Michael Mcgriff is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at U.S. Bancorp Investments, INC. for three years before joining Citigroup in 2019. Outside of his advisory role, he also provides transportation services as an Uber driver in Cincinnati. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional-scale operations with in-house research, derivatives services, and bespoke solutions for very large relationships.

Jennifer Drapp is a financial advisor at The Huntington Investment Company with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with The Huntington Investment Company since 1995, including its predecessor The Huntington Bank, Inc. She was also affiliated with Ameriprise for a brief period beginning in 2026. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture model combining third-party sub-managers and proprietary private bank models, offering multiple wrap-fee programs on the Envestnet platform.

Mitch Lawson is a CFP® with seven years of industry experience, currently affiliated with Fifth Third Securities, Inc. He has held roles at Fifth Third Securities and Fifth Third Bank since 2023, and previously worked at Touchstone Investments and Touchstone Securities, Inc. Mitch’s background also includes positions at the University of Cincinnati. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options combining third-party managers and advisor-managed portfolios, with features such as direct indexing and an optional tax-overlay service.

Jeromy Ehlman is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has three years of industry experience. His work history includes roles at Fifth Third Securities since 2019 and Fifth Third Bank since 2017, along with prior experience at Service First Logistics. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services. The firm utilizes multiple program types and third-party portfolio managers through its Passageway Managed Account Program, providing clients with options ranging from advisor-directed mutual fund and ETF models to separately managed accounts and tax-overlay strategies.

Kimberlee Goble is a financial advisor with Empower Advisory Group in Burlington, KY, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Berry Law Firm, Universal Companies, Wyndham Destinations, ProCare Rx, and Magnolia Health Plan/Centene. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage account holders. The firm offers integrated services tied to Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing through proprietary and third-party planning methodologies.

Lauren Lubben is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. She holds a Series 66 designation and has prior work experience at Bayport Polymers, Formosa Plastics, Sasol, and the University of Louisville. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Jacob Wessler is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Bank and Fidelity Investments, among other employers. His background includes multiple roles at Thomas More University prior to entering the financial services industry. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts through advisory and brokerage services. The firm offers a variety of investment programs and utilizes a managed account platform with multiple portfolio management options.

Tyler Peter is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 designation and has worked across several Fidelity divisions, including Personal and Workplace Advisors, Brokerage Services LLC, and Institutional Operations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a range of mutual funds, ETFs, and ETPs.

Jeannette Marois is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction to deliver model portfolios and oversees management through affiliated and unaffiliated sub-advisers.

Mary Romans is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2010 and Bank of America, N.A. since 2022. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Albers is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 2001. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, and it serves in advisory roles for multiple registered investment companies and fund-of-funds.

Stevie Hurst is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. Prior to joining Fidelity, Hurst worked at Veritude and Luxottica. 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 uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios and offers advisory services with oversight of affiliated and unaffiliated sub-advisers.

Caitlin Mc Bee is a financial advisor with Edward Jones in Ft Thomas, KY, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at The Christ Hospital and Bon Secours-Mercy Health. Her background also includes roles in physical therapy services and education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment strategies supported by a large nationwide network of financial advisors and branch offices.

Katherine Foellger is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Her prior work includes roles in various service and retail positions, as well as community involvement with the Indian Hill Foundation. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

David Hasting 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 Masterc Advanced Technologies and Goodman Networks. He has been with Fidelity Investments since 2022. 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. The firm serves a variety of clients, including charitable funds and registered investment companies, and utilizes systematic methodologies and oversight controls in its management approach.

Henry Darnell is a financial advisor with LPL Financial in Crestview Hills, KY, holding a Series 66 designation and 12 years of industry experience. His prior roles include work with Waddell & Reed, various insurance carriers, and service in the Kenton County Office of the County Judge/Executive. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management supported by research and model portfolios.

Benjamin Darpel is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. He has been with Fidelity since 2022 and previously held roles at Amazon Flex, DoorDash, and the University of Cincinnati. 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 across mutual funds, ETFs, and ETPs.

Zachary Baynum is a financial advisor with Fidelity, holding the Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with various Fidelity entities since 2011, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and is registered with the CFTC as a commodity pool operator.

Kenneth Cramer is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been associated with Fidelity Investments since 2000 and currently works with Fidelity Personal and Workplace Advisors. Outside of his advisory role, Cramer works as an independent contractor delivering food orders through the DoorDash platform. Kenneth is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Douglas Stockdill 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 divisions, 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, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves as advisor to multiple registered investment companies, with a noted use of systematic methodologies and AI-driven research tools.