Lisa Losievsky is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She partners with clients to provide comprehensive and holistic financial planning tailored to their unique needs, with a focus on incorporating Executive Benefits into their strategies. Since joining Fidelity Investments in 2015, Lisa has held several roles, including Retirement Solutions Representative, Senior SPS Executive Services Specialist, and Workplace Planning Consultant II. Her experience spans various aspects of financial planning and executive benefits, reflecting her progression and expertise within the company. Outside of her professional work, Lisa enjoys camping, cooking and baking, kayaking, spending time with pets, and reading.

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.

Cassandra Leitsinger is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. She joined Merrill in 2017 and previously worked at the University of Kentucky and Fifth Third Bank. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

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.

Ryan Whitford is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and joined UBS in 2023. Outside of his advisory role, Whitford participates in community theatre and has performed in the summer musical "Jersey Boys" with Cincinnati Landmark Productions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Christopher Pennington is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 13 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves on the governing board of the Burlington Spring Horse Show, an annual event that supports local charities, where he has been asked to take on the role of Treasurer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and banking services.

Tejay Evans serves as Vice President and Financial Consultant at Fidelity Investments, a position held since 1998. He is a Certified Financial Planner(r) and holds the Chartered Financial Analyst (CFA(r)) charter. In his role, he supports clients with wealth strategies and financial planning, including investment strategy, retirement planning, income protection, and facilitating family conversations. Evans partners with clients to create comprehensive financial plans tailored to their goals, needs, and preferences. He holds insurance licenses in Arkansas and California.

Jennifer Alloway is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2014 and at Fidelity Investments since 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Jantine Harsveld Van Der Veen is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Thomas More University, SBM Offshore, and Utrecht University. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Matthew Dodds is Resident Director at Merrill Lynch Wealth Management, serving as the business manager for The Evelo/Singer/Sullivan Group. He oversees the operations segment of the team, managing staff and internal control systems, preparing management reports and reviews, and ensuring compliance with industry regulations. His role supports the team’s focus on corporate executives, entrepreneurs, and ultra-high-net-worth families by streamlining operations and compliance functions. Matthew began his career with Merrill Lynch in 2000 and joined The Evelo/Singer/Sullivan Group in 2016. He holds a Bachelor of Business Administration degree with a concentration in Finance from the University of Cincinnati. He also holds the Personal Investment Advisor (PIA) designation. Outside of work, Matthew enjoys golfing, hiking, traveling, and spending time with his wife and two daughters.

Jeffrey Huss is a financial advisor with Fidelity, holding Series 63, Series 65, and Series 66 credentials and 14 years of industry experience. He has been associated with Fidelity Brokerage Services LLC since 2014 and joined Fidelity Investments in 2025. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across various investment vehicles.

Roman Gomez Sauceda is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2017, as well as brief tenures at PNC Financial Services Group and Western and Southern. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios.

Kelly McMahon is a Series 66-licensed financial advisor with nine years of industry experience. She has worked at Fidelity Investments since 2020 and previously held roles at Raymond James Financial Services and Park National Bank of Southwest Ohio & Northern Kentucky. McMahon also has experience with the United Way of Greater Cincinnati. She 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 combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jordan Tuss is a Series 66 licensed financial advisor at Fidelity with three years of industry experience. He has held various roles including consulting for small businesses and serving as a paid lead volunteer for community events in Cincinnati. Prior to Fidelity, his background includes diverse engagements in community organizations and creative ventures. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients through a process that blends fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolios, with a focus on systematic methodologies and oversight of sub-advisers.

Haley Kohl is a financial advisor with Fidelity Investments based in Covington, KY. She holds Series 63 and Series 66 credentials and has four years of industry experience. Prior to joining Fidelity, she worked at Beechmont Toyota and has a side hobby painting nails under the name High Fashion Nails by Hales. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

David Lau is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. He has worked at several firms, including Avantax Advisory Services, Hicks & Mann Wealth Management, and Western & Southern Financial Group. Outside of his advisory role, he assists at Hicks & Mann Wealth Management as a Wealth Operations Assistant, supporting client follow-ups, market research, and tax return preparation. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.