Griffin Meyer is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held positions at Bank of America, Park Avenue Securities, Guardian Life Insurance Company, DLAK Wealth Advisors, JPMorgan Chase, and Miami University Oxford. Outside of finance, he was involved with Topshelf Shots Inc. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies across a broad client base that includes individuals, high-net-worth clients, and institutional investors. The firm’s integration within Bank of America’s platform allows access to a wide range of financial products and services.

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 in various capacities at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Zachery Hertzfeld is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2013, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn 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 13 years of industry experience. She previously spent 23 years at Fifth Third Bank before joining Merrill. Outside of her advisory role, she sells products on Amazon and provides compensated product reviews in her personal time. Merrill offers managed account services through its Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm employs model-based and discretionary investment strategies integrated with Bank of America’s wider platform.

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 at Cambridge Investment Research Advisors with 28 years of industry experience. He has been with Cambridge since 2005 and holds the Series 63 designation. Outside of advisory work, he serves as a board member of the Ohio Casino Control Commission. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and platform options.

Jacob Robb is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Robert Louis Group and served in the United States Army from 2020 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

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 work includes roles at Northern Kentucky University, Proforce Sports Performance, and self-employment. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Scott Osborne is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he is involved in business ownership through BreakwaterSO, LLC and serves as treasurer and secretary for Instill, LLC, which manages payroll and benefits for his Ameriprise franchise. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily focusing on assets held in Ameriprise Managed Accounts.

William Feltner is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Paycor for five years. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and oversees affiliated and unaffiliated sub-advisers.

Courtney Elfers is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and is based in Covington, KY. Elfers has been affiliated with Fidelity since 2004, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a process combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and is noted for its use of AI, its role as a commodity pool operator, and advisory services for multiple investment funds.

Corey Marty is a CFA® charterholder with 13 years of industry experience. He is currently with Raymond James & Associates and previously worked at RBC Capital Markets. Marty is based in Cincinnati, OH. Raymond James & Associates serves a broad client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis. The firm is notable for its municipal and public finance capabilities and offers integrated services through its extensive affiliate network.

Cheo White is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 designations and possessing six years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, US Bancorp Investments, and PNC Bank. Fidelity’s Strategic Advisers LLC offers 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 portfolios including mutual funds, ETFs, and ETPs.