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.

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 financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Alexandra Griffin is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has been with Merrill since 2021. Prior to this, she was involved with EAT WELL, LLC from 2012 to 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Riley Krane is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles in various businesses, notably within sports organizations such as the Evansville Otters Baseball Club and the Joliet Slammers Baseball Club. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and manages model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Robert Horn is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Western Southern Life, LPL Financial, and Capital Concepts. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Timothy Hart is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he partners with clients to help them understand and utilize their employee benefits, developing financial plans that integrate these benefits with their broader financial goals. Timothy has extensive experience in financial planning and employee benefits, having held several positions at Fidelity Investments since 2016. His previous roles include Benefits and Planning Consultant (2022-2025), Workplace Planning Consultant (2018-2022), and Stock Plan Consultant (2016-2018). He holds a California Insurance License.

Jasmine Linebarger is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has seven years of industry experience. Her career includes roles at Fidelity Brokerage Services, DriveTime LLC, and Mapleknoll Retirement Village. Outside of her advisory work, she co-owns a real estate business and operates an online retail company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Autumn Moore is a financial advisor with Thrivent Investment Management in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at PHP Agency and OneMain Financial. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning without discretionary trading authority or institutional portfolio management.

Marco Nocero is a financial advisor with Morgan Stanley in Union, KY, holding Series 63 and Series 65 licenses and 10 years of industry experience. He previously worked at Charles Schwab and Fidelity Brokerage Services LLC before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based financial planning process supported by its Global Investment Committee’s return estimates.

Amanda Cipriani is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2019. Her prior roles include positions at TalentSource, FB LLC, and Weltman, Weinberg & Reis Co., LPA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios for intermediary platforms.

Nathaniel Johnson is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2011 in various roles. He has held his current position since 2020, bringing extensive experience from previous roles including Financial Consultant, Portfolio Specialist, and Client Management Representative. His professional background includes a tenure at the Federal Home Loan Bank in Cincinnati as a Treasury Support Representative from 2008 to 2010. Nathaniel holds insurance licenses in Arkansas and California. Outside of his professional life, Nathaniel has interests in beach activities, cars, comedy, family activities, fitness, and motorcycles.

James Fleager is a Series 66-licensed financial advisor at Fidelity with three years of industry experience. Prior to joining Fidelity, he worked at Sprint and Verizon Wireless and has held a long-term role at the Camargo Club as an assistant manager and bartender. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.