Hunter Rambin is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He previously worked at Avantax Advisory Services and PricewaterhouseCoopers LLP. In addition to his advisory work, Rambin manages the tax division at Hicks & Mann Wealth Management, where he prepares tax returns, oversees tax-related processes, and provides tax consultation services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment strategies across diverse program platforms.

Matthew Ruffolo is a financial advisor with Ameriprise in Edgewood, KY, holding a Series 66 credential and three years of industry experience. Prior to joining Ameriprise, he worked at L.M. Kohn & Company and Central Bank Trust & Co. Outside of his advisory role, he serves as an assistant special teams coach at St. Xavier High School and privately trains high school and college football kickers and punters. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Dakota Graue is an Executive Planning Consultant at Fidelity Investments, specializing in partnering with executives to assist with company benefits, equity compensation, and wealth planning. He works with clients and their families to navigate the complexities of company benefits and holistic financial planning. Dakota has been with Fidelity Investments since 2021, progressing from Workplace Planning Consultant to Benefits and Planning Consultant before assuming his current role as Executive Planning Consultant in 2025. He holds insurance licenses in Arkansas and California.

Rex Johnson is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 16 years before joining LPL Financial in 2025. He is involved with Watchpoint Financial Group LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, with a broad platform that integrates advisory with various non-advisory financial activities.

Spencer Strunk is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked in roles outside the financial sector, including at Planet Fitness and the University of Kentucky. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients' goals and risk tolerances.

Amanda Ives is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within Fidelity and its affiliated entities since 2011. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios spanning mutual funds, ETFs, and ETPs.

Kelsey Mc Kay is a financial advisor at UBS Financial Services with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services LLC before joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor portfolios and offers both fee-based financial planning and capital markets services.

Kyle Ottaway is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2013. Outside of his advisory role, he streams collectibles for sale on Whatnot.com in his spare time. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, focusing on a blend of proprietary fundamental research and quantitative analysis to construct model portfolios utilizing mutual funds, ETFs, and ETPs. The firm employs systematic methodologies and long-term asset allocation benchmarks, with oversight of sub-advisers and use of algorithmic tools including AI in its investment process.

Lynn Kistler is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments in various capacities since 2001, including positions as Investment Consultant, Private Client Group Specialist, and Investment Solutions II Fixed Income. Her experience spans wealth management planning, fixed income investment solutions, and client specialization within private client groups. Lynn holds an Arkansas Insurance License. Outside of her professional work, Lynn's personal interests include fitness, golf, hiking, traveling, and yoga.

Jacob Mercer is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been employed with Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and utilizes affiliated and unaffiliated sub-advisers while maintaining oversight and governance protocols.

Darrell Sharp is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior experience includes roles at Assurance IQ, New York Life, and The Prudential Insurance Company of America. Fidelity's Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Jacob Holmes is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role at Fidelity Investments, Holmes worked at PNC Bank for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including oversight of registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jeff Mcfarland is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across various Fidelity entities since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs.

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.

Margaret Hawk is a financial advisor at Edward Jones in Ft Thomas, KY, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Aerotek for four years and at Extended Travel for two years. Outside of her advisory role, she owns a personal branding business that focuses on growing clients’ social media presence through referrals and online channels. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and trust services.

Abigail Robinson is a financial advisor with Equitable Advisors in Cincinnati, OH. She holds a Series 66 designation and has six years of industry experience. Her prior work includes roles at Starbucks and Taylor University. Equitable Advisors serves a diverse client base, including individuals across net worth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

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.