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 credentials and 22 years of industry experience. She has worked at Equitable Advisors since 2011 and previously at AXA Advisors and Valic Financial Advisors. Outside of her advisory role, she is a member of two LLCs based in Newport, KY. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of delivery methods including third-party asset managers and LPL-sponsored advisory programs, offering services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Peter Crook is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various Fidelity divisions since 2013. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation strategies.

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 at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to his current role, he has worked in various positions across multiple industries, including hospitality and healthcare. He is also employed as a bartender at an LGBTQ+ nightclub in Cincinnati. 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 multi-manager and fund-of-funds portfolios.

Jacklinh Tran is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity Investments, Tran held positions at WesBanco Bank and several other companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and utilizes systematic methodologies and AI tools in its investment approach.

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.

Christian Furbay is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity and its affiliates since 2012. 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, including model portfolios built from mutual funds, ETFs, and ETPs.

Mason Finke is a financial advisor at Fidelity with Series 63 and Series 66 securities licenses and two years of industry experience. Prior to joining Fidelity in 2024, he worked for SpaceCowboys for six years and taught at Simon Kenton High School for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its oversight of registered investment companies and use of systematic methodologies and AI-driven research tools.

Aaron Burnett is a financial advisor with Fidelity and holds a Series 66 designation. He has two years of industry experience and has worked at Fidelity Investments since 2023, following roles at UMortgage LLC, NRL Mortgage LLC, and Payroll Partners Inc. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm employs a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, supporting its role in managing model portfolios and advising registered investment companies.

Jonathan Peirson is a financial advisor with LPL Financial in Cincinnati, OH, holding CFP® and Series 66 credentials and bringing 19 years of industry experience. His prior experience includes roles at CUSO Financial Services and Ameriprise. He owns Peirson Financial Services LLC, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of financial planning, asset management, and retirement advisory services delivered through a large network of investment adviser representatives.

Joseph Burke is a financial advisor at Edward Jones in Fort Mitchell, KY, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Mount Notre Dame High School and PCM Services LLC. He also serves as an assistant volleyball coach at several high schools and club teams. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Emily McGuire is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Ameriprise, she worked at The Huntington Investment Company and The Huntington National Bank in various roles over six years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice designed around dependable income sources and tax-aware withdrawal strategies.

Oluwakemi Somoye is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she worked in retail at Furniture Row for ten years. Outside of her advisory role, she operates a small business selling handmade Christmas items and another selling used clothing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Frank Baird is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he held roles at CincinnatiUSA, Lucky Dubs LLC, and PNC Bank in 2021. His background also includes work with nonprofit and political organizations, including United Methodist Food Ministries and the Kentucky Democratic Party. Fidelity’s affiliate, 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 deliver model portfolios across mutual funds, ETFs, and ETPs.

Phillip Machen is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at various Fidelity entities since 2015, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a methodology combining fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.