Jonathan Harrison is a Financial Consultant at Fidelity Investments, where he currently applies his expertise to develop customized financial plans and strategies tailored to each client's unique preferences and values. He has been with Fidelity Investments since 2011, progressing through roles including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, Fixed Income Specialist, and Private Client Group Relationship Manager. With over a decade of experience in the financial industry, Jonathan specializes in retirement planning, investment strategies, principal and income protection, and estate planning considerations. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jonathan enjoys camping, family activities, gardening, playing musical instruments, and outdoor adventures.

Anna Jordan is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Dollar General and Victoria's Secret. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies with a focus on systematic methodologies and long-term asset allocation.

Nathan Monks is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at The Procter & Gamble Company for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Alec Hemmelgarn is a financial advisor with J.P. Morgan Securities in Cincinnati, OH. He holds a Series 66 designation and has five years of industry experience. His work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Wells Fargo Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates ESG criteria in its investment recommendations.

Robert Anning II is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, Anning serves on the boards of Convalescent Hospital and Spring Grove Cemetery and Arboretum. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, 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 services.

Jake Balsley is a financial advisor with Fidelity and holds a Series 66 designation. He has one year of industry experience, with prior roles including positions at Rockefeller Capital Management and The E.W. Scripps Company. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios as well as fund advisory services.

Samuel Mershon is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Service LLC since 2017. Prior to joining Fidelity, he worked in brokerage and paving services and was employed at Northern Kentucky University. Samuel is affiliated with 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 manage diversified model portfolios.

Michael Hyzdu 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 since 2002. Outside of his advisory work, he serves as Vice Chair for Junior Achievement of Central Ohio and holds advisory roles with several Catholic community organizations, including the St. Thomas More Newman Center and Saint Paul's Outreach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management.

Patrick Ward is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Money Concepts Capital Corp and runs Ward Financial. Outside of his advisory roles, Ward is involved with Benefit Planning Inc., where he conducts seminars, and Milner Financial, which focuses on non-variable insurance. 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 offers a range of advisory programs, financial planning, and retirement plan consulting supported by research, model portfolios, and various management approaches.

Bill Crawford IV is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at JP Morgan Chase Bank and Edward Jones. Outside of finance, he is involved in a musical instrument rental business, Aurora Tone Solutions, which he owns and operates. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a variety of model portfolios and research resources.

Chelsea Rentschler is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she focuses on developing strategies that enhance engagement between clients and their advisors. Her work involves partnering with teams to build strong relationships with clients and their families to pursue both short- and long-term financial planning goals tailored to individual needs. Chelsea has over 10 years of experience in the financial services industry. Prior to her current role, she held several positions at Fidelity Investments, including Service Support Specialist (2020-2022), Executive Services Associate (2015-2019), Retirement Benefits Coordinator (2012-2015), Defined Benefits Specialist (2012), and Defined Contributions Specialist (2011-2012). She also worked as a Client Service Associate at UBS Financial Services, Inc. from 2019 to 2020.

Peter Swenty II is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His prior experience includes roles at Kestra Advisory, Kestra Investment Services, and Morgan Stanley. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of investment implementation options, including proprietary and third-party strategies, with both discretionary and non-discretionary management tailored to client objectives.

Austin Nolan is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at 1st National Bank and the University of Cincinnati. Outside of his advisory role, Nolan is involved in managing a real estate business and works part-time at Papa Johns. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions supported by a centralized consulting team that uses research and modeling to generate personalized, tax-efficient retirement recommendations.

Douglas Cooper is a financial advisor with LPL Financial in Cincinnati, Ohio, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Robert Titcomb is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. He has worked at Fidelity Investments since 2020 and previously worked at Grifols Biomat USA Inc. from 2014 to 2020. Strategic Advisers LLC, a Fidelity Investments company, 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 manage discretionary and non-discretionary accounts and model portfolios.

Christopher Price is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and incorporation of AI-driven research techniques.

Brian Shea is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. He has previously worked at Terlau Financial and United Parcel Service. Outside of his advisory role, he instructs youth baseball players with the At The Yard Baseball Club in Florence, Kentucky. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kevin Shepherd is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a partner in Jet Connection LLC, a limited partnership involved in the ownership and usage of a private jet. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets operations.

Tina Brougham is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Nicholas Griffin is a financial advisor with Fidelity Investments and holds the Series 66 designation. He has been with Fidelity since 2025 and has prior experience in various roles outside the financial industry. 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 integrates fundamental research with quantitative analysis and algorithmic portfolio construction, and plays a formal advisory role to multiple registered investment companies and fund-of-funds.