Alexander Powell is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he spent 11 years at Creative Retirement Systems, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Mitchell Hofer is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2000, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs, and maintains formal advisory roles for multiple registered funds.

Noah Helber is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked with Ringle, an online English learning platform, as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a wide investable universe, including mutual funds, ETFs, and ETPs.

Louis Giglio is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he has participated in nonprofit activities including serving on the finance and investments committee of the Greater Cincinnati Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering tailored financial planning supported by proprietary research and model-based asset allocations.

Rosemarie Carrington is a financial advisor with Fidelity in Covington, KY, holding Series 66 and Series 63 licenses. She has two years of industry experience, including roles at SkillCloud Consulting Group, Procter & Gamble, and Lowe's Home Improvement. Prior to joining Fidelity, she spent 18 years at Compton Point Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage various fund structures.

John Feldman is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2018, following three years at Transamerica Agency Network. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles for multiple funds with established governance and proxy-voting procedures.

Nicholas Lampkin is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior work history includes four years at Northwestern Mutual in various roles and 14 years at Fidelity Investments. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and a wrap program, alongside affiliated trust custody, insurance services, and lending programs.

Jamie Osborne is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His career includes roles at Ameritas Investment Corp. and CCF Investments, and he concurrently operates Osborne & Associates Financial Group, LLC. Outside of financial services, he is the owner of Osborne Homestead Services, LLC, a small farm business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various asset allocation approaches.

Jeffrey Morehead is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In his role, he collaborates with clients and their Wealth Management Advisors to create, implement, and oversee investment strategies aimed at achieving long-term financial objectives. Jeffrey has been with Fidelity Investments since 2016, progressing through various positions including Customer Relationship Advocate, High Net Worth Associate, High Net Worth Tier II Associate, and multiple levels of Investment Management Consultant. His experience encompasses a comprehensive understanding of investment management within the wealth management sector.

Brian Frakes is a Wealth Management Planning Consultant at Fidelity Investments, where he works closely with a team of Senior Relationship Managers in the Southeast Region. In this role, he collaborates to provide comprehensive financial service to clients and their families. Brian has been with Fidelity Investments since 2018, gaining experience in various roles including Operations Specialist and Wealth Management Operations before his current position. This progression reflects his growing expertise in wealth management and operational support. Outside of his professional career, Brian enjoys baseball, board games, comedy, cooking and baking, family activities, and social events with friends.

Andrew Martin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. He has previously worked at New York Life and El Toro IP Targeting, and has held positions in both academic and business environments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, and is recognized for its use of proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction.

Yvonne Wyckoff is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations.

Kati Nolan is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity since 2022. Prior to her advisory role, she has experience in retail and education sectors, including positions at Pandora Shops by Todd and Northern Kentucky University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and long-term asset allocation strategies.

Mark Celebrezze is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2024. He collaborates with clients to develop comprehensive and holistic financial plans, focusing on avoiding common financial mistakes, identifying financial goals, implementing tax-efficient investment strategies, and assisting with legacy planning considerations. He emphasizes open communication and ongoing dialogue to tailor plans that evolve with clients' goals. Mark has extensive experience within Fidelity Investments, having held several positions since 2016. His previous roles include Portfolio Specialist, Client Management Representative, Senior Stock Plan Executive Services Representative, Stock Plan Consultant, Workplace Investing Executive Services Representative, Full Trader, Pension Representative, and 401k Financial Service Associate. He holds insurance licenses in Arkansas and California. Outside of his professional work, Mark has interests in camping, kayaking, visiting museums, parenthood, caring for pets, and volunteering.

Joshua Appleman is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked in the restaurant industry for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and is known for its use of systematic methodologies and AI in research and portfolio management.

Arjun Verma is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he worked in various roles including at Rock Solid Remodeling and several academic institutions such as Thomas More University and Montgomery College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

David Coppage is a CFP® certificant with 29 years of industry experience, currently serving at Raymond James Financial Services Advisors Inc. since 2012. He is also the owner of Coppage Wealth Management, LLC, a support company based in Florence, KY. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Charles Schank is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has been with Edward Jones since 2022 and previously worked at SMG & Associates Inc for ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and operates a nationwide network of over 23,700 financial advisors.

Terry Verax is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliates since 2011. Prior to his current role, he worked at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers 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 discretionary and non-discretionary portfolios, employing model portfolios composed of mutual funds, ETFs, and ETPs.

Connor Fox is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes positions at Performance Lexus RiverCenter and Jaguar Land Rover Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and adviser to multiple registered investment companies.