Stacey Newberry is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and bringing 31 years of industry experience. She has worked with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced planning tools.

Ted Abner Jr. is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked within various Fidelity entities since 2013, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies, AI-driven research, and its role as a commodity pool operator and formal adviser to multiple registered funds.

Alexander Rybarczyk is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across multiple Fidelity entities since 2011. Outside of advising, he serves as a special deputy providing security and traffic control for events in Hamilton County, Ohio. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment approach combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Jaron Price is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 10 years of industry experience. He has worked within various divisions of Fidelity since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and deliver model portfolios to intermediary platforms.

Jeffrey Walkup is a financial advisor at Osaic with 34 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America, Inc., Securities America Advisors, Inc., and Brecek & Young Advisors, Inc. Outside of his advisory work, Walkup teaches AcroYoga classes in the Cincinnati community. Osaic Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach with portfolio optimization tools and provides various managed account programs, integrating a complex affiliate network and alternative investment options.

Amy Blankenship is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and nine years of industry experience. She has been with Fidelity Brokerage Services, LLC since 2017 and transitioned to Fidelity Investments in 2025. Prior to her financial services career, she worked at Save A Lot Food Stores from 2012 to 2017. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, including multi-manager and fund-of-funds structures.

Jose Chavez is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, including roles at INVEST Financial Corp., PNC Wealth Management, and Fidelity. Outside of his advisory work, he volunteers as a committee member at the Cincinnati Nature Center. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through various platforms and third-party advisers.

Christopher Cioffi serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity Investments since 2010, progressing through various positions including Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. In his practice, Christopher partners with clients and their families to develop financial plans aimed at positioning them for financial success. His approach follows a four-step process: understanding the client and their objectives, creating a financial plan based on client preferences, implementing the plan, and monitoring and adjusting it as necessary. He holds insurance licenses in Arkansas and California. Outside of his professional work, Christopher's interests include comedy, family activities, football, and social events with friends.

Gage Hammann is a Financial Consultant currently working at Fidelity Investments. He partners with clients to provide comprehensive financial planning services, including retirement planning, income protection strategies, investment strategies, and estate planning considerations. His professional experience includes roles as a Financial Consultant and Planning Consultant at Fidelity Investments since 2023, as well as Workplace Planning Consultant at the same company from 2021 to 2023. Prior to that, he worked in Mortgage Capital Markets and Business Banking at Fifth Third Bank in 2020 and 2019 respectively. Gage holds insurance licenses in Arkansas and California.

Andrew Varner is a financial advisor with Primerica Advisors in Fort Wright, KY, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Nike and PFS Investments Inc. since 2023 and previously held roles in the food service industry. His outside business activities include sales of home security, automation products, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Henry Mautner is a financial advisor at Osaic with 33 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked for Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is active as a composer and performer and also works as a commercial voice-over artist. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach is model-based, utilizing asset allocation, portfolio optimization, and risk assessment tools, with access to discretionary strategies and third-party managers.

David Bowen is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several Fidelity entities since 1995, including Strategic Advisers Inc. His experience spans roles in investment management and advisory services within a large institutional framework. 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 uses proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and is noted for its use of AI-driven methods and its formal advisory roles to multiple registered funds.

Jason Eibel is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 1997, including Fidelity Brokerage Services, Inc., Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory solutions.

Brandon Wheeler is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. His previous roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he has contributed to a rock band as a writer, recorder, and performer, and he has a long-term engagement with the Telecommunications Board of Northern Kentucky, assisting with web design and multimedia services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios offered through intermediary platforms.

Blake Houston is a Financial Consultant at Fidelity Investments, where he partners with clients to understand their individual financial needs, goals, and preferences. He works with experienced specialists and utilizes Fidelity's resources to support clients and their families in pursuing their financial success. Blake has been with Fidelity Investments since 2014, holding various roles including Financial Consultant since 2025, Planning Consultant, Senior SPS Executive Service Specialist, and other specialist positions. His experience spans multiple areas of wealth management and stock plan consulting. He holds insurance licenses in Arkansas and California. Outside of his professional work, Blake's personal interests include beach activities, family time, fitness, golf, kayaking, and parenthood.

Jennifer Keyes is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at DHL Express, DSV Air & Sea, and NNR Global Logistics. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Priya Rolfes is a financial advisor at Fidelity with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services Inc. since 2000. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Matthew Buchheit is a CFP® professional with 11 years of experience in the financial services industry. He currently works at OSAIC and has previously held roles at Woodbury Financial Services, MML Investors Services, Mass Mutual Life Insurance Company, and Schlosser Financial Planning. Outside of his advisory work, he operates a sole proprietorship focused on the sale and service of life and health insurance, property and casualty insurance, and fixed annuities. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through multiple programs featuring model-based asset allocation, portfolio optimization, and various managed account strategies.

Timothy Kamp is a CFP® professional with nine years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and has prior experience with firms including Fifth Third Bank, Ameriprise, and Edward Jones. Outside of his advisory work, Kamp is also associated with Cornerstone Retirement Advisors in a financial advisor role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to institutions and charitable organizations. The firm employs a tailored, non-discretionary approach to planning and consulting, utilizing various analytical tools, and maintains unique affiliations that support municipal and public-finance advisory services.

Kimberly Haggard is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity and its affiliates since 1999. Outside of her advisory role, she operates a home-based fashion jewelry and clothing business and serves as a content creator and influencer specializing in plus-size fashion, fitness, hair, and beauty. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.