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 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from 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 at Equitable Advisors with five years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2020. Outside of her advisory role, she is a junior partner in a limited liability company, Triplecrown Wealth Management LLC, based in Cincinnati, OH. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

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.

Kyle Mclaughlin is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Rachel Hupprich Anderson is a financial advisor at Fidelity with eight years of industry experience. She has worked at Fidelity Investments and FIDELITY Brokerage Services LLC since 2017, and previously at Legacy Investment Services from 2015 to 2017. She holds Series 63 and Series 66 licenses. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles as a commodity pool operator, advisor to multiple registered investment companies, and its use of algorithmic methods and AI in research.

Kara Hohnecker is a Wealth Management Senior Relationship Manager at Fidelity Investments. She has been with Fidelity since 2014, progressing through various roles including Wealth Management Planning Consultant, Benefits and Planning Consultant, and Relationship Manager positions across Investor Centers and Portfolio Advisory Services. Her career at Fidelity demonstrates a consistent focus on client relationship management and wealth planning. In her current role, Kara emphasizes a collaborative approach with clients, aiming to work as a team to ensure that client objectives are central to the planning process. She is organized and committed to delivering work that instills confidence in the financial plans developed with her clients. Outside of her professional responsibilities, Kara has personal interests that include pets, reading, and traveling.

Ryan Whitford is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and joined UBS in 2023. Outside of his advisory role, Whitford participates in community theatre and has performed in the summer musical "Jersey Boys" with Cincinnati Landmark Productions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Christopher Pennington is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 13 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves on the governing board of the Burlington Spring Horse Show, an annual event that supports local charities, where he has been asked to take on the role of Treasurer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and banking services.

Tejay Evans serves as Vice President and Financial Consultant at Fidelity Investments, a position held since 1998. He is a Certified Financial Planner(r) and holds the Chartered Financial Analyst (CFA(r)) charter. In his role, he supports clients with wealth strategies and financial planning, including investment strategy, retirement planning, income protection, and facilitating family conversations. Evans partners with clients to create comprehensive financial plans tailored to their goals, needs, and preferences. He holds insurance licenses in Arkansas and California.

Brandon Vornhagen is a financial advisor at RBC Capital Markets with six years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Morgan Stanley Private Bank, MassMutual Life Insurance Co, and Western Southern Life. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored portfolio management and financial planning services through a variety of advisory programs, utilizing both in-house and third-party investment managers.

Jennifer Alloway is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2014 and at Fidelity Investments since 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Jantine Harsveld Van Der Veen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes positions at Thomas More University, SBM Offshore, and Utrecht University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and fund advisory services.

Matthew Dodds is Resident Director at Merrill Lynch Wealth Management, serving as the business manager for The Evelo/Singer/Sullivan Group. He oversees the operations segment of the team, managing staff and internal control systems, preparing management reports and reviews, and ensuring compliance with industry regulations. His role supports the team’s focus on corporate executives, entrepreneurs, and ultra-high-net-worth families by streamlining operations and compliance functions. Matthew began his career with Merrill Lynch in 2000 and joined The Evelo/Singer/Sullivan Group in 2016. He holds a Bachelor of Business Administration degree with a concentration in Finance from the University of Cincinnati. He also holds the Personal Investment Advisor (PIA) designation. Outside of work, Matthew enjoys golfing, hiking, traveling, and spending time with his wife and two daughters.