Sherry Hitch Thomas is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 credentials and bringing 19 years of industry experience. Her prior work includes roles at Citigroup and Mary Kay. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services such as investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions while utilizing research and analytics to guide investment decisions.

Debra Mohr is a financial advisor at Fidelity with 22 years of industry experience. She holds a Series 66 designation and has worked at various Fidelity entities since 2016. Outside of her advisory role, she is a member of Astronomics, LLC, a credit counseling organization, though her duties there are inactive. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, often utilizing model portfolios composed of mutual funds, ETFs, and ETPs.

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 in Burlington, KY, holding Series 63 and Series 66 licenses and 21 years of industry experience. Her prior work includes roles at SagePoint Financial, Northern Lights Distributors, and Orion Portfolio Solutions. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals. The firm offers a range of implementation options including proprietary and third-party model strategies, with discretionary and non-discretionary portfolio management tailored to client objectives.

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 Series 66-credentialed financial advisor with 10 years of industry experience. He has been with Fidelity in various roles since 2015, including positions at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He works at Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios spanning mutual funds, ETFs, and ETPs.

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 four years of industry experience. He previously worked at Fifth Third Bank for five years before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

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 with Fidelity, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with various Fidelity entities since 2011 and currently teaches business and investment courses as an adjunct professor at Northern Kentucky University and Thomas More College. Mcclure is also the owner and operator of Kentucky Gunslingers LLC, where he manages operations and creates educational content. Strategic Advisers LLC, a Fidelity Investments company where Mcclure works, provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds, serving a broad range of investors including registered investment companies and charitable funds.

Mark Schweinberg is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He began his career at Fidelity Investments in 2022, progressing through several positions including Customer Relationship Advocate and various levels of Investment Solutions Representative before his current role. His work centers on helping clients develop, implement, and maintain long-term financial plans that can endure challenging market conditions and accommodate life changes. Mark holds an Arkansas Insurance License, which supports his capacity to guide clients through financial planning that may include insurance considerations. His professional focus is on a comprehensive approach to financial planning tailored to clients' individual goals and circumstances. Outside of his professional life, Mark has personal interests in board games, fitness, music, and running.

Shawn Simmons is a CFP®-certified financial advisor with 38 years of industry experience, currently at UBS Financial Services since 2008. Based in Cincinnati, OH, he holds Series 63 and Series 65 licenses. Outside of his advisory role, Simmons is a partner in Mountain-Time LLC, a business managing vacation property in Breckenridge, Colorado. UBS Financial Services 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, supported by proprietary research and a broad range of capital markets functions.