Cory Mitchell is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked at several Fidelity divisions as well as Fisher Investments. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs through systematic methodologies.

Meghan Horine Schafer is a CFP® and Series 66-registered advisor with Edward Jones, where she has worked since 2017. She has a total of eight years of industry experience, including prior work at State Farm Insurance. She is the owner of a commercial property development business in Lawrenceburg, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brian Lewin is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Fidelity Investments since 2005, including roles at Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Frank Coffenberry is a financial advisor with Cambridge Investment Research Advisors in Florence, KY, holding Series 63 and Series 66 licenses. He has 25 years of industry experience and previously worked at LPL Financial and Raymond James & Associates. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Jay Otto is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He previously worked at Ameriprise Financial Services from 2009 to 2026. Outside of his advisory work, Otto owns and operates a construction business, Otto and Walsh Construction, in Cincinnati, Ohio. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm employs a range of portfolio management strategies and maintains both proprietary and third-party model solutions tailored to client objectives.

William Bockhorst is a financial advisor with Primerica Advisors in Winchester, OH, holding a Series 63 designation and over 32 years of industry experience. He has been with Primerica Advisors since 1992 and has worked with Primerica Financial Services since 1984. Outside of his advisory role, he is involved in sales of non-investment home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and a limited set of discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a tiered wrap-fee structure rather than fixed fees.

David Trendler Jr. is a financial advisor with Raymond James Financial in Florence, KY, holding Series 63 and Series 65 credentials and with 30 years of industry experience. He has been with Raymond James Financial and its affiliate since 2010. He serves as Treasurer and handles financial duties for the Over-the-Rhine Museum as a board officer. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, institutional, and charitable clients. The firm offers tailored non-discretionary planning and supports municipal and public finance work alongside specialized retirement plan consulting.

Dustin Hall is a financial advisor with Fidelity, holding a Series 66 designation and 18 years of industry experience. He has worked at multiple Fidelity entities since 2014, most recently with Fidelity Investments since 2025. Outside of finance, Hall is involved in photography and videography. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

John Metcalfe IV is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with UBS since 2018, following prior roles at Touchstone Securities and IFS Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning, discretionary portfolio management, and a variety of capital markets services.

Douglas Kisker is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and possessing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns River Hills Consulting Services, LLC, a firm involved in staff, payroll, and leased real estate management. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Corey Jordan is a financial advisor with Wells Fargo Advisors in Elsmere, KY, holding Series 63 and Series 65 designations and having 31 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory role, he has ownership interests in investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product offerings through a network of financial advisors.

Matthew Ruffolo is a financial advisor at Ameriprise with two years of industry experience. He previously worked at L.M. Kohn & Company and Central Bank Trust & Co. Outside of his advisory role, he is an assistant special teams coach at St. Xavier High School in Cincinnati and privately trains high school and college football kickers and punters, drawing on his background as a former Division 1 college football player. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Lisa Losievsky is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She partners with clients to provide comprehensive and holistic financial planning tailored to their unique needs, with a focus on incorporating Executive Benefits into their strategies. Since joining Fidelity Investments in 2015, Lisa has held several roles, including Retirement Solutions Representative, Senior SPS Executive Services Specialist, and Workplace Planning Consultant II. Her experience spans various aspects of financial planning and executive benefits, reflecting her progression and expertise within the company. Outside of her professional work, Lisa enjoys camping, cooking and baking, kayaking, spending time with pets, and reading.

Sarah Pott is a financial advisor at LPL Financial in Cincinnati, OH, holding Series 63 and Series 66 credentials with three years of industry experience. Her prior work includes positions at Fidelity and LCNB National Bank, alongside experience in education and the food service industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kurt Ives is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across multiple Fidelity entities since 1999. 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 to deliver model portfolios and discretionary management solutions.

Spencer Grome is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience in various roles outside the financial sector. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nicole Cutcher is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her career includes positions at DNA Diagnostics Center, Standard Retirement Services, StanCorp Equities, Schaeffer's Investment Research, and Huntington National Bank prior to joining J.P. Morgan Securities in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Tyler Eckstein is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. He has worked at several firms, including Long Schaefer Financial Advisors and Avantax Advisory Services. Outside of his advisory role, he is a partner in a residential rental property management business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting advisors with discretionary and non-discretionary strategies across multiple program structures.

Rachael House is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and its affiliated entities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Kipp Newman is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 41 years of industry experience. He has worked at Cetera since 2013 and previously at Pinnacle Advisory Group since 1986. Outside of advising, Newman serves on the boards of the Lawrenceburg City Bond Bank and the Lawrenceburg High School Building Corporation and is active as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a broad range of program structures and custodial relationships.