Garrett Pringle is a CFP® and holds a Series 66 designation with eight years of industry experience. He is currently with UBS Financial Services in Cincinnati, OH, where he has worked since 2022, and previously held roles at Raymond James Financial and First Financial Wealth Management. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, discretionary portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment solutions.

Connor Mcphail is a financial advisor with Fidelity who holds a Series 66 designation and has nine years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC since 2018 and Edward Jones in 2017–2018. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Julie Talbot is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various capacities at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments since 2000. Outside of her advisory role, she serves as Treasurer on the board of the Loveland Youth Volleyball Organization. Her firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Nicholas Ruch is a CFP® and Series 66-registered financial advisor with UBS Financial Services in Cincinnati, OH, with 10 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves on the board of Chair Force 1, a charity providing wheelchair-accessible vans to families in need, where he is chairman of the finance committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolios.

William Moore is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Fidelity Brokerage Services LLC since 2018 and spent seven years at Schneider Electric. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Nathan Buse is a financial advisor at UBS Financial Services with one year of industry experience. He has previously worked at Fidelity Investments, Capital Wealth Advisors, and had a role at the Rueve Landscape Company LLC. Nathan holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Gregory Baker is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity Investments, he held roles at Divisions Maintenance Group and Haven Homes Group, where he also worked as an independent contractor providing real estate brokerage services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across retail and institutional segments.

Matthew Potter is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2017, and prior to that, he worked at Wells Fargo Clearing for one year. Outside of finance, he owns Potter Companies, LLC, which is involved in fitness marketing, and he occasionally works as an entertainer, performing as an actor, comedian, and musician. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to develop written recommendations tailored to clients’ goals.

Brian Lewin is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various roles since 2005. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages both discretionary and non-discretionary portfolios and provides advisory services to registered investment companies and fund-of-funds.

Ashley Pyles is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity Investments in 2025, Pyles worked at various companies including Duluth Trading Company and Paycor HCM Inc. Outside of finance, Pyles has been involved with Oki Furniture Fair since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors as well as registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Mary Hart is a financial advisor with Primerica Advisors in Milford, OH, holding a Series 63 designation and nine years of industry experience. She has been with Primerica Advisors since 2016 and also has experience with Primerica Financial Services starting in 2015. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Christian Reyes is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked in education with Covington Independent Public Schools and Holmes High School. 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 employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of model portfolios, regulatory registrations, and advisory roles to multiple fund structures.

Eric Parnitzke is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has worked at Fidelity Brokerage Services since 1993 and previously served at Fidelity Personal and Workplace Advisors. Outside of finance, he releases doves for weddings and memorial services and works as a bartender at a rooftop bar. He advises through Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Theodore Hunt is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Fidelity, he worked at T-Mobile USA for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also supports model portfolio delivery and serves in advisory roles for registered investment companies and fund‑of‑funds.

Roger Strunk is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors for 11 years before joining OSAIC in 2025. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using a variety of asset-allocation tools and portfolio construction strategies across multiple advisory platforms.

Kassie Potter is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with 13 years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and proprietary market simulations.

Andrew Jones is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. He has worked at Ameriprise since 2022 and has held positions outside the industry, including licensed paraplanning with TMTS LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research and algorithmic tools to provide written recommendation reports and ongoing advice.

Mary Becker is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill Lynch since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Apryl Pope is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her prior roles include positions at Ameritas Investment Corp., Capital Choice Investment Advisers Inc., and CCF Investments. In addition to her advisory work, she is involved in a legal consulting subscription service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisors, offering both model and customized portfolio strategies.

Conner Brown is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His work history includes multiple roles at Fidelity Investments since 2021 and prior experience at companies such as FedEx Ground, Kroger, Amazon, and Gopuff. He has also worked at Northern Kentucky University and Indiana University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies and AI tools in managing model portfolios and serves in advisory roles to multiple registered investment companies.