 2013 and holds a Series 66 designation. UBS Financial Services Inc. 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 plans according to clients’ goals and risk tolerances.

Scott Gumble is a CFP® professional with 12 years of experience in the financial services industry, currently affiliated with LPL Financial. His prior roles include positions at BNI Covington, Aaron Seyfried, and Waddell & Reed, among others. Outside of advising, he founded NKY ATM’s, an ATM operation business, and serves as an education coordinator for a local networking group. LPL Financial serves a broad range of clients including individuals, retirement plans, and institutions, offering various advisory and brokerage services through a national network of investment adviser representatives. The firm employs both discretionary and non-discretionary management strategies, providing access to model portfolios, research, and specialized programs.