Rachael House is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and its affiliated entities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Carol Rodgers Rivir is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she is involved with Tuscany Hills, LLC and is employed in a non-investment capacity at Huff Realty. 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/insurance channels to deliver tailored client services.

Daniel Hect is a financial advisor at Primerica Advisors with five years of industry experience. He holds the Series 65 and Series 63 credentials. His prior work includes service with the Hartford and Sabina Police Departments and involvement with various academic institutions. Outside of advisory work, he serves on the advisory board of Transcontinental University and is the author of a book on martial arts and law enforcement. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing.

Michael Lewis is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has worked with Fidelity Brokerage Services, LLC since 2013. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Maresa Tambling is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2015 and Fidelity Investments since 2025. Strategic Advisers LLC, a Fidelity Investments company where she is based, 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and employs systematic methodologies and long-term asset allocation benchmarks.

Beckham Wyrick III is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2005. Outside of his advisory role, he operates an accounting, bookkeeping, and payroll services business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, utilizing multiple custody platforms, proprietary and third-party model strategies, and both discretionary and non-discretionary investment approaches.

Joshua Gries is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. Prior to his current role, his career includes positions at FedEx Ground and self-employment. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and customized investment solutions.

Jiaqian Zhou is a financial advisor at Fidelity with credentials including Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, Zhou held roles at Churchill Mortgage Corp and NVR Mortgage Finance Inc. from 2016 to 2024. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios featuring mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered funds and model portfolios.

Ryan O’Rourke is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Pella Mid Atlantic, Sage Custom: S Ricker Holdings LLC, and Gunton Corporation. Morgan Stanley Wealth Management offers a broad range of advisory programs for individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and employer-sponsored financial planning agreements.

Dennis West is a CFP®-certified financial advisor with 32 years of industry experience, currently practicing at LPL Financial in Ft. Thomas, KY. He has been with LPL Financial since 2010. Outside of advisory work, he is a notary and has involvement with a real estate lease arrangement related to Kidney Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and consulting services with both discretionary and non-discretionary management options.

Maxwell Kosman is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including Clark Capital Wealth Management and The Rosselot Financial Group. Kosman serves as a board member and volunteer for the Cincinnati Rugby Football Club. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management and platform arrangements.

Michael Mckay is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2005 and holds a Series 66 designation. Outside of his advisory role, he is involved with the United Way of Greater Cincinnati's Tocqueville Society. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Matthew Sherlock is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 1997. Fidelity’s Strategic Advisers LLC provides a broad range of investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm supports model portfolios across multiple platforms and serves in advisory roles to registered investment companies and fund-of-funds.

Jacob Mccoy is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Citibank and Abigail Street. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s investment process combines fundamental research with quantitative analysis and systematic portfolio construction, managing model portfolios using mutual funds, ETFs, and ETPs.

Tracy Sullivan is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2022, progressing through various positions including Financial Consultant I, Workplace Planning Consultant III, II, and I, as well as Workplace Planning Associate. Prior to joining Fidelity Investments, she worked as a Financial Services Specialist at Apprisen from 2015 to 2017. Her professional focus includes Investment Strategy, Retirement Planning, Income Protection, and facilitating Family Conversations to guide clients toward meaningful financial goals. She holds insurance licenses in Arkansas and California, supporting her work in income protection and financial planning. Tracy aims to connect with clients through a thoughtful, goal-oriented approach, emphasizing the development of long-lasting personal relationships while providing specific direction for their financial futures.

Blaine Craig is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His work history includes roles outside the financial sector, including positions at Camfil USA and various service industry jobs, as well as academic involvement at the University of Cincinnati and Miami University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a diverse universe of mutual funds, ETFs, and ETPs.

Stephanie Jones is a financial advisor at Fidelity with 26 years of industry experience. She holds the CFP® designation along with Series 63, 65, and 66 licenses. Her prior work includes over two decades at Fidelity Brokerage Services, Inc., as well as positions at Fifth Third Bank and Fifth Third Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and employs systematic methodologies in constructing model portfolios from mutual funds, ETFs, and ETPs.

Matt Stricker is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with Fidelity Investments in various roles since 2006, including positions at Fidelity Personal and Workplace Advisors starting in 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios from mutual funds, ETFs, and ETPs.

David Croft is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of experience in the investment industry. Prior to joining Fidelity, he spent nine years with DriveTime Car Sales LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its role as a commodity pool operator, advisory services to registered investment companies and fund-of-funds, and its use of algorithmic methods and AI in research.

Aaron Talbert is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked with multiple divisions of Fidelity since 2015. Talbert also served in the Kentucky National Guard for ten years. He is part of 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios and advisory solutions.