Karley Leist is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Her prior work includes roles at Fildeity Investments, Daniels Textile Rental, Rue21, and Northwest High School. 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, and it manages model portfolios delivered to intermediary platforms.

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 in various capacities within Fidelity since 2016. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a mix of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

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.

Kassia Cristello is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 31 years of industry experience. Her career includes prior roles at INVEST Financial Corp. and Acordia Personal Insurance Company. She is involved in managing operations at Tri-County Assurance Agency Inc. and works with SCOAPE Financial Group in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and diverse portfolio management strategies.

Allison Doll is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and 17 years of industry experience. She has worked at Merrill since 2008 and has also been affiliated with Bank of America, N.A. since 2015. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment services within Bank of America’s broader corporate platform.

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 at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fifth Third Securities and the Boone County Board of Education. Outside of her advisory role, she is a joint owner of rental properties and owns a parking lot business in Cincinnati. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Drew Louden is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at Louvino and TUC Dock. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research combined with quantitative analysis and algorithmic methods.

Brent Love is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at GoGoMeds Pharmacy, Promevo, Double Helix, Cengage, and Citi. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

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 with Fidelity, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been affiliated with various Fidelity entities since 2004 and currently serves clients through Fidelity Personal and Workplace Advisors and Fidelity Investments. She works for Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including managed portfolios and fund advisory. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction techniques and serves as an advisor to multiple registered investment companies.

Joseph Quigley is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2008 and Fidelity Investments Institutional Services Company, Inc. since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Jerry Moody is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, Moody worked at Fidelity Brokerage Services LLC and has experience outside finance at Morton's Steak House and Medpace. He also works part-time as a bartender at GlendAlehouse Brewery in Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Robert Thomasson III is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior work experience in diverse fields including financial therapy clinics and the Kentucky Cooperative Extension Service. Outside of his advisory role, he has been involved with Thomasson Landscape for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios through systematic methodologies.

Howard Mcewen Jr. is a CFA® charterholder with 32 years of industry experience, currently serving as a financial advisor at Osaic since 2018. Prior to that, he worked at Signator Investors, Inc. for two years. Outside of his advisory role, he is vice president of the Estate Planning Council of Northern Kentucky, a professional association that facilitates collaboration and education among estate planning professionals, where he helps coordinate speakers for events. Osaic Wealth, Inc. serves a diverse client base that includes individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and advisory services supported by advanced asset-allocation tools and offers access to third-party money managers and unified managed accounts.

David Sehlhorst is a Financial Consultant at Fidelity Investments, where he collaborates with clients to help them achieve their financial goals through tailored planning and ongoing support. He has been with Fidelity Investments since 2018, holding various roles including Investment Solutions Representative and Fixed Income Specialist, which have contributed to his comprehensive understanding of investment strategies and client relationship management. David holds insurance licenses in Arkansas and California, supporting his ability to provide a range of financial services. Outside of his professional work, he engages in family activities and enjoys fitness, golf, hiking, and traveling.

Samantha Mccomas is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities as well as Fifth Third Securities and Fifth Third Bank. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and fund advisory mandates.