Andrew Seitz is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 10 years of industry experience. He has previously worked at The Huntington Investment Company, The Huntington National Bank, and Fidelity Brokerage Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Lucas Baker is a financial advisor at Morgan Stanley with five years of industry experience. He has previously worked at Fidelity Investments, American Income Life, and Capital Choice Financial Group. Outside of finance, he works as a server and cook at Quatman Cafe in Norwood, Ohio. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by structured processes and firm-approved tools.

Matthew Rinck is a financial advisor with Fidelity, holding Series 66 and Series 63 designations and bringing 12 years of industry experience. He has been with Fidelity Investments since 2014, including roles at Fidelity Personal and Workplace Advisors since 2018 and at Fidelity since 2025. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction and is noted for its use of AI and systematic methodologies in managing model portfolios.

Trenton Macke is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and four years of industry experience. He has worked within various branches of Cambridge Investment Research since 2019 and is also associated with Deadlow Brewing Company. Macke operates as an independent Medicare and insurance agent and manages trading activities for in-house models at Interdependant Advisor Strategies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers a range of portfolio management options through multiple platforms and proprietary as well as third-party strategies, with institutional features supporting advisor business relationships and compliance.

Michael Carle is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He provides counsel and support for personal financial decisions, focusing on areas such as retirement planning, investment strategy, income planning, tax efficiency, asset protection, and charitable planning. He offers appointments via Zoom or phone to accommodate client preferences. Michael has been with Fidelity Investments since 2008, progressing through various roles including Financial Consultant, Senior Portfolio Specialist, Retirement Relationship Manager, and Private Client Group Relationship Manager. His extensive experience within Fidelity spans over a decade, covering a broad range of financial services and client support functions. He holds insurance licenses in Arkansas and California. Outside of his professional work, Michael enjoys fitness, hiking, parenthood, pets, skiing, and traveling.

Ashleigh Newstead is a Planning Consultant at Fidelity Investments, where she partners with advisors to provide clients with the tools and resources needed to build tailored financial plans. She aims to collaborate closely with clients and advisors to create financial strategies that align with the clients' needs and goals. Ashleigh has been with Fidelity Investments since 2020, progressing through roles including Financial Representative and Relationship Manager before assuming her current position. This experience has given her a comprehensive understanding of client relationship management and financial planning within the organization.

Garrett Pringle is a CFP® and holds a Series 66 designation with eight years of industry experience. He is currently with UBS Financial Services in Cincinnati, OH, where he has worked since 2022, and previously held roles at Raymond James Financial and First Financial Wealth Management. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, discretionary portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment solutions.

Connor Mcphail is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at Fidelity Investments and has previously been employed at Edward Jones and Innomark Communication. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Julie Talbot is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Outside of her advisory role, she serves as Treasurer for the Loveland Youth Volleyball Organization. Julie 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

William Moore is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Fidelity Brokerage Services LLC since 2018 and spent seven years at Schneider Electric. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Nathan Buse is a financial advisor at UBS Financial Services with one year of industry experience. He has previously worked at Fidelity Investments, Capital Wealth Advisors, and had a role at the Rueve Landscape Company LLC. Nathan holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Gregory Baker is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity Investments, he held roles at Divisions Maintenance Group and Haven Homes Group, where he also worked as an independent contractor providing real estate brokerage services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across retail and institutional segments.

Brian Lewin is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Fidelity Investments since 2005, including roles at Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Ashley Pyles is a financial advisor with Fidelity in Covington, KY, holding Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Fidelity Investments, Ashley held various roles including positions at Paycor HCM Inc. and Duluth Trading Company, as well as involvement with Oki Furniture Fair. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Christian Reyes is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked in education with Covington Independent Public Schools and Holmes High School. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of model portfolios, regulatory registrations, and advisory roles to multiple fund structures.

Eric Parnitzke is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various Fidelity divisions since 1993. Outside of his advisory role, he is involved in releasing doves for weddings and memorial services and works as a bartender at a rooftop hotel bar. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Theodore Hunt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked for T-Mobile USA for nine years. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, supporting various registered investment companies and employing systematic methodologies in its investment process.

Roger Strunk is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors for 11 years before joining OSAIC in 2025. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using a variety of asset-allocation tools and portfolio construction strategies across multiple advisory platforms.

Apryl Pope is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. She has held positions at multiple firms, including Ameritas Investment Corp. and Capital Choice Financial Services, and operates Pope Financial Planning, LLC. Apryl also provides legal consulting services through Legal Shield. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and various technology-driven solutions.

Conner Brown is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His work history includes multiple roles at Fidelity Investments as well as positions at FEDEX Ground, Kroger, Amazon, and Northern Kentucky University. 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 to manage portfolios and serves as an advisor to multiple registered funds and intermediary platforms.