William Moore is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Fidelity Brokerage Services LLC since 2018 and spent seven years at Schneider Electric. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Nathan Buse is a financial advisor at UBS Financial Services with one year of industry experience. He has previously worked at Fidelity Investments, Capital Wealth Advisors, and had a role at the Rueve Landscape Company LLC. Nathan holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Gregory Baker is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity Investments, he held roles at Divisions Maintenance Group and Haven Homes Group, where he also worked as an independent contractor providing real estate brokerage services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across retail and institutional segments.

Matthew Potter is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors and has been with Mass Mutual since 2017. Outside of his advisory role, he owns Potter Companies, LLC, which operates in fitness marketing, and is active as an entertainer with sporadic bookings as an actor, comedian, and musician. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with an approach that emphasizes collaborative, goal-focused planning and a range of event-driven planning services.

Brian Lewin is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Fidelity Investments since 2005, including roles at Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Ashley Pyles is a financial advisor with Fidelity in Covington, KY, holding Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Fidelity Investments, Ashley held various roles including positions at Paycor HCM Inc. and Duluth Trading Company, as well as involvement with Oki Furniture Fair. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Mary Hart is a financial advisor with Primerica Advisors in Milford, OH, holding a Series 63 designation and nine years of industry experience. She has been with Primerica Advisors since 2016 and also has experience with Primerica Financial Services starting in 2015. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Christian Reyes is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked in education with Covington Independent Public Schools and Holmes High School. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of model portfolios, regulatory registrations, and advisory roles to multiple fund structures.

Eric Parnitzke is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity since 1993. Outside of his financial career, he releases doves for weddings and memorial services and works as a bartender at a hotel rooftop bar. 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 to manage model portfolios comprising mutual funds, ETFs, and ETPs.

Theodore Hunt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked for T-Mobile USA for nine years. Strategic Advisers LLC, a Fidelity Investments company, 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 analysis and algorithmic portfolio construction, supporting various registered investment companies and employing systematic methodologies in its investment process.

Roger Strunk is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors for 11 years before joining OSAIC in 2025. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using a variety of asset-allocation tools and portfolio construction strategies across multiple advisory platforms.

Kassie Potter is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with 13 years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and proprietary market simulations.

Andrew Jones is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2022, he held roles at Centre College and Big Buls Roadhouse, and has worked as a licensed paraplanner outside of his advisory work. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research and modeling with tax-efficient withdrawal strategies delivered through a centralized consulting team.

Mary Becker is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 2012. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a wide range of products and services beyond typical investment management.

Apryl Pope is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. She has held positions at multiple firms, including Ameritas Investment Corp. and Capital Choice Financial Services, and operates Pope Financial Planning, LLC. Apryl also provides legal consulting services through Legal Shield. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and various technology-driven solutions.

Conner Brown is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His work history includes multiple roles at Fidelity Investments as well as positions at FEDEX Ground, Kroger, Amazon, and Northern Kentucky University. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered funds and intermediary platforms.

Anthony Russell is a Wealth Management Senior Relationship Manager at Fidelity Investments. He collaborates with clients to manage the day-to-day tasks necessary to work towards their financial goals by understanding their needs and identifying suitable strategies tailored to each individual client and their family. Anthony has been with Fidelity Investments since 2015, holding various roles including Financial Representative, High Net Worth Representative, Workplace Planning Consultant, Private Wealth Management Planning Consultant, and currently Senior Relationship Manager. His experience spans multiple areas within wealth and financial management. Outside of his professional role, Anthony enjoys activities such as camping, concerts, fishing, golf, kayaking, and traveling.

Jack Defevers is a financial advisor at Fidelity with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Pruco Securities LLC and AXA-ADVISORS, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Garry Groh is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has been affiliated with various Fidelity entities, including Strategic Advisers since 2000. Strategic Advisers LLC, a Fidelity Investments company, offers 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 and quantitative analysis to construct model portfolios from a broad range of mutual funds, ETFs, and ETPs, utilizing systematic methodologies and long-term asset allocation benchmarks.

Frank Coffenberry is a financial advisor with Cambridge Investment Research Advisors in Florence, KY, holding Series 63 and Series 66 licenses. He has 25 years of industry experience and previously worked at LPL Financial and Raymond James & Associates. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.