Jacob Heck is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2018. Prior to his financial services career, he was involved with Christian Moerlein Brewing Company and worked in education. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of proprietary research and quantitative analysis, with distinctive capabilities in algorithmic portfolio construction and advisory roles for registered investment companies.

Mary Elizabeth Skope is a financial advisor at UBS Financial Services with Series 66 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Atlantic Group, Schonfeld Strategic Advisors in both the U.S. and the U.K., and AQR Capital Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Cassidy Carr is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, Cassidy worked at The OJM Group and LiveWell Capital, and serves concurrently in the US Army since 2012. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

Mark MacFarlane is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he assists clients with benefits and wealth planning, collaborating with them to explore various planning and guidance strategies aimed at achieving their financial goals. Mark began his career with Fidelity Investments in 2019 as a Workplace Planning Associate, progressing to Benefits & Planning Consultant in Executive Services in 2023 before assuming his current position. His professional experience centers on client engagement and financial planning within the investment services sector. Mark emphasizes the importance of building trusted relationships with clients and adheres to high standards in service delivery.

William Mericle is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2023, he worked at Fifth Third Securities and Fifth Third Bank from 2018 to 2023, and spent ten years with Fidelity Investments from 2007 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and investment management solutions supported by in-house and third-party research.

Alexander Donley is a financial advisor at Equitable Advisors in Cincinnati, OH, with 20 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2005, previously affiliated with Axa Advisors. Outside of his advisory role, Donley serves as a trustee to a family trust and is a partner in Triplecrown Wealth Management LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Jordan Palmateer is a Series 66 licensed financial advisor at Fidelity with three years of industry experience. Prior to joining Fidelity, he worked at ADT Security Services for seven years. Outside of his advisory role, he serves as an independent contractor refereeing soccer games at state tournaments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs.

Kory Keough is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 10 years of industry experience. He has been affiliated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

Gina Crowley is a financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS since 2007 and holds the Series 63 and Series 65 designations. Outside of her advisory work, she assists in managing and developing an online and storefront business and serves on the board of a nonprofit organization providing inpatient treatment for women with addiction. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans to clients’ goals and risk tolerances.

Richard Corman is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 49 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm supports its advisors with proprietary research, model-based asset allocations, and a fiduciary approach to fee-based financial planning.

Jack Poirier is a financial advisor with Fidelity, holding Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Asplundh Tree Expert, Fairway Mortgage, and Liberty University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolio delivery, utilizing systematic methodologies and oversight to address potential conflicts of interest.

Cregory Storer is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across various Fidelity entities since 1998. His current roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios and offers specialized advisory functions such as fund management and model portfolio delivery.

Matthew Ohlhaut is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to understand their financial goals and co-create personalized plans tailored to individual situations, needs, and investment approaches. Matthew has been with Fidelity Investments since 2021, progressing through roles including Soar Program Associate, Financial Representative, and Relationship Manager before assuming his current position in 2026. His career path demonstrates experience in client relationship management and financial planning within the investment industry. Outside of his professional work, Matthew has interests in baseball, comedy, and golf.

Jonathan Yellman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His work history includes multiple roles at Fidelity Investments since 2020, as well as prior experience in audiovisual services and academic positions. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and oversees its sub-advisers with established governance procedures.

Braden Martini is a Private Wealth Advisor with The Evelo|Singer|Sullivan|Bruegge Group at Merrill Private Wealth Management, a nationally recognized team serving public company executives, private business owners, and ultra high net worth families. In this role, he advises senior corporate executives on 10b5-1 trading plans, hedging, monetization, and the future selling or gifting of positions, while analyzing tax and regulatory implications. Braden’s expertise includes executive and equity compensation, family wealth management, legacy planning, liquidity management, and philanthropic planning. Braden joined The Evelo|Singer|Sullivan|Bruegge Group in 2005 as an intern through the co-op program at the University of Cincinnati and progressed through roles including Investment Analyst, Assistant Vice President and Private Wealth Analyst – Investments, and Wealth Management Advisor. He earned his CERTIFIED FINANCIAL PLANNER® certification in 2017, marking a significant professional milestone. His experience also includes leading the team’s Investment Policy Committee, portfolio review process, and implementing specialized trading strategies. He was promoted to Vice President in 2019, First Vice President in 2021, Senior Vice President in 2022, and advanced to Private Wealth Advisor in September 2022 after completing a rigorous accreditation process. Braden holds an MBA with a concentration in Finance from the Williams College of Business at Xavier University and a bachelor’s degree in Finance, Accounting, and International Business from the Carl H. Lindner Honors-PLUS Program at the University of Cincinnati. He is a member of the Goering Center for Family and Private Business. Active in the Cincinnati community, Braden supports programs focused on education and community health, including involvement with the American Heart Association’s Cincinnati Affiliate and the Freestore Foodbank. His personal interests include baseball, basketball, football, golfing, reading, running marathons, and spending time with his family.

Brian Schnur is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliates since 2010. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

James Mackay is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at JP Morgan Chase Bank and J.P. Morgan Private Bank, as well as running a landscaping and lawncare business. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As part of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Andrew Rightmyer is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at ColdIron Event Rentals and Outback Steakhouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund consulting, and model portfolios, and is noted for its use of algorithmic methods and its role advising registered investment companies.

Zachary Perry is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His prior work includes roles at Divisions Inc, Vendorpass (Paycor), Northwestern Mutual, and Northern Kentucky University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios. The firm is noted for its regulatory registrations, advisory roles with multiple registered investment companies, and its use of AI and systematic methodologies in portfolio management.

Michael Sheehan is a financial advisor at Merrill with 17 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Merrill in 2019, he worked at Horter Investment Management and Fidelity Brokerage Services LLC. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm integrates internal and third-party management teams and delivers trading, account administration, and custody support across a range of client types.