Nathan Top is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses. In addition to his advisory role, Nathan teaches and performs music, specializing in trumpet and piano. 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 to create model portfolios from mutual funds, ETFs, and ETPs.

Christopher Schalk is a financial advisor with Ameriprise Financial Services, LLC in Cincinnati, OH, holding CFP® certification and Series 63 and 66 licenses. He has 18 years of industry experience, including prior roles at PNC Bank and PNC Investments. Outside of his primary role, he is also an associate financial advisor with TMTS LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice. The firm's approach integrates investment research and third-party data to address asset allocation and withdrawal strategies within a framework influenced by its affiliated product ecosystem.

Samuel Mayne is a financial advisor at RBC Capital Markets in Cincinnati, OH, holding a Series 66 designation with six years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC, Polson Higgs Wealth Management, and Blackridge Asset Management, LLC. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional clients, offering various advisory programs that include portfolio management, financial planning, and brokerage services. The firm employs tailored investment strategies supported by both in-house and third-party managers, complemented by RBC’s extensive capital-markets capabilities.

Averyanna Evans is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and nine years of industry experience. She has worked at Fidelity Brokerage Services since 2017 and joined Fidelity Investments in 2025. Prior to her career in finance, she was employed at R & R Resale - Clothes Mentor and Fifth Third Bank. 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, offering model portfolios and discretionary management with oversight of affiliated and unaffiliated sub-advisers.

Zac Whalen is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he works with a subset of Fidelity investors to understand family dynamics and assist in building, managing, and maintaining wealth according to clients' risk levels and preferences. Prior to this, he served as a Portfolio Specialist from 2010 to 2012 and as a Client Management Representative from 2009 to 2010, both at Fidelity Investments. Zac holds insurance licenses in Arkansas and California. His professional experience centers on financial consulting and portfolio management within Fidelity Investments.

Elijah Carmean is a financial advisor at Edward Jones based in Park Hills, KY, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Ohio Valley Builders for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Zachary Heaberlin is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has five years of industry experience. His prior work includes roles at Bru Burger Bar, Foundation Building Materials, and Enterprise Rent-a-Car. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios across various platforms.

Joseph O'Neal is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity affiliates since 2015, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Strategic Advisers LLC, a Fidelity Investments company, offers 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 and quantitative analysis, utilizing systematic methodologies and algorithmic portfolio construction to manage and advise on diversified portfolios.

Hunter Garrigus is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity Investments, he held roles at Amazon and AeroTek. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios based on mutual funds, ETFs, and ETPs while overseeing affiliated and unaffiliated sub-advisers.

Benjamin Romer is a financial advisor with Equitable Advisors who holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Kensington Wealth Partners and 49 Degrees, as well as work at Mercer County Elks Golf Course. He also spent four years at Bowling Green State University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, offering both proprietary and third-party investment solutions.

Ernest Corvi is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 14 years of industry experience. His tenure at Fidelity spans from 2008 to the present, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its use of AI and systematic methodologies in managing model portfolios.

David Luckhardt is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various roles within Fidelity and its affiliated firms since 2007. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and formal advisory roles to multiple registered investment companies.

Matthew Selker is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Selker serves on the investment committee of the Cincinnati Public Library's board. Morgan Stanley Wealth Management offers advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Joshua Boltz is a Financial Consultant at Fidelity Investments, a role he has held since 2004. He works with clients from diverse personal and professional backgrounds to develop financial plans tailored to their individual goals and circumstances. Joshua's approach focuses on understanding each client's objectives, concerns, and preferences to create cost-efficient and effective financial strategies that adapt over time. He holds insurance licenses in Arkansas and California, enabling him to provide services that include insurance planning as part of his comprehensive financial consulting. Joshua's expertise is supported by his extensive experience at Fidelity Investments, where he leverages the company's broad range of offerings to assist clients through various life changes and wealth transfer scenarios.

Patrick Allen is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he held several positions within Fidelity, including Financial Consultant 1, Planning Consultant, and Workplace Planning Consultant, demonstrating a progressive career in financial consulting since 2021. Before joining Fidelity, Patrick worked as an Internal Auditor at Fifth Third Bank from 2017 to 2018. He is a Certified Financial Planner® and focuses on investment strategy, retirement planning, income protection, and facilitating family conversations about financial goals. Patrick holds insurance licenses in Arkansas and California, supporting his work in providing comprehensive financial advice. Outside of his professional life, Patrick enjoys activities such as board games, exploring food, socializing with friends, gardening, outdoor adventures, and parenthood.

Donna Bryant is a financial advisor at OSAIC based in Cincinnati, OH, holding Series 63 and Series 65 licenses with 24 years of industry experience. She previously worked at Signator Investors, Inc. and has operated her own CPA tax preparation and consulting sole proprietorship since 1994. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing a range of brokerage and advisory services focused on model-based asset allocation and portfolio optimization.

Sean Stewart Jr. is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he held positions at Cooper's Hawk Winery & Restaurants, Dewey's Pizza, and Target Corporation. Fidelity's Strategic Advisers LLC, where he works, 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 to manage portfolios composed of mutual funds, ETFs, and ETPs.

Christopher Weber is a financial advisor with Fidelity Investments based in Covington, KY. He holds Series 66 and Series 63 licenses and has four years of industry experience. His work history includes previous roles at Empower and Medical Solutions. 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 to manage portfolios across mutual funds, ETFs, and ETPs.

Johnathan Beach is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Total Quality Logistics, Great American Insurance, and other companies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products.

Samantha Mazzaro is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her background includes roles at the University of Louisville College of Business, University of Louisville Athletics, and the RC Durr YMCA. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.