Jonathan Allen is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services, U.S. Bancorp Investments, and US Bank. Outside of Ameriprise, he serves as an Associate Financial Advisor at BFM & Associates, advising clients on financial planning and investment strategies. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and emphasizes the use of proprietary funds and algorithmic automation in its approach.

Eric Parnitzke is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various Fidelity divisions since 1993. Outside of his advisory role, he is involved in releasing doves for weddings and memorial services and works as a bartender at a rooftop hotel bar. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across 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.

Daniel Damore is a financial advisor with Ameriprise in Westchester, Ohio, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked primarily with Ameriprise and its affiliated entities since 2007, with brief roles at Key Investment Services, LLC. Outside of his advisory role, he is involved in ownership and management of investment-related businesses including Alan Loop Holdings, LLC and Walsh Legacy LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through a structured Recommendation Report and ongoing advice, supported by proprietary research and algorithmic tools.

Mary Becker is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill Lynch since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Apryl Pope is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 65 and Series 63 registrations and has worked at firms including Ameritas Investment Corp. and Capital Choice Investment Advisers Inc. Pope also operates Pope Financial Planning, LLC, a separate financial planning business. Additionally, she is involved with Legal Shield, providing legal consulting through a subscription model. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various portfolio management options and technology tools to support its network of over 22,800 advisors.

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 with Fidelity Investments in Covington, KY, holding Series 65 and Series 63 licenses and nine years of industry experience. His career includes roles at Pruco Securities LLC, The Prudential Insurance Company of America, and AXA-ADVISORS, LLC. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research and quantitative analysis, using systematic methodologies and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

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.

Emma McClure is a financial advisor at Morgan Stanley in Cincinnati, OH, with six years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2019. Prior to her advisory role, she worked at Macy’s and is also associated with the Cincinnati Bengals. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through a variety of platforms including corporate financial planning agreements.

Drew Fulton is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked at Fidelity Investments and has a background that includes healthcare and therapy services as well as service in the United States Navy Reserves. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension plans, corporations, and charities. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, with a range of asset allocation and tax-aware options.

Jay Otto is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He previously worked at Ameriprise Financial Services from 2009 to 2026. Outside of his advisory work, Otto owns and operates a construction business, Otto and Walsh Construction, in Cincinnati, Ohio. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm employs a range of portfolio management strategies and maintains both proprietary and third-party model solutions tailored to client objectives.

Clayton Mckinney is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services since 2017. Prior to his career in finance, he was involved with Dynamic Supply Chain Solutions, LLC, and he has served in the Kentucky Army National Guard since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment approach that combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving multiple registered investment companies and offering model portfolios through Fidelity Institutional Wealth Adviser.

Jackie Mead is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing six years of industry experience. Her work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and U.S. Bancorp Investments. Outside of finance, she has experience with The Office Cleaning Partners LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Anthony Bollin is a Series 66-licensed financial advisor with UBS Financial Services in Cincinnati, OH, and has 21 years of industry experience. He has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including portfolio management, financial planning, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through its diverse platform and research resources.