Rex Rogers is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His background includes multiple roles at Fidelity Investments since 2019, as well as positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios.

Matthew Harris is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he serves as an assistant coach at Indian Hill Schools, a recreation position in Cincinnati. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment insights from its Global Investment Committee.

Deanna Carr is a Series 66-licensed financial advisor with Fidelity in Covington, KY, and has four years of industry experience. Her prior roles include positions at New York Life and multiple academic institutions, including Bellarmine University and Louisiana State University - Shreveport Online. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Susan Snodgrass is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo since 2016, following six years at UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory offerings supported by research from Wells Fargo Investment Institute and third-party sources.

Stephen Renie is a Wealth Management Advisor with extensive experience in the financial services industry. He holds the position of Senior Vice President and has dedicated over three decades to serving both high net worth individuals and institutional clients, including corporate 401(k) plans. Stephen and his team have been recognized on Forbes' "Best-in-State Wealth Management Teams" list for the years 2023 and 2024. Their work encompasses the use of Merrill's Goals-Based Wealth Management process, along with offering guidance on insurance planning, debt management, and comprehensive wealth management strategies that include investment insights, fiduciary services, and banking solutions through Bank of America. Stephen began his career following his 1990 graduation summa cum laude from Ohio University with a double major in Finance and Economics. He holds several professional designations, including the Certified Investment Management Analyst (CIMA) from the Investments and Wealth Institute in conjunction with Yale School of Management, the Certified 401(k) Professional (C(k)P) from The Retirement Advisor University in conjunction with UCLA Anderson School of Management, and the Merrill designation of Senior Retirement Benefits Consultant (SRBC). His expertise also covers retirement plan consulting services for employers across the country, assisting them in fulfilling fiduciary duties through services like investment policy statement drafting, plan design, and education. Residing in Terrace Park, Cincinnati, Stephen and his wife have a combined six children and are actively involved in coaching youth sports and supporting various charities. Stephen's personal interests include basketball, biking, football, golfing, skiing, family time, and traveling.

Ryan Chamberlin is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings over 20 years of experience in finance, focusing on transforming complex financial landscapes into clear, goal-oriented strategies. Ryan partners with clients to provide transparent advice and strategic guidance, helping them navigate life's major financial complexities and deliver lasting legacies. His expertise spans corporate executive services, executive compensation, services for defined benefit plans, legacy planning, personal retirement planning, philanthropic planning, portfolio management, small business strategies, individual and corporate investment strategies, and tax minimization. Ryan's approach emphasizes comprehensive retirement strategies, tax-efficient oversight, and estate coordination to meet clients' most important financial goals. Ryan holds a Bachelor's Degree from Shawnee State University and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys baseball, camping, fishing, football, golfing, hiking, pickleball, spending time with his family, traveling, and woodworking.

Rachel Auxier is a financial advisor with Fidelity in Cincinnati, Ohio, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. She has been with Fidelity Investments since 2006, including seven years at Fidelity Personal and Workplace Advisors prior to her current role starting in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Katlin Sprague is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with JPMorgan Chase and J.P. Morgan Securities since 2012. Outside of her advisory role, she serves as a board member and finance committee member for Keep Cincinnati Beautiful, a nonprofit focused on community clean-up, beautification, and workforce development in agriculture and environmental fields. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program emphasizing written asset allocation advice, investment manager searches, and customized performance reporting. Their process integrates quantitative and qualitative research to support model asset allocations and incorporates ESG criteria where applicable.

Morgan Shover is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill and Bank of America, Shover worked at Medpace, Inc. and Deloitte Tax LLP. Outside of his advisory role, he serves on the junior board of CHNK Behavioral Health, the alumni board of Beechwood Independent School, and is a member of the Cincinnati Parks Foundation, participating in fundraising and community event planning. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Allison Puchala is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and has worked previously at Bank of America and PNC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Scott Best is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and eight years of industry experience. He has previously worked at Bank of America, Merrill, and Fifth Third Bank and Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Annette Kitchen is a financial advisor with Equitable Advisors in Newport, KY, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has worked at Equitable Advisors since 2011 and previously at AXA Advisors and Valic Financial Advisors. Outside of her advisory role, she is a member of two LLCs based in Newport, KY. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of delivery methods including third-party asset managers and LPL-sponsored advisory programs, offering services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Paul Listerman is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 securities licenses and has previously worked at A. G. Edwards & Sons, Inc. and KeyBanc Capital Markets Inc. Outside of his advisory work, he holds an ownership interest in a family auto dealership in Edinboro, Pennsylvania. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its investment solutions.

Peter Crook is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various Fidelity divisions 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, delivering model portfolios through systematic methodologies and long-term asset allocation strategies.

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 Series 66 credentialed financial advisor with 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 at various divisions within Fidelity since 2016. Additionally, she has been affiliated with Ferris State University since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Nicholas Mcvicker is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work history includes roles in various service and retail sectors. Outside of advising, he works as a bartender at an LGBTQ+ nightclub in Cincinnati. Fidelity, through its affiliate Strategic Advisers LLC, offers investment management and advisory services to a broad client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.