Eric Sweet is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in horticultural resources and held roles in publishing and education. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also has a formal advisory role to multiple registered investment companies and employs algorithmic methods and AI in its research processes.

Steven Papakirk is a financial advisor at Ameriprise with 38 years of industry experience. He has previously worked at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory role, Papakirk serves on the board of the Ahepa-Buckeye Scholarship Foundation and is involved with the Order of Ahepa’s charitable activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Adam Anderson is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services since 2017. Outside of his advisory role, he performs independent contractor work including rideshare and courier services, as well as voice acting through an online marketplace. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Dalia Baxter is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Fidelity and its brokerage services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Richard Beckert is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is the founder and strategic leader of The Beckert Wealth Management Group, serving a select group of clients by designing strategies tailored to their unique circumstances. He has been in the investment business since 1987 and has built a team that emphasizes intellectual rigor, in-depth customization, and committed service. Richard's expertise includes retirement plans, investment planning, and wealth transfer. He focuses on helping high-earning professionals and consultants consolidate and sustain their wealth through personalized financial planning, portfolio management, and small business strategies. His client focus areas include college education planning, family wealth management strategies, managing new wealth, portfolio management services, and small business strategies. He holds a Bachelor's Degree from the University of Cincinnati and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. In addition to his professional work, Richard and his team are involved in community activities, volunteering and fundraising for organizations such as City Gospel Mission, the Free Store, Salvation Army, and YMCA. His personal interests include basketball, cooking, gardening, golfing, reading, and running.

Zachary Bibb is a financial advisor with Fisher Investments, holding a Series 65 designation and bringing nine years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios.

Lee Ballinger is a financial advisor at Fidelity with 19 years of industry experience. He holds the CFP® designation along with Series 66, Series 63, and Series 65 licenses. His prior experience includes roles at Equitable Advisors, Axa Advisors, The Huntington National Bank, JPMorgan Chase, and FTJ Fundchoice. Strategic Advisers LLC, a Fidelity Investments company, offers 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 model portfolios across various asset classes.

Matthew Malafa is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked at firms including Charles Schwab Independent Branch Services and TIAA. Additionally, he is involved with Yellow Cardinal Brokerage Services in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individual and high-net-worth clients to institutional and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Michael Smaracko is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds a Series 66 designation and has previously worked at ACCESS Wealth Management, Copper Mountain, and Rippe & Kingston. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Kyle Rolfes is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Jacob Hufford is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2015, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity's Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm integrates proprietary fundamental research with quantitative and algorithmic portfolio construction, managing a range of discretionary and non-discretionary services and employing systematic methodologies and formal governance procedures.

Barry Millson is a CFP® and ChFC® with 44 years of industry experience. He is currently with Equitable Advisors and has previously worked at OSAIC, Woodbury Financial Services, and Questar Asset Management/Capital Corporation. Outside of his advisory role, he serves as president of a local condominium association and co-owns a tax preparation business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm offers a range of investment programs delivered through a network of representatives, emphasizing tailored solutions with access to both proprietary and third-party managers.

Jodi Steczynski is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and eight years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously held roles at LPL Financial and Lawrence P. Gerwe from 2012 to 2018. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers, including traditional and non-traditional investment strategies.

Joseph Rodgers is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Zachary Brown is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Ameriprise Financial and SEI Wealth Management. Outside of advisory work, he has been involved with several local businesses, including operating a pizza franchise and engaging with recreational service ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment solutions for individuals, retirement plans, banks, and institutions, supported by proprietary research and technology tools.

Mary Bosway is a Series 66-licensed financial advisor with 25 years of industry experience. She currently works at RBC Capital Markets and has previously held positions at Morgan Stanley, GWFS Equities, Inc., and Bb&T in various capacities. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management and integrates both in-house and third-party investment managers to implement client strategies.

Matthew Kinsella is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been associated with Fidelity Investments since 2006, progressing through positions from Senior Retirement Specialist to Account Executive and Client Management Representative, and then Financial Consultant before his current role. His experience spans over 18 years in retirement planning. Throughout his career, Matthew has focused on guiding clients toward confident and fulfilling retirements by implementing personalized planning strategies. His goal is to help clients protect their assets, support their desired lifestyles, and establish lasting legacies for future generations. He holds an insurance license in Arkansas. Outside of his professional work, Matthew enjoys fishing, fitness, gardening, scuba diving, and traveling.

Christopher Smith is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at Fidelity Investments and the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of algorithmic methods and AI in research.

Eric Wilfong is a CFP® with 12 years of industry experience, currently serving as an advisor at Fidelity Investments. His prior work history includes roles at Paycor, Touchstone Securities, and IFS Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Darrell Masters is a CFP®-credentialed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2005. He has 35 years of industry experience, including five years at Osaic FA, Inc. Masters is also an owner and partner at Kenwood Financial Group in Cincinnati, OH. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets across multiple platforms and custodians and provides both discretionary and non-discretionary management, including proprietary model strategies under the Founders Gate Capital brand.