Luke Upright is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and beginning his industry experience in 2026. His prior work includes roles at Huntington National Bank, W&S Brokerage Services Inc., and Western & Southern Life. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing fund advisory services, use of systematic methodologies, and formal advisory positions with multiple registered investment companies.

Samuel Schaefer is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments since 2022. Prior to his advisory role, he worked in education and has experience at Northern Kentucky University and Archbishop McNicholas High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Justin Smock is a financial advisor at Fidelity with 4 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at KJV & Associates and Turfway Park. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Stephane Salet is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles in automotive sales and service along with ongoing service in the Kentucky Army National Guard since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Kristopher Profitt is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop flexible financial plans centered around their individual financial goals. He aims to simplify the investment experience through a partnership approach. He has been with Fidelity Investments since 2004, serving in multiple roles including Retirement Investment Services, Relationship Officer, Investment Management Consultant III, and currently as a Financial Consultant. His experience encompasses various aspects of financial consulting and investment management. Kristopher holds insurance licenses in Arkansas and California.

Ryan Dolle is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he partners with clients as a trusted advocate to support and enhance their financial lives by constructing personalized road maps tailored to their goals and adapting to life changes. His approach focuses on simplifying investing to alleviate uncertainty and provide peace of mind about the future. Ryan's professional experience spans several positions at Fidelity Investments, including PAS Portfolio Specialist from 2020 to 2023, PAS Client Management Representative from 2019 to 2020, Executive Services Representative from 2015 to 2017, and Retirement Solutions Representative from 2014 to 2015. Prior to joining Fidelity, he served as Director of Financial Planning at Premier Planning Group, LLC from 2017 to 2019. He holds insurance licenses in Arkansas and California.

Bill Bowdy is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2010, progressing through various roles including Financial Consultant, Investments Consultant, Investment Solutions Representative, and Financial Representative. With over a decade of experience, Bill specializes in working with High Net Worth individuals on retirement planning, income planning, tax-efficient investment planning, and estate planning considerations. He focuses on designing financial plans that account for all market scenarios to support his clients and their families. Outside of his professional work, Bill's personal interests include beach activities, fitness, football, golf, and spending time at the lake.

Colleen Carlson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. She previously worked at AF Group and Al Bourdeau Insurance Agency before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, offering discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research and quantitative analysis.

Kelly Wertz is a financial advisor at Wells Fargo Advisors in Cincinnati, OH, with nine years of industry experience. She has been with Wells Fargo Advisors since 2018, following two years at Wells Fargo Clearing and two years at Wells Fargo Advisors, LLC. Wertz holds a Series 63 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various areas such as retirement, education, and special-needs analysis, and it integrates advisory services with other financial product offerings and referral channels.

Christopher Ramos is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its related entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, oversees sub-advisers, and utilizes advanced methodologies including AI in its investment approach.

Brian Cromer is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he works closely with clients to develop financial plans tailored to their individual needs and goals, emphasizing collaboration and understanding of client priorities. Prior to his current position, he held various roles at Fidelity Investments, including Investment Solutions Representative III (2024-2025), Workplace Planning Consultant III (2022-2024), Workplace Planning Consultant II (2022), and Workplace Planning Consultant I (2021-2022). Brian holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial planning services across these states. Outside of his professional work, he has personal interests in cars, football, movies, music, and reading.

Kimberly Whaley is a financial advisor at Fidelity with 21 years of industry experience. She has previously worked at Ameriprise Financial Services and Wells Fargo Advisors. Outside of her advisory role, she is involved in food delivery services with Uber Eats, DoorDash, and GrubHub. She 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 utilizes a combination of fundamental research and quantitative analysis to construct model portfolios and serves in advisory roles for registered investment companies.

Nathaniel Bowman is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2021. Prior to joining Fisher, he worked at Fifth Third Securities and Fifth Third Bank from 2013 to 2021. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach that integrates quantitative and qualitative research to construct diversified portfolios and uses various risk management techniques, including tax-aware processes and defensive tactics.

Donald W. Harden is a CFP® and ChFC® professional with 37 years of industry experience, currently affiliated with UBS Financial Services in Cincinnati, OH since 2008. He is also a licensed independent insurance agent specializing in fixed products. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings.

Dustin Hall is a financial advisor with Fidelity, holding a Series 66 designation and 18 years of industry experience. He has worked at multiple Fidelity entities since 2014, most recently with Fidelity Investments since 2025. Outside of finance, Hall is involved in photography and videography. 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 a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Mark Conrad is a financial advisor at UBS Financial Services with 17 years of industry experience. He has held positions at UBS since 2016 and previously worked at Bank of America, N.A. and Merrill from 2014 to 2016. He holds Series 63 and Series 66 designations and is based in Cincinnati, OH. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research, capital markets services, and affiliated banking programs.

Charles Foster is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to co-create financial plans aimed at meeting their financial goals and providing peace of mind. He has been with Fidelity Investments since 2013, progressing through various roles including Portfolio Specialist, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. Charles holds insurance licenses in Arkansas and California, supporting his ability to serve clients across these regions. His experience spans portfolio management, retirement planning, and investment solutions, reflecting a comprehensive understanding of financial advisory services. Outside of his professional role, Charles enjoys camping, fishing, hiking, fitness activities, and spending time with his family.

Paul Antoun III is a Financial Advisor at Merrill Lynch Wealth Management. He supports clients in managing their financial goals through tailored investment strategies. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). Paul earned a bachelor's degree from the University of Cincinnati. Further personal interests or details related to community involvement are not provided.

Aaron Satterfield is a financial advisor with Fidelity Investments in Covington, KY, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc., Central Ohio Financial Services, and US Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Judy Prusinowski is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 credentials. Prior to her current role, she worked at Avanta Credit Union and Il Vicino Wood Oven Pizza. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to registered investment companies, and use of algorithmic methods and AI in research.