Kevin Widener is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its predecessor entities since 1998 and holds a Series 63 designation. Outside of his advisory role, he participates in a health insurance program through Life X/Cigna that involves research-based policy participation. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset thresholds, offering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research-driven modeling with algorithmic automation to generate tailored retirement income recommendations, serving a broad client base through its wide range of advisory, brokerage, and insurance solutions.

Maryann Pietromonaco is a financial advisor at Morgan Stanley with 36 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and works at Morgan Stanley Private Bank, National Association since 2015. Pietromonaco serves as Board Chair of Aviatra Accelerators, an organization focused on education and mentoring loans to female entrepreneurs, and is involved with several nonprofit boards including the Alliance of Catholic Urban Education and the SUNY Oneonta Foundation Finance Investment Sub-Committee. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its advisory process.

John Schablein is a CFP® professional with 37 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2015. He holds Series 63 and Series 65 licenses and has held various roles including coaching basketball at local high schools. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through financial planning, investment management, and retirement advisory services. The firm offers multiple investment platforms and proprietary model strategies, delivering services via a broad network of independent financial professionals.

D.J. Trindle is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, National Association in Cincinnati, OH. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models as part of its financial planning process.

Alex Tussey is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining UBS, he worked at Merrill from 2021 to 2024 and has held various roles at financial services and realty firms since 2016. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Scott Custis is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He is currently with Ameriprise and has previously worked at firms including DC Capital Management LLC, Money Scientific, UBS Financial Services, and Fidelity Investments. Custis also manages an advisory business through River Hills Consulting LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kelly Palmer is a financial advisor with Merrill in Fort Mitchell, KY, holding a Series 66 designation and 11 years of industry experience. She has worked at Merrill since 2011 and joined Bank of America, N.A. in 2025. 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.

Matt Terrell is a Wealth Management Senior Relationship Manager. He has been part of Fidelity Investments since 2013, beginning as a Retirement Benefits Coordinator. Over the years, he advanced through various roles including Executive Services Associate, Benefits & Planning Consultant, Executive Services, and Wealth Management Planning Consultant before assuming his current position. His career at Fidelity Investments spans over a decade, during which he has developed experience in wealth management planning, benefits consultation, and executive services. Matt focuses on strengthening client relationships by understanding their priorities and encouraging proactive financial planning. He values an attentive, reliable, and diligent approach to client interactions and finds motivation in helping clients engage with their future planning.

Chase Holthaus is a financial advisor at Primerica Advisors in Fort Wright, KY, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of finance, he has been involved with the Dixie Heights High School Booster Club since 2017. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies managed by third-party asset managers and supported by custodial services from Pershing.

Ryan Totten is a CFP® professional with six years of experience in the financial industry. He is currently with Cetera and has prior experience at Avantax Advisory Services and Avantax Investment Services. Additionally, he is involved in tax preparation and accounting services through his role at Hicks and Mann. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services via a large network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

Ben Pio is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments in various roles since 2016, including Investment Management Consultant II, Client Management Representative, Managed Accounts Support Specialist, Help Desk in Client Services, and High Net Worth II Service Associate. Ben's areas of focus include investment strategies, retirement planning, income protection, and facilitating family conversations regarding financial matters. He emphasizes a thoughtful, goal-oriented approach to connect with clients and develop long-lasting personal relationships. Ben holds insurance licenses in Arkansas and California.

Jonathan Ryckman is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with a team of Relationship Managers to deliver service to clients and their families. He has been in this role since 2021. Jonathan's experience at Fidelity Investments spans several roles including Senior PI Operations Specialist from 2017 to 2021, High Net Worth Help Desk from 2015 to 2017, and High Net Worth Case Manager from 2013 to 2015. This progression reflects his involvement in various aspects of wealth management and client service. No information about his education, credentials, personal interests, or community involvement was provided.

Rodney Driscoll is a Series 66-licensed financial advisor with Fidelity, based in Covington, KY. He has five years of industry experience, including roles at Fidelity Investments and Conduent, Inc. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing a variety of investment vehicles and offering model portfolios through systematic methodologies.

Evan Demott is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2016, with prior experience at Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Michael Perkins is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 63 designation and 26 years of industry experience. He worked for Stonex Advisors Inc and Stonex Securities Inc from 2015 to 2025 before joining LPL Financial in 2025. Perkins also has a part-time involvement in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Timothy Mollman is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. His prior experience includes roles at AJ Gallagher & Company and Stoneriver Reinsurance. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as a commodity pool operator and adviser to multiple registered investment funds.

Patrick Henry is a financial advisor with Fidelity in Covington, KY. He holds Series 63 and Series 66 credentials and has two years of industry experience. His prior work includes roles at DMN8 Partners and Smith & Nephew. 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. The firm is noted for its role in managing registered investment companies and delivering model portfolios to intermediary platforms.

Andrew Church is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has worked at various Fidelity entities since 2011, including Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, through discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on systematic methodologies and long-term asset allocation.

Theodore Berry is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with multiple Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory role to registered investment companies, use of algorithmic methods and AI in research, and established governance procedures.

Shannon Purkiss is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, Shannon was involved with Tavern Restaurant Group and Better Bodies Fitness, and operates a marketing business called GearUpMarketing. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, featuring systematic portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves multiple registered investment companies and emphasizes structured oversight and governance in its advisory role.