Robert Whaley Jr. is a financial advisor at Fidelity with a Series 66 designation and recent experience beginning in 2024. Prior to joining Fidelity, he worked at Charter Spectrum and Defender Direcr, a now-defunct firm. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees management with a focus on addressing conflicts of interest.

David Pryor is a financial advisor with Edward Jones in Milford, OH, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining Edward Jones in 2020, he worked at several firms including The Huntington Investment Company and Cetera. Outside of his advisory role, he serves as a Village Council Member in Batavia, OH, and is a Worship Director at East River Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with an SEC-registered advisory program and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including managed accounts and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Gail Rukenbrod is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services and the University of Kentucky Financial Wellness Center. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ben Verchick is a financial advisor at LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Mariner Wealth Advisor and Key Bank. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Austin Neat is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this position, he focuses on cultivating and maintaining relationships with clients to support their financial situations. Prior to this role, he gained experience at Fidelity Investments in various capacities including Investment Solutions Representative I and II from 2024 to 2026, High Net Worth Associate in 2024, and Customer Relationship Advocate from 2023 to 2024. He holds insurance licenses in both Arkansas and California.

Luke Mitsch is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 designations and five years of industry experience. His prior work includes roles at Tri-State Coatings and Repairs, Ameritas Insurance Company, and Xavier University. 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. The firm also serves multiple registered investment companies and offers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Kyle Fryer is a financial advisor at Wells Fargo Clearing in Cincinnati, OH, with two years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2022. Prior to this, he held positions at Miami University, MyUSA Credit Union, Cincinnati State Technical & Community College, and Meijer. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

James Herrick is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He has held various roles within Fidelity since 2015, including Benefits Planning Consultant, Portfolio Specialist, Workplace Planning Consultant, and High Net Worth Associate. His work focuses on collaboration, education, and personalization to create holistic and flexible planning experiences. He aims to help individuals and their families progress toward their goals by co-creating plans tailored to their unique life journeys. Outside of his professional responsibilities, James has interests in fitness, food, outdoor adventures, parenthood, and traveling.

Austin Brownell is a financial advisor at Fidelity with three years of industry experience. He holds Series 66 and Series 63 designations and has worked at various firms including DoorDash and Fluent Solar. Strategic Advisers LLC, a Fidelity Investments company, 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 managed funds.

Jonathan Schadler is the Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he partners with executives to help them understand and maximize their employer benefits and develop clear, actionable strategies to achieve their financial goals. He takes a consultative approach to empower clients to feel confident in their plans and aims to build strong, lasting relationships with them. Jonathan has held various roles at Fidelity Investments since 2013, including Financial Consultant, Benefits & Planning Consultant in Executive Services, Transaction Processing Manager, and Workplace Planning and Advice Consultant. His extensive experience within the organization has equipped him with a deep understanding of financial consulting and benefits planning. He holds an insurance license in Arkansas.

Mark Allen is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Personal and Workplace Advisors, Strategic Advisers, and Fidelity Brokerage Services. 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 utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages a range of advisory and fund-related services.

Brian Roeding is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 15 years of industry experience. His tenure at Fidelity includes roles with Fidelity Brokerage Services LLC since 2010 and Fidelity Personal and Workplace Advisors since 2018. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary services as well as model portfolios built from mutual funds, ETFs, and ETPs.

Samuel Sprague is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Storopack, QliqSoft, and UPDOX. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Griffin Kelp is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and seven years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2019 and previously worked at Schmidt Architectural Iron, Inc. and Euromonitor International. Outside of his advisory role, he is a songwriter and receives music royalties through ASCAP and CDBaby. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes supported by firm-approved tools and serves a broad range of clients through various financial products and strategies.

Kole Feinauer is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role, he worked at USIC LLC and held positions in hospitality at Crafts & Vines. Outside of advising, he has experience as an employee in the hospitality industry, working at a bar and restaurant. Strategic Advisers LLC, a Fidelity Investments company, offers 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 deliver model portfolios and advisory services.

Cody Nesbitt is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and having 10 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market assumptions, model-based asset allocations, and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Matthew Mann is a CFP® certificant affiliated with Cetera, bringing 14 years of industry experience. He has held roles with Avantax Advisory Services and Avantax Insurance Agency, and he is a partner at Hicks & Mann, an accounting and tax preparation firm. He is also a part-owner and accountant for The Goat Bar & Grill LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a large network of independent advisors. The firm offers a multi-manager platform with various investment and portfolio management options, managing over $256 billion in assets.

Victoria Michels is a financial advisor at Fidelity with four years of industry experience. She previously worked at Citizens National Bank of Meridian and Renasant Bank before joining Fidelity. She holds a Series 66 designation. Strategic Advisers LLC, a Fidelity Investments company where she is based, provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative and algorithmic portfolio construction, managing a variety of funds and model portfolios while employing systematic methodologies and oversight controls.

Jacob Bassler is a financial advisor at Osaic Wealth, Inc. with one year of industry experience and holds a Series 66 credential. Prior to joining Osaic, he worked with the Air Force Life Cycle Management Center and the Dayton Phoenix Group. He is also involved as an investment advisor with Lindloff Wealth Advisors, providing retirement planning and financial plan development. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of investment advisory and brokerage services, utilizing various tools and third-party platforms to manage portfolios across multiple asset classes.

Erin Kaplan is a financial advisor with Edward Jones in Mt Carmel, OH, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked in various roles including positions at Xerox Business Solutions and Xometry. From 2013 to 2019, she was self-employed and operated a design business, Erin Cowan Designs. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supporting clients through a large national network of financial advisors and branch offices.