John Schablein is a CFP® professional with 37 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His previous roles include positions at LPL Financial and Fifth Third Securities. Outside of his advisory work, he is involved in coaching high school basketball in Ohio. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

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 financial advisor with Ameriprise in Crestview Hills, KY, holding the CFP® designation and Series 63 and 66 licenses. He has 11 years of industry experience, including previous roles at UBS Financial Services, Fidelity Investments, and Money Scientific. He also manages an advisory business through River Hills Consulting LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that combines proprietary research and third-party data to deliver personalized, 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 with Series 65 and Series 63 credentials and two years of industry experience. He has worked at Wallace G Murphy & Associates dba Primerica since 2025 and has held roles at PFS Investments Inc. and Primerica Financial Services since 2023 and 2024, respectively. Outside of finance, he has been involved with the Dixie Heights High School Booster Club since 2017. Primerica Advisors manages 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-based investment strategies overseen by unaffiliated asset managers and supported by established custodians and trade execution providers.

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 financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2019, following eight years at Conduent, Inc. There are no additional outside activities noted. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a broad client base with a range of discretionary and non-discretionary services.

Evan Demott is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves multiple registered investment companies and offers discretionary and non-discretionary advisory services with an emphasis on model portfolio solutions.

Michael Perkins is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. His prior roles include tenures at Stonex Advisors Inc and StoneX Securities Inc, as well as Cambridge Investment Research Advisors and Mass Mutual Investors Services. He is also involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced technology tools.

Timothy Mollman is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Stoneriver Reinsurance and AJ Gallagher & Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios using mutual funds, ETFs, and ETPs.

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 at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity since 2011, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Theodore Berry is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with various Fidelity entities since 2008, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it serves a distinctive advisory role with several registered investment companies and fund-of-funds.

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.

John O'Connor is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a position he has held since 2016. He has a background in financial consulting and wealth management, with prior roles including Investment Advisor at BB&T from 2015 to 2016, Wealth Management Advisor at TIAA-CREF from 2014 to 2015, and Financial Consultant at Fidelity Investments from 2010 to 2014. Throughout his career, John has focused on helping clients understand their financial road maps by considering what is most important to them.

Spencer Person is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at FFB Inc and Black Bull Capital Partners, and he has also coached high school soccer at Walnut Hills High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offer fund advisory services.