John Burke is a financial advisor with LPL Financial based in Cincinnati, OH. He holds a Series 65 designation and has over a decade of experience running Burke CPAs and Advisors, a firm focused on tax preparation and accounting services. He also serves as a notary in Cincinnati. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing both proprietary research and third-party management strategies.

Brandi Campbell is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. She previously worked at Kingston of Miamisburg and held roles in healthcare-related organizations including Encore Rehabilitation and Kindred. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse set of portfolios including mutual funds, ETFs, and model portfolios.

Rachel Tackett is a financial advisor with Fidelity who holds a Series 66 designation and has three years of industry experience. Her work history includes roles at Fidelity Investments and prior experience in real estate and hospitality. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Brian De Vault is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and three years of industry experience. He has worked at Commonwealth Financial Network and Hatfield & Becker Financial Services prior to joining Cambridge. In addition to his advisory role, he owns and operates DeVault Accounting Group, a tax preparation business, and Devault Enterprises, LLC, which provides lawn care services. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Gary Topper is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at various Fidelity entities since 2007. Outside of his advisory role, he is a licensed realtor in Ohio with Sibcy Cline Realtors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Nathan Welch currently serves as an Investment Solutions Representative III at Fidelity Investments. In this role, he focuses on providing investment guidance and developing tailored solutions for clients. Nathan's professional experience includes progressively responsible positions within Fidelity Investments since 2023, starting as a Customer Relationship Advocate and advancing to his current role. Prior to joining Fidelity, he worked as a Loan Officer Assistant at Victory Mortgage from 2020 to 2022. He emphasizes building strong client relationships through attentive listening and clear communication, aiming to help clients make informed financial decisions. Outside of his professional work, Nathan is interested in running and traveling.

Crystal Phillips is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Fidelity in Newport, KY. She has been with Fidelity Brokerage Services, LLC since 2015 and with Fidelity Investments since 2025. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Mary Caldwell is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at KeyBank from 2015 to 2021 before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Scott Smith is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2014 and joined Fidelity in Covington, KY, in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its management of model portfolios, use of systematic methodologies, and its roles with registered investment companies and fund-of-funds.

Anders Juel is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2024, he spent 15 years with Securities America, Inc. Juel serves as a board member of the Clermont Metropolitan Housing Authority and is treasurer of the Faul Lane Homeowners Association. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

Bonnie Cogswell is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her background includes roles at Fidelity Investments and St. Elizabeth Hospital, as well as work as an independent contractor for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across multiple asset classes.

Nicholas Houlehan is a financial advisor with Fidelity in Covington, KY, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he served for 11 years with the Florence Police Department. Outside of his advisory role, he hosts a weekly podcast focused on the Cincinnati Bengals and manages related social media outreach. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing model portfolios, advisory services to registered investment companies, and use of systematic investment methodologies.

Diane Fehrenbach is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 63 designation and 29 years of industry experience. She has been with UBS Financial Services since 2013. Outside of her advisory role, she operates a small medical billing service as a sole proprietor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.

Brandon Wahoff is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2007. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management, with a distinctive role in using AI-driven methodologies and serving as a commodity pool operator.

Norman Clemmer is a Wealth Management Planning Consultant at Fidelity Investments, where he has been serving since 2022. In his current role, he collaborates closely with Senior Relationship Managers to facilitate the implementation of financial plans, ensuring a seamless and straightforward process for clients. Norman has accumulated extensive experience within Fidelity Investments, holding various positions since 2012. His roles have included Retirement Solutions Representative, HNW Tier 1 and Tier II roles, Customer Service Help Desk, and Managed Account Help Desk, demonstrating a comprehensive understanding of wealth management and client service. Further details about his education, credentials, personal interests, or community involvement have not been provided.

Ford Orem is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Equity and American Mortgage Financial Services. Outside of his advisory work, he has experience with various non-investment roles and entrepreneurial ventures. 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 to deliver model portfolios and manage funds, including registered investment companies and fund-of-funds.

Patrick Dammert is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of his advisory work, he is involved in managing Dammert, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with both proprietary and third-party investment strategies.

Daniel O'Sullivan is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with Wealth Management Advisors to engage clients and their families in monitoring financial plans and addressing service needs. His role focuses on helping clients grow, protect their wealth, and simplify their financial lives through a team approach. He has been with Fidelity Investments since 2014, holding various positions including Wealth Management Sr. Service Specialist II, High Net Worth Tier II, Client Services Help Desk (Pipeline), High Net Worth Representative, and Client Services Representative. This range of roles has provided him with extensive experience in wealth management and client services within the firm.

Larry Neal is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has previously worked at Spectrum Enterprise, EDE Solutions, LWN and Associates, and Cincinnati Bell Technology Solutions. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an adviser to multiple registered investment companies and fund-of-funds.

Andrew Clos serves as a Wealth Management Senior Relationship Manager at Fidelity Investments, where he partners with clients to provide service and support for their wealth planning needs. He emphasizes building strong relationships and maintaining trust and reliability with each individual client. Prior to his current role, Andrew held several positions within Fidelity Investments, including Wealth Management Planning Consultant from 2021 to 2023, Workplace Planning Consultant from 2014 to 2021, Investment Solutions Representative in 2014, High Net Worth Representative from 2012 to 2014, and Financial Representative from 2011 to 2012. Outside of his professional work, Andrew has personal interests in fitness, traveling, and volunteering.