Rebecca Boden is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at the Owen County and Grant County Boards of Education, as well as work at Answers in Genesis and Georgetown College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Mark Bonfield is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 registrations. He has 19 years of industry experience and has previously worked with firms including PNC Investments, Fidelity Investments, and Allstate Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services. The firm offers multiple investment programs and combines extensive financial activities with oversight of substantial discretionary assets through a large network of advisors.

Garren Schultz is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to his current role, he held various positions including as an independent contractor delivery driver for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Scot Herrmann is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His career includes roles across Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Outside of his advisory work, he is involved as a race announcer for live sporting events and serves as a business partner providing strategic consultation for a retail bike shop. Strategic Advisers LLC, a Fidelity Investments company where he works, offers investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative and algorithmic portfolio construction.

Jared Noble is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. Before joining Fidelity, he worked at Standard Textile, Superior Staffing, and IGS Energy. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Jeff Reuter is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with Wealth Management Advisors to provide personalized support and service to clients. He joined Fidelity in 2015 and has held various roles within the company, including Workplace Planning Consultant II, Workplace Planning Consultant I, Investment Solutions Representative, and Customer Service Representative. Throughout his tenure at Fidelity, Jeff has gained experience in wealth management planning and workplace consulting. He focuses on delivering a high-touch experience to clients by supporting advisors in meeting their clients' financial needs. Outside of his professional role, Jeff has interests in camping, cars, gardening, hiking, photography, and skiing.

Natasa Mitchell is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Investments and its affiliated entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

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.

Nicholas Riordan is a financial advisor at The Evelo|Singer|Sullivan|Bruegge Group, a part of Merrill Lynch Wealth Management, joining the team in 2024. He brings over two decades of experience in corporate finance, asset management, and strategic planning to assist clients in achieving their financial goals. Before his current role, Nicholas served as a Business Development Officer and Senior Wealth Advisor at Fort Washington, a subsidiary of Western & Southern Financial Group, where he was responsible for managing endowments, foundations, and nonprofits. He also held positions as a global finance leader at Procter & Gamble and worked with KPMG leading advisory client engagements focused on mergers and acquisitions, accounting and tax issues, and process optimization. In his current work, he leads business development initiatives targeting entrepreneurs and business owners with complex investment and financial planning needs and serves as the team's director of philanthropy, providing tailored investment advice to endowments and foundations. Nicholas holds an MBA from the Carl H. Lindner College of Business at the University of Cincinnati and a BS in Economics and Accounting from the Farmer School of Business at Miami University. He is a Certified Public Accountant licensed in Ohio and a Personal Investment Advisor (PIA). Outside of his professional pursuits, Nicholas serves on the board of the School of Creative and Performing Arts (SCPA) as Vice Chairman and has previously held board roles with Cancer Family Care, Starfire Council, American Diabetes Association (Cincinnati Chapter), and Cincinnati Children's Hospital Corporate Leadership Council. He has also been involved in leadership roles for multiple United Way campaigns. His personal interests include fitness, spending time outdoors, and family.

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.

Brady Mcdonough is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2019, following five years at PNC Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various mutual funds, ETFs, and ETPs.

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.