Chase Lauck is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023, following a four-year tenure at Fifth Third Bank. Strategic Advisers LLC, a Fidelity Investments company, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Jeffrey Hemsath is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior roles include positions at Ameriprise Financial Services, PNC Investments, PNC Wealth Management, Legend Advisory, and Valic Financial Advisors. He is also a managing director and financial advisor at Heritage Bank Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various portfolio management strategies and technology tools, supported by a wide network of advisors and extensive financial services beyond investment management.

Elizabeth Armitage is the Resident Director at Merrill Wealth Management and serves as a Managing Director and Wealth Management Advisor. She has been with Merrill since 1983 and holds multiple FINRA registrations including Series 7, 66, 9, and 10. Elizabeth holds certifications such as CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). She advises clients in areas including retirement planning, wealth structuring, retirement benefit consulting, and is also a licensed insurance agent. Elizabeth earned her bachelor's degree from Smith College and graduated from Mariemont High School. She manages the implementation of proprietary financial strategies developed with her retired partner and focuses on corporate executive services, equity compensation services, defined benefit and contribution plans, managing new wealth, personal retirement planning, portfolio management, socially responsible investing, women and wealth, and retirement income. Outside of her professional work, Elizabeth volunteers for the Junior League of Cincinnati, Indian Hill Schools, and Playhouse in the Park. She enjoys tennis, hiking, reading, traveling, and spending time with her family.

Kathryn Slaughter is an Investment Solutions Representative III at Fidelity Investments, a position she has held since 2024. She has progressed through several roles within Fidelity, including Investment Solutions Representative II and I, High Net Worth Service Associate, and Customer Relationship Advocate, demonstrating a continuous commitment to the firm and its clients. Kathryn holds insurance licenses in Arkansas and California, supporting her ability to provide comprehensive financial services. She emphasizes co-creating financial roadmaps with her clients, focusing on understanding each client's unique story and fostering a collaborative and respectful environment. Outside of her professional work, Kathryn enjoys a variety of outdoor and cultural activities such as camping, cooking and baking, hiking, kayaking, and visiting museums.

Jacob Etler is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Rockefeller Financial LLC and Fifth Third Bank. Outside of his advisory role, he serves as a football coach at Beechwood High School. Robert W. Baird & Co.’s DDK Group, where Etler is part of the team, provides wealth management services to individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management solutions, utilizing both in-house and third-party managers across a range of investment strategies.

David Toney is a financial advisor with Cetera in Cincinnati, Ohio, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Cetera and its affiliated entities since 2004 and also owns David A. Toney Financial Solutions LLC, a tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Corey Byrd is a Financial Consultant at Fidelity Investments, where he assists clients in creating and maintaining comprehensive financial plans. His professional focus areas include Investment Strategies, Retirement Planning, Income Protection, and facilitating Family Conversations related to financial matters. Corey has been with Fidelity Investments since 2005, progressing through several roles including Trading Representative, Stock Plan Services Representative, Investment Solutions Representative, Retirement Solutions Representative, Client Management Representative, Investment Management Consultant II and III, before assuming his current position in 2024. He holds the Certified Financial Planner designation and maintains insurance licenses in Arkansas and California.

Andrew Pipes is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity divisions since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and its use of AI-driven methodologies in portfolio management.

Suzanna Otte is a CFP® and holds a Series 66 license with six years of industry experience. She has worked at Stifel since 2019 and previously spent three years at A&P Technology. Based in Cincinnati, OH, she is affiliated with Stifel, a firm serving a diverse client base including individuals and institutional clients through both brokerage and investment advisory services. Stifel employs a proprietary investment methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses. The firm’s services include fee-based financial planning delivered episodically, with clients maintaining discretion over implementation.

Antonio Robinson is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles at JPMorgan Chase Bank, Fifth Third Bank, and other companies since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

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 at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, oversight of sub-advisers, and its advisory role to multiple registered investment companies and fund-of-funds.

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.

Thomas Buchheit is a financial advisor at OSAIC with 39 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for 37 years at Fortis Investors, Inc./Woodbury Financial Services, Inc. In addition to his advisory role, he is a partner at CIC Agency Inc., a property insurance business, and serves as counsel member for Saint Thomas More Parish. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, utilizing various asset-allocation tools and portfolio management strategies.

Cory Gish is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. He has worked at Fidelity Investments since 2023 and has prior experience in education at St. Henry District High School and the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves an advisory role to multiple registered funds.

Ross Sefton is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked in various roles within Fidelity since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction to manage model portfolios that incorporate 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.