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.

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 66 and Series 63 licenses and two years of industry experience. His prior work history includes roles in various service and retail sectors. Outside of advising, he works as a bartender at an LGBTQ+ nightclub in Cincinnati. Fidelity, through its affiliate Strategic Advisers LLC, offers investment management and advisory services to a broad client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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 Investments in 2023, Tran held positions at WesBanco Bank and several other companies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and its distinct activities include operating as a commodity pool operator and advising multiple registered investment companies.

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 two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Fidelity, 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, including registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

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.