Richard Evensen is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles across various industries, such as Charter Communications and Cengage. 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 to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Ty Houston is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Hanover for five years and had roles at St. Charles Community and local high schools. Strategic Advisers LLC, a Fidelity Investments company, 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 portfolios, and it serves multiple registered investment companies and fund-of-funds.

Devin Loechtenfeldt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Ohio National and Kroger Co, as well as positions related to education at the University of Cincinnati and Elder High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combined approach of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Julius Peluola is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant at the same firm from 2021 to 2024 and as a Workplace Planning Consultant from 2020 to 2021. Before joining Fidelity Investments, Julius was an Agency Owner at Shelter Insurance from 2019 to 2020. He holds the designations of CFP® Professional and CFA Charterholder, and he possesses insurance licenses in Arkansas and California. Julius focuses on creating customized financial plans by understanding clients' unique needs and providing clear, practical guidance. Outside of his professional work, Julius has interests in fitness, hiking, running, traveling, and exploring food.

Kimberly Fitzpatrick is a financial advisor at LPL Financial with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at The Huntington National Bank and The Huntington Investment Company. She is also involved with Kemba Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Kevin Hagerty is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Cambridge since 2012. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers comprehensive financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Steven Claar is a Private Wealth Advisor at Merrill Private Wealth Management. He partners with The Evelo|Singer|Sullivan Group, a nationally recognized private wealth management team, where he directs economic and market research, portfolio management, trading, and due diligence across asset classes and investment funds. Steven works closely with affluent families to advise them on financial strategies aimed at pursuing their long-term wealth goals. Since joining The Evelo|Singer|Sullivan Group in 2007, Steven has chaired the team's Investment Policy Committee, which sets strategic asset and style allocations within the guidelines of each client's personal wealth management plan. His areas of focus include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Steven graduated Summa Cum Laude with a B.S.B.A. concentrating in Finance from Xavier University. He holds the Chartered Financial Analyst (CFA) designation and is active in the CFA Society of Cincinnati. Outside of his professional work, Steven enjoys chess, fishing, football, golfing, hiking, running, and spending time with his family.

Kevin Tierney is a financial advisor with Raymond James & Associates in Covington, KY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Kimberly Fielman is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and bringing 24 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocation and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Michael Lindow is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 credentials and one year of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2026, following prior roles in various industries including brokerage services and hospitality. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, focusing on tailored financial planning supported by firm-approved tools and data insights.

Josiah Stuhmer is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Asbury University, Georgetown College, and self-employment with Hope Pathways LLC. He has also been involved with Joseph's Chapel United Methodist Church and Asbury Theological Seminary. Fidelity's Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including multi-manager and fund-of-funds advisory. The firm employs a blend of fundamental research and quantitative analysis to build model portfolios, and it serves as an advisor to multiple registered investment companies with a focus on algorithmic portfolio construction and governance.

Justin Wells is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Best Buy and Action Graphics. Wells is based in Covington, KY. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across a diverse range of investment vehicles.

Benjamin Locker is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Northwestern Mutual, FedEx, and Twitch Entertainment, as well as a four-year period at Northern Kentucky University. 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 across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and is noted for its use of advanced technologies such as AI and systematic methodologies in its investment process.

Jonathan Billing is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked in the automotive rental and sales sectors and has entrepreneurial experience as the director of Appleseed LLC, a small business he started to brand and trademark custom pallet furniture. 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. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven research.

James Mcpherson is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Before joining Fidelity, he worked in the brewing industry at several companies including Rhinegeist Brewery and Wooly Pig Farm Brewery. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop systematic, model-based investment solutions.

Matthew Duggan is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked at Emac Lighting for five years and Dewey's Pizza for thirteen years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of model portfolios constructed through proprietary fundamental research and quantitative analysis. The firm is noted for its use of algorithmic portfolio construction, advisory roles to multiple registered investment companies, and formal governance procedures.

Madison Axtell Stegman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Stegman held roles at Saint Agnes School and 3 G's Inc. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on diversified portfolios.

Thomas Agonito is a financial advisor with Fidelity Investments holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Brooksource, Compass Group USA, and Xavier University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across various mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Alexander Leisure is a Series 66-licensed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at Value City Furniture for three years and AcceptanceNow for ten years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Kevin Carothers is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Fischer Management, LLC for seven years and has concurrent experience in customer service at The Home Depot. Strategic Advisers LLC, a Fidelity Investments company, 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 deliver model portfolios and advisory solutions.