Derek Henry is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments and prior positions in the automotive retail sector. 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 mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and implements systematic methodologies including AI in its investment approach.

Amy Bender is a financial advisor at UBS Financial Services in Cincinnati, OH, with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2016. Outside of her advisory role, she manages a residential rental property. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of related financial products and research.

William Moehring is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 credentials with four years of industry experience. His prior work experience includes roles at DoorDash, Inc., Kings Island, and Chipotle. Outside of his advisory role, he works as an independent contractor for DoorDash, handling food delivery with flexible hours. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also manages model portfolios and holds distinctive registrations and advisory roles within the institutional investment space.

Geoffrey Ringle is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge Investment Research Advisors since 2017. Prior to his current role, he was employed by Fidelity and INVEST Financial Corp. Outside of finance, Mr. Ringle serves as a firefighter and paramedic with the City of Cincinnati Fire Department. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple account platforms.

Jared Gorman is a financial advisor with Stifel in Cincinnati, OH, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Clearing and Fidelity Brokerage Services LLC. Outside of finance, he has experience in hospitality and small business operations. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and fee-based advisory services. The firm uses a proprietary investment strategy methodology and provides services that include financial planning, model allocations, and municipal-market activities.

Joshua Finley is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Fidelity Investments and Georgetown College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Michael Combs is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with LPL Financial since 2015. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

Karley Leist is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 and Series 63 designations. Her prior work includes roles at Fildeity Investments, Daniels Textile Rental, and Rue21. 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 employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, with notable use of AI and systematic methodologies.

Kyle Kubera is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked across various Fidelity entities since 2016, including Fidelity Brokerage Service, LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Erin Timmerding is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 1995 and joined Merrill in 2016. Erin is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Retirement Planning Counselor™ designee, and holds the Personal Investment Advisor designation. She earned a Bachelor of Arts degree from Miami University and a Master of Business Administration from Xavier University. With over 30 years of experience, Erin works with individuals, families, and business owners to identify their priorities and create financial strategies aligned with their goals, values, and vision for the future. Her areas of focus include college education planning, retirement income, managing new wealth, small business strategies, socially responsible and ESG investing, and women and wealth. Erin emphasizes building client relationships based on trust, transparency, and meaningful conversations to provide guidance during retirement planning, life transitions, and legacy preparation. Outside of her professional work, Erin is involved with organizations such as Blessed Sacrament School and Church, St. Xavier High School, and St. Ursula Academy. She dedicates time to faith, family, service, and meaningful relationships, which influence both her personal life and the way she serves her clients. Her personal interests include golfing, reading, spending time with family, and yoga.

Allison Doll is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and bringing 17 years of industry experience. She has worked at Merrill since 2008 and at Bank of America, N.A. since 2015. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Coombe is a CFA® charterholder with 33 years of industry experience and has been with Robert W. Baird & Co. since 2011. He serves on the boards of several organizations, including the William Powell Company, Spring Grove Cemetery and Arboretum, and Aprecia Pharmaceuticals Corp. Coombe is also involved with the William P Anderson Foundation’s executive committee. He is part of the DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and charitable organizations, offering a range of portfolio management and consulting solutions that include both traditional and non-traditional investment strategies.

Cherry Mcdavid is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, Mcdavid worked in various roles including staffing and gig economy positions. Outside of advising, Mcdavid streams shows and games on Twitch in their free time. 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 diversified portfolios.

Grant Geswein is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and Fidelity Brokerage Services LLC since 2018. Prior to that, he held positions at Edward Jones, Dicks Sporting Goods, Northwestern Mutual, and Miami University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs, and it serves in an advisory capacity for multiple registered investment companies.

Lewis Assaley is a financial advisor at Morgan Stanley with 42 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He serves on the University of Cincinnati Department of Economics PhD Advisory Board, providing guidance on doctoral program goals and assisting PhD students with employment connections. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and comprehensive investment resources.

Summer Shkoukani is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining Merrill in 2023, she worked at Fifth Third Securities and served on the Boone County Board of Education. Outside of her advisory role, she is involved in managing family rental properties and owns a parking lot business. 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 strategies for a range of individual and institutional investors.

Drew Louden is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Louvino, TUC Dock, and the City of Fishers. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Brent Love is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at GoGoMeds Pharmacy, Promevo, Double Helix, 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.

Alan Green is a financial advisor with Fidelity in Covington, KY, holding a Series 66 designation and one year of industry experience. His prior work includes roles in transportation and entertainment management, and he currently works as a commercial driver in logistics alongside his advisory duties. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a mix of proprietary research, quantitative analysis, and algorithmic portfolio construction.

T'cheka Davis is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2004. 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. The firm manages model portfolios across multiple asset classes and serves as an advisor to registered investment companies, incorporating systematic methodologies and oversight controls in its investment approach.