Eric Ostertag is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at DoorDash, Ohio University, Home City Ice Co., and LaRosas Pizzeria. 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 utilizes a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves a range of clients including registered investment companies and charitable funds.

Katherine Conniff is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. She previously worked at Cintas Corporation for five years before joining Fidelity in 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Rebecca Boden is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at the Owen County and Grant County Boards of Education, as well as work at Answers in Genesis and Georgetown College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

James Murphy Jr. is a financial advisor with Merrill in Cincinnati, OH, holding Series 65 and Series 66 credentials and 29 years of industry experience. He has worked at Merrill since 1997 and is also affiliated with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as the founder, director, and occasional coach of the St. Xavier High School Triathlon Team, a charitable organization. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Mark Bonfield is a financial advisor with LPL Financial based in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at PNC Investments, Fidelity Investments, and Farmers Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse financial planning and advisory programs supported by research and a range of management strategies.

Garren Schultz is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to his current role, he held various positions including as an independent contractor delivery driver for DoorDash. 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 manage diversified model portfolios.

Scot Herrmann is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with various Fidelity entities since 1998 and is currently based in Covington, KY. Outside of his advisory role, Herrmann is a race announcer for live sporting events and a business partner at Loveland Bike Shop and Rental, where he provides consultation and occasional shop support. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an adviser to multiple registered investment companies and funds.

Philip Ochs IV is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with UBS Financial Services since 2004. Outside of his primary role, he advises on investments for the Christy A Ochs Rev Trust. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Jared Noble is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. Before joining Fidelity, he worked at Standard Textile, Superior Staffing, and IGS Energy. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Erik Shifflett is a CFP® and Series 66-licensed financial advisor with 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. He serves as a trustee for a friend and co-worker in Lebanon, Ohio. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment products, including insurance-related vehicles and bank deposit sweep options.

Maggie Ellis is a financial advisor at UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining UBS, she worked for Duke Energy from 2022 to 2024 and spent eight years in education. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad set of financial solutions.

Jeff Reuter is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with Wealth Management Advisors to provide personalized support and service to clients. He joined Fidelity in 2015 and has held various roles within the company, including Workplace Planning Consultant II, Workplace Planning Consultant I, Investment Solutions Representative, and Customer Service Representative. Throughout his tenure at Fidelity, Jeff has gained experience in wealth management planning and workplace consulting. He focuses on delivering a high-touch experience to clients by supporting advisors in meeting their clients' financial needs. Outside of his professional role, Jeff has interests in camping, cars, gardening, hiking, photography, and skiing.

Natasa Mitchell is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Fidelity Investments and Fidelity Personal and Workplace Advisors since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

John Metcalfe IV is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with UBS since 2018, following prior roles at Touchstone Securities and IFS Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning, discretionary portfolio management, and a variety of capital markets services.

Timothy Jolley is a financial advisor at Fidelity with a Series 66 credential. He has been with Fidelity since 2022 and has prior experience in various roles outside the financial industry, including positions at United Parcel Service and FedEx Ground. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Nicholas Riordan is a Financial Advisor with The Evelo|Singer|Sullivan|Bruegge Group, part of Merrill Lynch Wealth Management, joining the team in 2024. He brings over two decades of experience in corporate finance, asset management, and strategic planning, serving individuals, entrepreneurs, and business owners with complex financial needs. Prior to his current role, Nicholas was a Business Development Officer and Senior Wealth Advisor at Fort Washington, a subsidiary of Western & Southern Financial Group, where he focused on endowments, foundations, and nonprofits. His earlier career includes over 20 years as a global finance leader at Procter & Gamble and work at KPMG leading advisory client engagements in mergers and acquisitions, accounting, tax issues, and process optimization. Nicholas holds an MBA from the Carl H. Lindner College of Business at the University of Cincinnati and a Bachelor of Science in Economics and Accounting from the Farmer School of Business at Miami University. He is a Certified Public Accountant licensed in Ohio and serves as the director of philanthropy for his team, providing tailored investment advice for endowments and foundations. He is actively involved in the community, serving on the boards of Cancer Family Care and the School of Creative and Performing Arts (SCPA) as Vice Chairman. Nicholas has previously served on boards for Starfire Council, the American Diabetes Association (Cincinnati Chapter), and Cincinnati Children’s Hospital Corporate Leadership Council, and has contributed leadership in over 15 United Way campaigns.

David Staverman is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with various divisions of Fidelity since 2012. Fidelity’s Strategic Advisers LLC 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 notable for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of AI and systematic methodologies in portfolio management.

Gunnar Wall is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. He has worked at Fidelity Investments since 2024 and previously at First Financial Bank. Outside of finance, he has been involved with Elder High School for several years and has experience in various roles including operations at Chad's Drive Thru and Rueve Landscape Company. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its roles in commodity pool operations and advisory services to registered investment companies.

Paul Roetenberger is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has been with Raymond James since 2008. Outside of his advisory role, he serves as a trustee providing investment advice and monitoring and is a member of the finance committee for St Bernadette, where he assists in reviewing financial statements and budgets for the church and school. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations primarily through non-discretionary advisory relationships and also delivers institutional consulting and public finance services.

Brady Mcdonough is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at PNC Bank. Mcdonough is currently based in Cincinnati, OH. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.