Brian Cromer is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he works closely with clients to develop financial plans tailored to their individual needs and goals, emphasizing collaboration and understanding of client priorities. Prior to his current position, he held various roles at Fidelity Investments, including Investment Solutions Representative III (2024-2025), Workplace Planning Consultant III (2022-2024), Workplace Planning Consultant II (2022), and Workplace Planning Consultant I (2021-2022). Brian holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial planning services across these states. Outside of his professional work, he has personal interests in cars, football, movies, music, and reading.

Kimberly Whaley is a financial advisor at Fidelity with 21 years of industry experience. She has previously worked at Ameriprise Financial Services and Wells Fargo Advisors. Outside of her advisory role, she is involved in food delivery services with Uber Eats, DoorDash, and GrubHub. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research and quantitative analysis to construct model portfolios and serves in advisory roles for registered investment companies.

Nathaniel Bowman is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2021. Prior to joining Fisher, he worked at Fifth Third Securities and Fifth Third Bank from 2013 to 2021. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach that integrates quantitative and qualitative research to construct diversified portfolios and uses various risk management techniques, including tax-aware processes and defensive tactics.

Donald W. Harden is a CFP® and ChFC® professional with 37 years of industry experience, currently affiliated with UBS Financial Services in Cincinnati, OH since 2008. He is also a licensed independent insurance agent specializing in fixed products. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings.

Dustin Hall is a financial advisor with Fidelity, holding a Series 66 designation and 18 years of industry experience. He has worked at multiple Fidelity entities since 2014, most recently with Fidelity Investments since 2025. Outside of finance, Hall is involved in photography and videography. 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 manage diversified model portfolios.

Mark Conrad is a financial advisor at UBS Financial Services with 17 years of industry experience. He has held positions at UBS since 2016 and previously worked at Bank of America, N.A. and Merrill from 2014 to 2016. He holds Series 63 and Series 66 designations and is based in Cincinnati, OH. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research, capital markets services, and affiliated banking programs.

Charles Foster is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to co-create financial plans aimed at meeting their financial goals and providing peace of mind. He has been with Fidelity Investments since 2013, progressing through various roles including Portfolio Specialist, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. Charles holds insurance licenses in Arkansas and California, supporting his ability to serve clients across these regions. His experience spans portfolio management, retirement planning, and investment solutions, reflecting a comprehensive understanding of financial advisory services. Outside of his professional role, Charles enjoys camping, fishing, hiking, fitness activities, and spending time with his family.

Paul Antoun III is a Financial Advisor at Merrill Lynch Wealth Management. He supports clients in managing their financial goals through tailored investment strategies. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). Paul earned a bachelor's degree from the University of Cincinnati. Further personal interests or details related to community involvement are not provided.

Aaron Satterfield is a financial advisor with Fidelity Investments in Covington, KY, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc., Central Ohio Financial Services, and US Bank. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Judy Prusinowski is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 credentials. Prior to her current role, she worked at Avanta Credit Union and Il Vicino Wood Oven Pizza. 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 is noted for its registration as a commodity pool operator, advisory roles to registered investment companies, and use of algorithmic methods and AI in research.

Eric Ostertag is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at DoorDash, Ohio University, Home City Ice Co., and LaRosas Pizzeria. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves a range of clients including registered investment companies and charitable funds.

Katherine Conniff is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. She previously worked at Cintas Corporation for five years before joining Fidelity in 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Rebecca Boden is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at the Owen County and Grant County Boards of Education, as well as work at Answers in Genesis and Georgetown College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

James Murphy Jr. is a financial advisor with Merrill in Cincinnati, OH, holding Series 65 and Series 66 credentials and 29 years of industry experience. He has worked at Merrill since 1997 and is also affiliated with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as the founder, director, and occasional coach of the St. Xavier High School Triathlon Team, a charitable organization. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Mark Bonfield is a financial advisor with LPL Financial based in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at PNC Investments, Fidelity Investments, and Farmers Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse financial planning and advisory programs supported by research and a range of management strategies.

Garren Schultz is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to his current role, he held various positions including as an independent contractor delivery driver for DoorDash. 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 to manage diversified model portfolios.

Scot Herrmann is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with various Fidelity entities since 1998 and is currently based in Covington, KY. Outside of his advisory role, Herrmann is a race announcer for live sporting events and a business partner at Loveland Bike Shop and Rental, where he provides consultation and occasional shop support. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an adviser to multiple registered investment companies and funds.

Philip Ochs IV is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with UBS Financial Services since 2004. Outside of his primary role, he advises on investments for the Christy A Ochs Rev Trust. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Jared Noble is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. Before joining Fidelity, he worked at Standard Textile, Superior Staffing, and IGS Energy. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Erik Shifflett is a CFP® and Series 66-licensed financial advisor with 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. He serves as a trustee for a friend and co-worker in Lebanon, Ohio. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment products, including insurance-related vehicles and bank deposit sweep options.