John Metcalfe IV is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2018. Prior to UBS, he was affiliated with Touchstone Securities and IFS Financial Services from 2014 to 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Timothy Jolley is a financial advisor at Fidelity with a Series 66 credential. He has been with Fidelity since 2022 and has prior experience in various roles outside the financial industry, including positions at United Parcel Service and FedEx Ground. 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 utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

David Staverman is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with various Fidelity entities since 2012, including Fidelity Personal and Workplace Advisors from 2018 to 2025. 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 employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages both discretionary and non-discretionary advisory mandates.

Gunnar Wall is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior work history that includes roles at First Financial Bank and the United States Naval Academy. Outside of finance, he has been involved with Elder High School in multiple capacities for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs, with an emphasis on long-term asset allocation.

Douglas Kisker is a financial advisor with Ameriprise in Crestview Hills, KY, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory work, he owns River Hills Consulting Services, LLC, a consulting firm focused on staff, payroll, and leased real estate management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice based on a collaborative, non-discretionary process.

David Nguyen is a Financial Consultant at Fidelity Investments, where he has worked since 2020 in various roles leading up to his current position. He has held titles including Financial Consultant I, Investment Management Consultant II, Investment Management Consultant I, Investment Solutions Representative, and Customer Relationship Advocate. David's experience spans multiple areas within financial consulting and investment management at Fidelity. He is licensed to provide insurance services in Arkansas and California, holding the respective insurance licenses. He emphasizes the importance of trustworthy and smart collaboration with clients and adheres strictly to Fidelity's standards of putting clients' interests first. David values working closely with clients and their families to develop tailored financial plans that evolve over time.

Theryn Aragon is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been affiliated with Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, combining fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and formal advisory roles to multiple registered investment companies.

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.

Wesley Tootle is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. He has been with Fidelity Brokerage Services since 2018 and joined Fidelity Investments in 2025. Prior to his financial services career, he worked at Sycamore Community Schools for six years. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves a broad client base with both discretionary and non-discretionary advisory services.

Michael Collins is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at KeyBank and PNC Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Andrew Jarc serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 2011 and joined Merrill in April 2014. Prior to Merrill, Andrew worked with firms in New York and Columbus. His role includes responsibilities across the team's day-to-day operations, with a primary focus on business development and financial strategy design. Andrew holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification as well as the Certified Private Wealth Advisor® (CPWA®) designation, among other professional credentials. He earned a Bachelor's Degree in Business Administration with a specialization in Investment Finance from the Fisher College of Business at The Ohio State University. Born and raised in Loveland, Ohio, Andrew resides in Ft. Thomas with his wife, Alex, and their children. He and his family participate in the local community through involvement with organizations such as People Working Cooperatively and May We Help. His personal interests include golfing, music, reading, spending time with family, and traveling.

Bradley Mc Elwain is a financial advisor with Ameriprise in Alexandria, KY, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2013 to 2020. He also manages an advisory business through River Hills Consulting Services LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, delivering personalized, research-driven retirement income recommendations through a centralized consulting team.

Jerome Doherty is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2012, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 to manage a range of portfolios and advisory mandates.

Steven Cluxton is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, he worked at the Defense Finance and Accounting Service and held various roles including self-employment with Lyft and Uber. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Jeffrey Cooper is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has worked with Fidelity for 24 years, during which he has assisted clients in developing, implementing, and monitoring their financial plans. His professional experience includes roles such as Financial Consultant, Relationship Officer, Financial Planning Consultant, Fixed Income Specialist, and Service and Trading Specialist, all within Fidelity Investments. Prior to joining Fidelity, he was an Investment Consultant at Charles Schwab in 2004. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jeffrey's personal interests include baseball, family activities, golf, hiking, military service, and traveling.

Scott Combs is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2000. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm’s investment process combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive activities including formal advisory roles to multiple registered investment companies and the use of AI-driven methodologies.

Brian Mote is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes roles at RenoFi, Angi/Handi Technologies, and insurance agencies. Outside of his advisory work, he is an independent contractor for a delivery service provider. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios across various investment vehicles.

Jeffry Drifmeyer is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he collaborates with affluent families and business owners to build efficient financial plans aimed at achieving their goals. Prior to his current role, Jeffry served as a Financial Consultant at Fidelity Investments from 2016 to 2023 and as a Retirement Relationship Manager from 2012 to 2016. Jeffry holds insurance licenses in Arkansas and California. He focuses on helping clients develop financial plans they can clearly articulate and feel confident about. No additional information regarding education, personal interests, or community involvement has been provided.

David Gray is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2015 and 2017, respectively. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional clients.

Matthew Ruffolo is a financial advisor with Ameriprise in Edgewood, KY, holding a Series 66 credential and three years of industry experience. Prior to joining Ameriprise, he worked at L.M. Kohn & Company and Central Bank Trust & Co. Outside of his advisory role, he serves as an assistant special teams coach at St. Xavier High School and privately trains high school and college football kickers and punters. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.