Jason Haboush is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has over 22 years of experience in the financial industry, including roles as an Investment Management Consultant II at Fidelity Investments from 2015 to 2024, and as a Financial Advisor at LPL Financial LLC and Morgan Stanley. At Morgan Stanley, he also served as a Complex Sales Manager, Trainee Supervisor, and Financial Advisor between 2003 and 2010. Jason is a CERTIFIED FINANCIAL PLANNER4 professional who emphasizes collaborative financial planning tailored to each client's unique goals. He leverages the resources of Fidelity to support clients in navigating their financial journeys with clarity and confidence. Outside of his professional work, Jason has interests in fitness, football, motorcycles, music, reading, and traveling.

Mariah Cox is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2017, with prior experience at UC Health from 2015 to 2017. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, and serves as a commodity pool operator with advisory roles for multiple registered investment companies.

Richard Payne II is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary capital market assumptions, model-based asset allocations, and global research to tailor financial plans and portfolio management to client goals and risk tolerances.

Jacob Lackner is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Megan Sarnecki is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 and Series 63 designations and has worked across several Fidelity entities, including Fidelity Brokerage Services, FIDELITY Personal and Workplace Advisors, and Fidelity Investments. She is also affiliated with Ferris State University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and employs formal governance procedures and oversight controls in its investment process.

Nicholas Mcvicker is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Love on Fourth and NADA, among other roles. Outside of finance, he works as a bartender at Bloom OTR, an LGBTQ+ nightclub in Cincinnati. 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 known for its use of systematic methodologies, multi-manager fund structures, and a formal advisory role to multiple registered investment companies.

Jacklinh Tran is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Tran worked at WesBanco Bank and held various roles in the food service and retail sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction based on proprietary research, quantitative analysis, and systematic methodologies. The firm also serves multiple registered investment companies and employs algorithmic and AI-driven approaches in its investment process.

Frank Trotta is a financial advisor with Ameriprise in Cleves, Ohio, holding a Series 66 designation and two years of industry experience. He has worked with Ameriprise and its affiliates since 2020 and previously spent eight years at First Financial Bank. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing comprehensive written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income plans, supported by a centralized consulting team and algorithmic tools.

Ben Smyth is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2012, progressing through roles including Investment Solutions Representative I and II, Electronic Response Specialist, and Financial Representative. Ben partners with individuals and families to develop personalized financial plans aimed at achieving their long-term goals. He is licensed to conduct insurance business in Arkansas and California.

James Leugers is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

Paul Redden is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Nuveen Asset Management and Nuveen Investments for over a decade before joining Merrill in 2020. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Peter Mccolgan is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing Services LLC since 2018, following nine years at UBS Financial Services Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Will Atchley is a Planning Consultant at the Covington National Investor Center, where he supports Financial Consultants as part of the Wealth Management Team. In this role, he collaborates with individuals and families to co-create financial plans aimed at guiding them toward their unique financial goals while addressing market conditions and personal circumstances. He has held various positions at Fidelity Investments since 2021, including Investment Solutions Representative II, High Net Worth Representative, and Customer Relationship Advocate, gaining experience across client service and investment solutions. Will holds insurance licenses in Arkansas and California.

Christian Furbay is a financial advisor with Fidelity in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Fidelity Personal and Workplace Advisors since 2018 and associated with Fidelity Brokerage Services LLC since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of strategies, including discretionary and non-discretionary advisory services.

Mason Finke is a financial advisor with Fidelity who holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Fidelity, he worked for SpaceCowboys for six years and has experience in education at Simon Kenton High School and Covington Catholic High. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies, use of systematic methodologies and AI in research, and established governance procedures.

Aaron Burnett is a financial advisor with Fidelity and holds a Series 66 designation. He has two years of industry experience and has worked at Fidelity Investments since 2023, following roles at UMortgage LLC, NRL Mortgage LLC, and Payroll Partners Inc. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm employs a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, supporting its role in managing model portfolios and advising registered investment companies.

Jonathan Peirson is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2015. He operates Peirson Financial Services LLC, which supports his work with LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven solutions.

Ted Lucien is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and previously with Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of his advisory role, he is involved in lending activities in Cincinnati, Ohio. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a broad range of investment services, including private funds and structured-product activities.

William Mccarthy is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. He has been with UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Joseph Burke is a financial advisor at Edward Jones in Fort Mitchell, KY, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Mount Notre Dame High School and PCM Services LLC. He also serves as an assistant volleyball coach at several high schools and club teams. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.