Apryl Pope is a financial advisor with LPL Financial in Cincinnati, Ohio, holding Series 65 and Series 63 licenses and having 10 years of industry experience. She has worked with several firms, including Ameritas Investment Corp. and Capital Choice Financial Services, and currently operates Pope Financial Planning, LLC. Outside of her advisory role, she provides legal consulting through a subscription service. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with various portfolio management options and technology tools while maintaining oversight of substantial discretionary assets across a broad advisor network.

Conner Brown is a financial advisor with Fidelity Investments in Covington, KY, holding Series 66 and Series 63 licenses and four years of industry experience. He has been with Fidelity since 2021, with previous work experience including roles at Amazon, Kroger, FedEx Ground, and academic positions at Northern Kentucky University and Indiana University. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Anthony Russell is a Wealth Management Senior Relationship Manager at Fidelity Investments. He collaborates with clients to manage the day-to-day tasks necessary to work towards their financial goals by understanding their needs and identifying suitable strategies tailored to each individual client and their family. Anthony has been with Fidelity Investments since 2015, holding various roles including Financial Representative, High Net Worth Representative, Workplace Planning Consultant, Private Wealth Management Planning Consultant, and currently Senior Relationship Manager. His experience spans multiple areas within wealth and financial management. Outside of his professional role, Anthony enjoys activities such as camping, concerts, fishing, golf, kayaking, and traveling.

Jack Defevers is a financial advisor at Fidelity with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Pruco Securities LLC, The Prudential Insurance Company of America, and AXA-ADVISORS, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Garry Groh is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Strategic Advisers, Fidelity Brokerage Services, and Fidelity Personal and Workplace Advisors. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Frank Coffenberry is a financial advisor with Cambridge Investment Research Advisors in Florence, KY, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at LPL Financial, Raymond James & Associates, and Fidelity. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers multiple platform options, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Corey Sorrell is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2022. In this capacity, he partners with clients to help them understand their employer-sponsored benefits and prepares them for their financial futures. Prior to this, Corey held multiple roles at Fidelity Investments, including Executive Services Associate from 2019 to 2022, Retirement Benefits Coordinator from 2015 to 2019, and Financial Services Associate from 2013 to 2015. Corey's extensive experience within Fidelity Investments spans various aspects of financial services and retirement benefits, equipping him with a comprehensive understanding of employee benefits and financial planning. Outside of his professional work, Corey enjoys fishing, socializing with friends, playing golf, hiking, and traveling.

Drew Fulton is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and Bank of America. Fulton also served in the United States Navy Reserves from 2011 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jay Otto is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, Ohio, holding a Series 63 designation and 25 years of industry experience. He worked previously at Ameriprise Financial Services from 2009 to 2026 before joining Cambridge in 2026. Outside of his advisory role, Otto is an owner of a construction business, Otto and Walsh Construction. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians. The firm is known for its proprietary model strategies under the Founders Gate Capital brand and supports both discretionary and non-discretionary management.

Clayton Mckinney is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services since 2017. Prior to his career in finance, he was involved with Dynamic Supply Chain Solutions, LLC, and he has served in the Kentucky Army National Guard since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment approach that combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving multiple registered investment companies and offering model portfolios through Fidelity Institutional Wealth Adviser.

Jackie Mead is a financial advisor with J.P. Morgan Securities in Cold Spring, KY, holding Series 63 and Series 66 licenses and with seven years of industry experience. Prior to joining J.P. Morgan Securities, she worked at U.S. Bancorp Investments, Inc., and ARAMARK Food & Support Services. In 2024, she was involved with The Office Cleaning Partners LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary asset allocation and investment manager search program. The firm supports its advisory process with centralized due diligence, integrating quantitative and qualitative research to develop model allocations, and offers broader derivatives and commodities capabilities through various regulatory registrations and affiliations.

Eric Rawe is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for eight years. Rawe is also co-owner of Rawe Financial Group, LLC, which supports securities, advisory, and insurance business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary strategies.

Aaron Dietz is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 16 years and UBS Financial Services for 5 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions, providing a range of financial planning and investment management solutions.

Kasey Goulet is a Wealth Management Planning Consultant at Fidelity Investments, where she has been serving since 2019. In this role, she supports clients' planning needs as part of the private wealth management team and acts as a partner and resource for both planning and day-to-day financial requirements. Kasey has been with Fidelity Investments since 2016, starting as a Financial Representative before advancing to High Net Worth Representative from 2017 to 2019. Her experience includes providing tailored financial guidance and managing complex wealth management strategies for clients. Outside of her professional role, Kasey enjoys family activities and reading.

Dustin Rodgers is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to develop personalized financial plans tailored to their goals and preferences. He emphasizes building strong and lasting client relationships in his practice. He has been with Fidelity Investments since 2016, progressing through roles including Financial Services Representative, Stock Plan Associate, Stock Plan Consultant, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2024.

Michael Lataille is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 65 credentials. His career includes roles at Fidelity Investments since 2012, as well as prior positions at Edward Jones, TD Ameritrade, and PNC Wealth Management. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it holds distinctive roles such as registration with the CFTC as a commodity pool operator and advisory responsibilities to multiple registered investment companies.

Linda Litzler is a financial advisor with Cetera, holding a Series 63 designation and bringing 37 years of industry experience. She has worked with Cetera Advisors LLC since 2013 and has been involved with Litzler Financial Service Corporation since 1991, where she is the owner. Litzler serves as treasurer for the Cincinnati Employees Credit Union, assisting with the management of CD and loan rates for its members. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

Elise Sinchek is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Fidelity Brokerage Services LLC since 2015, including seven years with Fidelity Personal and Workplace Advisors. Prior to Fidelity, she was with PNC Wealth Management from 2013 to 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is notable for its use of systematic methodologies and its registration as a commodity pool operator.

Denise Cox is the Vice President and Branch Leader at Fidelity Investments, where she currently leads and supports a team of financial professionals dedicated to partnering with clients to provide tailored planning experiences. She has held this position since 2023. Prior to her current role, Denise served as Assistant Branch Leader at Fidelity Investments from 2021 to 2023, and as Team Leader for Workplace Planning and Advice from 2018 to 2021. Her experience also includes serving as a Senior Relationship Manager at Fidelity Investments from 2013 to 2018. Denise's professional background demonstrates her extensive experience in financial planning and client relationship management within Fidelity Investments. Outside of her professional role, she has personal interests in art, beach activities, cooking and baking, exploring food, and music.

William Matthews is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and is based in Covington, KY. Matthews has been with Fidelity Investments since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and a formal advisory role to multiple registered investment companies.