Mason Alexander is a CFP® with 25 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors, Inc., SECURITIES AMERICA, inc., and Securities Service Network spanning from 2006 to 2024. Outside of his advisory work, he volunteers at an anti-poverty center in Cincinnati, teaching classes. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing advanced asset-allocation tools and multiple investment platforms to manage portfolios across various asset classes.

Stephanie Polen is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 credentials and 31 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007 and is also involved with the Clippard YMCA, where she has had a role since 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of financial planning and advisory services, utilizing structured discovery conversations and firm-approved planning tools to develop tailored plans.

Michael Taylor is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes 16 years at Wells Fargo Advisors Financial Network and 6 years at UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, and other institutions through a large network of investment adviser representatives. The firm provides a variety of financial planning and investment management options, including model portfolios and third-party asset management, supported by extensive operational and research tools.

Jacob Sanford is a Financial Consultant currently working with Fidelity Investments. He has held several roles within the firm since 2018, progressing from Defined Contributions Representative to Planning Consultant. His professional experience includes positions as a Fixed Income Specialist, Workplace Planning Consultant, and Workplace Planning Associate. Jacob holds insurance licenses for Arkansas and California. His work approach emphasizes building genuine relationships to empower clients to take control of their financial future confidently. Outside of his professional career, Jacob engages in boating, military service, motorcycles, outdoor adventures, and parenthood.

Thomas Bresiger is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction in managing diversified portfolios and model solutions.

Matthew Darpel is a financial advisor with Robert W. Baird & Co. Incorporated, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Independent Advisor Alliance, LPL Financial, and operated his own practice, Matthew L. Darpel P.S.C., for over two decades. In addition to his financial advisory work, he is also an attorney specializing in estate planning, probate, and elder law. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The group offers a range of financial planning and portfolio management services utilizing both manager-traded and model-traded strategies, supported by internal research and monitoring.

Robert Cappa is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Aransas County ISD and Wharton ISD. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolios, and is registered with the CFTC as a commodity pool operator.

Chris Eibel is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2000. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services alongside model portfolios built from mutual funds, ETFs, and ETPs.

Jonas Vance is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has worked in various roles including as an independent contractor for Kings Hammer Soccer Club, where he organizes and runs team activities. Vance is also involved in disc golf organizations, serving as a director for the Founding Fathers Disc Golf Club and a professional member of the Professional Disc Golf Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Michael Somers is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he held various roles including self-employment and positions in glass and door repair, packaging, music therapy, and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

David Epplen is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 1996. Outside of his advisory role, he serves as a high school baseball umpire in the Northern Kentucky area. He is associated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Alexander Powell is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he spent 11 years at Creative Retirement Systems, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Mitchell Hofer is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has held various roles within Fidelity since 2000, including positions at Fidelity Investment 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, including fund advisory and portfolio management. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Noah Helber is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked with Ringle, an online English learning platform, as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a wide investable universe, including mutual funds, ETFs, and ETPs.

Louis Giglio is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he has participated in nonprofit activities including serving on the finance and investments committee of the Greater Cincinnati Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering tailored financial planning supported by proprietary research and model-based asset allocations.

Rosemarie Carrington is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at SkillCloud Consulting Group, Procter & Gamble, Lowe's Home Improvement, and Compton Point Inc. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves a broad range of clients including Charitable Gift Funds and registered investment companies.

John Feldman is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2018, following three years at Transamerica Agency Network. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles for multiple funds with established governance and proxy-voting procedures.

Nicholas Lampkin is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior work history includes four years at Northwestern Mutual in various roles and 14 years at Fidelity Investments. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and a wrap program, alongside affiliated trust custody, insurance services, and lending programs.

Jamie Osborne is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His career includes roles at Ameritas Investment Corp. and CCF Investments, and he concurrently operates Osborne & Associates Financial Group, LLC. Outside of financial services, he is the owner of Osborne Homestead Services, LLC, a small farm business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various asset allocation approaches.

Jeffrey Morehead is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In his role, he collaborates with clients and their Wealth Management Advisors to create, implement, and oversee investment strategies aimed at achieving long-term financial objectives. Jeffrey has been with Fidelity Investments since 2016, progressing through various positions including Customer Relationship Advocate, High Net Worth Associate, High Net Worth Tier II Associate, and multiple levels of Investment Management Consultant. His experience encompasses a comprehensive understanding of investment management within the wealth management sector.