Charles Schank is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has been with Edward Jones since 2022 and previously worked at SMG & Associates Inc for ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and operates a nationwide network of over 23,700 financial advisors.

Terry Verax is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliates since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinct expertise in commodity pool operations and advisory roles for registered investment companies.

Sherry Hitch Thomas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2005 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Connor Fox is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes positions at Performance Lexus RiverCenter and Jaguar Land Rover Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and adviser to multiple registered investment companies.

Amanda Fessler is a financial advisor with Merrill in Cincinnati, Ohio, holding a Series 66 designation and 13 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011 and Bank of America, N.A. since 2019. Outside of her advisory work, she serves as Chair of the Board of Directors for Kenzie's Closet, a charitable organization. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Bethany Strunk is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and spent one year at Citigroup, Inc. prior to that. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Debra Mohr is a financial advisor with Fidelity, holding a Series 66 designation and 22 years of industry experience. Her career includes roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, PRUCO Securities, and Ameriprise. She is a member of Astronomics, LLS, an inactive credit counseling organization. Fidelity’s Strategic Advisers LLC, where she works, provides investment management and advisory services to a wide range of clients, using proprietary fundamental research alongside quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Margaret Vanluit is a financial advisor with Fidelity in Cincinnati, OH, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Roosters, Country Bow Brewing, and Texas Roadhouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Preston Nash is a Financial Consultant at Fidelity Investments, where he collaborates with clients to understand their financial priorities and develop tailored financial plans. He has held various roles at Fidelity Investments since 2021, including Planning Consultant, Fixed Income Specialist, Investment Solutions Representative, and Customer Relationship Advocate. He holds insurance licenses in Arkansas and California, supporting his work in financial consulting and planning. Information about his education and personal interests has not been provided.

Janey Kegley is a financial advisor with Cambridge Investment Research Advisors holding Series 66 and Series 63 licenses and has 21 years of industry experience. Her prior work includes roles at OSAIC, SagePoint Financial, and Orion Portfolio Solutions, among others. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Harris Disken is a Planning Consultant at Fidelity Investments' National Investor Center. In this role, he collaborates with his team to support clients in achieving improved financial outcomes. He has experience as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2024. Harris holds insurance licenses in Arkansas and California. Outside of his professional work, Harris has personal interests in boating, fitness, music, singing, and traveling.

Jon Hemmer is a Financial Consultant currently working with Fidelity Investments. He collaborates with individuals and families to develop comprehensive financial plans that address various life changes and priorities, focusing on balancing risk with what is most important to his clients. Jon has extensive experience in the financial services industry, having held multiple roles at Fidelity Investments since 2013, including Investment Management Consultant, Portfolio Specialist, Client Management Representative, Workplace Planning Consultant, Investment Solutions Representative, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Advisor at Merrill Lynch from 2012 to 2013. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jon enjoys cooking and baking, participating in family activities, and engaging in fitness pursuits such as golf, running, and skiing.

Bryan Keegan is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has worked in the financial services industry for over 15 years, focusing on building long-term relationships with clients and their families to help them define and pursue their personal financial goals. Prior to his current role, he served as a Director Retirement Planner at Fidelity Investments from 2011 to 2020. Keegan's approach involves understanding clients' wishes and concerns to create financial plans tailored to their evolving needs at every stage of life. He holds insurance licenses in Arkansas and California. Outside of his professional work, Bryan enjoys camping, cooking and baking, golf, hiking, reading, and snowboarding.

Jon Oravec III is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked within various Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, including the use of model portfolios and systematic methodologies.

James Owens is a financial advisor with Raymond James Financial holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 11 years before joining Raymond James Financial Services Advisors, Inc. in 2023. Owens also serves as President of J.Owens Wealth Planning, an advising support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a municipal advisor affiliation.

George Haddad is a CFP®-credentialed financial advisor with over 31 years of industry experience. He is currently with Morgan Stanley in Cincinnati, Ohio, where he has worked since 2021. His prior experience includes roles at Bank of America and Merrill. Haddad serves on the Board of Executive Advisors for the Department of Finance at the Williams College of Business at Xavier University, providing advice and guidance to students and faculty. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through both direct and corporate financial planning agreements.

Bradley Reis is a financial advisor at UBS Financial Services in Cincinnati, OH, holding a Series 66 designation with five years of industry experience. His prior experience includes five years at Fifth Third Bank before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources to tailor client strategies.

Peter Kariofiles is a Series 66–licensed financial advisor with UBS Financial Services in Cincinnati, Ohio, where he has worked for 10 years since 2016. Outside of his advisory role, he serves as the head coach of the Xavier University Men's Club Ice Hockey Team. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and wealth management services.

Kevin Chapin is a financial advisor with Wells Fargo Clearing in Cincinnati, OH. He holds the CFP® and Series 66 designations and has seven years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Randstad US LLC and the University of Kentucky. He is a 50% owner of The Yellowstone Group, LLC, where he manages income and expenses related to the property. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Justin Mcclure is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 2011. Outside of his advisory role, Mcclure teaches business and investment courses as an adjunct professor at Northern Kentucky University and Thomas More College and operates Kentucky Gunslingers LLC, where he manages business operations and creates educational content. 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 combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and serves as an adviser to multiple funds while employing established governance and proxy-voting procedures.