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 10 years of industry experience. He holds a Series 66 designation and has worked across multiple Fidelity entities, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is also registered with the CFTC as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Alexandra Griffin is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill since 2021 and previously owned and operated EAT WELL, LLC for eight years. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

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 at Thrivent Investment Management in Cincinnati, OH, holding a Series 66 designation with three years of industry experience. Her career includes roles at Thrivent Financial, PHP Agency, OneMain Financial, Fedex, and SpringLeaf Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning on a range of topics, with optional integration into managed-account programs while maintaining separate planning and investment services.

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.

Lucas Bray is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes multiple roles at Fidelity Investments and four years with Great American Insurance Group and Great American Advisors, Inc. He also has prior experience at the University of Cincinnati and The Christ Hospital Health Network. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight of sub-advisers and a focus on systematic methodologies and long-term asset allocation.

Emily Butler is a CFP® and Series 66-registered advisor with Ameriprise, based in Crestview Hills, KY. She has experience working at Ameriprise since 2026, following roles at Fifth Third Bank and The Lawrence Firm. Butler also managed Kid Kovers LLC for sixteen years. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies.

Brian Schwalbach is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads The Carris Schwalbach Group, focusing on delivering personalized wealth management strategies tailored to each client's unique financial situation and goals. Brian emphasizes a deep understanding of clients' current wealth and future aspirations to design, implement, and review customized strategies that aim to help clients pursue financial objectives without compromising their lifestyle or taking unnecessary investment risks. Brian holds a Bachelor's Degree from Northern Kentucky University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of client focus include education planning, family wealth management, legacy planning, personal retirement planning, LGBT wealth planning, and services for endowments, foundations, non-profits, and defined benefit plans. In addition to his professional work, Brian participates actively in his community, including involvement with the Fort Thomas Education Foundation and Fort Thomas Junior Football. He is also a member of the Touchdown Club of Fort Thomas. Outside of work, Brian enjoys spending time with his family, and his personal interests include baseball, basketball, boating, cooking, football, music, and softball.

David Ostmann is a financial advisor at Merrill in Cincinnati, OH, holding Series 63 and Series 66 credentials with 10 years of industry experience. His prior roles include positions at Johnson Investment Counsel and JPMorgan Chase. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Adam Listerman is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Wells Fargo, he worked at Fidelity Investments and held positions at the University of Louisville and University of Louisville Hospital. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Amanda Lindsey is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Her prior roles include positions at Hamilton County Job & Family Services, Crosscountry Mortgage, and State Farm. She has also been involved in hospitality and nonprofit work, including at Barnsburg Tavern and Sisters of Notre Dame. 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 deliver model portfolios and advisory solutions.