Kimberlee Goble is a financial advisor with Empower Advisory Group in Burlington, KY, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Berry Law Firm, Universal Companies, Wyndham Destinations, ProCare Rx, and Magnolia Health Plan/Centene. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage account holders. The firm offers integrated services tied to Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing through proprietary and third-party planning methodologies.

Matthew Byrley is a financial advisor with Fifth Third Securities, Inc. in Newport, KY, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Fifth Third Securities since 2012. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and an optional tax-overlay service.

Lauren Lubben is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. She holds a Series 66 designation and has prior work experience at Bayport Polymers, Formosa Plastics, Sasol, and the University of Louisville. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Maggie Tepe is a financial advisor at Rockefeller Financial LLC with one year of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing a range of investment and placement services through its Private Advisor model and consolidated investment platform.

Jacob Wessler is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Bank and Fidelity Investments, among other employers. His background includes multiple roles at Thomas More University prior to entering the financial services industry. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts through advisory and brokerage services. The firm offers a variety of investment programs and utilizes a managed account platform with multiple portfolio management options.

Craig Sarembock is a financial advisor at Farther with 18 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Farther in 2026, he worked for 14 years at Bartlett & Co Wealth Management. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary models, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Myron Barker is a CFP® professional with 37 years of industry experience, currently serving at Wells Fargo Clearing since 2021. He previously worked at UBS Financial Services for nine years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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 menu.

Tyler Peter is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 designation and has worked across several Fidelity divisions, including Personal and Workplace Advisors, Brokerage Services LLC, and Institutional Operations. 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 develop model portfolios from a range of mutual funds, ETFs, and ETPs.

Jeannette Marois is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction to deliver model portfolios and oversees management through affiliated and unaffiliated sub-advisers.

Mary Romans is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2010. Prior to that, she was with Bank of America, N.A. from 2022 onward. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

James Albers is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 2001. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, and it serves in advisory roles for multiple registered investment companies and fund-of-funds.

Casey Armstrong is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, as well as prior roles at The Flaherty Consulting Group and Commonwealth Financial Network. Morgan Stanley Wealth Management offers a range of advisory programs serving both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through dedicated financial advisors and estate planning specialists.

Stevie Hurst is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. Prior to joining Fidelity, Hurst worked at Veritude and Luxottica. 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 proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios and offers advisory services with oversight of affiliated and unaffiliated sub-advisers.

Cory Mitchell is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has worked at Fidelity and Fisher Investments in various capacities since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage funds and deliver model portfolios.

Andrew Kearns is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and three years of industry experience. Before joining UBS in 2022, he worked at Fidelity Investments and has experience at Miami University and The Hillman Group. He serves on the Miami University Alpha Delta Phi Alumni Council, advising on organizational activities and financial matters. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to tailor solutions based on proprietary research and asset allocation models.

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.

John Cassin IV is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2013. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and public finance services.

Caitlin Mc Bee is a financial advisor with Edward Jones in Ft Thomas, KY, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at The Christ Hospital and Bon Secours-Mercy Health. Her background also includes roles in physical therapy services and education. 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 broad range of investment strategies supported by a large nationwide network of financial advisors and branch offices.

Katherine Foellger is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Her prior work includes roles in various service and retail positions, as well as community involvement with the Indian Hill Foundation. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Julie Winn is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. She has worked at various Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing Services LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, supporting a broad range of financial products for institutional clients.