Nolan Jewell is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior work includes roles at Whitaker Bank and Amazon, along with experience at the University of Kentucky. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Michael Croweak is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has worked with various Fidelity entities since 2004, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, serving a broad range of investors through systematic and multi-manager strategies.

Ronnie Holmes Jr. is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Securities Corporation for 11 years. He is also the manager of Thoroughbred Financial, where he offers various insurance products including disability insurance, fixed annuities, and life insurance. Osaic Wealth, Inc. serves a diverse clientele ranging from individual investors to institutional entities, providing integrated brokerage and advisory services through a large network of advisers. The firm employs a range of portfolio construction tools and offers access to multiple investment platforms and third-party managers.

Charles Rowland III is a financial advisor with Osaic Wealth, Inc., holding a Series 66 credential and three years of industry experience. His prior roles include positions at Securities America Advisors and ROI DNA. He also operates an insurance agency where he researches and recommends insurance products and writes policies. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm employs firm-provided asset-allocation tools and offers integrated brokerage and investment advisory services, including third-party money managers and wrap programs.

Cory Gish is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior experience includes roles at Prodigy and educational positions at the University of Cincinnati and St. Henry District High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Ross Sefton is a Series 66 licensed financial advisor with 11 years of industry experience, currently with Fidelity. He has been associated with various Fidelity divisions since 2015, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and offers model portfolios built from mutual funds, ETFs, and ETPs.

Christine Brooks is a CFA® charterholder and holds a Series 66 license. She has seven years of industry experience, including three years at Willis Towers Watson and eight years with Edward Jones. She is based in Cincinnati, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Rex Rogers is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His background includes multiple roles at Fidelity Investments since 2019, as well as positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios.

Deanna Carr is a Series 66-licensed financial advisor with Fidelity in Covington, KY, and has four years of industry experience. Her prior roles include positions at New York Life and multiple academic institutions, including Bellarmine University and Louisiana State University - Shreveport Online. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Morgan Shover is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill and Bank of America, Shover worked at Medpace, Inc. and Deloitte Tax LLP. Outside of his advisory role, he serves on the junior board of CHNK Behavioral Health, the alumni board of Beechwood Independent School, and is a member of the Cincinnati Parks Foundation, participating in fundraising and community event planning. Merrill, along 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 plans, corporations, and charitable organizations.

Scott Best is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and eight years of industry experience. He has previously worked at Bank of America, Merrill, and Fifth Third Bank and Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Annette Kitchen is a financial advisor with Equitable Advisors in Newport, KY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her career includes prior roles at Valic Financial Advisors and Axa Advisors, LLC. Outside of her advisory work, she is involved as a member of K Holdings LLC and RJAK Holdings LLC in Newport. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves matching clients to program models or discretionary managers, often using third-party asset managers and advisory platforms, with a focus on ERISA fiduciary services for qualified plans.

Peter Crook is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a range of mutual funds, ETFs, and ETPs.

Jason Haboush is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has over 22 years of experience in the financial industry, including roles as an Investment Management Consultant II at Fidelity Investments from 2015 to 2024, and as a Financial Advisor at LPL Financial LLC and Morgan Stanley. At Morgan Stanley, he also served as a Complex Sales Manager, Trainee Supervisor, and Financial Advisor between 2003 and 2010. Jason is a CERTIFIED FINANCIAL PLANNER4 professional who emphasizes collaborative financial planning tailored to each client's unique goals. He leverages the resources of Fidelity to support clients in navigating their financial journeys with clarity and confidence. Outside of his professional work, Jason has interests in fitness, football, motorcycles, music, reading, and traveling.

Mariah Cox is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2017, with prior experience at UC Health from 2015 to 2017. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, and serves as a commodity pool operator with advisory roles for multiple registered investment companies.

Nicholas Mcvicker is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Love on Fourth and NADA, among other roles. Outside of finance, he works as a bartender at Bloom OTR, an LGBTQ+ nightclub in Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, multi-manager fund structures, and a formal advisory role to multiple registered investment companies.

Jacklinh Tran is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Tran worked at WesBanco Bank and held various roles in the food service and retail sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction based on proprietary research, quantitative analysis, and systematic methodologies. The firm also serves multiple registered investment companies and employs algorithmic and AI-driven approaches in its investment process.

Ben Smyth is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2012, progressing through roles including Investment Solutions Representative I and II, Electronic Response Specialist, and Financial Representative. Ben partners with individuals and families to develop personalized financial plans aimed at achieving their long-term goals. He is licensed to conduct insurance business in Arkansas and California.

James Leugers is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

Will Atchley is a Planning Consultant at the Covington National Investor Center, where he supports Financial Consultants as part of the Wealth Management Team. In this role, he collaborates with individuals and families to co-create financial plans aimed at guiding them toward their unique financial goals while addressing market conditions and personal circumstances. He has held various positions at Fidelity Investments since 2021, including Investment Solutions Representative II, High Net Worth Representative, and Customer Relationship Advocate, gaining experience across client service and investment solutions. Will holds insurance licenses in Arkansas and California.