Ben Frazier is a Planning Consultant who is dedicated to working closely with clients to help them progress toward their financial goals. He focuses on aligning his advice with each client's unique situation and priorities, aiming to build long-lasting relationships and serve as a reliable resource. Ben has experience as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2025 and previously worked in High Net Worth Services at Fidelity Investments from 2021 to 2022. He holds an Arkansas Insurance License. Outside of his professional work, Ben engages in activities such as family time, fitness, football, social events with friends, music, and snowboarding.

Karl Diebold is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. His prior roles include positions at U.S. Bancorp Investments, Pruco Securities LLC, The Prudential Insurance Company of America, and Horan Securities, Inc. He is also employed as a financial advisor at River Hills Consulting Services LLC. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, offering comprehensive written Recommendation Reports that incorporate income analysis, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and algorithmic tools with personalized advisory services to deliver these plans.

Nathan Gindele is a Planning Consultant at Fidelity Investments, where he focuses on understanding clients' financial goals and analyzing their current financial situations to develop tailored, goal-based strategies aimed at long-term financial success. He joined Fidelity Investments in 2020 and has held various roles, including Proactive Engagement in Stock Plan Services and Relationship Manager, before becoming a Planning Consultant in 2024. Nathan holds insurance licenses in Arkansas and California. Outside of his professional role, he enjoys board games, camping, football, music, parenthood, and soccer.

Donald Nickerson is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2010. He served on a seven-person economic development advisory committee for Anderson Township in 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary market research and model-based asset allocation to tailor services to client goals. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, integrating institutional trading capabilities with wealth management services.

Richard Rowland is a financial advisor at Fidelity with 33 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Strategic Advisors Inc over his career. Strategic Advisers LLC, a Fidelity Investments company, 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages day-to-day investment decisions through affiliated and unaffiliated sub-advisers.

John Droege is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity in 2018, he worked at Amazon and Health Point Family Care. Outside of his advisory role, he is involved as a subcontractor with Zoomer 2 Inc, a food vending operation during festivals. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios using systematic methodologies.

Sean Kinsella is a financial advisor with Fidelity who holds a Series 66 designation and has one year of industry experience. Prior to joining Fidelity, he worked for Starbucks Coffee Co. for five years. In addition to his advisory role, he is a co-owner of Squid Squad LLC, a clothing brand based in Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment approach integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Daniel Hassall is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at Central Bank & Trust Co for five years and held roles at Eastern Kentucky University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, as well as registered investment companies. The firm employs a systematic investment process using proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Heather Mardis is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she has worked in warehouse personnel at Kohl's distribution center since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Ethan Jones is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles including at Jeni's Splendid Ice Creams and National Coatings and Supplies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is known for its advisory roles to registered investment companies, use of systematic methodologies, and employment of AI in its research processes.

Tricia Plumhoff is a financial advisor with Primerica Advisors in Fort Wright, KY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her work history includes roles at Intuit, Inc., ERA Integrity Real Estate, and PFS Investments Inc., alongside her longstanding association with Primerica Financial Services. Outside of investment advising, she owns an accounting firm called Tricia's Tax Service. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Wick Makse is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. He has worked at Fidelity Investments since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often employing affiliated and unaffiliated sub-advisers.

Robert Kinsella is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Investments and Morgan Stanley. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and a long-term investment approach.

Hunter Cornelius is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to develop personalized financial plans tailored to their priorities. He focuses on understanding each client's unique situation to support them in implementing customized strategies that include tax-efficient investing, detailed retirement planning, and personalized investment approaches. Since joining Fidelity Investments in 2023, Hunter has held various roles including Customer Relationship Advocate and Investment Solutions Representative I, II, and III, before becoming a Planning Consultant in 2026. His progression reflects his experience and commitment within the company. Hunter holds insurance licenses in Arkansas and California. No information about his education or personal interests was provided.

Scott Mcevoy is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role, he was involved with the Cincinnati Opera Association and the Young Professionals Choral Collective. Outside of finance, he performs and manages bookings as an independent contractor with The SunBurners LLC, a musical entertainment group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Lorelei Tumino is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 13 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor financial plans.

Maxwell Mccauley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked at Hyde Park Wealth Advisors and Morgan Stanley. He has also been involved with Valet Guys of Knoxville and worked in educational settings including the University of Tennessee Knoxville and Covington Catholic High School. Fidelity’s Strategic Advisers LLC, where Maxwell is based, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a methodology that combines fundamental research with quantitative analysis and algorithmic portfolio construction, and is notable for its advisory roles with multiple registered investment companies and use of advanced technologies in portfolio management.

Jonathan Henkel is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, he worked for Ollies Bargain Outlet for eight years. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage a broad range of model portfolios.

Connor Koop is a financial advisor at Fidelity with a Series 66 credential and industry experience beginning in 2024. His prior work includes roles at Fritz Baumgartner and Mark Greenblatt, among others. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Stuart Swift is a CFP®-designated financial advisor with nine years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously at UBS Financial Services, Inc. from 2017 to 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.