Donna Bryant is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 24 years of industry experience. Prior to joining OSAIC in 2018, she worked at Signator Investors, Inc. and has operated her own tax preparation and consulting sole proprietorship since 1994. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to manage portfolios across various asset classes.

Sean Stewart Jr. is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he held positions at Cooper's Hawk Winery & Restaurants, Dewey's Pizza, and Target Corporation. Fidelity's Strategic Advisers LLC, where he works, 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Christopher Weber is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Empower and Medical Solutions, as well as previous periods at Fidelity Investments. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic portfolio construction and is notable for its registration as a commodity pool operator and involvement in advisory roles for multiple registered investment companies.

Jacob Ford is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His career includes service in the U.S. Air Force from 2011 to 2018 and roles at Fidelity Investments since 2020. Prior to his financial career, he worked briefly with U.S. Customs and Border Protection and in locksmith services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Johnathan Beach is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. Prior to joining Fidelity, he held roles at Total Quality Logistics, Great American Insurance, and other firms. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Justin Reynolds is a financial advisor at Merrill with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Bank of America, Fifth Third Securities, and Fifth Third Bank. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Andrew Cottrell is a Wealth Management Advisor with Merrill Lynch Wealth Management and serves as Managing Director, Portfolio Manager, and a key member of the Cottrell & Klaus Group. He began his career at Merrill in 2010 and focuses on serving corporate executives, business owners, and other clients with specialized financial strategies including corporate executive services, executive compensation, family wealth management, legacy planning, small business strategies, tax minimization, and retirement income planning. Andrew holds several professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He earned his bachelor's degree from Butler University where he also participated as a starter on the football team. He resides in Mason, Ohio with his wife Paige and their four children. Outside of his professional work, Andrew is involved in community organizations such as Butler University Alumni - Cincinnati Chapter, Happy Hollow Children's Camp, Mason Youth Football and Softball, and OneCity For Recovery, a nonprofit supporting individuals recovering from substance abuse.

Mark Mrochek is a CFP® with 11 years of industry experience, currently serving as a financial advisor at LPL Enterprise. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Voya Financial Advisors, Inc. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform that combines adviser programs with sales of financial products and lending solutions.

Dana Cox is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Axa Advisors, 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 uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Kevin Rigney is an Executive Planning Consultant at Fidelity Investments in the Executive Services department. In his role, he collaborates closely with clients to create personalized and holistic financial plans that focus on transparency, empathy, and building long-term relationships to ensure clients feel informed and supported. Kevin has been with Fidelity Investments since 2021, progressing through roles including Workplace & Planning Consultant III and Benefits & Planning Consultant prior to his current position. He holds an Arkansas Insurance License, supporting his capabilities in providing comprehensive financial planning services. Outside of his professional work, Kevin's personal interests include boating, fitness, golf, music, parenthood, and soccer.

Steve Molloy is a Wealth Management Senior Relationship Manager at Fidelity Investments. He works exclusively with Fidelity's most affluent self-directed investors and their families, focusing on delivering personalized service and support tailored to each family's unique needs and preferences. When comprehensive planning is needed, he coordinates discussions with Wealth Management Advisors and other specialized planning professionals. Steve has been with Fidelity Investments since 2012, holding roles including Private Client Group Representative from 2012 to 2017, Wealth Management Planning Consultant from 2017 to 2021, and his current position since 2021.

Kyle Broderick is a Wealth Management Advisor at Merrill Lynch Wealth Management where he provides financial strategies focused on retirement planning, investment planning, estate planning, and tax minimization. He counsels individuals, families, and small business owners, aiming to create clear and actionable financial plans that address their specific needs and objectives. Kyle holds a bachelor's degree in Accounting and a Master of Business Administration (MBA) from Indiana University's Kelley School of Business. He has earned several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also maintains Series 7 and 66 FINRA registrations. In addition to his professional work, Kyle serves as the Membership Director for the Financial Planning Association of Southwest Ohio and is a board member of the IKRON Corporation. He resides in Columbia Tusculum with his wife and daughter.

Alexander Hammock is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliated entities since 2016. 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 employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Brandon Bischof is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked for ten years at Canterbury Investment Management and has held credentials including Series 63 and Series 65. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of services including financial planning, portfolio management, and access to proprietary research and capital markets activities.

Amy Turner is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 20 years of industry experience. She has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a range of capital markets services supported by proprietary research and model-based asset allocations.

Andrew Vollman is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2017. Prior to that, he worked at Infiniteam Management Group LLC for one year. 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 a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

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.

Gail Marcos is a financial advisor at Merrill with six years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Merrill since 2019, along with prior roles at Fidelity Brokerage Services and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Ben Verchick is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Mariner Wealth Advisor, Key Bank, and Dougherty & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

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.