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.

Hunter Rambin is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He previously worked at Avantax Advisory Services and PricewaterhouseCoopers LLP. In addition to his advisory work, Rambin manages the tax division at Hicks & Mann Wealth Management, where he prepares tax returns, oversees tax-related processes, and provides tax consultation services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment strategies across diverse program platforms.

Rex Johnson is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 16 years before joining LPL Financial in 2025. He is involved with Watchpoint Financial Group LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, with a broad platform that integrates advisory with various non-advisory financial activities.

Spencer Strunk is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked in roles outside the financial sector, including at Planet Fitness and the University of Kentucky. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients' goals and risk tolerances.

Amanda Ives is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within Fidelity and its affiliated entities since 2011. 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 develop model portfolios spanning mutual funds, ETFs, and ETPs.

Kelsey Mc Kay is a financial advisor at UBS Financial Services with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services LLC before joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor portfolios and offers both fee-based financial planning and capital markets services.

Kyle Ottaway is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2013. Outside of his advisory role, he streams collectibles for sale on Whatnot.com in his spare time. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, focusing on a blend of proprietary fundamental research and quantitative analysis to construct model portfolios utilizing mutual funds, ETFs, and ETPs. The firm employs systematic methodologies and long-term asset allocation benchmarks, with oversight of sub-advisers and use of algorithmic tools including AI in its investment process.

Lynn Kistler is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments in various capacities since 2001, including positions as Investment Consultant, Private Client Group Specialist, and Investment Solutions II Fixed Income. Her experience spans wealth management planning, fixed income investment solutions, and client specialization within private client groups. Lynn holds an Arkansas Insurance License. Outside of her professional work, Lynn's personal interests include fitness, golf, hiking, traveling, and yoga.

Jacob Mercer is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been employed with Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and utilizes affiliated and unaffiliated sub-advisers while maintaining oversight and governance protocols.

Darrell Sharp is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior experience includes roles at Assurance IQ, New York Life, and The Prudential Insurance Company of America. Fidelity's Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Jacob Holmes is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role at Fidelity Investments, Holmes worked at PNC Bank for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including oversight of registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jeff Mcfarland is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across various Fidelity entities since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs.

Suzanne Frazier is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets operations.

Mason Sexton is a Series 66 licensed financial advisor with Fidelity, based in Covington, KY, and has three years of industry experience. His prior work includes roles at Amazon Returns Center CVG2, Roto-Rooter Services Company, and Bramel & Ackley, PSC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that 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 manages model portfolios across mutual funds, ETFs, and ETPs.

Zack Houze is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2023. He previously worked as a High Net Worth Associate from 2022 to 2023 and as a Customer Relationship Advocate from 2021 to 2022 at the same firm. In his work as an investment advisor, Zack focuses on understanding clients' specific needs and goals to co-create holistic financial plans and tailored investment strategies. His approach emphasizes collaboration and the use of available tools to support clients' financial well-being and peace of mind.

Margaret Hawk is a financial advisor at Edward Jones in Ft Thomas, KY, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Aerotek for four years and at Extended Travel for two years. Outside of her advisory role, she owns a personal branding business that focuses on growing clients’ social media presence through referrals and online channels. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and trust services.

Vicki Marsh is a financial advisor at Ameriprise with 32 years of industry experience. She has been with Ameriprise and its affiliated entities since 1993 and holds a Series 63 designation. Based in Cincinnati, OH, Marsh has spent her entire advisory career within the Ameriprise organization. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized retirement income recommendations delivered through a centralized consulting team.

Rachel Hupprich Anderson is a financial advisor at Fidelity with eight years of industry experience. She has worked at Fidelity Investments and FIDELITY Brokerage Services LLC since 2017, and previously at Legacy Investment Services from 2015 to 2017. She holds Series 63 and Series 66 licenses. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles as a commodity pool operator, advisor to multiple registered investment companies, and its use of algorithmic methods and AI in research.

Kara Hohnecker is a Wealth Management Senior Relationship Manager at Fidelity Investments. She has been with Fidelity since 2014, progressing through various roles including Wealth Management Planning Consultant, Benefits and Planning Consultant, and Relationship Manager positions across Investor Centers and Portfolio Advisory Services. Her career at Fidelity demonstrates a consistent focus on client relationship management and wealth planning. In her current role, Kara emphasizes a collaborative approach with clients, aiming to work as a team to ensure that client objectives are central to the planning process. She is organized and committed to delivering work that instills confidence in the financial plans developed with her clients. Outside of her professional responsibilities, Kara has personal interests that include pets, reading, and traveling.