Nolan Jewell is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior work includes roles at Whitaker Bank and Amazon, along with experience at the University of Kentucky. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Michael Croweak is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has worked with various Fidelity entities since 2004, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, serving a broad range of investors through systematic and multi-manager strategies.

Ronnie Holmes Jr. is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation for 11 years. Outside of his advisory role, he manages Thoroughbred Financial, which offers various insurance products including disability insurance and annuities. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, providing integrated brokerage and advisory services supported by a broad network of financial advisers and multiple advisory platforms.

Charles Rowland III is a financial advisor with OSAIC in Cincinnati, OH, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Securities America Advisors, ROI DNA, and C3 Insights LLC. Outside of advising, he is also an insurance agent involved in researching and recommending insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.

Thomas Buchheit is a financial advisor at OSAIC with 39 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for 37 years at Fortis Investors, Inc./Woodbury Financial Services, Inc. In addition to his advisory role, he is a partner at CIC Agency Inc., a property insurance business, and serves as counsel member for Saint Thomas More Parish. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, utilizing various asset-allocation tools and portfolio management strategies.

Cory Gish is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior experience includes roles at Prodigy and educational positions at the University of Cincinnati and St. Henry District High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Ross Sefton is a financial advisor with Fidelity, holding a Series 66 designation and having 10 years of industry experience. His work history includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Ross is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Christine Brooks is a CFA® charterholder and holds a Series 66 license. She has seven years of industry experience, including three years at Willis Towers Watson and eight years with Edward Jones. She is based in Cincinnati, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Rex Rogers is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His background includes multiple roles at Fidelity Investments since 2019, as well as positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios.

Deanna Carr is a Series 66-licensed financial advisor with Fidelity in Covington, KY, and has four years of industry experience. Her prior roles include positions at New York Life and multiple academic institutions, including Bellarmine University and Louisiana State University - Shreveport Online. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Rachel Auxier is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research and quantitative analysis. The firm is notable for its use of algorithmic portfolio construction, delegation to sub-advisers, and formal advisory roles to multiple registered investment companies.

Morgan Shover is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill and Bank of America in 2023, Morgan worked at Medpace, Inc. and Deloitte Tax LLP. Outside of work, Morgan serves on the junior board of CHNK Behavioral Health and participates in fundraising activities for the Cincinnati Parks Foundation and Beechwood Independent School alumni board. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Scott Best is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and eight years of industry experience. He has previously worked at Bank of America, Merrill, and Fifth Third Bank and Securities. 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. The firm serves multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Annette Kitchen is a financial advisor with Equitable Advisors in Newport, KY, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. She has worked with Equitable Advisors since 2011 and previously held roles at Axa Advisors, LLC and Whelan Event Services. Outside of her advisory work, she is a member of multiple LLCs in Newport, KY. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Paul Listerman is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, he holds an ownership interest in a family auto dealership in Edinboro, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Peter Crook is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a range of mutual funds, ETFs, and ETPs.

Jason Haboush is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has over 22 years of experience in the financial industry, including roles as an Investment Management Consultant II at Fidelity Investments from 2015 to 2024, and as a Financial Advisor at LPL Financial LLC and Morgan Stanley. At Morgan Stanley, he also served as a Complex Sales Manager, Trainee Supervisor, and Financial Advisor between 2003 and 2010. Jason is a CERTIFIED FINANCIAL PLANNER4 professional who emphasizes collaborative financial planning tailored to each client's unique goals. He leverages the resources of Fidelity to support clients in navigating their financial journeys with clarity and confidence. Outside of his professional work, Jason has interests in fitness, football, motorcycles, music, reading, and traveling.

Mariah Cox is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2017, with prior experience at UC Health from 2015 to 2017. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, and serves as a commodity pool operator with advisory roles for multiple registered investment companies.

Nicholas Mcvicker is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Love on Fourth and NADA, among other roles. Outside of finance, he works as a bartender at Bloom OTR, an LGBTQ+ nightclub in Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, multi-manager fund structures, and a formal advisory role to multiple registered investment companies.

Jacklinh Tran is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Tran worked at WesBanco Bank and held various roles in the food service and retail sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction based on proprietary research, quantitative analysis, and systematic methodologies. The firm also serves multiple registered investment companies and employs algorithmic and AI-driven approaches in its investment process.