Joseph Rider is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Before joining Fidelity, he worked in various school districts, including Boone County and Erlanger-Elsmere Independent, between 2018 and 2022. Fidelity's Strategic Advisers LLC, a part of Fidelity Investments, offers 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and provides oversight of sub-advisers and share class evaluations.

David Singer is a Private Wealth Advisor and partner with The Evelo|Singer|Sullivan|Bruegge Group, a nationally recognized wealth management team that serves affluent and ultra-affluent families across the United States. The group combines the focused attention of a boutique firm with the extensive resources of Merrill Private Wealth Management. David has been active in wealth management since 1991 and currently leads a team dedicated to developing customized strategies for clients with complex financial needs. His expertise includes creating tailored investment portfolios and financial strategies aimed at managing risk, addressing personal goals throughout life, and preserving wealth for future generations. David and his team focus on areas such as executive compensation, equity compensation services, family wealth management strategies, legacy planning, personal retirement planning, and philanthropic planning. He holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. David earned a bachelor's degree with dual majors in Economics and English Literature, along with a minor in Computational Mathematics from DePauw University, and a master's degree from Xavier University. He is actively involved in the Cincinnati community and serves as the immediate past chairman of the Boys & Girls Clubs of Greater Cincinnati. His personal interests include running, boating, golfing, and spending time with his family.

Kevin Gundlach is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. He is dedicated to helping clients work toward their financial goals by simplifying complex financial topics and providing clear guidance. His approach is centered on client needs and supported by Fidelity's resources and ethical standards. Prior to his current role, Kevin held positions at Fidelity Investments including Director, Retirement Planner from 2018 to 2020, and Retirement Relationship Manager from 2011 to 2017. Through these roles, he has developed extensive experience in retirement planning and client relationship management. Kevin holds insurance licenses in Arkansas and California.

Benjamin Siegel is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He works closely with clients to understand their financial goals and situations and assists in developing and maintaining customized financial plans. Prior to his current role, he served as a Financial Consultant at Fidelity Investments from 2018 to 2024, and before that held the roles of Relationship Manager (2016-2018) and High Net Worth Associate (2012-2016) within the same firm. Benjamin holds insurance licenses in Arkansas and California. His extensive experience at Fidelity Investments spans over a decade, during which he has developed expertise in financial consulting and relationship management.

Mark Lindloff is a CFP® professional with 25 years of industry experience, currently serving at Osaic Wealth since 2025. He previously worked at Lincoln Financial Securities Corporation for 17 years and is also the owner of Lindloff Wealth Advisors, offering various insurance products. Osaic Wealth serves a diverse group of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services with an investment process that emphasizes model-based asset allocation and portfolio optimization.

Michael McNamara is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes various roles at The Ohio State University and Hyde Park Country Club. 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 using mutual funds, ETFs, and ETPs.

Bailey Abner is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Bailey held roles at Huntington Bank and Western Southern, among others. Fidelity’s 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 across a wide range of funds and model portfolios.

Daniel Drown is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 2007. 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 employs a systematic investment process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non‑discretionary portfolios.

Zachery Hertzfeld is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked across multiple Fidelity entities since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and systematic methods to construct model portfolios from mutual funds, ETFs, and ETPs.

Jacob Herren is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he focuses on providing financial services tailored to meet the needs of individuals and families, emphasizing building strong, lasting client relationships. Jacob has been with Fidelity Investments since 2015, progressing through roles including Customer Relationship Advocate, High Net Worth Associate Tier I and Tier II, before assuming his current position in 2025. His experience spans various aspects of wealth management, with a focus on high net worth client services. Outside of his professional work, Jacob has personal interests in cooking and baking, fitness, parenthood, and volunteering.

Corey Woodrum is a financial advisor at Fidelity with Series 63 and Series 65 credentials and seven years of industry experience. He has worked with Fidelity Investments and Fidelity Brokerage Services LLC since 2015. Outside of advising, he works as a cook at Manor House, a banquet and conference center in Mason, Ohio. 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 across a broad investable universe. The firm also serves in advisory roles to registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks.

Hope Willen is a financial advisor at Merrill with Series 66 and Series 63 licenses and 13 years of industry experience. Prior to joining Merrill in 2025, Hope worked at Fifth Third Bank for 23 years. Outside of advising, Hope is a compensated product reviewer for Amazon, performing this work during personal time without set obligations. 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 investment strategies for a range of individual and institutional clients.

David Vorbeck is a CFP® professional with 35 years of industry experience, currently serving at Ameriprise since 2017. He previously worked at Wells Fargo Advisors Financial Network LLC from 2009 to 2017. Outside of his advisory role, he is CEO of Bison Investment Advisors, Inc., which services his Ameriprise franchise. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations supported by a centralized consulting team.

Caleb Loftin is a Series 66 licensed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity Investments, he held positions at several companies including Tcc Verizon and Sherwood Midwest Division. 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 manage portfolios across various structures and platforms.

Timothy Donovan Sr. is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with UBS Financial Services since 1991. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing comprehensive support including financial planning, portfolio management, and capital markets activities.

Christopher Smitherman is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH. He holds a Series 63 designation and has 29 years of industry experience, including over two decades with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He previously worked with Osaic FA, Inc. Smitherman serves as a board member of the Ohio Casino Control Commission. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides multiple investment platforms, including proprietary model strategies under the Founders Gate Capital brand.

Jacob Robb is a financial advisor with Fidelity in Covington, KY, holding Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity Investments in 2025, he served in the United States Army from 2020 to 2024 and worked briefly at Robert Louis Group and Northwestern Mutual. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

David Bertsch is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His prior work includes roles at Plante Moran and Kirk's Natural, LLC, as well as experience at Northern Kentucky University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment products and has a formal advisory role with multiple registered investment companies and fund-of-funds.

Sean Moore is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at Fidelity Investments and prior work in retail and state revenue departments. Outside of his advisory work, he is involved with Cincinnati Catering as a catering associate. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios.

Michael Finkelstein II is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Proforce Sports Performance and multiple academic institutions, such as Northern Kentucky University and Indiana State University. 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 combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios across various asset classes.