Robert Hodgson is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, he acts as a trustee and successor trustee for an investment-related trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Hannah Sparkman is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Fidelity Investments since 2018 and previously held roles at MSU Housing and Watsons. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and uses algorithmic portfolio construction, serving a diverse client base with systematic, long-term investment approaches.

Gregg Fogel is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes long-term roles at Waddell & Reed, Inc. and various insurance carriers, as well as operating SGF Associates, LLC. Outside of his advisory work, he is a notary and has involvement with insurance agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Robert Seetin is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities since 2013. Outside of his advisory role, he assists with sports card sales by helping his son manage online postings and shipping. 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 deliver model portfolios and oversees sub-advisers while managing potential conflicts of interest.

Cole Dehlinger is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Fidelity Investments since 2021, as well as positions at Tristate Parking, Towne Park, and 50 West Canoe and Kayak. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs, and it is noted for its use of algorithmic methods and a formal advisory role to multiple registered investment companies.

William Goheen is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63, 65, and 66 licenses with 23 years of industry experience. Prior to joining Cambridge in 2024, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC for over two decades. He is also involved as a coach in a sport, fitness, and gaming-related activity through a separate business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers multiple portfolio management solutions across various platforms and emphasizes both proprietary and third-party investment strategies.

Stacey Newberry is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and bringing 31 years of industry experience. She has worked with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced planning tools.

Ted Abner Jr. is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked within various Fidelity entities since 2013, including Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies, AI-driven research, and its role as a commodity pool operator and formal adviser to multiple registered funds.

Alexander Rybarczyk is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across multiple Fidelity entities since 2011. Outside of advising, he serves as a special deputy providing security and traffic control for events in Hamilton County, Ohio. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment approach combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Jaron Price is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within multiple Fidelity divisions, including Fidelity Brokerage Services LLC since 2015 and Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing proprietary research combined with quantitative analysis and algorithmic portfolio construction. The firm is notable for its formal advisory role to multiple registered investment companies and its documented use of algorithmic methods and AI in research.

Jeffrey Walkup is a financial advisor at Osaic Wealth, Inc. with 34 years of industry experience. He holds a Series 63 designation and previously worked at Securities America, Inc., Securities America Advisors, Inc., and Brecek & Young Advisors, Inc. Outside of his advisory work, he teaches AcroYoga classes locally as a community activity. Osaic Wealth serves a wide range of clients, including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations, offering integrated brokerage, investment advisory services, and access to multiple third-party platforms. The firm uses proprietary asset-allocation tools and risk assessments to construct diversified portfolios managed on a discretionary or non-discretionary basis.

Amy Blankenship is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and nine years of industry experience. She has been with Fidelity Brokerage Services, LLC since 2017 and transitioned to Fidelity Investments in 2025. Prior to her financial services career, she worked at Save A Lot Food Stores from 2012 to 2017. She 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 to deliver model portfolios, including multi-manager and fund-of-funds structures.

Jose Chavez is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 and Series 66 designations and with 19 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2017, following a year at INVEST Financial Corp. Outside of his advisory role, he volunteers as a committee member at the Cincinnati Nature Center. Cambridge Investment Research Advisors serves a broad range of clients—including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors—providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a large network of independent financial professionals. The firm offers a variety of portfolio management options, including proprietary models and third-party strategies, with flexibility across custody and platform arrangements.

Christopher Cioffi serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity Investments since 2010, progressing through various positions including Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. In his practice, Christopher partners with clients and their families to develop financial plans aimed at positioning them for financial success. His approach follows a four-step process: understanding the client and their objectives, creating a financial plan based on client preferences, implementing the plan, and monitoring and adjusting it as necessary. He holds insurance licenses in Arkansas and California. Outside of his professional work, Christopher's interests include comedy, family activities, football, and social events with friends.

Gage Hammann is a Financial Consultant currently working at Fidelity Investments. He partners with clients to provide comprehensive financial planning services, including retirement planning, income protection strategies, investment strategies, and estate planning considerations. His professional experience includes roles as a Financial Consultant and Planning Consultant at Fidelity Investments since 2023, as well as Workplace Planning Consultant at the same company from 2021 to 2023. Prior to that, he worked in Mortgage Capital Markets and Business Banking at Fifth Third Bank in 2020 and 2019 respectively. Gage holds insurance licenses in Arkansas and California.

Andrew Varner is a financial advisor with Primerica Advisors in Fort Wright, KY, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Nike and PFS Investments Inc. since 2023 and previously held roles in the food service industry. His outside business activities include sales of home security, automation products, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Henry Mautner is a financial advisor with OSAIC, holding the ChFC® designation and a Series 63 license, with 33 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. Outside of his advisory duties, he is active as a composer and performer and also records commercial voice-overs. OSAIC serves a diverse client base, including individual investors, institutions, and nonprofit organizations, offering a range of brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and third-party platforms to provide managed portfolios with multiple investment options.

David Bowen is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several Fidelity entities since 1995, including Strategic Advisers Inc. His experience spans roles in investment management and advisory services within a large institutional framework. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and is noted for its use of AI-driven methods and its formal advisory roles to multiple registered funds.

Jason Eibel is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 1997, including Fidelity Brokerage Services, Inc., Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory solutions.

Brandon Wheeler is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. His previous roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he has contributed to a rock band as a writer, recorder, and performer, and he has a long-term engagement with the Telecommunications Board of Northern Kentucky, assisting with web design and multimedia services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios offered through intermediary platforms.