Annie Yeung is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2015, progressing through roles including Financial Representative, Investment Solutions Representative, Private Client Relationship Manager, and Planning Consultant before assuming her current position in 2023. Her experience spans various aspects of financial planning and client relationship management. She holds insurance licenses in Arkansas and California. Annie applies her education and thorough process, alongside Fidelity's resources, to collaborate with clients and their families in creating tailored financial plans. Outside of her professional work, Annie enjoys activities such as going to the beach, camping, playing soccer, traveling, volunteering, and practicing yoga.

William Metz is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

John Hall Jr. is a Series 66-licensed financial advisor with Fidelity, based in Covington, KY, and has 10 years of industry experience. He has held roles across Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments since 2015. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to a broad client base, including retail and institutional investors, through a systematic investment process that combines fundamental research and quantitative analysis. The firm is noted for its use of algorithmic portfolio construction, advisory roles to multiple registered investment companies, and formal governance procedures.

Fergus Culleton is a Series 66-licensed financial advisor with three years of industry experience, currently with Fidelity Investments. He previously worked at Fifth Third Bank for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research, as well as its advisory roles to registered investment companies and fund-of-funds.

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 designations and has worked with various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC offers 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 model portfolios across multiple asset classes.

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 with J.P. Morgan Securities based in Cincinnati, OH, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Fifth Third Bank, and various companies outside the financial sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured program emphasizing written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

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 with OSAIC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 11 years before joining OSAIC in 2025. Holmes is also a manager at Thoroughbred Financial, where he offers various insurance products including disability, fixed and indexed annuities, long-term care, and traditional life insurance. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, providing brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supported by multiple custodial arrangements and alternative investment options.

Charles Rowland III is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Securities America Advisors and ROI DNA. Outside of advising, he is also licensed as an insurance agent, involved in researching and recommending insurance products. OSAIC Wealth serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, financial planning, and retirement consulting. The firm utilizes model-based asset allocation and portfolio optimization to implement discretionary and advisor-managed strategies across diverse client segments.

Thomas Buchheit is a CFP® and ChFC® with 39 years of industry experience. He currently works at Osaic Wealth, joining the firm in 2024 after 37 years at Fortis Investors, Inc. / Woodbury Financial Services, Inc. Outside of his advisory role, he is a partner at CIC Agency Inc., which sells and manages property insurance, and serves as a counsel member for Saint Thomas More Parish. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation, portfolio optimization, and supports discretionary and advisor-managed strategies through a multi-advisor platform.

Cory Gish is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and two years of industry experience. His background includes roles at Fidelity since 2023 and prior experience in education and technology-related positions. Fidelity’s Strategic Advisers LLC, where Cory is based, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.